Titelia

Holdings of SA Multi-Managed Mid Cap Value Portfolio

SEASONS SERIES TRUST · 772 declared positions · as of Mar 31, 2026

Original filing · Net assets 182.1M $ · Ten largest lines: 8.4 % of the equity sleeve

Sector breakdown

  • Technology 8.7 %
  • Financials 8.1 %
  • Industrials 8.0 %
  • Utilities 7.1 %
  • Energy 6.6 %
  • Materials 3.4 %
  • Health care 3.4 %
  • Real estate 3.2 %
  • Consumer discretionary 2.8 %
  • Consumer staples 2.5 %
  • Communication 1.4 %
  • Funds 0.2 %
  • Unattributed 44.7 %

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

Currency breakdown

  • USD 98.7 %
  • CAD 0.6 %
  • EUR 0.5 %
  • GBP 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.1 %
  • CA 1.5 %
  • IE 1.5 %
  • GB 1.1 %
  • BM 0.8 %
  • SG 0.5 %
  • IL 0.4 %
  • NL 0.3 %
  • FI 0.3 %
  • FR 0.2 %
  • JE 0.1 %
  • DE 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US723167.1M $93.08 %
2CA92.8M $1.54 %
3IE62.6M $1.46 %
4GB62M $1.10 %
5BM81.3M $0.75 %
6SG1982.9K $0.55 %
7IL2666.5K $0.37 %
8NL3560.1K $0.31 %
9FI1535.5K $0.30 %
10FR1299K $0.17 %
11JE3262.8K $0.15 %
12DE1162.2K $0.09 %

