Titelia

Holdings of SA Multi-Managed Mid Cap Value Portfolio

SEASONS SERIES TRUST · Original filing · Compare with another fund · Report an error

Net assets
182.1M $ including 179.5M $ in equities, 98.6 %
Positions
772 in 15 countries
Bond lines
1 from 1 company
Top ten
8.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Viatris Inc 40,289544.3K $0.30 %
102Labcorp Holdings Inc 2,020539K $0.30 %
103Global Payments Inc 7,987537.5K $0.30 %
104Stora Enso Oyj 45,461535.5K $0.29 %
105Ingersoll Rand Inc 6,662533.8K $0.29 %
106Equity LifeStyle Properties Inc 8,320519.3K $0.29 %
107Cenovus Energy Inc 19,513517.7K $0.28 %
108Otis Worldwide Corp 6,703516.7K $0.28 %
109Sempra 5,308515.8K $0.28 %
110CSX Corp 12,557515.5K $0.28 %
111JBT Marel Corp 4,029515.2K $0.28 %
112Leidos Holdings Inc 3,309514.6K $0.28 %
113Pentair PLC 5,863510.7K $0.28 %
114Humana Inc 2,944510.5K $0.28 %
115East West Bancorp Inc 4,779510.2K $0.28 %
116RenaissanceRe Holdings Ltd 1,713509.2K $0.28 %
117SS&C Technologies Holdings Inc 7,535509.1K $0.28 %
118STERIS PLC 2,254498.4K $0.27 %
119Eastman Chemical Co 6,525498K $0.27 %
120TransUnion 7,098491.1K $0.27 %
121Knife River Corp 6,014491K $0.27 %
122Procore Technologies Inc 8,468482.7K $0.27 %
123Sysco Corp 6,756481.9K $0.26 %
124Fidelity National Information Services Inc 10,230479.9K $0.26 %
125Seagate Technology Holdings PLC 1,221478.3K $0.26 %
126JB Hunt Transport Services Inc 2,245475.7K $0.26 %
127Textron Inc 5,390471.9K $0.26 %
128Keurig Dr Pepper Inc 17,839469.7K $0.26 %
129Plains GP Holdings LP 19,248467.3K $0.26 %
130Bank of New York Mellon Corp/The 3,918464.8K $0.26 %
131Hyatt Hotels Corp 3,225463.7K $0.25 %
132International Flavors & Fragrances Inc 6,386463.3K $0.25 %
133Cognizant Technology Solutions Corp. 7,544462.8K $0.25 %
134Essex Property Trust Inc 1,911462.5K $0.25 %
135Zimmer Biomet Holdings Inc 5,078459.2K $0.25 %
136Viking Holdings Ltd 6,238458.4K $0.25 %
137Cummins Inc 844454.1K $0.25 %
138Belden Inc 3,938452.2K $0.25 %
139Omnicom Group Inc 6,001451.9K $0.25 %
140ARC Resources Ltd 21,700451.6K $0.25 %
141Synchrony Financial 6,616450K $0.25 %
142Evergy Inc 5,483449.2K $0.25 %
143Ralph Lauren Corp 1,304448.6K $0.25 %
144Flowserve Corp 6,102448.6K $0.25 %
145WW Grainger Inc 411448.3K $0.25 %
146Avery Dennison Corp 2,596448.3K $0.25 %
147Biogen Inc 2,430445.5K $0.24 %
148GE HealthCare Technologies Inc 6,244444.4K $0.24 %
149Tyson Foods Inc 6,874440.4K $0.24 %
150Healthcare Realty Trust Inc 25,904440.1K $0.24 %
151Tidewater Inc 5,105426.5K $0.23 %
152Qnity Electronics Inc 3,672423.7K $0.23 %
153Brunswick Corp/DE 5,807422.5K $0.23 %
154Mid-America Apartment Communities, Inc. 3,451421.4K $0.23 %
155Everest Group Ltd 1,289421.3K $0.23 %
156National Fuel Gas Co 4,478420.8K $0.23 %
157Western Alliance Bancorp 5,870415.9K $0.23 %
158First Advantage Corp 35,222414.2K $0.23 %
159Cheniere Energy Inc 1,459414K $0.23 %
160Amcor PLC 10,411413.8K $0.23 %
161Centene Corp 12,633413.6K $0.23 %
162Burlington Stores Inc 1,258409.3K $0.22 %
163Universal Health Services Inc 2,286409.1K $0.22 %
164ITT Inc 2,147409.1K $0.22 %
165LKQ Corp 13,919408.8K $0.22 %
166Annaly Capital Management Inc 19,202406.1K $0.22 %
167Global-e Online Ltd 13,136405.2K $0.22 %
168GFL Environmental Inc 9,687404.1K $0.22 %
169Kinder Morgan, Inc. 11,932400.1K $0.22 %
170Warner Bros Discovery Inc 14,291392.4K $0.22 %
171Franco-Nevada Corp 1,574389.7K $0.21 %
172Cencora Inc 1,229386.1K $0.21 %
173Stanley Black & Decker Inc 5,409384.4K $0.21 %
174Chord Energy Corp 2,670379.6K $0.21 %
175RadNet Inc 6,746377K $0.21 %
176Carlyle Group Inc/The 7,787376.8K $0.21 %
177PACCAR Inc 3,256376.1K $0.21 %
178Invesco Ltd 15,461375.5K $0.21 %
179Ingredion Inc 3,329375K $0.21 %
180Vornado Realty Trust 14,429375K $0.21 %
181Nordson Corp 1,405373.8K $0.21 %
182Brown & Brown Inc 5,730373.7K $0.21 %
183NXP Semiconductors NV 1,898373.6K $0.21 %
184BJ's Wholesale Club Holdings Inc 3,779371.9K $0.20 %
185CCC Intelligent Solutions Holdings Inc 61,759370.6K $0.20 %
186Owens Corning 3,396367.5K $0.20 %
187SiteOne Landscape Supply Inc 2,758367.1K $0.20 %
188Docusign Inc 7,736366.8K $0.20 %
189Albertsons Cos Inc 21,293362.8K $0.20 %
190Marqeta Inc 88,397360.7K $0.20 %
191Becton Dickinson & Co 2,292360.4K $0.20 %
192Corteva Inc 4,153347.6K $0.19 %
193Novanta Inc 2,938347K $0.19 %
194ONEOK Inc 3,831346.3K $0.19 %
195Zscaler Inc 2,468346.2K $0.19 %
196FedEx Corp 967344.4K $0.19 %
197Realty Income Corp 5,617343.6K $0.19 %
198StepStone Group Inc 7,113339.4K $0.19 %
199Ashland Inc 6,070337.6K $0.19 %
200Ciena Corp 867336.6K $0.18 %

