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
101W R Berkley Corp 31,6542.1M $0.29 %
102Newmont Corp 19,0782.1M $0.28 %
103Monster Beverage Corp 28,2782M $0.28 %
104Albertsons Cos Inc 120,1732M $0.28 %
105Affiliated Managers Group Inc 7,3802M $0.28 %
106Charles Schwab Corp/The 21,5182M $0.28 %
107Teradata Corp 76,4602M $0.27 %
108Home Depot Inc/The 5,9001.9M $0.27 %
109PVH Corp 27,6921.9M $0.27 %
110Reliance Inc 6,1991.9M $0.26 %
111Five Below Inc 8,2361.9M $0.26 %
112Halozyme Therapeutics Inc 29,0991.9M $0.26 %
113Altria Group, Inc. 28,2991.9M $0.26 %
114CACI International Inc 3,4231.9M $0.26 %
115Lowe's Cos Inc 7,8781.9M $0.26 %
116AT&T Inc 63,7081.8M $0.25 %
117UnitedHealth Group Inc 6,7821.8M $0.25 %
118Comfort Systems USA Inc 1,3291.8M $0.25 %
119Williams-Sonoma Inc 9,8201.8M $0.25 %
120Mattel Inc 122,7241.8M $0.25 %
121Old Republic International Corp 44,6881.8M $0.25 %
122AutoZone Inc 5261.8M $0.24 %
123Core & Main Inc 35,8821.8M $0.24 %
124Popular Inc 13,0661.8M $0.24 %
125Align Technology Inc 10,2171.8M $0.24 %
126Mueller Industries Inc 15,6621.7M $0.24 %
127Grand Canyon Education Inc 10,2041.7M $0.24 %
128Henry Schein Inc 23,2901.7M $0.24 %
129BJ's Wholesale Club Holdings Inc 17,4101.7M $0.24 %
130Builders FirstSource Inc 20,6621.7M $0.23 %
131EOG Resources Inc 11,7311.7M $0.23 %
132Pegasystems Inc 39,3261.7M $0.23 %
133SiteOne Landscape Supply Inc 12,4131.7M $0.23 %
134Hasbro Inc 17,6061.6M $0.23 %
135MSC Industrial Direct Co Inc 17,8381.6M $0.23 %
136CVS Health Corp 22,6121.6M $0.22 %
137API Group Corp 39,4081.6M $0.22 %
138SharkNinja Inc 15,0291.6M $0.22 %
139F5 Inc 5,3201.5M $0.21 %
140Ameriprise Financial Inc 3,4151.5M $0.21 %
141Sysco Corp 21,1131.5M $0.21 %
142Lyft Inc 112,7461.5M $0.21 %
143Warner Bros Discovery Inc 54,6061.5M $0.21 %
144Chubb Ltd 4,5551.5M $0.20 %
145Arch Capital Group Ltd 15,4291.5M $0.20 %
146Best Buy Co Inc 22,9481.5M $0.20 %
147Chemed Corp 3,8711.5M $0.20 %
148Adobe Inc 5,9321.4M $0.20 %
149Roku Inc 15,1761.4M $0.20 %
150Envista Holdings Corp 56,3001.4M $0.20 %
151A O Smith Corp 21,6351.4M $0.20 %
152Donaldson Co Inc 16,8091.4M $0.20 %
153Murphy USA Inc 2,8521.4M $0.19 %
154eBay Inc 15,4591.4M $0.19 %
155O'Reilly Automotive Inc 15,0101.4M $0.19 %
156Travel + Leisure Co 19,8471.4M $0.19 %
157Lincoln National Corp 38,1011.4M $0.19 %
158Vertex Pharmaceuticals Inc 2,9851.3M $0.18 %
159Devon Energy Corp 26,3881.3M $0.18 %
160Bath & Body Works Inc 71,0791.3M $0.18 %
161Allegion plc 9,0431.3M $0.18 %
162Fox Corp 22,2361.3M $0.18 %
163Western Digital Corp 4,7851.3M $0.18 %
164Rollins Inc 24,0201.3M $0.18 %
165Maplebear Inc 33,9641.3M $0.17 %
166Sprouts Farmers Market Inc 16,3901.3M $0.17 %
167Biogen Inc 6,8841.3M $0.17 %
168Globus Medical Inc 14,2921.2M $0.17 %
169Qorvo Inc 15,8541.2M $0.17 %
170Caterpillar Inc 1,7281.2M $0.17 %
171Fox Corp 23,0081.2M $0.17 %
172Illumina Inc 9,7711.2M $0.17 %
173Apellis Pharmaceuticals Inc 29,8661.2M $0.17 %
174Credit Acceptance Corp 2,8291.2M $0.16 %
175Evercore Inc 3,9691.2M $0.16 %
176HCA Healthcare Inc 2,4941.2M $0.16 %
177Applied Industrial Technologies Inc 4,4461.2M $0.16 %
178Columbia Sportswear Co 21,3711.2M $0.16 %
179Primerica Inc 4,6701.2M $0.16 %
180Docusign Inc 24,5911.2M $0.16 %
181Vontier Corp 32,7971.2M $0.16 %
182Humana Inc 6,6311.1M $0.16 %
183Deckers Outdoor Corp 11,1901.1M $0.15 %
184PepsiCo Inc 7,1811.1M $0.15 %
185Fastenal Co 23,8661.1M $0.15 %
186CF Industries Holdings Inc 8,3511.1M $0.15 %
187United Airlines Holdings Inc 11,7521.1M $0.15 %
188WW Grainger Inc 9891.1M $0.15 %
189East West Bancorp Inc 9,9981.1M $0.15 %
190Annaly Capital Management Inc 50,4091.1M $0.15 %
191Procter & Gamble Co/The 7,3511.1M $0.15 %
192LKQ Corp 36,1021.1M $0.15 %
193Cboe Global Markets Inc 3,7641.1M $0.15 %
194Robinhood Markets Inc 15,2461.1M $0.15 %
195Flowers Foods Inc 129,1421.1M $0.14 %
196American Financial Group Inc/OH 8,1731M $0.14 %
197Pinterest Inc 55,9971M $0.14 %
198Viatris Inc 75,8251M $0.14 %
199Genpact Ltd 27,1541M $0.14 %
200MGIC Investment Corp 38,019998K $0.14 %

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