Titelia

Holdings of Federated Hermes Managed Volatility Fund II

Federated Hermes Insurance Series · Original filing · Compare with another fund · Report an error

Net assets
170.7M $ including 103.6M $ in equities, 60.7 %
Positions
323 in 15 countries
Bond lines
203 from 127 companies
Top ten
23.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101BETA TECHNOLOGIES INC 18,000264.6K $0.16 %
102Comcast Corp 9,121261.9K $0.15 %
103Firefly Aerospace Inc 9,000256.2K $0.15 %
104Pentair PLC 2,937255.8K $0.15 %
105Constellation Energy Corp. 911254.4K $0.15 %
106Kraft Heinz Co/The 11,235252.7K $0.15 %
107Parker-Hannifin Corp 281251.6K $0.15 %
108EMCOR Group Inc 340251K $0.15 %
109Sandisk Corp/DE 384244K $0.14 %
110York Space Systems Inc 11,000243.9K $0.14 %
111Booking Holdings Inc 56235.8K $0.14 %
112VeriSign Inc 928230.5K $0.14 %
113SBA Communications Corp 1,332229.3K $0.13 %
114MNTN Inc 26,000228.8K $0.13 %
115Analog Devices Inc 717228.1K $0.13 %
116KKR & Co Inc 2,452226.8K $0.13 %
117Anglogold Ashanti Plc 2,319225.8K $0.13 %
118Cigna Group/The 839223.8K $0.13 %
119Public Service Enterprise Group Inc 2,745222.2K $0.13 %
120J M Smucker Co/The 2,299221.7K $0.13 %
121Ralliant Corp 5,312220.9K $0.13 %
122General Dynamics Corp 633217.3K $0.13 %
123AvalonBay Communities, Inc. 1,329217.1K $0.13 %
124Accenture PLC 1,084214.9K $0.13 %
125WEX Inc 1,400214.3K $0.13 %
126State Street Corp 1,684213.1K $0.12 %
127Take-Two Interactive Software Inc 1,077212.7K $0.12 %
128Voyager Technologies Inc 9,000210.5K $0.12 %
129Prologis Inc 1,538203.3K $0.12 %
130Toro Co/The 2,167202.5K $0.12 %
131Colgate-Palmolive Co 2,334198.9K $0.12 %
132Janus Henderson Group PLC 3,854198K $0.12 %
133Centene Corp 6,031197.5K $0.12 %
134Crown Castle Inc 2,415196.4K $0.12 %
135Western Digital Corp 723195.6K $0.11 %
136Lamb Weston Holdings Inc 4,606194.6K $0.11 %
137Goldman Sachs Group Inc/The 229193.7K $0.11 %
138Home Depot Inc/The 584192.1K $0.11 %
139Edwards Lifesciences Corp 2,305184.6K $0.11 %
140Middleby Corp/The 1,372181.9K $0.11 %
141Vital Farms Inc 12,800180.7K $0.11 %
142Criteo SA 10,000179.3K $0.11 %
143Dollar Tree Inc 1,621177.5K $0.10 %
144American International Group Inc 2,329175.3K $0.10 %
145Constellation Brands Inc 1,155173.3K $0.10 %
146AES Corp/The 12,203171.9K $0.10 %
147General Motors Co 2,296171.1K $0.10 %
148TALEN ENERGY CORP 535170.8K $0.10 %
149CBRE Group Inc 1,249169.2K $0.10 %
150Maplebear Inc 4,509168.9K $0.10 %
151DTE Energy Co 1,153168.6K $0.10 %
152Fiserv Inc 2,993167K $0.10 %
153Applied Materials Inc 486166.1K $0.10 %
154Byrna Technologies Inc 18,000165.2K $0.10 %
155S&P Global Inc 387164.6K $0.10 %
156American Integrity Insurance Group Inc 8,400162K $0.09 %
157US Bancorp 3,039158.1K $0.09 %
158PepsiCo Inc 1,010156.8K $0.09 %
159Viatris Inc 11,518155.6K $0.09 %
160Medtronic PLC 1,788154.9K $0.09 %
161Cirsa Enterprises SA 9,600153.3K $0.09 %
162Netskope Inc 18,000152.8K $0.09 %
163Sensata Technologies Holding PLC 4,338152.8K $0.09 %
164Savers Value Village Inc 20,000148.8K $0.09 %
165Everest Group Ltd 454148.4K $0.09 %
166RenaissanceRe Holdings Ltd 494146.8K $0.09 %
167Five Below Inc 631144.2K $0.08 %
168Warner Bros Discovery Inc 5,230143.6K $0.08 %
169Crane Co 822140.6K $0.08 %
170Oddity Tech Ltd 10,500140.5K $0.08 %
171F5 Inc 481139.2K $0.08 %
172Cirrus Logic Inc 951137.5K $0.08 %
173MongoDB Inc 561137.3K $0.08 %
174Estee Lauder Cos Inc/The 1,868134.1K $0.08 %
175Valmont Industries Inc 335133.9K $0.08 %
176Voya Financial Inc 1,951133.3K $0.08 %
177Diamondback Energy Inc 673133.1K $0.08 %
178Qorvo Inc 1,697131.3K $0.08 %
179Eaton Corp PLC 365130.5K $0.08 %
180BWX Technologies Inc 635129.9K $0.08 %
181Jazz Pharmaceuticals PLC 682128.9K $0.08 %
182Bath & Body Works Inc 6,873128.3K $0.08 %
183Schrodinger Inc/United States 11,000125K $0.07 %
184Mobileye Global Inc 18,000123.7K $0.07 %
185Tekscend Photomask Corp 6,500123.3K $0.07 %
186Fermi Inc 21,000122.6K $0.07 %
187AptarGroup Inc 973122.6K $0.07 %
188Macy's Inc 6,774122.5K $0.07 %
189Etsy Inc 2,408120.4K $0.07 %
190SimilarWeb Ltd 45,000117.5K $0.07 %
191Zebra Technologies Corp 552115.4K $0.07 %
192Tapestry Inc 817115.3K $0.07 %
193Clearway Energy Inc 2,933115.2K $0.07 %
194Clearway Energy Inc 2,929114.7K $0.07 %
195Regency Centers Corp 1,513114.5K $0.07 %
196Generate Biomedicines Inc 9,000112.5K $0.07 %
197Cboe Global Markets Inc 400112.4K $0.07 %
198CarMax Inc 2,619108.9K $0.06 %
199Fiverr International Ltd 10,800108.2K $0.06 %
200AutoZone Inc 32108.1K $0.06 %