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The bonds it holds

1 company, one bond line. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Freddie Mac1788.9K $0.43 %

Sector breakdown

  • Technology 8.6 %
  • Industrials 8.5 %
  • Financials 8.0 %
  • Utilities 7.1 %
  • Energy 6.6 %
  • Health care 3.5 %
  • Real estate 3.5 %
  • Materials 3.1 %
  • Consumer staples 3.0 %
  • Consumer discretionary 2.5 %
  • Communication 0.9 %
  • 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

  • United States 93.1 %
  • Canada 1.5 %
  • Ireland 1.5 %
  • United Kingdom 1.1 %
  • Bermuda 0.8 %
  • Singapore 0.5 %
  • Israel 0.4 %
  • Netherlands 0.3 %
  • Finland 0.3 %
  • France 0.2 %
  • Jersey 0.1 %
  • Germany 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States723167.1M $93.08 %
2Canada92.8M $1.54 %
3Ireland62.6M $1.46 %
4United Kingdom62M $1.10 %
5Bermuda81.3M $0.75 %
6Singapore1982.9K $0.55 %
7Israel2666.5K $0.37 %
8Netherlands3560.1K $0.31 %
9Finland1535.5K $0.30 %
10France1299K $0.17 %
11Jersey3262.8K $0.15 %
12Germany1162.2K $0.09 %
Cite this page

Titelia. "Holdings of SA Multi-Managed Mid Cap Value Portfolio". https://titelia.com/en/funds/S000008037