Titelia

Holdings of Cullen International High Dividend Fund

Cullen Funds Trust · 62 declared positions · as of Mar 31, 2026

Original filing · Net assets 411.9M $ · Ten largest lines: 34.9 % of the equity sleeve

Sector breakdown

  • Health care 7.9 %
  • Energy 7.2 %
  • Utilities 6.7 %
  • Consumer staples 4.9 %
  • Industrials 4.5 %
  • Financials 3.4 %
  • Consumer discretionary 3.2 %
  • Communication 2.3 %
  • Unattributed 59.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • EUR 26.6 %
  • JPY 16.9 %
  • USD 16.2 %
  • GBP 12.8 %
  • CAD 4.7 %
  • MXN 4.5 %
  • AUD 3.4 %
  • KRW 3.0 %
  • BRL 3.0 %
  • PLN 1.7 %
  • DKK 1.5 %
  • CHF 1.3 %
  • SEK 1.3 %
  • HKD 1.2 %
  • TWD 1.0 %
  • NOK 0.9 %
  • SGD 0.1 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • JP 16.9 %
  • GB 16.4 %
  • FR 9.3 %
  • US 7.9 %
  • IT 6.6 %
  • DE 6.4 %
  • CA 4.7 %
  • MX 4.5 %
  • AU 3.4 %
  • ES 3.4 %
  • NL 3.2 %
  • KR 3.0 %
  • Other countries 14.5 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
JP865.1M $16.85 %
GB963.3M $16.38 %
FR635.8M $9.26 %
US330.6M $7.91 %
IT225.6M $6.62 %
DE524.7M $6.38 %
CA218.1M $4.67 %
MX317.3M $4.49 %
AU213.3M $3.43 %
ES113M $3.36 %
NL112.4M $3.20 %
KR111.6M $3.00 %

Positions

CompanySharesValueWeight
TotalEnergies SE 193,06018.1M $4.38 %
Novartis AG 109,43016.7M $4.06 %
Iberdrola SA 569,05113M $3.15 %
UniCredit SpA 184,56913M $3.15 %
National Grid PLC 770,00012.9M $3.14 %
Enel SpA 1,164,62012.6M $3.06 %
Toyota Motor Corp. 625,46712.5M $3.03 %
NN Group NV 159,38212.4M $3.00 %
Enbridge Inc 218,44511.8M $2.87 %
BAE Systems PLC 405,19611.8M $2.86 %
British American Tobacco PLC 200,71511.7M $2.85 %
Rio Tinto Ltd 104,25111.6M $2.82 %
KT&G Corp 109,49511.6M $2.81 %
Petroleo Brasileiro SA - Petrobras 1,104,11611.4M $2.78 %
Tokio Marine Holdings Inc 247,19311.4M $2.76 %
SPDR Series Trust 121,91011.2M $2.71 %
SoftBank Corp 8,331,31511.1M $2.69 %
Shell PLC 209,4849.9M $2.41 %
MS&AD Insurance Group Holdings Inc 373,6739.5M $2.30 %
AIB Group PLC 896,4109.3M $2.27 %
Deutsche Telekom AG 238,4278.8M $2.14 %
Sanofi SA 85,2638.2M $1.98 %
ORIX Corp 253,4247.4M $1.79 %
Bridgestone Corp 354,3407.3M $1.77 %
Tesco PLC 1,100,2426.9M $1.67 %
Grupo Financiero Banorte SAB de CV 621,7896.9M $1.67 %
Unilever PLC 120,5256.7M $1.63 %
Powszechna Kasa Oszczednosci Bank Polski SA 273,8796.4M $1.56 %
Power Corp of Canada 129,1836.2M $1.51 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 9,5546M $1.45 %
Novo Nordisk A/S 164,0305.9M $1.42 %
Siemens AG 24,1595.7M $1.39 %
Coca-Cola Femsa SAB de CV 557,0525.4M $1.32 %
Prologis Property Mexico SA de CV 1,153,2245M $1.22 %
Volvo AB 149,5284.8M $1.17 %
Zijin Mining Group Co Ltd 1,013,0584.4M $1.08 %
Komatsu Ltd 113,3004.3M $1.04 %
DNB Bank ASA 117,0723.6M $0.88 %
Vinci SA 23,0073.4M $0.83 %
Cie Generale des Etablissements Michelin SCA 93,5433.2M $0.77 %
ASE Technology Holding Co Ltd 297,6643.1M $0.74 %
Cie de Saint-Gobain SA 36,2252.9M $0.71 %
Mercedes-Benz Group AG 46,4982.8M $0.68 %
Smurfit Westrock PLC 67,1732.7M $0.65 %
Zurich Insurance Group AG 3,4602.4M $0.59 %
Coca-Cola Europacific Partners PLC 24,7042.2M $0.54 %
Julius Baer Group Ltd 29,5202.1M $0.52 %
NTT Inc 1,797,2981.8M $0.43 %
Sonic Healthcare Ltd 116,7441.6M $0.40 %
Deutsche Post AG 26,0841.3M $0.33 %
Diageo PLC 43,487803.5K $0.20 %
Nestle SA 5,590548.3K $0.13 %
Hon Hai Precision Industry Co Ltd 82,000481.3K $0.12 %
Quanta Computer Inc 40,000348.7K $0.08 %
3i Group PLC 8,188264.2K $0.06 %
Svenska Handelsbanken AB 18,408239.2K $0.06 %
United Overseas Bank Ltd 6,441183.6K $0.04 %
Midea Group Co Ltd 17,087182.6K $0.04 %
UPM-Kymmene Oyj 5,161159.9K $0.04 %
CapitaLand Ascendas REIT 72,009138.3K $0.03 %
BNP Paribas SA 80074.9K $0.02 %
CapitaLand Ascendas REIT 2,016188.2 $