Titelia

Holdings of GuideMark Large Cap Core Fund

GPS Funds I · Original filing · Compare with another fund · Report an error

Net assets
727.3M $ including 722.9M $ in equities, 99.4 %
Positions
333 in 8 countries
Top ten
31.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 256,46544.7M $6.15 %
2Apple Inc 154,31939.2M $5.39 %
3Microsoft Corp 73,79827.3M $3.76 %
4Vanguard S&P 500 ETF 44,86526.8M $3.69 %
5Amazon.com Inc 92,36519.2M $2.65 %
6Alphabet Inc 61,94217.8M $2.45 %
7Alphabet Inc 50,38214.5M $1.99 %
8Broadcom Inc 42,64213.2M $1.81 %
9Meta Platforms Inc 22,17912.7M $1.74 %
10JPMorgan Chase & Co 34,40710.1M $1.39 %
11Berkshire Hathaway Inc 16,6828M $1.10 %
12Walmart Inc 55,7996.9M $0.95 %
13Johnson & Johnson 26,2096.4M $0.88 %
14Eli Lilly & Co 6,7196.2M $0.85 %
15Tesla Inc 14,3085.3M $0.73 %
16APA Corp 114,6944.9M $0.67 %
17Visa Inc 16,0064.8M $0.67 %
18Incyte Corp 47,6194.5M $0.62 %
19Macy's Inc 244,5214.4M $0.61 %
20Palantir Technologies Inc 29,4964.3M $0.59 %
21Exelixis Inc 99,4134.3M $0.59 %
22Tapestry Inc 29,6574.2M $0.58 %
23Gilead Sciences Inc 29,7534.1M $0.57 %
24Lam Research Corp 18,8534M $0.55 %
25Kroger Co/The 54,7944M $0.55 %
26Dollar Tree Inc 35,9503.9M $0.54 %
27Costco Wholesale Corp 3,9403.9M $0.54 %
28Gap Inc/The 161,8833.9M $0.54 %
29Allstate Corp/The 18,8913.9M $0.54 %
30Coca-Cola Consolidated Inc 20,0603.8M $0.53 %
31Mastercard Inc 7,5743.8M $0.52 %
32CH Robinson Worldwide Inc 22,7863.8M $0.52 %
33US Foods Holding Corp 40,2633.7M $0.51 %
34Morgan Stanley 22,5353.7M $0.51 %
35Dollar General Corp 31,1173.7M $0.51 %
36Exxon Mobil Corp 21,5703.7M $0.50 %
37EMCOR Group Inc 4,8523.6M $0.49 %
38Synchrony Financial 50,2653.4M $0.47 %
39Cirrus Logic Inc 23,3473.4M $0.46 %
40Bank of America Corp 68,9603.4M $0.46 %
41Jazz Pharmaceuticals PLC 17,5633.3M $0.46 %
42AbbVie Inc 15,2483.3M $0.46 %
43Cisco Systems, Inc. 42,0303.3M $0.45 %
44Millicom International Cellular SA 43,2753.2M $0.45 %
45Netflix Inc 33,1563.2M $0.44 %
46KLA Corp 2,1463.2M $0.43 %
47New York Times Co/The 36,7923.1M $0.42 %
48Casey's General Stores Inc 4,2323.1M $0.42 %
49Hartford Insurance Group Inc/The 22,6813.1M $0.42 %
50Micron Technology Inc 9,0763.1M $0.42 %
51Dillard's Inc 5,3513.1M $0.42 %
52Progressive Corp/The 15,0503M $0.41 %
53Bank of New York Mellon Corp/The 25,0983M $0.41 %
54Merck & Co Inc 24,7463M $0.41 %
55Ciena Corp 7,5442.9M $0.40 %
56Ralph Lauren Corp 8,5092.9M $0.40 %
57Boston Beer Co Inc/The 12,6542.9M $0.40 %
58Ulta Beauty Inc 5,5672.9M $0.40 %
59Applied Materials Inc 8,5102.9M $0.40 %
60Bristol-Myers Squibb Co 47,5782.9M $0.40 %
61Virtu Financial Inc 65,0582.9M $0.39 %
62TJX Cos Inc/The 17,7462.8M $0.39 %
63Travelers Cos Inc/The 9,6082.8M $0.39 %
64Electronic Arts Inc 13,7062.8M $0.38 %
65RenaissanceRe Holdings Ltd 9,1592.7M $0.37 %
66YETI Holdings Inc 73,9912.7M $0.37 %
67American Express Co 8,8572.7M $0.37 %
68Wells Fargo & Co 33,2842.6M $0.36 %
69Philip Morris International Inc. 15,8922.6M $0.36 %
70GE Vernova Inc 2,9932.6M $0.36 %
71Western Union Co/The 295,0152.6M $0.35 %
72Valmont Industries Inc 6,3222.5M $0.35 %
73RingCentral Inc 67,7672.5M $0.35 %
74Wayfair Inc 32,9002.5M $0.34 %
75Dropbox Inc 107,2372.4M $0.34 %
76Etsy Inc 48,5632.4M $0.33 %
77Ubiquiti Inc 3,0512.4M $0.33 %
78Globe Life Inc 17,2012.4M $0.33 %
79OneMain Holdings Inc 44,6652.4M $0.33 %
80BorgWarner Inc 43,4582.4M $0.32 %
81Ferguson Enterprises Inc 10,0432.3M $0.32 %
82Axis Capital Holdings Ltd 22,8372.3M $0.32 %
83Verizon Communications Inc 46,1152.3M $0.32 %
84Performance Food Group Co 27,0112.3M $0.32 %
85Crocs Inc 27,7402.3M $0.32 %
86Expedia Group Inc 9,9672.3M $0.32 %
87State Street Corp 18,1592.3M $0.32 %
88Match Group Inc 74,2932.3M $0.31 %
89United Therapeutics Corp 3,7682.2M $0.31 %
90Hanover Insurance Group Inc/The 12,8512.2M $0.31 %
91Acuity Inc 7,9412.2M $0.31 %
92NewMarket Corp 3,4712.2M $0.31 %
93Citigroup Inc 19,5322.2M $0.30 %
94VeriSign Inc 8,8662.2M $0.30 %
95Northern Trust Corp 15,6742.2M $0.30 %
96QUALCOMM Inc 16,9662.2M $0.30 %
97SLM Corp 100,9692.2M $0.30 %
98AppLovin Corp 5,4242.2M $0.30 %
99Toro Co/The 22,9802.1M $0.30 %
100Booking Holdings Inc 5092.1M $0.29 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 22.7 %
  • Financials 11.1 %
  • Consumer discretionary 8.7 %
  • Communication 8.4 %
  • Health care 6.7 %
  • Consumer staples 4.8 %
  • Funds 3.7 %
  • Industrials 3.4 %
  • Energy 1.6 %
  • Materials 0.8 %
  • Unattributed 28.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.9 %
  • Bermuda 0.7 %
  • Ireland 0.5 %
  • Luxembourg 0.4 %
  • Cayman Islands 0.3 %
  • Jersey 0.1 %
  • Switzerland 0.0 %
  • United Kingdom 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States321707.8M $97.91 %
2Bermuda45.3M $0.74 %
3Ireland23.6M $0.50 %
4Luxembourg13.2M $0.45 %
5Cayman Islands22.1M $0.28 %
6Jersey1398.3K $0.06 %
7Switzerland1359.9K $0.05 %
8United Kingdom1149.5K $0.02 %
Cite this page

Titelia. "Holdings of GuideMark Large Cap Core Fund". https://titelia.com/en/funds/S000006182