Titelia

Holdings of Systematic Core Fund

VALIC Co I ·366 declared positions · as of Feb 28, 2026

Original filing · Net assets 682.6M $ · Ten largest lines: 34 % of the equity sleeve

Sector breakdown

  • Technology 25.4 %
  • Financials 12.1 %
  • Communication 10.2 %
  • Consumer discretionary 9.3 %
  • Health care 7.4 %
  • Consumer staples 5.0 %
  • Industrials 3.0 %
  • Energy 1.4 %
  • Materials 1.1 %
  • Utilities 0.2 %
  • Unattributed 24.9 %

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 98.2 %
  • IE 0.5 %
  • BM 0.5 %
  • LU 0.4 %
  • KY 0.2 %
  • GG 0.1 %
  • GB 0.1 %
  • CH 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US355669.4M $98.19 %
2IE23.3M $0.48 %
3BM33.1M $0.46 %
4LU13M $0.44 %
5KY21.4M $0.21 %
6GG1877.7K $0.13 %
7GB1402K $0.06 %
8CH1241.7K $0.04 %

Positions

RankCompanySharesValueWeight
101Abbott Laboratories 14,7461.7M $0.25 %
102Newmont Corp 13,1721.7M $0.25 %
103Affiliated Managers Group Inc 5,5671.7M $0.25 %
104Performance Food Group Co 17,5391.7M $0.25 %
105Teradata Corp 53,8081.7M $0.25 %
106Chubb Ltd 4,9641.7M $0.25 %
107BorgWarner Inc 29,3501.7M $0.25 %
108Fox Corp 29,5081.7M $0.24 %
109Grand Canyon Education Inc 10,4451.7M $0.24 %
110CACI International Inc 2,7131.7M $0.24 %
111Old Republic International Corp 38,4341.6M $0.24 %
112Match Group Inc 52,0371.6M $0.24 %
113RenaissanceRe Holdings Ltd 5,4271.6M $0.24 %
114YETI Holdings Inc 37,2791.6M $0.24 %
115MSC Industrial Direct Co Inc 17,2351.6M $0.24 %
116Coca-Cola Co/The 19,8161.6M $0.24 %
117Fox Corp 30,7241.6M $0.23 %
118Caterpillar Inc 2,1311.6M $0.23 %
119Lowe's Cos Inc 5,9621.6M $0.23 %
120Sysco Corp 17,2241.6M $0.23 %
121Vertex Pharmaceuticals Inc 3,1021.5M $0.23 %
122NewMarket Corp 2,4551.5M $0.23 %
123Warner Bros Discovery Inc 53,7151.5M $0.22 %
124Charles Schwab Corp/The 15,7991.5M $0.22 %
125Comfort Systems USA Inc 1,0331.5M $0.22 %
126Ameriprise Financial Inc 3,1201.5M $0.21 %
127Lincoln National Corp 42,6651.5M $0.21 %
128Reliance Inc 4,5501.4M $0.21 %
129Rollins Inc 23,3491.4M $0.21 %
130F5 Inc 5,1781.4M $0.21 %
131Mattel Inc 82,3611.4M $0.20 %
132Builders FirstSource Inc 13,2981.4M $0.20 %
133Genpact Ltd 34,5521.4M $0.20 %
134MGIC Investment Corp 51,6101.4M $0.20 %
135Ferguson Enterprises Inc 5,2301.4M $0.20 %
136Mueller Industries Inc 11,5141.4M $0.20 %
137Wayfair Inc 17,7451.4M $0.20 %
138NRG Energy Inc 7,5681.4M $0.20 %
139Halozyme Therapeutics Inc 19,3771.3M $0.20 %
140Fastenal Co 28,9531.3M $0.20 %
141Nexstar Media Group Inc 5,2461.3M $0.19 %
142Donaldson Co Inc 14,1841.3M $0.19 %
143SLM Corp 69,8771.3M $0.19 %
144Rithm Capital Corp 129,8201.3M $0.19 %
145eBay Inc 14,2961.3M $0.19 %
146Core & Main Inc 23,9591.3M $0.19 %
147Travel + Leisure Co 17,3021.3M $0.19 %
148Boyd Gaming Corp 15,2541.3M $0.19 %
149Vontier Corp 30,9181.3M $0.19 %
150Chemed Corp 3,0781.3M $0.18 %
151Primerica Inc 4,8951.2M $0.18 %
152Envista Holdings Corp 41,9231.2M $0.18 %
153EOG Resources Inc 9,8691.2M $0.18 %
154BJ's Wholesale Club Holdings Inc 12,3701.2M $0.18 %
155Uber Technologies Inc 16,0301.2M $0.18 %
156Adobe Inc 4,5921.2M $0.18 %
157Yum! Brands Inc 7,1021.2M $0.18 %
158Humana Inc 6,1961.2M $0.17 %
159Pegasystems Inc 26,8251.2M $0.17 %
160Allegion plc 7,2761.2M $0.17 %
161Best Buy Co Inc 18,5751.2M $0.17 %
162Qorvo Inc 13,8761.2M $0.17 %
163Lyft Inc 83,0751.1M $0.17 %
164SharkNinja Inc 9,3091.1M $0.17 %
165HCA Healthcare Inc 2,1451.1M $0.17 %
166PepsiCo Inc 6,6681.1M $0.17 %
167WESCO International Inc 3,9081.1M $0.17 %
168Popular Inc 8,3391.1M $0.17 %
169United Airlines Holdings Inc 10,5971.1M $0.17 %
170Five Below Inc 5,0001.1M $0.16 %
171T-Mobile US Inc 5,1421.1M $0.16 %
172ADT Inc 138,6521.1M $0.16 %
173Arch Capital Group Ltd 11,0361.1M $0.16 %
174LKQ Corp 33,2541.1M $0.16 %
175CME Group Inc 3,4361.1M $0.16 %
176SEI Investments Co 13,4901.1M $0.16 %
177Cboe Global Markets Inc 3,6511.1M $0.16 %
178Maplebear Inc 27,6921M $0.15 %
179Williams-Sonoma Inc 5,0221M $0.15 %
180Armstrong World Industries Inc 5,9251M $0.15 %
181H&R Block Inc 33,2561M $0.15 %
182Amphenol Corp 6,9161M $0.15 %
183Cognizant Technology Solutions Corp. 15,5771M $0.15 %
184CVS Health Corp 12,464995.9K $0.15 %
185WW Grainger Inc 865990.2K $0.15 %
186Crocs Inc 10,838983.1K $0.14 %
187Roku Inc 9,989983K $0.14 %
188Toro Co/The 9,836972.4K $0.14 %
189Boston Scientific Corp 12,590967.5K $0.14 %
190Aon PLC 2,865961.1K $0.14 %
191Sprouts Farmers Market Inc 12,934955.4K $0.14 %
192American Financial Group Inc/OH 7,014932.7K $0.14 %
193Robinhood Markets Inc 12,284931.7K $0.14 %
194CF Industries Holdings Inc 9,303926K $0.14 %
195Quest Diagnostics Inc 4,278906.6K $0.13 %
196PVH Corp 12,980890.4K $0.13 %
197Globus Medical Inc 9,279885.8K $0.13 %
198Columbia Sportswear Co 14,268883.8K $0.13 %
199Amdocs Ltd 12,574877.7K $0.13 %
200Lazard Inc 17,228871.7K $0.13 %