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The bonds it holds

127 companies, 203 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp4790.1K $0.46 %
2JPMorgan Chase & Co4663.6K $0.39 %
3Morgan Stanley5555.6K $0.33 %
4Wells Fargo & Co6533.4K $0.31 %
5Goldman Sachs Group Inc/The3470.9K $0.28 %
6Comcast Corp2432.3K $0.25 %
7Citigroup Inc3432K $0.25 %
8AT&T Inc3398.1K $0.23 %
9Oracle Corp5339.5K $0.20 %
10Apple Inc3270.3K $0.16 %
11Amazon.com Inc5269.3K $0.16 %
12Meta Platforms Inc3260.9K $0.15 %
13Boeing Co/The3260.3K $0.15 %
14Verizon Communications Inc3219.8K $0.13 %
15Amgen Inc2219.4K $0.13 %
16Duke Energy Corp2216.5K $0.13 %
17Broadcom Inc4215.7K $0.13 %
18PNC Financial Services Group Inc/The2213.1K $0.12 %
19Philip Morris International Inc.2192.8K $0.11 %
20Hewlett Packard Enterprise Co5182.9K $0.11 %
21Union Pacific Corp2175.3K $0.10 %
22US Bancorp1173.2K $0.10 %
23CVS Health Corp2171.1K $0.10 %
24Energy Transfer LP2160.4K $0.09 %
25AbbVie Inc2158.7K $0.09 %
26Ameren Corp1157K $0.09 %
27Tyson Foods Inc1155.3K $0.09 %
28Bristol-Myers Squibb Co3154.9K $0.09 %
29Fidelity National Information Services Inc1154.3K $0.09 %
30Cisco Systems, Inc.2151.9K $0.09 %
31Targa Resources Corp1151.6K $0.09 %
32Sempra1151.4K $0.09 %
33MPLX LP2149.5K $0.09 %
34Coca-Cola Femsa SAB de CV1148.5K $0.09 %
35Huntington Bancshares Inc/OH1147.9K $0.09 %
36Flowers Foods Inc2145.5K $0.09 %
37Global Payments Inc1144.6K $0.08 %
38AvalonBay Communities, Inc.1133.7K $0.08 %
39Northern Trust Corp1133.4K $0.08 %
40Rogers Communications Inc2130.8K $0.08 %
41Verisk Analytics Inc1129.3K $0.08 %
42Huntington Ingalls Industries, Inc.1128K $0.08 %
43Keysight Technologies Inc2126.2K $0.07 %
44Honeywell International Inc2126K $0.07 %
45American Tower Corp2125.2K $0.07 %
46Northrop Grumman Corp1124.9K $0.07 %
47Truist Financial Corp3124.6K $0.07 %
48Camden Property Trust1124.3K $0.07 %
49Fifth Third Bancorp1123.4K $0.07 %
50Citizens Financial Group Inc1123.4K $0.07 %
51Exelon Corp2122.3K $0.07 %
52CNA Financial Corp1121.9K $0.07 %
53Ford Motor Co1121.6K $0.07 %
54Roper Technologies Inc1120.8K $0.07 %
55Lockheed Martin Corp1120.4K $0.07 %
56Fiserv Inc1119.8K $0.07 %
57M&T Bank Corp1118.7K $0.07 %
58Kroger Co/The1118.5K $0.07 %
59Elevance Health Inc1118.2K $0.07 %
60RTX Corp1117.3K $0.07 %
61American Express Co2116.6K $0.07 %
62Alphabet Inc3116.5K $0.07 %
63ONEOK Inc3114.5K $0.07 %
64UnitedHealth Group Inc1111.3K $0.07 %
