Titelia

Holdings of Nasdaq-100 Index Fund

ISIN US91915R8714

VALIC Co I · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 1.1B $ in equities, 100.0 %
Positions
103 in 5 countries
Top ten
46.6 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 516,60391.5M $8.36 %
2Apple Inc 314,13683M $7.58 %
3Microsoft Corp 158,00862.1M $5.67 %
4Amazon.com Inc 227,26747.7M $4.36 %
5Tesla Inc 106,10842.7M $3.90 %
6Meta Platforms Inc 62,43540.5M $3.70 %
7Alphabet Inc 123,68738.6M $3.52 %
8Walmart Inc 286,83536.7M $3.35 %
9Alphabet Inc 114,94935.8M $3.27 %
10Broadcom Inc 100,39532.1M $2.93 %
11Micron Technology Inc 66,04727.2M $2.49 %
12Costco Wholesale Corp 26,01026.3M $2.40 %
13Netflix Inc 248,69123.9M $2.19 %
14Advanced Micro Devices Inc 95,55119.1M $1.75 %
15Cisco Systems, Inc. 231,89218.4M $1.68 %
16Palantir Technologies Inc 134,06918.4M $1.68 %
17Applied Materials Inc 46,75517.4M $1.59 %
18Lam Research Corp 73,71717.2M $1.57 %
19T-Mobile US Inc 65,64614.3M $1.30 %
20Linde PLC 27,40513.9M $1.27 %
21PepsiCo Inc 80,25013.6M $1.24 %
22Intel Corp 279,95412.8M $1.17 %
23Amgen Inc 31,60412.3M $1.12 %
24KLA Corp 7,71111.8M $1.07 %
25Texas Instruments Inc 53,32811.3M $1.03 %
26Gilead Sciences Inc 72,81610.8M $0.99 %
27Intuitive Surgical Inc 20,80610.5M $0.96 %
28Analog Devices Inc 28,73810.2M $0.93 %
29Honeywell International Inc 37,2629.1M $0.83 %
30QUALCOMM Inc 62,8588.9M $0.82 %
31Shopify Inc 71,7548.7M $0.79 %
32Booking Holdings Inc 1,8908M $0.73 %
33AppLovin Corp 18,0267.8M $0.72 %
34ASML Holding NV 5,1667.5M $0.68 %
35Vertex Pharmaceuticals Inc 14,8737.4M $0.68 %
36Palo Alto Networks Inc 48,0367.2M $0.65 %
37Constellation Energy Corp. 21,3217M $0.64 %
38Intuit Inc 16,3786.7M $0.61 %
39Comcast Corp 213,3086.6M $0.60 %
40Starbucks Corp 66,9146.6M $0.60 %
41Adobe Inc 24,5056.4M $0.59 %
42Western Digital Corp 20,0665.6M $0.51 %
43Crowdstrike Holdings Inc 14,7295.5M $0.50 %
44Marriott International Inc/MD 15,7465.4M $0.49 %
45MercadoLibre Inc 2,9805.2M $0.48 %
46Seagate Technology Holdings PLC 12,5305.1M $0.47 %
47Automatic Data Processing Inc 23,7355.1M $0.46 %
48State Street Institutional US Government Money Market Fund 4,885,3354.9M $0.45 %
49Monster Beverage Corp 57,2154.9M $0.45 %
50Cadence Design Systems Inc 15,9764.8M $0.44 %
51Cintas Corp 23,5234.7M $0.43 %
52Regeneron Pharmaceuticals, Inc. 6,0464.7M $0.43 %
53CSX Corp 109,7104.7M $0.43 %
54Mondelez International Inc 75,7324.7M $0.43 %
55O'Reilly Automotive Inc 49,5414.7M $0.42 %
56Synopsys Inc 10,8714.5M $0.41 %
57DoorDash Inc 23,8384.2M $0.38 %
58American Electric Power Co Inc 31,4064.2M $0.38 %
59Marvell Technology Inc 50,6834.1M $0.38 %
60Warner Bros Discovery Inc 145,7744.1M $0.38 %
61PDD Holdings Inc 39,2024.1M $0.37 %
62Ross Stores Inc 19,1043.9M $0.36 %
63PACCAR Inc 30,8103.9M $0.35 %
64Baker Hughes Co 57,9103.8M $0.35 %
65Fortinet Inc 43,6753.5M $0.32 %
66Airbnb Inc 24,8883.4M $0.31 %
67NXP Semiconductors NV 14,7693.4M $0.31 %
68Monolithic Power Systems Inc 2,8073.2M $0.29 %
69Ferrovial SE 42,9383.2M $0.29 %
70Fastenal Co 67,2373.1M $0.28 %
71IDEXX Laboratories Inc 4,6703.1M $0.28 %
72Autodesk Inc 12,3913M $0.28 %
73Coca-Cola Europacific Partners PLC 26,7493M $0.27 %
74Electronic Arts Inc 14,6252.9M $0.27 %
75Exelon Corp 58,9732.9M $0.27 %
76Diamondback Energy Inc 16,7432.9M $0.27 %
77Xcel Energy Inc 34,5422.9M $0.26 %
78Alnylam Pharmaceuticals Inc 7,7942.6M $0.24 %
79PayPal Holdings Inc 55,1302.5M $0.23 %
80Thomson Reuters Corp 26,2232.5M $0.23 %
81Axon Enterprise Inc 4,6412.5M $0.23 %
82Old Dominion Freight Line Inc 12,3312.5M $0.23 %
83Keurig Dr Pepper Inc 80,0572.4M $0.22 %
84Microchip Technology Inc 31,8642.4M $0.22 %
85Take-Two Interactive Software Inc 10,8842.3M $0.21 %
86GE HealthCare Technologies Inc 26,8122.3M $0.21 %
87Roper Technologies Inc 6,3402.2M $0.20 %
88Copart Inc 57,0482.2M $0.20 %
89Datadog Inc 19,1642.1M $0.20 %
90Strategy Inc 15,7652M $0.19 %
91Paychex Inc 21,1772M $0.18 %
92Insmed Inc 12,5321.9M $0.17 %
93Cognizant Technology Solutions Corp. 28,4091.8M $0.17 %
94Charter Communications, Inc. 7,6011.8M $0.16 %
95Kraft Heinz Co/The 69,4571.7M $0.16 %
96Verisk Analytics Inc 8,1531.7M $0.15 %
97Dexcom Inc 22,8531.7M $0.15 %
98Workday Inc 12,5191.7M $0.15 %
99Zscaler Inc 9,3511.4M $0.13 %
100CoStar Group Inc 24,6161.1M $0.10 %

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Sector breakdown

  • Technology 49.2 %
  • Communication 15.6 %
  • Consumer discretionary 12.6 %
  • Consumer staples 8.3 %
  • Health care 5.2 %
  • Industrials 3.4 %
  • Utilities 1.6 %
  • Materials 1.3 %
  • Funds 0.4 %
  • Energy 0.3 %
  • Financials 0.2 %
  • Unattributed 2.0 %

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

  • United States 97.0 %
  • Netherlands 1.3 %
  • Canada 1.0 %
  • Cayman Islands 0.4 %
  • United Kingdom 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States951.1B $96.96 %
2Netherlands314M $1.28 %
3Canada211.2M $1.02 %
4Cayman Islands14.1M $0.37 %
5United Kingdom24M $0.36 %
Cite this page

Titelia. "Holdings of Nasdaq-100 Index Fund". https://titelia.com/en/funds/S000008003