Titelia

Holdings of VIP Disciplined Small Cap Portfolio

Variable Insurance Products Fund II ·605 declared positions · as of Mar 31, 2026

Original filing · Net assets 520.6M $ · Ten largest lines: 8.7 % of the equity sleeve

Sector breakdown

  • Industrials 2.7 %
  • Materials 1.3 %
  • Technology 1.2 %
  • Financials 0.4 %
  • Health care 0.1 %
  • Unattributed 94.4 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.9 %
  • KY 1.2 %
  • BM 0.7 %
  • MH 0.5 %
  • IE 0.4 %
  • CA 0.3 %
  • VG 0.3 %
  • CH 0.2 %
  • GB 0.2 %
  • MC 0.2 %
  • ZA 0.1 %
  • SG 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US578494.4M $95.85 %
2KY26.1M $1.18 %
3BM63.6M $0.69 %
4MH32.8M $0.54 %
5IE21.8M $0.35 %
6CA61.6M $0.32 %
7VG21.6M $0.30 %
8CH21.3M $0.25 %
9GB11.1M $0.22 %
10MC1970.6K $0.19 %
11ZA1285.6K $0.06 %
12SG1255.1K $0.05 %

Positions

RankCompanySharesValueWeight
301Nextpower Inc 4,265514.1K $0.10 %
302Limbach Holdings Inc 6,535510.1K $0.10 %
303Moog Inc 1,727505.4K $0.10 %
304Bancorp Inc/The 9,387504.4K $0.10 %
305Kiniksa Pharmaceuticals International Plc 10,382499.9K $0.10 %
306Graham Holdings Co 472499K $0.10 %
307Recursion Pharmaceuticals Inc 162,338498.4K $0.10 %
308ProPetro Holding Corp 34,306494.3K $0.10 %
309GRAIL Inc 9,526492.3K $0.09 %
310ANI Pharmaceuticals Inc 6,364489.4K $0.09 %
311Ironwood Pharmaceuticals Inc 139,320489K $0.09 %
312Kymera Therapeutics Inc 5,854487.6K $0.09 %
313Terawulf Inc 33,559484.3K $0.09 %
314Marriott Vacations Worldwide Corp 7,418483.1K $0.09 %
315Atmus Filtration Technologies Inc 8,480481.4K $0.09 %
316PC Connection Inc 8,221480.6K $0.09 %
317CareDx Inc 27,501477.4K $0.09 %
318LendingTree Inc 10,829464.3K $0.09 %
319HealthStream Inc 22,296461.8K $0.09 %
320Viridian Therapeutics Inc 23,434458.4K $0.09 %
321Heritage Insurance Holdings Inc 17,400456.8K $0.09 %
322Zymeworks Inc 18,163454.8K $0.09 %
323Yext Inc 118,228454K $0.09 %
324Ensign Group Inc/The 2,233449.9K $0.09 %
325Nabors Industries Ltd 5,182446K $0.09 %
326Modine Manufacturing Co 2,056445.6K $0.09 %
327American Superconductor Corp 13,106443.6K $0.09 %
328Radian Group Inc 13,387442.8K $0.09 %
329Daktronics Inc 22,639442.6K $0.09 %
330CSG Systems International Inc 5,530442.1K $0.08 %
331Alumis Inc 19,933439.1K $0.08 %
332Live Oak Bancshares Inc 13,252438.2K $0.08 %
333Gorman-Rupp Co/The 6,940431.2K $0.08 %
334NerdWallet Inc 41,516430.9K $0.08 %
335Helix Energy Solutions Group Inc 43,112426.4K $0.08 %
336Arrow Financial Corp 12,645424.5K $0.08 %
337Diversified Healthcare Trust 63,892424.2K $0.08 %
338Dianthus Therapeutics Inc 5,046423.5K $0.08 %
339Protagonist Therapeutics Inc 4,010422.7K $0.08 %
340Rapport Therapeutics Inc 13,484421.9K $0.08 %
