Titelia

Holdings of Allspring VT Opportunity Fund

Allspring VARIABLE TRUST · Original filing · Compare with another fund · Report an error

Net assets
144.6M $ including 143.2M $ in equities, 99.0 %
Positions
73 in 3 countries
Top ten
41.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 43,7789.1M $6.30 %
2Alphabet Inc 30,3988.7M $6.03 %
3Microsoft Corp 22,2568.2M $5.70 %
4Apple Inc 27,9297.1M $4.90 %
5NVIDIA Corp 36,6956.4M $4.42 %
6Meta Platforms Inc 10,4356M $4.13 %
7Mastercard Inc 8,2694.1M $2.86 %
8Marvell Technology Inc 35,8353.5M $2.45 %
9Charles Schwab Corp/The 36,3073.4M $2.36 %
10Regal Rexnord Corp 16,0933M $2.08 %
11Texas Instruments Inc 15,0622.9M $2.02 %
12Intercontinental Exchange Inc 16,5762.6M $1.80 %
13Republic Services Inc 11,3792.5M $1.72 %
14Melrose Industries PLC 351,1862.4M $1.65 %
15HEICO Corp 11,0372.3M $1.61 %
16Salesforce Inc 12,3532.3M $1.59 %
17ON Semiconductor Corp 36,8102.3M $1.58 %
18Teledyne Technologies Inc 3,6592.2M $1.53 %
19Amphenol Corp 17,4582.2M $1.53 %
20Trane Technologies PLC 5,2522.2M $1.51 %
21Prologis Inc 15,7752.1M $1.44 %
22BWX Technologies Inc 10,1102.1M $1.43 %
23Thermo Fisher Scientific Inc 4,1642M $1.42 %
24QXO Inc 104,0572M $1.40 %
25Sherwin-Williams Co/The 6,1632M $1.37 %
26Agilent Technologies Inc 16,6551.9M $1.31 %
27Spotify Technology SA 3,8101.8M $1.28 %
28Home Depot Inc/The 5,5791.8M $1.27 %
29Xcel Energy Inc 22,7951.8M $1.25 %
30ServiceNow Inc 16,9281.8M $1.22 %
31Constellation Energy Corp. 6,3031.8M $1.22 %
32Capital One Financial Corp 9,0781.7M $1.14 %
33Broadcom Inc 5,2351.6M $1.12 %
34Dynatrace Inc 41,6211.5M $1.06 %
35Unum Group 20,5901.5M $1.04 %
36Eli Lilly & Co 1,5981.5M $1.02 %
37Starbucks Corp 16,1821.4M $1.00 %
38S&P Global Inc 3,3551.4M $0.99 %
39Carlisle Cos Inc 4,2381.4M $0.98 %
40American Tower Corp 8,0411.4M $0.96 %
41Marsh & McLennan Cos Inc 7,8981.4M $0.95 %
42Medtronic PLC 15,7971.4M $0.95 %
43Costco Wholesale Corp 1,3241.3M $0.91 %
44TransUnion 18,9471.3M $0.91 %
45Burlington Stores Inc 3,8291.2M $0.86 %
46Bio-Rad Laboratories Inc 4,0501.1M $0.78 %
47Ashland Inc 19,2081.1M $0.74 %
48McKesson Corp 1,126974.4K $0.67 %
49Virtu Financial Inc 21,449943.3K $0.65 %
50DraftKings Inc 42,037908.8K $0.63 %
51Vertiv Holdings Co 3,574895.6K $0.62 %
52Church & Dwight Co Inc 9,582894.2K $0.62 %
53EMCOR Group Inc 1,200886K $0.61 %
54International Paper Co 23,660844.7K $0.58 %
55United Therapeutics Corp 1,401830.8K $0.57 %
56Newmont Corp 7,645827.6K $0.57 %
57Citigroup Inc 7,067801.5K $0.55 %
58Exelixis Inc 18,147778.3K $0.54 %
59Gilead Sciences Inc 5,041702.6K $0.49 %
60Ultra Clean Holdings Inc 11,068688.2K $0.48 %
61Axos Financial Inc 6,932589.8K $0.41 %
62UnitedHealth Group Inc 2,075561.5K $0.39 %
63Phibro Animal Health Corp 9,313515.1K $0.36 %
64Popular Inc 3,582480.6K $0.33 %
65Interactive Brokers Group Inc 6,288421.7K $0.29 %
66First BanCorp/Puerto Rico 18,949404.8K $0.28 %
67Wells Fargo & Co 5,047401.8K $0.28 %
68Zoom Communications Inc 4,998401.8K $0.28 %
69Incyte Corp 3,930369.9K $0.26 %
70Amneal Pharmaceuticals Inc 29,556367.4K $0.25 %
71Harmony Biosciences Holdings Inc 12,072338.1K $0.23 %
72Monte Rosa Therapeutics Inc 17,824293.2K $0.20 %
73AppLovin Corp 333132.5K $0.09 %

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Sector breakdown

  • Technology 26.9 %
  • Communication 11.5 %
  • Financials 11.3 %
  • Industrials 10.0 %
  • Consumer discretionary 9.5 %
  • Health care 7.1 %
  • Materials 2.5 %
  • Utilities 2.5 %
  • Real estate 2.4 %
  • Consumer staples 1.5 %
  • Unattributed 14.5 %

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

Currency breakdown

  • USD 98.3 %
  • GBP 1.7 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.1 %
  • United Kingdom 1.7 %
  • Puerto Rico 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States71140.4M $98.06 %
2United Kingdom12.4M $1.66 %
3Puerto Rico1404.8K $0.28 %
Cite this page

Titelia. "Holdings of Allspring VT Opportunity Fund". https://titelia.com/en/funds/S000007227