Titelia

Holdings of Alger Balanced Portfolio

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

Net assets
64.2M $ including 46.2M $ in equities, 71.9 %
Positions
79 in 6 countries
Bond lines
18 from 18 companies
Top ten
33.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 13,3033.4M $5.26 %
2Microsoft Corp 8,6873.2M $5.01 %
3Broadcom Inc 9,6293M $4.64 %
4KLA Corp 1,7742.6M $4.07 %
5Alphabet Inc 7,6072.2M $3.41 %
6JPMorgan Chase & Co 5,8231.7M $2.67 %
7Alphabet Inc 5,8781.7M $2.63 %
8Morgan Stanley 7,7951.3M $2.00 %
9Amazon.com Inc 6,0791.3M $1.97 %
10Exxon Mobil Corp 5,9641M $1.58 %
11Taiwan Semiconductor Manufacturing Co Ltd 2,574869.9K $1.35 %
12Meta Platforms Inc 1,500858.2K $1.34 %
13Johnson & Johnson 3,303807.4K $1.26 %
14Eaton Corp PLC 2,111755K $1.18 %
15Chevron Corp 3,440711.7K $1.11 %
16Walmart Inc 5,602696.2K $1.08 %
17AbbVie Inc 3,154686K $1.07 %
18Home Depot Inc/The 1,998657.1K $1.02 %
19Visa Inc 2,126642.6K $1.00 %
20Blackrock Inc 619595.3K $0.93 %
21Honeywell International Inc 2,450553.8K $0.86 %
22Welltower Inc 2,701534K $0.83 %
23Bank of America Corp 10,425508.2K $0.79 %
24Corning Inc 3,737508.1K $0.79 %
25QUALCOMM Inc 3,850495.8K $0.77 %
26Procter & Gamble Co/The 3,208463.4K $0.72 %
27Eli Lilly & Co 491451.6K $0.70 %
28CME Group Inc 1,527451K $0.70 %
29Cisco Systems, Inc. 5,600434.5K $0.68 %
30Coca-Cola Co/The 5,650429.7K $0.67 %
31Southern Copper Corp 2,429417.9K $0.65 %
32TotalEnergies SE 4,536412.7K $0.64 %
33Cardinal Health, Inc. 1,952412.5K $0.64 %
34PepsiCo Inc 2,539394.3K $0.61 %
35Verizon Communications Inc 7,668384.9K $0.60 %
36Blackstone Inc 3,301379.6K $0.59 %
37DuPont de Nemours Inc 8,204375.7K $0.59 %
38Union Pacific Corp 1,457353.5K $0.55 %
39Dell Technologies Inc 2,119347.8K $0.54 %
40Simon Property Group Inc 1,846344.3K $0.54 %
41TransDigm Group Inc 282326.8K $0.51 %
42Johnson Controls International plc 2,463322.5K $0.50 %
43Philip Morris International Inc. 1,931319.3K $0.50 %
44Air Products and Chemicals Inc 1,082314.3K $0.49 %
45McDonald's Corp. 1,011314.2K $0.49 %
46Altria Group, Inc. 4,752313.6K $0.49 %
47Hartford Insurance Group Inc/The 2,210298.9K $0.47 %
48AstraZeneca PLC 1,467289.3K $0.45 %
49NextEra Energy Inc 3,096287.6K $0.45 %
50Ferguson Enterprises Inc 1,221284.8K $0.44 %
51Merck & Co Inc 2,333280.6K $0.44 %
52Garmin Ltd 1,180273.8K $0.43 %
53Sempra 2,769269.1K $0.42 %
54Amgen Inc 750263.9K $0.41 %
55Novartis AG 1,726263.6K $0.41 %
56UnitedHealth Group Inc 938253.8K $0.40 %
57Lamar Advertising Co 1,967249.1K $0.39 %
58Starbucks Corp 2,649237.3K $0.37 %
59Fifth Third Bancorp 5,036234K $0.36 %
60ONEOK Inc 2,518227.6K $0.35 %
61Bristol-Myers Squibb Co 3,679223.1K $0.35 %
62Consolidated Edison Inc 1,953221K $0.34 %
63Comcast Corp 7,593218K $0.34 %
64Medtronic PLC 2,381206.3K $0.32 %
65Oracle Corp 1,291189.9K $0.30 %
66Cheniere Energy Partners LP 2,908187.9K $0.29 %
67Gilead Sciences Inc 1,336186.2K $0.29 %
68Abbott Laboratories 1,772181.9K $0.28 %
69Pfizer Inc 6,385179.3K $0.28 %
70Crown Castle Inc 2,195178.5K $0.28 %
71Gap Inc/The 7,208174.4K $0.27 %
72Ferrari NV 491166.2K $0.26 %
73Prologis Inc 1,216160.7K $0.25 %
74Sysco Corp 2,208157.5K $0.25 %
75Adobe Inc 641155.8K $0.24 %
76International Business Machines Corp. 618149.8K $0.23 %
77Accenture PLC 589116.8K $0.18 %
78Best Buy Co Inc 1,819116.8K $0.18 %
79Dick's Sporting Goods Inc 48596.2K $0.15 %

Download this table: CSV, JSON

The bonds it holds

18 companies, 18 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1UnitedHealth Group Inc1994K $1.55 %
2Johnson & Johnson1512.8K $0.80 %
3American Express Co1512K $0.80 %
4Ecolab Inc1509.4K $0.79 %
5Cardinal Health, Inc.1507.7K $0.79 %
6Republic Services Inc1506.6K $0.79 %
7McDonald's Corp.1506.3K $0.79 %
8Westinghouse Air Brake Technologies Corp1505.6K $0.79 %
9Walmart Inc1504.9K $0.79 %
10Amazon.com Inc1504.7K $0.79 %
11PepsiCo Inc1504.3K $0.79 %
12McKesson Corp1503.2K $0.78 %
13Apple Inc1502.7K $0.78 %
14Dominion Energy Inc1501.7K $0.78 %
15Sempra1500.8K $0.78 %
16Cadence Design Systems Inc1498.5K $0.78 %
17Mastercard Inc1496.3K $0.77 %
18Home Depot Inc/The1493.7K $0.77 %

Sector breakdown

  • Technology 34.1 %
  • Financials 13.2 %
  • Communication 11.6 %
  • Health care 10.2 %
  • Consumer staples 6.0 %
  • Consumer discretionary 5.4 %
  • Industrials 4.9 %
  • Energy 3.6 %
  • Real estate 2.6 %
  • Utilities 1.7 %
  • Materials 0.7 %
  • Unattributed 6.1 %

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

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

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States7444.1M $95.54 %
2Taiwan1869.9K $1.88 %
3France1412.7K $0.89 %
4Ireland1322.5K $0.70 %
5United Kingdom1289.3K $0.63 %
6Italy1166.2K $0.36 %
Cite this page

Titelia. "Holdings of Alger Balanced Portfolio". https://titelia.com/en/funds/S000009217