65VeriSign Inc1107.5K $0.06 %
66Capital One Financial Corp2107.1K $0.06 %
67Jefferies Financial Group Inc1106K $0.06 %
68Home Depot Inc/The1105.9K $0.06 %
69RPM International Inc1105.4K $0.06 %
70Vodafone Group PLC1103.9K $0.06 %
71Alexandria Real Estate Equities, Inc.1101.3K $0.06 %
72KeyCorp1100.8K $0.06 %
73Walmart Inc1100.2K $0.06 %
74Lam Research Corp199.4K $0.06 %
75Textron Inc199.3K $0.06 %
76Valero Energy Corp198.6K $0.06 %
77UDR Inc198.4K $0.06 %
78Raymond James Financial Inc197.4K $0.06 %
79Walt Disney Co/The297.3K $0.06 %
80AstraZeneca PLC197.1K $0.06 %
81Omnicom Group Inc196.7K $0.06 %
82Waste Connections Inc295.2K $0.06 %
83Royal Caribbean Cruises Ltd195.2K $0.06 %
84Fortis Inc/Canada192.4K $0.05 %
85Black Hills Corp191.4K $0.05 %
86Republic Services Inc290.4K $0.05 %
87Prudential Financial, Inc.186.7K $0.05 %
88Williams Cos Inc/The186.7K $0.05 %
89Campbell's Company/The185.8K $0.05 %
90Freeport-McMoRan Inc176.1K $0.04 %
91FNB Corp/PA175.5K $0.04 %
92Airbnb Inc175.1K $0.04 %
93NiSource Inc274.5K $0.04 %
94Ryder System Inc174K $0.04 %
95HEICO Corp171.3K $0.04 %
96Marsh & McLennan Cos Inc170.5K $0.04 %
97Danaher Corp168.8K $0.04 %
98Ovintiv Inc165.1K $0.04 %
99Uber Technologies Inc164.5K $0.04 %
100Carrier Global Corp263.1K $0.04 %

Sector breakdown

  • Financials 9.4 %
  • Health care 6.2 %
  • Industrials 5.4 %
  • Technology 5.3 %
  • Communication 4.6 %
  • Energy 3.7 %
  • Consumer staples 3.4 %
  • Consumer discretionary 2.7 %
  • Materials 2.3 %
  • Utilities 2.1 %
  • Real estate 1.7 %
  • Unattributed 53.2 %

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

Currency breakdown

  • USD 97.3 %
  • EUR 2.1 %
  • JPY 0.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 93.9 %
  • Germany 1.3 %
  • Netherlands 0.9 %
  • Japan 0.6 %
  • United Kingdom 0.6 %
  • Switzerland 0.6 %
  • Bermuda 0.4 %
  • Spain 0.4 %
  • Cayman Islands 0.3 %
  • Jersey 0.2 %
  • France 0.2 %
  • Israel 0.2 %
  • Other countries 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States29897.3M $93.95 %
2Germany21.4M $1.32 %
3Netherlands3978K $0.94 %
4Japan3666.7K $0.64 %
5United Kingdom2586.8K $0.57 %
6Switzerland1584.1K $0.56 %
7Bermuda2451.9K $0.44 %
8Spain2423.1K $0.41 %
9Cayman Islands2340.8K $0.33 %
10Jersey1198K $0.19 %
11France1179.3K $0.17 %
12Israel2170.4K $0.16 %
Cite this page

Titelia. "Holdings of Federated Hermes Managed Volatility Fund II". https://titelia.com/en/funds/S000009746