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.

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

Positions

CompanySharesValueWeight
Aptiv PLC 11,661857.5K $0.13 %
Applied Industrial Technologies Inc 2,981842.4K $0.12 %
API Group Corp 18,924841.4K $0.12 %
Lululemon Athletica Inc 4,510835.1K $0.12 %
Flowers Foods Inc 84,292832.8K $0.12 %
Accenture PLC 3,989832.6K $0.12 %
Bath & Body Works Inc 36,515831.1K $0.12 %
Nutanix Inc 21,513823.5K $0.12 %
Marsh & McLennan Cos Inc 4,401821.8K $0.12 %
Western Digital Corp 2,938821.8K $0.12 %
SiteOne Landscape Supply Inc 5,742820.5K $0.12 %
Chevron Corp 4,379817.8K $0.12 %
Salesforce Inc 4,196817.3K $0.12 %
Raymond James Financial Inc 5,311813K $0.12 %
ResMed Inc 3,172812.9K $0.12 %
McKesson Corp 823812.6K $0.12 %
UGI Corp 21,518805K $0.12 %
Labcorp Holdings Inc 2,759797.7K $0.12 %
Snap-on Inc 2,022778.9K $0.11 %
Docusign Inc 17,010766.6K $0.11 %
Credit Acceptance Corp 1,609761.3K $0.11 %
Domino's Pizza Inc 1,871753.1K $0.11 %
Unum Group 10,403746.2K $0.11 %
East West Bancorp Inc 6,815745.9K $0.11 %
Zoom Communications Inc 9,772722.5K $0.11 %
McDonald's Corp. 2,079709.1K $0.10 %
Colgate-Palmolive Co 7,134707.3K $0.10 %
Otis Worldwide Corp 7,605703.9K $0.10 %
Illumina Inc 5,154693K $0.10 %
Chewy Inc 25,218691.5K $0.10 %
A O Smith Corp 8,710679.4K $0.10 %
Biogen Inc 3,532677.5K $0.10 %
Align Technology Inc 3,531671.2K $0.10 %
SoFi Technologies Inc 37,758670.6K $0.10 %
WEX Inc 4,444663K $0.10 %
Cincinnati Financial Corp 3,972651.3K $0.10 %
Corteva Inc 8,120650.6K $0.10 %
Murphy USA Inc 1,664650.2K $0.10 %
ROBLOX Corp 9,456649.2K $0.10 %
Regeneron Pharmaceuticals, Inc. 804628.5K $0.09 %
Micron Technology Inc 1,504620.2K $0.09 %
Leidos Holdings Inc 3,542620.2K $0.09 %
Concentrix Corp 18,874619.1K $0.09 %
Devon Energy Corp 14,214618.7K $0.09 %
PayPal Holdings Inc 13,342616.5K $0.09 %
Medtronic PLC 6,294614.7K $0.09 %
Coupang Inc 32,094612.4K $0.09 %
Deckers Outdoor Corp 5,193609K $0.09 %
Hasbro Inc 6,100607.5K $0.09 %
Lincoln Electric Holdings Inc 2,066593K $0.09 %
Masco Corp 8,132582.4K $0.09 %
News Corp 21,652579.8K $0.08 %
Markel Group Inc 275569.9K $0.08 %
Twilio Inc 4,580554K $0.08 %
Spotify Technology SA 1,074553K $0.08 %
Loews Corp 4,922541.5K $0.08 %
Ross Stores Inc 2,577529.9K $0.08 %
ExlService Holdings Inc 16,938529.3K $0.08 %
Fidelity National Financial Inc 9,959526.6K $0.08 %
Pinterest Inc 30,567523.6K $0.08 %
Natera Inc 2,506521.3K $0.08 %
Intuit Inc 1,274521.1K $0.08 %
Mettler-Toledo International Inc 380519.3K $0.08 %
Moody's Corp 1,079515.3K $0.08 %
IDEXX Laboratories Inc 779511.6K $0.07 %
Alnylam Pharmaceuticals Inc 1,522506.7K $0.07 %
Cintas Corp 2,497502.2K $0.07 %
Autodesk Inc 2,042502.1K $0.07 %
NetApp Inc 5,044499.5K $0.07 %
Trane Technologies PLC 1,039480.4K $0.07 %
DoorDash Inc 2,716479.3K $0.07 %
Euronet Worldwide Inc 6,880478.5K $0.07 %
Thor Industries Inc 4,974478.2K $0.07 %
Willis Towers Watson PLC 1,534468.1K $0.07 %
IAC Inc 12,101463.7K $0.07 %
LPL Financial Holdings Inc 1,536461.4K $0.07 %
Teradyne Inc 1,436459.6K $0.07 %
Veralto Corp 4,664454.4K $0.07 %
Fortinet Inc 5,683449.1K $0.07 %
Cardinal Health, Inc. 1,959449.1K $0.07 %
Annaly Capital Management Inc 18,882438.8K $0.06 %
Viatris Inc 29,282437.2K $0.06 %
Penske Automotive Group Inc 2,752433.5K $0.06 %
Keysight Technologies Inc 1,400430.3K $0.06 %
Amgen Inc 1,077418K $0.06 %
Expeditors International of Washington Inc 2,838411.6K $0.06 %
Gates Industrial Corp PLC 14,581402K $0.06 %
Take-Two Interactive Software Inc 1,859393.1K $0.06 %
Assurant Inc 1,708392.1K $0.06 %
Generac Holdings Inc 1,725388.8K $0.06 %
T Rowe Price Group Inc 4,058384K $0.06 %
Roivant Sciences Ltd 13,234383K $0.06 %
Organon & Co 50,881370.9K $0.05 %
Zions Bancorp NA 6,403366.8K $0.05 %
US Bancorp 6,673364.7K $0.05 %
Everpure Inc 5,562357.2K $0.05 %
AGCO Corp 2,565350.1K $0.05 %
Summit Therapeutics Inc 20,458339.4K $0.05 %
News Corp 12,992315.6K $0.05 %
Estee Lauder Cos Inc/The 2,764302.6K $0.04 %