Titelia

Holdings of SA Franklin Allocation Moderately Aggressive Portfolio

SEASONS SERIES TRUST ·856 declared positions · as of Mar 31, 2026

Original filing · Net assets 199.4M $ · Ten largest lines: 27.7 % of the equity sleeve

Sector breakdown

  • Technology 23.7 %
  • Financials 10.5 %
  • Communication 9.5 %
  • Industrials 7.7 %
  • Consumer discretionary 7.2 %
  • Health care 6.6 %
  • Consumer staples 3.7 %
  • Energy 2.8 %
  • Materials 2.8 %
  • Utilities 1.4 %
  • Real estate 1.1 %
  • Unattributed 23.0 %

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

Currency breakdown

  • USD 77.4 %
  • EUR 6.1 %
  • JPY 3.8 %
  • GBP 2.7 %
  • HKD 2.1 %
  • CHF 1.5 %
  • TWD 1.5 %
  • KRW 0.9 %
  • INR 0.9 %
  • AUD 0.7 %
  • ILS 0.5 %
  • DKK 0.4 %
  • SEK 0.4 %
  • BRL 0.3 %
  • NOK 0.3 %
  • ZAR 0.2 %
  • SGD 0.1 %
  • AED 0.1 %
  • PHP 0.1 %
  • HUF 0.1 %
  • MXN 0.1 %
  • PLN 0.1 %
  • IDR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 75.8 %
  • JP 3.8 %
  • GB 3.8 %
  • FR 1.8 %
  • CH 1.5 %
  • HK 1.5 %
  • TW 1.5 %
  • DE 1.3 %
  • NL 1.3 %
  • AU 1.0 %
  • KR 0.9 %
  • ES 0.9 %
  • Other countries 5.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US629120.9M $75.80 %
2JP406M $3.78 %
3GB266M $3.76 %
4FR162.9M $1.82 %
5CH92.4M $1.53 %
6HK142.4M $1.51 %
7TW82.3M $1.46 %
8DE82M $1.26 %
9NL52M $1.26 %
10AU61.6M $1.00 %
11KR91.5M $0.93 %
12ES71.4M $0.85 %

Positions

RankCompanySharesValueWeight
801AtriCure Inc 2547.2K $0.00 %
802Sylvamo Corp 1717.2K $0.00 %
803First Financial Corp 1147.2K $0.00 %
804WaFd Inc 2297.2K $0.00 %
805Waystar Holding Corp 2987.2K $0.00 %
806OneSpan Inc 6817.2K $0.00 %
807LXP Industrial Trust 1557.2K $0.00 %
808Empire State Realty Trust Inc 1,3787.2K $0.00 %
809Red Rock Resorts Inc 1347.2K $0.00 %
810Towne Bank/Portsmouth VA 2127.1K $0.00 %
811Mativ Holdings Inc 8207.1K $0.00 %
812Gentherm Inc 2567.1K $0.00 %
813Workiva Inc 1197.1K $0.00 %
814Life Time Group Holdings Inc 2627.1K $0.00 %
815Rigel Pharmaceuticals Inc 2607K $0.00 %
816Varex Imaging Corp 6597K $0.00 %
817Apogee Enterprises Inc 2087K $0.00 %
818Apple Hospitality REIT Inc 6057K $0.00 %
819Ladder Capital Corp 7127K $0.00 %
820Weave Communications Inc 1,5006.9K $0.00 %
821Third Coast Bancshares Inc 1836.9K $0.00 %
822KB Home 1336.9K $0.00 %
823Sabra Health Care REIT Inc 3566.8K $0.00 %
824Janus International Group Inc 1,3266.8K $0.00 %
825Olema Pharmaceuticals Inc 4586.8K $0.00 %
826Alarm.com Holdings Inc 1586.8K $0.00 %
827Daily Journal Corp 146.8K $0.00 %
828Cerence Inc 1,0606.7K $0.00 %
829Nextdoor Holdings Inc 4,7416.6K $0.00 %
830Kratos Defense & Security Solutions, Inc. 946.6K $0.00 %
831Hims & Hers Health Inc 3156.5K $0.00 %
832Appian Corp 2706.5K $0.00 %
833Haemonetics Corp 1156.5K $0.00 %
834Corvus Pharmaceuticals Inc 4416.5K $0.00 %
835Maximus Inc 1006.4K $0.00 %
836Insight Enterprises Inc 946.3K $0.00 %
837fuboTV Inc 6586.2K $0.00 %
838Omada Health Inc 4936.2K $0.00 %
839O-I Glass Inc 5746K $0.00 %
840Oklo Inc 1216K $0.00 %
841HNI Corp 1785.9K $0.00 %
842GeneDx Holdings Corp 845.4K $0.00 %
843Microvast Holdings Inc 3,5395.3K $0.00 %
844Magnite Inc 3994.7K $0.00 %
845ADMA Biologics Inc 4644.2K $0.00 %
846SmartFinancial Inc 1034K $0.00 %
847CryoPort Inc 4693.9K $0.00 %
848Hawaiian Electric Industries Inc 2503.7K $0.00 %
849Cross Country Healthcare Inc 3843.6K $0.00 %
850First Merchants Corp 933.6K $0.00 %
851Daktronics Inc 1813.5K $0.00 %
852Simply Good Foods Co/The 2463.5K $0.00 %
853CEVA Inc 1783.3K $0.00 %
854AeroVironment Inc 173.1K $0.00 %
855Rigetti Computing Inc 2193.1K $0.00 %
856Atrium Therapeutics Inc 10133.7 $0.00 %