341Hilltop Holdings Inc 11,729420.1K $0.08 %
342Butterfly Network Inc 103,346417.5K $0.08 %
343Indivior Pharmaceuticals Inc 13,656416.2K $0.08 %
344Coursera Inc 71,419415.7K $0.08 %
345Palvella Therapeutics Inc 3,312412.8K $0.08 %
346Renasant Corp 11,391411.6K $0.08 %
347Tyra Biosciences Inc 10,724410.7K $0.08 %
348KalVista Pharmaceuticals Inc 20,394410.5K $0.08 %
349Ouster Inc 22,271409.1K $0.08 %
350RealReal Inc/The 45,035408.9K $0.08 %
351Xeris Biopharma Holdings Inc 70,420408.4K $0.08 %
352Applied Digital Corp 17,180407.9K $0.08 %
353Scholar Rock Holding Corp 8,259406K $0.08 %
354Solid Biosciences Inc 55,585400.2K $0.08 %
355Novavax Inc 49,008398.9K $0.08 %
356TPG RE Finance Trust Inc 50,965398K $0.08 %
357Taysha Gene Therapies Inc 88,962397.7K $0.08 %
358Watts Water Technologies Inc 1,359394.5K $0.08 %
359Costamare Inc 22,853386.2K $0.07 %
360Sierra Bancorp 11,332384.4K $0.07 %
361Natural Gas Services Group Inc 10,121382K $0.07 %
362Compass Therapeutics Inc 72,192381.9K $0.07 %
363Ethan Allen Interiors Inc 17,128381.3K $0.07 %
364CytomX Therapeutics Inc 80,596378.8K $0.07 %
365Collegium Pharmaceutical Inc 11,440378.3K $0.07 %
366eXp World Holdings Inc 62,980377.3K $0.07 %
367Nature's Sunshine Products Inc 15,387369.1K $0.07 %
368Chiron Real Estate Inc 11,044365.3K $0.07 %
369Terreno Realty Corp 5,840358.7K $0.07 %
370Archer Aviation Inc 69,266358.1K $0.07 %
371SSR Mining Inc 12,165357.7K $0.07 %
372Xenon Pharmaceuticals Inc 6,096354.5K $0.07 %
373Tactile Systems Technology Inc 13,549354K $0.07 %
374Arcellx Inc 3,063351.7K $0.07 %
375UroGen Pharma Ltd 19,515350.9K $0.07 %
376Annexon Inc 63,027349.2K $0.07 %
377Insmed Inc 2,119346.5K $0.07 %
378Alpha Metallurgical Resources Inc 1,675343.8K $0.07 %
379Riley Exploration Permian Inc 9,340340.4K $0.07 %
380Trevi Therapeutics Inc 28,400338.8K $0.07 %
381Axogen Inc 10,213338.4K $0.07 %
382Olema Pharmaceuticals Inc 22,681338.2K $0.07 %
383Lionsgate Studios Corp 34,968335.3K $0.06 %
384Trustmark Corp 7,952335.1K $0.06 %
385Cerus Corp 183,372333.7K $0.06 %
386Granite Construction Inc 2,764331.3K $0.06 %
387CG oncology Inc 4,893331.2K $0.06 %
388Sonic Automotive Inc 4,826330.9K $0.06 %
389Orion Group Holdings Inc 30,309330.4K $0.06 %
390Sunrun Inc 24,275329.2K $0.06 %
391Arteris Inc 19,944327.9K $0.06 %
392Allogene Therapeutics Inc 134,268327.6K $0.06 %
393Theravance Biopharma Inc 20,173327.4K $0.06 %
394ESCO Technologies Inc 1,162327K $0.06 %
395Energy Fuels Inc/Canada 17,795324.8K $0.06 %
396Savara Inc 59,279323.7K $0.06 %
397Evolv Technologies Holdings Inc 53,346322.7K $0.06 %
398Adamas Trust Inc 43,751322K $0.06 %
399Ryerson Holding Corp 14,282321.1K $0.06 %
400Dauch Corporation 53,556317.6K $0.06 %