Titelia

Holdings of SA JPMorgan Large Cap Core Portfolio

SUNAMERICA SERIES TRUST · 57 declared positions · as of Apr 30, 2026

Original filing · Net assets 529.2M $ · Ten largest lines: 47 % of the equity sleeve

Sector breakdown

  • Technology 34.0 %
  • Financials 14.1 %
  • Consumer discretionary 13.5 %
  • Communication 11.0 %
  • Industrials 7.5 %
  • Health care 7.1 %
  • Utilities 4.2 %
  • Consumer staples 2.8 %
  • Energy 1.1 %
  • Real estate 0.8 %
  • Unattributed 3.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 97.1 %
  • NL 2.9 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US55509.5M $97.06 %
NL215.4M $2.94 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 245,14848.9M $9.25 %
Amazon.com Inc 123,57732.8M $6.19 %
Apple Inc 116,54531.6M $5.98 %
Alphabet Inc 81,73031.4M $5.94 %
Broadcom Inc 53,87122.5M $4.25 %
Microsoft Corp 49,99920.4M $3.85 %
Meta Platforms Inc 27,82717M $3.22 %
Mastercard Inc 30,51415.3M $2.90 %
Wells Fargo & Co 173,72014.3M $2.70 %
NextEra Energy Inc 126,83512.4M $2.35 %
American Express Co 37,87312.2M $2.31 %
Lowe's Cos Inc 46,19611M $2.08 %
NXP Semiconductors NV 35,97810.6M $2.00 %
Walmart Inc 78,57210.4M $1.96 %
McDonald's Corp. 34,24210.1M $1.90 %
Morgan Stanley 51,8949.9M $1.87 %
Baker Hughes Co 140,6989.8M $1.85 %
Walt Disney Co/The 89,0499.2M $1.75 %
Eli Lilly & Co 9,2718.7M $1.64 %
Micron Technology Inc 16,2508.4M $1.59 %
Trane Technologies PLC 16,6048.2M $1.55 %
Intuit Inc 21,0148.2M $1.54 %
Eaton Corp PLC 18,8258.2M $1.54 %
AbbVie Inc 36,8977.8M $1.47 %
Arthur J Gallagher & Co 37,1697.7M $1.45 %
Blackstone Inc 56,6157.1M $1.34 %
Stryker Corp 21,9296.9M $1.31 %
Northrop Grumman Corp 10,5346.1M $1.15 %
Howmet Aerospace Inc 24,9856.1M $1.15 %
ConocoPhillips 46,8125.9M $1.11 %
Vulcan Materials Co 18,3985.6M $1.05 %
AutoZone Inc 1,4935.5M $1.05 %
Oracle Corp 34,2155.5M $1.04 %
Tesla Inc 14,4235.5M $1.04 %
Western Digital Corp 12,2605.3M $1.01 %
United Rentals Inc 5,2095M $0.94 %
Medtronic PLC 61,6545M $0.94 %
Entergy Corp 41,9915M $0.94 %
Southern Co/The 50,3154.9M $0.92 %
ASML Holding NV 3,3704.8M $0.92 %
Edwards Lifesciences Corp 56,2714.7M $0.89 %
Progressive Corp/The 22,2014.5M $0.84 %
Prologis Inc 29,9364.3M $0.80 %
Amphenol Corp 28,6644.2M $0.80 %
Mondelez International Inc 67,4074.1M $0.78 %
Deere & Co 6,3433.7M $0.71 %
Regeneron Pharmaceuticals, Inc. 5,0803.6M $0.68 %
Vertex Pharmaceuticals Inc 8,1373.5M $0.66 %
US Bancorp 55,4043.1M $0.59 %
Cadence Design Systems Inc 9,0503M $0.56 %
Advanced Micro Devices Inc 7,9752.8M $0.53 %
DoorDash Inc 14,8252.5M $0.47 %
Carrier Global Corp 31,6012.1M $0.40 %
Marriott International Inc/MD 5,6832.1M $0.39 %
Boston Scientific Corp 34,9882M $0.38 %
Palantir Technologies Inc 14,2792M $0.38 %
Chipotle Mexican Grill Inc 47,4731.6M $0.30 %