Positions

RankCompanySharesValueWeight
1Corning Inc 18,6382.5M $1.39 %
2L3Harris Technologies Inc 4,7981.7M $0.91 %
3PG&E Corp 91,2831.6M $0.88 %
4Baker Hughes Co 23,4571.4M $0.79 %
5Permian Resources Corp 64,8271.4M $0.76 %
6Western Digital Corp 5,0581.4M $0.75 %
7Phillips 66 7,2851.3M $0.73 %
8Valero Energy Corp 5,2551.3M $0.71 %
9Sandisk Corp/DE 2,0171.3M $0.70 %
10CenterPoint Energy Inc 29,5871.3M $0.70 %
11Fifth Third Bancorp 26,1481.2M $0.67 %
12TechnipFMC PLC 17,3441.2M $0.66 %
13Cooper Cos Inc/The 16,5521.2M $0.65 %
14Ventas Inc 14,4101.2M $0.65 %
15Willis Towers Watson PLC 3,8391.1M $0.61 %
16PulteGroup Inc 9,4351.1M $0.61 %
17Assurant Inc 5,0621.1M $0.61 %
18Aramark 27,0601.1M $0.60 %
19American International Group Inc 14,5121.1M $0.60 %
20StandardAero Inc 42,1861.1M $0.60 %
21Ameren Corp 9,7391.1M $0.59 %
22International Paper Co 28,8941M $0.57 %
23Fortive Corp 18,5991M $0.56 %
24AGCO Corp 8,8411M $0.56 %
25Voya Financial Inc 14,7891M $0.55 %
26Jones Lang LaSalle Inc 3,2941M $0.55 %
27Consolidated Edison Inc 8,808996.9K $0.55 %
28FirstEnergy Corp 19,419983.8K $0.54 %
29Flex Ltd 15,016982.9K $0.54 %
30Entegris Inc 8,280970.7K $0.53 %
31Westinghouse Air Brake Technologies Corp 3,873967.9K $0.53 %
32Hartford Insurance Group Inc/The 7,101960.3K $0.53 %
33Advance Auto Parts Inc 18,160957.9K $0.53 %
34Marathon Petroleum Corp 3,815931.5K $0.51 %
35Middleby Corp/The 6,998927.8K $0.51 %
36Digital Realty Trust Inc 5,111921.1K $0.51 %
37Corpay Inc 3,122908.5K $0.50 %
38Keysight Technologies Inc 3,202904.1K $0.50 %
39Lazard Inc 21,055894.4K $0.49 %
40Southwest Airlines Co 23,804894.3K $0.49 %
41API Group Corp 21,966890.1K $0.49 %
42Lamb Weston Holdings Inc 20,879882.3K $0.48 %
43Hexcel Corp 10,897881.9K $0.48 %
44Ross Stores Inc 4,067881K $0.48 %
45Diamondback Energy Inc 4,364863.2K $0.47 %
46Public Service Enterprise Group Inc 10,541853.3K $0.47 %
47Sun Communities Inc 6,704844.4K $0.46 %
48Allstate Corp/The 4,012831.8K $0.46 %
49TE Connectivity PLC 3,948825.2K $0.45 %
50Northern Trust Corp 5,738800.9K $0.44 %
51M&T Bank Corp 3,836793K $0.44 %
52Agilent Technologies Inc 6,924789.2K $0.43 %
53Raymond James Financial Inc 5,345773.9K $0.43 %
54DuPont de Nemours Inc 16,696764.7K $0.42 %
55CMS Energy Corp 9,771758K $0.42 %
56Regency Centers Corp 10,011757.4K $0.42 %
57Saia Inc 2,145753.5K $0.41 %
58Colgate-Palmolive Co 8,619734.6K $0.40 %
59US Foods Holding Corp 7,946732.7K $0.40 %
60Waters Corp 2,460732.6K $0.40 %
61Rexford Industrial Realty Inc 22,291729.6K $0.40 %
62eBay Inc 7,985726.8K $0.40 %
63Alliant Energy Corp 10,000717.6K $0.39 %
64Teradyne Inc 2,418716.8K $0.39 %
65Expand Energy Corp 6,528716.6K $0.39 %
66Targa Resources Corp 2,857716.3K $0.39 %
67Popular Inc 5,280708.4K $0.39 %
68Equity Residential 11,810698.6K $0.38 %
69Hanover Insurance Group Inc/The 4,023697.4K $0.38 %
70Dominion Energy Inc 11,211693.1K $0.38 %
71Lincoln National Corp 19,477691.4K $0.38 %
72CDW Corp/DE 5,710691K $0.38 %
73Sensata Technologies Holding PLC 19,542688.3K $0.38 %
74Concentra Group Holdings Parent Inc 32,051687.5K $0.38 %
75Kenvue Inc 39,853687.1K $0.38 %
76Delta Air Lines Inc 10,243681K $0.37 %
77Esab Corp 6,951671.9K $0.37 %
78Westlake Corp 5,748671.5K $0.37 %
79SLM Corp 31,249669K $0.37 %
80Coherent Corp 2,766658.9K $0.36 %
81Extra Space Storage Inc 5,016657.7K $0.36 %
82Ferguson Enterprises Inc 2,801653.4K $0.36 %
83nVent Electric PLC 5,468646.8K $0.36 %
84Atmos Energy Corp 3,425632.7K $0.35 %
85Viper Energy Inc 13,228621.6K $0.34 %
86VICI Properties Inc 22,741621.3K $0.34 %
87Ovintiv Inc 10,465621.2K $0.34 %
88Nucor Corp 3,659618.7K $0.34 %
89Allegion plc 4,253617.9K $0.34 %
90Regions Financial Corp 23,569615.6K $0.34 %
91Aptiv PLC 8,773609.2K $0.33 %
92KeyCorp 30,290607.3K $0.33 %
93Columbia Banking System Inc 21,649593.8K $0.33 %
94MKS Inc 2,536582.8K $0.32 %
95Block Inc 9,643580.3K $0.32 %
96Pinnacle West Capital Corp. 5,728577.1K $0.32 %
97WP Carey Inc 8,379569.4K $0.31 %
98Brixmor Property Group Inc 19,306556K $0.31 %
99Hubbell Inc 1,122550.6K $0.30 %
100Jacobs Solutions Inc 4,285545.4K $0.30 %