Titelia

Holdings of Neuberger Berman Genesis Portfolio

Brighthouse Funds Trust II ·108 declared positions · as of Mar 31, 2026

Original filing · Net assets 764.9M $ · Ten largest lines: 17.8 % of the equity sleeve

Sector breakdown

  • Technology 4.7 %
  • Industrials 0.4 %
  • Consumer discretionary 0.3 %
  • Unattributed 94.5 %

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

Currency breakdown

  • USD 99.7 %
  • CAD 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.0 %
  • BM 2.0 %
  • GB 1.4 %
  • CA 1.2 %
  • IT 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US103712.4M $94.98 %
2BM115M $2.00 %
3GB110.3M $1.37 %
4CA28.9M $1.19 %
5IT13.4M $0.45 %

Positions

RankCompanySharesValueWeight
1White Mountains Insurance Group Ltd 6,84015M $1.96 %
2Valmont Industries Inc 37,13914.8M $1.94 %
3Littelfuse Inc 42,74414.5M $1.90 %
4Tidewater Inc 166,79113.9M $1.82 %
5Kirby Corp 99,16813.2M $1.72 %
6MKS Inc 57,16913.1M $1.72 %
7Community Financial System Inc 215,92212.7M $1.66 %
8Standex International Corp 48,37612.3M $1.61 %
9Prosperity Bancshares Inc 180,05112.1M $1.58 %
10Power Integrations Inc 231,46211.9M $1.55 %
11CNX Resources Corp 303,55511.7M $1.53 %
12Lattice Semiconductor Corp 124,83611.6M $1.51 %
13Viper Energy Inc 244,55411.5M $1.50 %
14UMB Financial Corp 100,11911.3M $1.48 %
15Arcosa Inc 105,41311.2M $1.46 %
16Brady Corp 137,46311.2M $1.46 %
17RBC Bearings Inc 20,55011.2M $1.46 %
18IDACORP Inc 75,52910.8M $1.41 %
19American States Water Co 139,84810.6M $1.38 %
20Advanced Energy Industries Inc 32,37010.4M $1.37 %
21Glacier Bancorp Inc 232,60910.4M $1.36 %
22Gates Industrial Corp PLC 455,11110.3M $1.35 %
23ESCO Technologies Inc 35,2219.9M $1.30 %
24Bio-Techne Corp 189,0329.9M $1.29 %
25Element Solutions Inc 286,2369.8M $1.28 %
26Jack Henry & Associates Inc 61,0349.6M $1.26 %
27FirstService Corp 68,7089.5M $1.25 %
28UGI Corp 260,9509.5M $1.24 %
29Esab Corp 98,3209.5M $1.24 %
30Enerpac Tool Group Corp 253,3249.2M $1.21 %
31Nexstar Media Group Inc 50,9809.2M $1.21 %
32Texas Roadhouse Inc 55,7309.2M $1.20 %
33Toro Co/The 96,4589M $1.18 %
34SPX Technologies Inc 44,3448.9M $1.16 %
35Stewart Information Services Corp 143,6948.8M $1.16 %
36MarketAxess Holdings Inc 53,1848.8M $1.15 %
37Armstrong World Industries Inc 53,0368.7M $1.14 %
38Knowles Corp 336,5638.6M $1.13 %
39Federal Signal Corp 77,3118.4M $1.09 %
40AptarGroup Inc 65,5198.3M $1.08 %
41Chesapeake Utilities Corp 62,5657.9M $1.03 %
42Winmark Corp 18,3767.9M $1.03 %
43Saia Inc 21,6707.6M $1.00 %
44Lakeland Financial Corp 132,4217.6M $0.99 %
45Simpson Manufacturing Co Inc 44,2587.6M $0.99 %
46Eagle Materials Inc 38,7267.3M $0.96 %
47Oceaneering International Inc 203,5807.2M $0.94 %
48Manhattan Associates Inc 54,2167.2M $0.94 %
49Haemonetics Corp 124,9647M $0.92 %
50Bright Horizons Family Solutions Inc 84,6357M $0.91 %
51First Financial Bankshares Inc 234,8926.9M $0.90 %
52Tetra Tech Inc 227,7606.9M $0.90 %
53VSE Corp 37,0686.8M $0.89 %
54United Community Banks Inc/GA 213,7946.7M $0.88 %
55John Wiley & Sons Inc 174,7846.7M $0.87 %
56Lindsay Corp 55,8186.6M $0.87 %
57Colliers International Group Inc 61,9516.6M $0.87 %
58Kadant Inc 22,6466.6M $0.87 %
59Tyler Technologies Inc 18,8316.4M $0.84 %
60Revvity Inc 71,4446.3M $0.82 %
61Hayward Holdings Inc 461,4096.2M $0.81 %
62Crane Co 35,7726.1M $0.80 %
63CSW Industrials Inc 23,0716M $0.79 %
64CCC Intelligent Solutions Holdings Inc 998,0526M $0.78 %
65SPS Commerce Inc 103,5945.8M $0.75 %
66Graco Inc 65,9565.6M $0.73 %
67Chemed Corp 14,5665.5M $0.72 %
68Knife River Corp 67,1575.5M $0.72 %
69Houlihan Lokey Inc 37,2295.3M $0.70 %
70Archrock Inc 142,6225M $0.65 %
71Hagerty Inc 460,6624.9M $0.63 %
72Middlesex Water Co 90,4434.7M $0.62 %
73Valvoline Inc 138,6594.7M $0.61 %
74BlackLine Inc 122,6964.5M $0.59 %
75Casella Waste Systems Inc 55,7074.4M $0.58 %
76SiteOne Landscape Supply Inc 32,7394.4M $0.57 %
77Asbury Automotive Group Inc 21,9064.3M $0.56 %
78Stock Yards Bancorp Inc 64,5294.3M $0.56 %
79Enpro Inc 17,0084.3M $0.56 %
80Hamilton Lane Inc 40,7184M $0.53 %
81Ryan Specialty Holdings Inc 116,5033.9M $0.51 %
82Atmus Filtration Technologies Inc 67,6633.8M $0.50 %
83CRA International Inc 23,2323.8M $0.49 %
84Watts Water Technologies Inc 12,8283.7M $0.49 %
85Murphy USA Inc 7,4343.7M $0.48 %
86UFP Technologies Inc 18,6853.6M $0.47 %
87AMERISAFE Inc 102,9943.4M $0.45 %
88Stevanato Group SpA 246,9393.4M $0.44 %
89Transcat Inc 45,5633.3M $0.44 %
90Neogen Corp 358,6103.3M $0.44 %
91Installed Building Products Inc 12,4753.3M $0.43 %
92Fair Isaac Corp 3,0263.2M $0.42 %
93Cullen/Frost Bankers Inc 23,5413.2M $0.42 %
94Badger Meter Inc 20,3903.1M $0.41 %
95Floor & Decor Holdings Inc 58,0612.9M $0.39 %
96Exponent Inc 44,7942.9M $0.38 %
97Miller Industries Inc/TN 61,0802.8M $0.36 %
98HB Fuller Co 41,2512.5M $0.33 %
99Qualys Inc 28,7642.5M $0.33 %
100TerraVest Industries Inc 24,3752.3M $0.30 %