Titelia

Holdings of Goldman Sachs Mid Cap Value Fund

Goldman Sachs Trust · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 1.1B $ in equities, 99.2 %
Positions
86 in 4 countries
Top ten
22.1 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1United Rentals Inc 36,22330.4M $2.69 %
2Coca-Cola Europacific Partners PLC 269,40229.8M $2.63 %
3L3Harris Technologies Inc 76,07427.7M $2.45 %
4Rockwell Automation Inc 65,48626.7M $2.36 %
5Martin Marietta Materials Inc 36,08924.4M $2.16 %
6Digital Realty Trust Inc 133,90423.7M $2.10 %
7Ross Stores Inc 114,37223.5M $2.08 %
8United Airlines Holdings Inc 206,18921.9M $1.94 %
9AMETEK Inc 89,37821.4M $1.89 %
10Coherent Corp 79,47820.6M $1.82 %
11Cencora Inc 52,85319.7M $1.74 %
12eBay Inc 213,83219.4M $1.72 %
13NiSource Inc 408,07719.3M $1.71 %
14Old Dominion Freight Line Inc 94,78319.2M $1.70 %
15Quest Diagnostics Inc 88,20118.7M $1.65 %
16International Paper Co 427,81018.6M $1.65 %
17Phillips 66 119,40518.4M $1.63 %
18Performance Food Group Co 186,84818.1M $1.60 %
19Fastenal Co 385,91817.8M $1.57 %
20Fifth Third Bancorp 333,67516.5M $1.46 %
21Western Digital Corp 57,57716.1M $1.42 %
22VICI Properties Inc 531,87616.1M $1.42 %
23PPL Corp 394,97315.4M $1.36 %
24Public Service Enterprise Group Inc 177,25615.3M $1.35 %
25Agilent Technologies Inc 122,65314.9M $1.32 %
26Raymond James Financial Inc 94,61714.5M $1.28 %
27Expand Energy Corp 133,71814.4M $1.28 %
28Invesco Ltd 541,56114.2M $1.26 %
29CMS Energy Corp 182,15414.2M $1.26 %
30AvalonBay Communities, Inc. 79,41014.1M $1.24 %
31Stanley Black & Decker Inc 158,00713.7M $1.21 %
32Lennar Corp 118,58613.6M $1.20 %
33Casey's General Stores Inc 19,73413.5M $1.20 %
34Mirion Technologies Inc 620,04613.4M $1.18 %
35Mid-America Apartment Communities, Inc. 99,70313.3M $1.18 %
36Teradyne Inc 40,47513M $1.14 %
37Ingersoll Rand Inc 137,13712.9M $1.14 %
38Steel Dynamics Inc 66,75212.9M $1.14 %
39Equitable Holdings Inc 317,95012.8M $1.13 %
40BKV Corp 403,96312.7M $1.12 %
41Builders FirstSource Inc 119,72412.5M $1.10 %
42RPM International Inc 108,82112.4M $1.10 %
43Globe Life Inc 84,68512.3M $1.09 %
44Synchrony Financial 176,06512.2M $1.08 %
45Rocket Cos Inc 642,72611.7M $1.03 %
46CBRE Group Inc 77,73511.5M $1.01 %
47American Financial Group Inc/OH 86,15911.5M $1.01 %
48Aptiv PLC 152,98811.3M $0.99 %
49DT Midstream Inc 81,01411.2M $0.99 %
50Omnicom Group Inc 131,34811.2M $0.99 %
51Westlake Corp 104,26411M $0.97 %
52Solstice Advanced Materials Inc 139,67511M $0.97 %
53First Horizon Corp 458,14110.9M $0.96 %
54Mettler-Toledo International Inc 7,46710.2M $0.90 %
55ON Semiconductor Corp 153,15010.2M $0.90 %
56Wintrust Financial Corp 69,53310M $0.89 %
57Nasdaq Inc 113,3789.9M $0.88 %
58Wyndham Hotels & Resorts Inc 119,7929.8M $0.87 %
59Royalty Pharma PLC 209,6149.7M $0.86 %
60Kilroy Realty Corp 318,8569.5M $0.84 %
61Lumentum Holdings Inc 13,5499.5M $0.84 %
62Hewlett Packard Enterprise Co 434,1519.3M $0.82 %
63Targa Resources Corp 38,9929.2M $0.81 %
64SOUTHSTATE BANK CORP 92,1209.1M $0.80 %
65PG&E Corp 476,4159.1M $0.80 %
66ITT Inc 43,3928.8M $0.78 %
67SharkNinja Inc 71,3188.8M $0.77 %
68Global Payments Inc 107,6898.2M $0.73 %
69Jefferies Financial Group Inc 180,9308M $0.71 %
70Jabil Inc 30,0658M $0.70 %
71Ford Motor Co 552,2057.8M $0.69 %
72Live Nation Entertainment Inc 44,9787.3M $0.64 %
73IDEX Corp 34,6067.2M $0.64 %
74Permian Resources Corp 385,3457M $0.62 %
75Sandisk Corp/DE 10,9757M $0.62 %
76Arch Capital Group Ltd 67,3126.7M $0.60 %
77EOG Resources Inc 52,1936.5M $0.57 %
78Exelon Corp 130,0126.4M $0.57 %
79Marvell Technology Inc 78,2776.4M $0.57 %
80Ingram Micro Holding Corp 296,3186.1M $0.54 %
81Humana Inc 28,6425.5M $0.48 %
82NRG Energy Inc 30,1945.4M $0.48 %
83MongoDB Inc 15,8535.2M $0.46 %
84Kinetik Holdings Inc 110,6375M $0.44 %
85HF Sinclair Corp 91,1224.6M $0.40 %
86Dexcom Inc 56,1414.1M $0.36 %

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Sector breakdown

  • Industrials 14.7 %
  • Technology 10.6 %
  • Utilities 7.6 %
  • Consumer discretionary 6.9 %
  • Health care 6.5 %
  • Real estate 5.8 %
  • Financials 5.3 %
  • Materials 5.0 %
  • Energy 4.9 %
  • Communication 1.6 %
  • Consumer staples 1.6 %
  • Unattributed 29.3 %

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 96.0 %
  • United Kingdom 2.6 %
  • Cayman Islands 0.8 %
  • Bermuda 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States831.1B $95.97 %
2United Kingdom129.8M $2.65 %
3Cayman Islands18.8M $0.78 %
4Bermuda16.7M $0.60 %
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Titelia. "Holdings of Goldman Sachs Mid Cap Value Fund". https://titelia.com/en/funds/S000009320