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
201Perrigo Co PLC 30,897331.8K $0.18 %
202OR Royalties Inc 8,500323.7K $0.18 %
203Zebra Technologies Corp 1,546323.2K $0.18 %
204Corebridge Financial Inc 13,469321.4K $0.18 %
205Electronic Arts Inc 1,545315K $0.17 %
206Revvity Inc 3,591314.6K $0.17 %
207Viasat Inc 6,824312.5K $0.17 %
208Darden Restaurants Inc 1,590311.7K $0.17 %
209Main Street Capital Corp. 5,840309.3K $0.17 %
210Entergy Corp 2,744308.3K $0.17 %
211Exelon Corp 6,218304.8K $0.17 %
212Norwegian Cruise Line Holdings Ltd 16,274304.3K $0.17 %
213AMETEK Inc 1,417303.7K $0.17 %
214Mohawk Industries Inc 3,081303.4K $0.17 %
215Pernod Ricard SA 4,006299K $0.16 %
216Installed Building Products Inc 1,123297.8K $0.16 %
217Verra Mobility Corp 20,765296.7K $0.16 %
218Prosperity Bancshares Inc 4,415296.6K $0.16 %
219Xcel Energy Inc 3,638289K $0.16 %
220Simon Property Group Inc 1,549288.9K $0.16 %
221GoDaddy Inc 3,485288.1K $0.16 %
222Rambus Inc 3,304284.2K $0.16 %
223United Rentals Inc 389283.4K $0.16 %
224Molina Healthcare Inc 2,118282.3K $0.16 %
225Occidental Petroleum Corp 4,341282.2K $0.16 %
226Lumentum Holdings Inc 400281.1K $0.15 %
227Robinhood Markets Inc 4,032279.4K $0.15 %
228Ford Motor Co 24,023277.2K $0.15 %
229Brown-Forman Corp 10,354273.8K $0.15 %
230State Street Institutional US Government Money Market Fund 272,660272.7K $0.15 %
231Alaska Air Group Inc 7,282267.8K $0.15 %
232Anglogold Ashanti Plc 2,723265.1K $0.15 %
233KBR Inc 7,115262.3K $0.14 %
234FTI Consulting Inc 1,482262K $0.14 %
235Check Point Software Technologies Ltd 1,829261.3K $0.14 %
236EquipmentShare.com Inc 12,713259K $0.14 %
237Alkermes PLC 7,318258.8K $0.14 %
238Kroger Co/The 3,563257.8K $0.14 %
239London Stock Exchange Group PLC 2,171256.6K $0.14 %
240Horace Mann Educators Corp 6,005256.3K $0.14 %
241Pinterest Inc 13,947255.8K $0.14 %
242Nexstar Media Group Inc 1,343242.9K $0.13 %
243James Hardie Industries PLC 12,801242.5K $0.13 %
244MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1,086241.2K $0.13 %
245MiniMed Group Inc 16,029239.2K $0.13 %
246Nasdaq Inc 2,787236.6K $0.13 %
247EQT Corp 3,697235.3K $0.13 %
248Builders FirstSource Inc 2,842234K $0.13 %
249Garmin Ltd 1,003232.7K $0.13 %
250WEC Energy Group Inc 2,004232K $0.13 %
251Rockwell Automation Inc 640229.7K $0.13 %
252Vulcan Materials Co 813221.4K $0.12 %
253CBRE Group Inc 1,629220.7K $0.12 %
254Birkenstock Holding Plc 6,085218K $0.12 %
255DR Horton Inc 1,588217.9K $0.12 %
256Skyworks Solutions Inc 4,060217.4K $0.12 %
257Crown Castle Inc 2,670217.1K $0.12 %
258State Street Corp 1,715217.1K $0.12 %
259Martin Marietta Materials Inc 367216K $0.12 %
260Coinbase Global Inc 1,236215.8K $0.12 %
261TPG Inc 5,326215.8K $0.12 %
262Archer-Daniels-Midland Co 2,940213.7K $0.12 %
263Prudential Financial, Inc. 2,152210.2K $0.12 %
264Microchip Technology Inc 3,248209.9K $0.12 %
265Old Dominion Freight Line Inc 1,064207.9K $0.11 %
266Terex Corp 3,515207.7K $0.11 %
267Arch Capital Group Ltd 2,161207.4K $0.11 %
268Graphic Packaging Holding Co 20,588204.6K $0.11 %
269ICON PLC 1,828202.3K $0.11 %
270TALEN ENERGY CORP 633202.1K $0.11 %
271Halliburton Co 5,153200.9K $0.11 %
272Group 1 Automotive Inc 604199.7K $0.11 %
273Colliers International Group Inc 1,861198.9K $0.11 %
274Brightstar Lottery PLC 15,559198.2K $0.11 %
275Peabody Energy Corp 5,972196.8K $0.11 %
276Equitable Holdings Inc 5,242194.5K $0.11 %
277Huntington Bancshares Inc/OH 12,339193.1K $0.11 %
278Hewlett Packard Enterprise Co 8,103192.9K $0.11 %
279Devon Energy Corp 3,720187.2K $0.10 %
280DTE Energy Co 1,273186.1K $0.10 %
281United Airlines Holdings Inc 2,001184.2K $0.10 %
282Iron Mountain Inc 1,801184K $0.10 %
283Cboe Global Markets Inc 643180.7K $0.10 %
284Dow Inc 4,332180.4K $0.10 %
285Xylem Inc/NY 1,496178.8K $0.10 %
286Yum! Brands Inc 1,137176.8K $0.10 %
287IQVIA Holdings Inc 1,036176.7K $0.10 %
288Gap Inc/The 7,225174.8K $0.10 %
289Dover Corp 833173.6K $0.10 %
290PPL Corp 4,541173.5K $0.10 %
291Teledyne Technologies Inc 286173K $0.10 %
292Edison International 2,338171.1K $0.09 %
293Apartment Investment and Management Co 41,478168.8K $0.09 %
294Campbell's Company/The 7,455166K $0.09 %
295Hershey Co/The 786163.4K $0.09 %
296American Water Works Co Inc 1,194162.5K $0.09 %
297Coterra Energy Inc 4,621162.4K $0.09 %
298BioNTech SE 1,825162.2K $0.09 %
299Dollar General Corp 1,350160.3K $0.09 %
300Eversource Energy 2,279157.9K $0.09 %