Titelia

Holdings of Nomura VIP Value Series

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Net assets
150.3M $ including 149.1M $ in equities, 99.2 %
Positions
34 in 1 countries
Top ten
32.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1CSX Corp 128,1535.3M $3.50 %
2Duke Energy Corp 38,2875M $3.34 %
3Johnson & Johnson 20,0634.9M $3.26 %
4Teledyne Technologies Inc 7,9974.8M $3.22 %
5Wells Fargo & Co 60,6084.8M $3.21 %
6Exxon Mobil Corp 28,2204.8M $3.19 %
7Cisco Systems, Inc. 61,1274.7M $3.16 %
8PPG Industries Inc 44,2984.7M $3.15 %
9Bank of America Corp 96,3604.7M $3.13 %
10Chevron Corp 22,6044.7M $3.11 %
11Prologis Inc 35,2884.7M $3.10 %
12Analog Devices Inc 14,5654.6M $3.08 %
13DuPont de Nemours Inc 99,6364.6M $3.04 %
14Intercontinental Exchange Inc 29,0004.6M $3.03 %
15Northrop Grumman Corp 6,6504.5M $3.02 %
16Amazon.com Inc 21,7004.5M $3.01 %
17Alphabet Inc 15,6054.5M $2.99 %
18Cigna Group/The 16,7484.5M $2.97 %
19Zoetis Inc 37,7004.5M $2.96 %
20Charles Schwab Corp/The 47,2834.4M $2.96 %
21Progressive Corp/The 22,4004.4M $2.95 %
22Marsh & McLennan Cos Inc 25,5634.4M $2.95 %
23Jacobs Solutions Inc 34,4804.4M $2.92 %
24Dover Corp 20,9394.4M $2.90 %
25Carrier Global Corp 76,7004.3M $2.87 %
26Lowe's Cos Inc 18,1514.3M $2.85 %
27Qnity Electronics Inc 35,9184.1M $2.76 %
28NIKE Inc 73,7753.9M $2.59 %
29PepsiCo Inc 24,8853.9M $2.57 %
30CDW Corp/DE 31,6093.8M $2.54 %
31Thermo Fisher Scientific Inc 7,7663.8M $2.54 %
32Procter & Gamble Co/The 26,1063.8M $2.51 %
33Hershey Co/The 14,5233M $2.01 %
34Merck & Co Inc 22,1532.7M $1.77 %

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Sector breakdown

  • Financials 18.4 %
  • Industrials 15.6 %
  • Health care 13.6 %
  • Technology 11.6 %
  • Consumer discretionary 8.5 %
  • Consumer staples 7.1 %
  • Utilities 3.4 %
  • Energy 3.2 %
  • Materials 3.2 %
  • Real estate 3.1 %
  • Communication 3.0 %
  • Unattributed 9.1 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States34149.1M $100.00 %
Cite this page

Titelia. "Holdings of Nomura VIP Value Series". https://titelia.com/en/funds/S000006236