Titelia

Holdings of Fundamental Equity Portfolio

LORD ABBETT SERIES FUND INC · 54 declared positions · as of Mar 31, 2026

Original filing · Net assets 200.4M $ · Ten largest lines: 27.6 % of the equity sleeve

Sector breakdown

  • Financials 17.4 %
  • Health care 9.6 %
  • Energy 9.2 %
  • Technology 8.5 %
  • Industrials 8.2 %
  • Communication 4.4 %
  • Materials 4.1 %
  • Consumer discretionary 4.0 %
  • Utilities 3.5 %
  • Real estate 1.8 %
  • Consumer staples 1.7 %
  • Unattributed 27.6 %

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

Currency breakdown

  • USD 98.0 %
  • DKK 2.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 80.2 %
  • NL 5.1 %
  • BM 3.7 %
  • KY 2.9 %
  • GB 2.5 %
  • TW 2.3 %
  • DK 2.0 %
  • IL 1.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US44160M $80.24 %
NL310.3M $5.15 %
BM27.3M $3.67 %
KY15.8M $2.89 %
GB15.1M $2.53 %
TW14.5M $2.28 %
DK13.9M $1.97 %
IL12.6M $1.28 %

Positions

CompanySharesValueWeight
Alphabet Inc 30,8208.9M $4.42 %
JPMorgan Chase & Co 25,3947.5M $3.73 %
Silicon Motion Technology Corp 51,2685.8M $2.87 %
United Therapeutics Corp 8,8375.2M $2.61 %
Shell PLC 54,3155.1M $2.52 %
Wells Fargo & Co 59,8454.8M $2.38 %
Microsoft Corp 12,2894.5M $2.27 %
Taiwan Semiconductor Manufacturing Co Ltd 13,4294.5M $2.26 %
Keysight Technologies Inc 15,7304.4M $2.22 %
Novartis AG 28,8004.4M $2.20 %
RTX Corp 22,3194.3M $2.15 %
Ross Stores Inc 19,3504.2M $2.09 %
Boeing Co/The 20,9704.2M $2.08 %
Labcorp Holdings Inc 15,1624M $2.02 %
Aon PLC 12,1873.9M $1.96 %
Permian Resources Corp 184,4603.9M $1.96 %
Carlsberg AS 31,5663.9M $1.96 %
Dick's Sporting Goods Inc 19,5103.9M $1.93 %
Lowe's Cos Inc 16,0893.8M $1.90 %
White Mountains Insurance Group Ltd 1,6763.7M $1.84 %
IQVIA Holdings Inc 21,3843.6M $1.82 %
Littelfuse Inc 10,7203.6M $1.82 %
Arch Capital Group Ltd 37,8733.6M $1.81 %
Entergy Corp 32,2863.6M $1.81 %
AerCap Holdings NV 26,3253.6M $1.80 %
CBRE Group Inc 26,0343.5M $1.76 %
Williams Cos Inc/The 47,2903.4M $1.72 %
ASML Holding NV 2,5803.4M $1.70 %
Arthur J Gallagher & Co 15,5803.4M $1.68 %
Philip Morris International Inc. 20,3203.4M $1.68 %
Expand Energy Corp 30,4293.3M $1.67 %
Gilead Sciences Inc 23,9003.3M $1.66 %
CACI International Inc 6,1073.3M $1.66 %
CMS Energy Corp 42,7803.3M $1.66 %
Parker-Hannifin Corp 3,6703.3M $1.64 %
SEI Investments Co 41,5143.3M $1.63 %
LyondellBasell Industries NV 40,2593.2M $1.62 %
IDACORP Inc 22,5203.2M $1.61 %
Allegion plc 21,6853.2M $1.57 %
AECOM 36,9603.1M $1.56 %
Charles Schwab Corp/The 33,0543.1M $1.55 %
Steel Dynamics Inc 16,2892.9M $1.46 %
Progressive Corp/The 14,6202.9M $1.45 %
TD SYNNEX Corp 16,9672.9M $1.43 %
Mueller Industries Inc 25,7302.9M $1.42 %
Morgan Stanley 17,2962.8M $1.42 %
Halliburton Co 66,7402.6M $1.30 %
KKR & Co Inc 28,0572.6M $1.30 %
General Dynamics Corp 7,5002.6M $1.28 %
Teva Pharmaceutical Industries Ltd 84,6632.6M $1.27 %
BJ's Wholesale Club Holdings Inc 25,7842.5M $1.27 %
Lennox International Inc 4,7792.2M $1.11 %
CRH PLC 19,7422.1M $1.04 %
EMCOR Group Inc 2,6502M $0.98 %