Titelia

Holdings of Alger Growth & Income Portfolio

ALGER PORTFOLIOS · Original filing · Compare with another fund · Report an error

Net assets
45.6M $ including 45.8M $ in equities, 100.2 %
Positions
79 in 6 countries
Top ten
46.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 13,2743.4M $7.38 %
2Microsoft Corp 8,6083.2M $6.98 %
3Broadcom Inc 9,5373M $6.47 %
4KLA Corp 1,7722.6M $5.72 %
5Alphabet Inc 7,5592.2M $4.76 %
6JPMorgan Chase & Co 5,7691.7M $3.72 %
7Alphabet Inc 5,7751.7M $3.63 %
8Morgan Stanley 7,7331.3M $2.79 %
9Amazon.com Inc 5,9701.2M $2.72 %
10Exxon Mobil Corp 5,8981M $2.19 %
11Taiwan Semiconductor Manufacturing Co Ltd 2,552862.4K $1.89 %
12Meta Platforms Inc 1,463837K $1.83 %
13Johnson & Johnson 3,272799.8K $1.75 %
14Eaton Corp PLC 2,080744K $1.63 %
15Chevron Corp 3,402703.9K $1.54 %
16Walmart Inc 5,627699.3K $1.53 %
17AbbVie Inc 3,126679.9K $1.49 %
18Home Depot Inc/The 1,996656.5K $1.44 %
19Visa Inc 2,117639.8K $1.40 %
20Blackrock Inc 601578K $1.27 %
21Honeywell International Inc 2,473559K $1.22 %
22Welltower Inc 2,640522K $1.14 %
23Bank of America Corp 10,324503.3K $1.10 %
24Corning Inc 3,671499.1K $1.09 %
25QUALCOMM Inc 3,778486.5K $1.07 %
26Procter & Gamble Co/The 3,200462.2K $1.01 %
27CME Group Inc 1,522449.5K $0.98 %
28Eli Lilly & Co 471433.2K $0.95 %
29Cisco Systems, Inc. 5,546430.3K $0.94 %
30Coca-Cola Co/The 5,566423.3K $0.93 %
31TotalEnergies SE 4,622420.5K $0.92 %
32Southern Copper Corp 2,403413.5K $0.91 %
33Cardinal Health, Inc. 1,944410.8K $0.90 %
34PepsiCo Inc 2,523391.8K $0.86 %
35Blackstone Inc 3,314381.1K $0.83 %
36Verizon Communications Inc 7,543378.7K $0.83 %
37DuPont de Nemours Inc 8,171374.2K $0.82 %
38Simon Property Group Inc 1,876349.9K $0.77 %
39Dell Technologies Inc 2,123348.4K $0.76 %
40Union Pacific Corp 1,436348.4K $0.76 %
41TransDigm Group Inc 279323.3K $0.71 %
42Johnson Controls International plc 2,439319.4K $0.70 %
43Philip Morris International Inc. 1,906315.1K $0.69 %
44Air Products and Chemicals Inc 1,083314.6K $0.69 %
45McDonald's Corp. 1,002311.4K $0.68 %
46Altria Group, Inc. 4,688309.4K $0.68 %
47Hartford Insurance Group Inc/The 2,201297.6K $0.65 %
48NextEra Energy Inc 3,095287.5K $0.63 %
49AstraZeneca PLC 1,449285.7K $0.63 %
50Ferguson Enterprises Inc 1,210282.2K $0.62 %
51Merck & Co Inc 2,302276.9K $0.61 %
52Garmin Ltd 1,169271.2K $0.59 %
53Sempra 2,782270.3K $0.59 %
54Amgen Inc 767269.9K $0.59 %
55Novartis AG 1,701259.8K $0.57 %
56UnitedHealth Group Inc 912246.8K $0.54 %
57Lamar Advertising Co 1,911242K $0.53 %
58Fifth Third Bancorp 4,994232K $0.51 %
59Starbucks Corp 2,588231.9K $0.51 %
60ONEOK Inc 2,482224.3K $0.49 %
61Bristol-Myers Squibb Co 3,646221.1K $0.48 %
62Consolidated Edison Inc 1,927218.1K $0.48 %
63Comcast Corp 7,596218.1K $0.48 %
64Medtronic PLC 2,426210.2K $0.46 %
65Oracle Corp 1,277187.9K $0.41 %
66Cheniere Energy Partners LP 2,888186.7K $0.41 %
67Gilead Sciences Inc 1,301181.3K $0.40 %
68Abbott Laboratories 1,755180.2K $0.39 %
69Crown Castle Inc 2,202179K $0.39 %
70Pfizer Inc 6,356178.5K $0.39 %
71Gap Inc/The 7,180173.8K $0.38 %
72Ferrari NV 478161.8K $0.35 %
73Prologis Inc 1,199158.5K $0.35 %
74Sysco Corp 2,193156.4K $0.34 %
75Adobe Inc 638155.1K $0.34 %
76International Business Machines Corp. 604146.4K $0.32 %
77Best Buy Co Inc 1,806115.9K $0.25 %
78Accenture PLC 583115.6K $0.25 %
79Dick's Sporting Goods Inc 49297.6K $0.21 %

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Sector breakdown

  • Technology 34.1 %
  • Financials 13.2 %
  • Communication 11.5 %
  • Health care 10.1 %
  • Consumer staples 6.0 %
  • Consumer discretionary 5.3 %
  • Industrials 4.9 %
  • Energy 3.6 %
  • Real estate 2.6 %
  • Utilities 1.7 %
  • Materials 0.7 %
  • Unattributed 6.1 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 95.5 %
  • Taiwan 1.9 %
  • France 0.9 %
  • Ireland 0.7 %
  • United Kingdom 0.6 %
  • Italy 0.4 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States7443.7M $95.52 %
2Taiwan1862.4K $1.88 %
3France1420.5K $0.92 %
4Ireland1319.4K $0.70 %
5United Kingdom1285.7K $0.62 %
6Italy1161.8K $0.35 %
Cite this page

Titelia. "Holdings of Alger Growth & Income Portfolio". https://titelia.com/en/funds/S000009216