Titelia

Holdings of The Growth Fund

COMMERCE FUNDS · Original filing · Compare with another fund · Report an error

Net assets
192.6M $ including 192.8M $ in equities, 100.1 %
Positions
52 in 1 countries
Top ten
61.0 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 129,88525.9M $13.46 %
2Apple Inc 77,91521.1M $10.98 %
3Microsoft Corp 44,38018.1M $9.40 %
4Alphabet Inc 34,88013.4M $6.97 %
5Broadcom Inc 24,59010.3M $5.33 %
6Amazon.com Inc 37,0709.8M $5.10 %
7Meta Platforms Inc 9,7706M $3.10 %
8Tesla Inc 14,8805.7M $2.95 %
9Eli Lilly & Co 4,1903.9M $2.03 %
10iShares Russell 1000 Growth ETF 26,6403.2M $1.65 %
11Visa Inc 9,1003M $1.56 %
12Texas Instruments Inc 9,5502.7M $1.39 %
13Costco Wholesale Corp 2,2852.3M $1.20 %
14KLA Corp 1,2852.2M $1.17 %
15Mastercard Inc 4,3552.2M $1.14 %
16Netflix Inc 22,8302.1M $1.11 %
17Jabil Inc 6,3052.1M $1.10 %
18Hilton Worldwide Holdings Inc 6,4602.1M $1.09 %
19Cadence Design Systems Inc 6,3502.1M $1.09 %
20Bank of America Corp 39,0052.1M $1.08 %
21Rockwell Automation Inc 4,9552M $1.05 %
22Amphenol Corp 13,6052M $1.04 %
23Targa Resources Corp 7,5902M $1.02 %
24Casey's General Stores Inc 2,3902M $1.02 %
25Palo Alto Networks Inc 10,9102M $1.02 %
26TJX Cos Inc/The 11,7251.8M $0.95 %
27Booking Holdings Inc 10,7501.8M $0.94 %
28Waste Management Inc 7,6401.8M $0.92 %
29NetApp Inc 16,0301.8M $0.92 %
30Home Depot Inc/The 5,3751.8M $0.92 %
31Illinois Tool Works Inc 6,8251.8M $0.91 %
32AbbVie Inc 8,2951.8M $0.91 %
33Amgen Inc 4,9751.7M $0.89 %
34CBRE Group Inc 12,0251.7M $0.89 %
35Stryker Corp 5,4151.7M $0.89 %
36MSCI Inc 2,8851.7M $0.89 %
37Motorola Solutions Inc 3,8501.7M $0.88 %
38Honeywell International Inc 7,7701.7M $0.86 %
39McDonald's Corp. 5,5801.6M $0.85 %
40Rollins Inc 29,2451.6M $0.85 %
41Performance Food Group Co 17,9251.6M $0.84 %
42Tapestry Inc 11,1251.6M $0.84 %
43McKesson Corp 1,9351.6M $0.82 %
44Spotify Technology SA 3,5301.6M $0.82 %
45Dropbox Inc 63,2701.5M $0.80 %
46Corpay Inc 4,9801.5M $0.79 %
47TKO Group Holdings Inc 8,1501.5M $0.79 %
48ServiceNow Inc 16,0401.4M $0.74 %
49Nexstar Media Group Inc 6,7701.4M $0.73 %
50PTC Inc 10,0301.4M $0.71 %
51Tractor Supply Co 34,4701.2M $0.63 %
52State Street Institutional US Government Money Market Fund 117,527117.5K $0.06 %

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Sector breakdown

  • Technology 49.2 %
  • Consumer discretionary 15.3 %
  • Communication 12.0 %
  • Health care 5.5 %
  • Financials 5.5 %
  • Industrials 3.8 %
  • Consumer staples 2.0 %
  • Energy 1.0 %
  • Real estate 0.9 %
  • Funds 0.1 %
  • Unattributed 4.8 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States52192.8M $100.00 %
Cite this page

Titelia. "Holdings of The Growth Fund". https://titelia.com/en/funds/S000010025