Titelia

Holdings of Growth and Income Portfolio

LORD ABBETT SERIES FUND INC · Original filing · Compare with another fund · Report an error

Net assets
476.6M $ including 475.6M $ in equities, 99.8 %
Positions
56 in 7 countries
Top ten
27.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 72,58520.9M $4.38 %
2JPMorgan Chase & Co 59,35817.5M $3.66 %
3United Therapeutics Corp 21,09312.5M $2.62 %
4Shell PLC 133,32312.4M $2.60 %
5Wells Fargo & Co 142,95511.4M $2.39 %
6RTX Corp 58,00711.2M $2.35 %
7Keysight Technologies Inc 39,39011.1M $2.33 %
8Microsoft Corp 29,41510.9M $2.28 %
9Taiwan Semiconductor Manufacturing Co Ltd 31,12510.5M $2.21 %
10Novartis AG 67,35010.3M $2.16 %
11Ross Stores Inc 47,09010.2M $2.14 %
12Arch Capital Group Ltd 103,76610M $2.09 %
13Boeing Co/The 49,9479.9M $2.09 %
14McKesson Corp 11,2259.7M $2.04 %
15IQVIA Holdings Inc 54,9869.4M $1.97 %
16Aon PLC 28,9749.4M $1.96 %
17Carlsberg AS 73,7369.2M $1.92 %
18Dick's Sporting Goods Inc 45,6409M $1.90 %
19Permian Resources Corp 416,3808.9M $1.86 %
20Lowe's Cos Inc 37,4008.8M $1.85 %
21AerCap Holdings NV 64,2678.8M $1.85 %
22RenaissanceRe Holdings Ltd 28,8448.6M $1.80 %
23General Dynamics Corp 24,6608.5M $1.78 %
24CBRE Group Inc 62,0708.4M $1.76 %
25Parker-Hannifin Corp 9,3528.4M $1.76 %
26Steel Dynamics Inc 45,8718.3M $1.73 %
27Teva Pharmaceutical Industries Ltd 272,9808.2M $1.73 %
28Entergy Corp 72,9848.2M $1.72 %
29ASML Holding NV 6,1708.1M $1.71 %
30Philip Morris International Inc. 47,1507.8M $1.64 %
31Gilead Sciences Inc 55,8807.8M $1.63 %
32CMS Energy Corp 99,7207.7M $1.62 %
33LyondellBasell Industries NV 95,9347.7M $1.62 %
34SEI Investments Co 97,7717.7M $1.61 %
35Expand Energy Corp 69,8847.7M $1.61 %
36Labcorp Holdings Inc 28,5837.6M $1.60 %
37AECOM 87,8507.5M $1.56 %
38Charles Schwab Corp/The 78,4227.4M $1.55 %
39Allegion plc 50,5577.3M $1.54 %
40Analog Devices Inc 22,1607M $1.48 %
41CRH PLC 66,2567M $1.46 %
42Progressive Corp/The 34,0006.7M $1.41 %
43Morgan Stanley 40,5856.7M $1.40 %
44Williams Cos Inc/The 91,5406.7M $1.40 %
45Booking Holdings Inc 1,5506.5M $1.37 %
46BJ's Wholesale Club Holdings Inc 65,9986.5M $1.36 %
47Arthur J Gallagher & Co 28,5926.2M $1.30 %
48KKR & Co Inc 66,7926.2M $1.30 %
49FirstEnergy Corp 117,2435.9M $1.25 %
50Amphenol Corp 45,2105.7M $1.20 %
51EMCOR Group Inc 7,4575.5M $1.16 %
52Lennox International Inc 11,2935.2M $1.10 %
53TD SYNNEX Corp 31,0175.2M $1.10 %
54Halliburton Co 126,9605M $1.04 %
55AGCO Corp 40,8504.7M $0.99 %
56TopBuild Corp 11,5124M $0.85 %

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Sector breakdown

  • Financials 17.1 %
  • Technology 11.2 %
  • Health care 10.4 %
  • Industrials 10.0 %
  • Energy 8.5 %
  • Consumer discretionary 5.4 %
  • Materials 4.8 %
  • Utilities 4.6 %
  • Communication 4.4 %
  • Consumer staples 3.0 %
  • Real estate 1.8 %
  • Unattributed 18.7 %

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

Currency breakdown

  • USD 98.1 %
  • DKK 1.9 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 82.4 %
  • Netherlands 5.2 %
  • Bermuda 3.9 %
  • United Kingdom 2.6 %
  • Taiwan 2.2 %
  • Denmark 1.9 %
  • Israel 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States47392.1M $82.44 %
2Netherlands324.7M $5.19 %
3Bermuda218.5M $3.90 %
4United Kingdom112.4M $2.61 %
5Taiwan110.5M $2.21 %
6Denmark19.2M $1.93 %
7Israel18.2M $1.73 %
Cite this page

Titelia. "Holdings of Growth and Income Portfolio". https://titelia.com/en/funds/S000007300