Titelia

Holdings of SA U.S. Value Fund

SA FUNDS INVESTMENT TRUST · 273 declared positions · as of Mar 31, 2026

Original filing · Net assets 578.1M $ · Ten largest lines: 24.2 % of the equity sleeve

Sector breakdown

  • Financials 21.3 %
  • Health care 14.5 %
  • Industrials 11.7 %
  • Technology 11.5 %
  • Energy 10.9 %
  • Materials 6.4 %
  • Communication 6.2 %
  • Consumer discretionary 5.3 %
  • Consumer staples 3.6 %
  • Real estate 0.4 %
  • Unattributed 8.1 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.5 %
  • NL 0.4 %
  • IE 0.4 %
  • BM 0.3 %
  • SG 0.3 %
  • GG 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US265567.8M $98.53 %
2NL22.3M $0.41 %
3IE22.3M $0.40 %
4BM21.8M $0.32 %
5SG11.5M $0.27 %
6GG1442.8K $0.08 %

Positions

RankCompanySharesValueWeight
101Accenture PLC 10,3102M $0.35 %
102Prudential Financial, Inc. 20,9232M $0.35 %
103Target Corp 16,5362M $0.35 %
104Kenvue Inc 113,0171.9M $0.34 %
105ONEOK Inc 21,3761.9M $0.33 %
106Electronic Arts Inc 9,2411.9M $0.33 %
107Allstate Corp/The 8,8261.8M $0.32 %
108Otis Worldwide Corp 23,6951.8M $0.32 %
109Gilead Sciences Inc 12,9811.8M $0.31 %
110Arch Capital Group Ltd 18,8371.8M $0.31 %
111Diamondback Energy Inc 9,0171.8M $0.31 %
112Warner Bros Discovery Inc 63,9641.8M $0.30 %
113GE HealthCare Technologies Inc 24,6611.8M $0.30 %
114Synchrony Financial 25,5441.7M $0.30 %
115Archer-Daniels-Midland Co 23,8031.7M $0.30 %
116Lennar Corp 19,7261.7M $0.30 %
117United Airlines Holdings Inc 17,6001.6M $0.28 %
118MetLife Inc 22,8581.6M $0.28 %
119Pentair PLC 18,5341.6M $0.28 %
120Constellation Brands Inc 10,4511.6M $0.27 %
121Corteva Inc 18,5131.5M $0.27 %
122Flex Ltd 23,4321.5M $0.27 %
123Williams Cos Inc/The 20,9361.5M $0.26 %
124Johnson Controls International plc 11,4421.5M $0.26 %
125Steel Dynamics Inc 8,3131.5M $0.26 %
126Dover Corp 6,9161.4M $0.25 %
127General Mills, Inc. 38,0951.4M $0.25 %
128AMETEK Inc 6,5751.4M $0.24 %
129Devon Energy Corp 27,3201.4M $0.24 %
130Fox Corp 23,1011.3M $0.23 %
131Westinghouse Air Brake Technologies Corp 5,3331.3M $0.23 %
132BorgWarner Inc 24,2411.3M $0.23 %
133Fidelity National Information Services Inc 27,9791.3M $0.23 %
134PayPal Holdings Inc 28,9781.3M $0.23 %
135State Street Corp 10,1121.3M $0.22 %
136Carrier Global Corp 22,4351.3M $0.22 %
137Dollar Tree Inc 11,0661.2M $0.21 %
138Humana Inc 6,7231.2M $0.20 %
139Vertex Pharmaceuticals Inc 2,5741.1M $0.20 %
140Huntington Bancshares Inc/OH 72,9001.1M $0.20 %
141Boston Scientific Corp 18,0951.1M $0.20 %
142Stryker Corp 3,2841.1M $0.19 %
143US Foods Holding Corp 11,0781M $0.18 %
144Bunge Global SA 7,718981.7K $0.17 %
145PPG Industries Inc 8,879949K $0.16 %
146Citizens Financial Group Inc 15,595935.2K $0.16 %
147IQVIA Holdings Inc 5,406921.9K $0.16 %
148Ingersoll Rand Inc 11,262902.3K $0.16 %
149Carnival Corp 34,226885.8K $0.15 %
150International Paper Co 24,693881.5K $0.15 %
151CF Industries Holdings Inc 6,602857.2K $0.15 %
152Charter Communications, Inc. 3,930848.4K $0.15 %
153Eastman Chemical Co 11,080845.6K $0.15 %
154Casey's General Stores Inc 1,143831.9K $0.14 %
155Jazz Pharmaceuticals PLC 4,230799.7K $0.14 %
156M&T Bank Corp 3,759777.1K $0.13 %
157Fox Corp 14,510770.5K $0.13 %
158Keurig Dr Pepper Inc 27,263717.8K $0.12 %
159Biogen Inc 3,878711K $0.12 %
160Southwest Airlines Co 18,667701.3K $0.12 %
161Coterra Energy Inc 19,923700.1K $0.12 %
162ResMed Inc 3,091693.9K $0.12 %
163STERIS PLC 3,097684.8K $0.12 %
164KeyCorp 33,936680.4K $0.12 %
165ON Semiconductor Corp 10,923676.4K $0.12 %
166LKQ Corp 22,668665.8K $0.12 %
167Fiserv Inc 11,916664.9K $0.12 %
168Qorvo Inc 8,449654K $0.11 %
169Aramark 16,117653.4K $0.11 %
170Raymond James Financial Inc 4,361631.4K $0.11 %
171Marvell Technology Inc 6,371631K $0.11 %
172Qnity Electronics Inc 5,456629.5K $0.11 %
173Centene Corp 19,196628.5K $0.11 %
174Loews Corp 5,847624.1K $0.11 %
175Zimmer Biomet Holdings Inc 6,835618K $0.11 %
176Packaging Corp of America 2,898615K $0.11 %
177Stanley Black & Decker Inc 8,515605.1K $0.10 %
178Edwards Lifesciences Corp 7,417594K $0.10 %
179Westlake Corp 4,853566.9K $0.10 %
180Omnicom Group Inc 7,510565.6K $0.10 %
181Intercontinental Exchange Inc 3,517553.2K $0.10 %
182Waters Corp 1,824543.2K $0.09 %
183Dollar General Corp 4,555540.8K $0.09 %
184Jacobs Solutions Inc 4,173531.1K $0.09 %
185U-Haul Holding Co 11,881530.7K $0.09 %
186SS&C Technologies Holdings Inc 7,467504.5K $0.09 %
187Agilent Technologies Inc 4,406502.2K $0.09 %
188DuPont de Nemours Inc 10,913499.8K $0.09 %
189Copart Inc 14,582484.1K $0.08 %
190EQT Corp 7,594483.3K $0.08 %
191Global Payments Inc 7,128479.7K $0.08 %
192Reliance Inc 1,561474.4K $0.08 %
193Kraft Heinz Co/The 20,920470.5K $0.08 %
194Equifax Inc 2,560461K $0.08 %
195Amdocs Ltd 6,785442.8K $0.08 %
196Textron Inc 4,987436.7K $0.08 %
197Ally Financial Inc 10,944429.3K $0.07 %
198Roper Technologies Inc 1,163411.5K $0.07 %
199W R Berkley Corp 6,200410.9K $0.07 %
200Halliburton Co 10,538410.9K $0.07 %