Titelia

Holdings of North Country Large Cap Equity Fund

North Country Funds · 44 declared positions · as of Feb 28, 2026

Original filing · Net assets 121.3M $ · Ten largest lines: 53.1 % of the equity sleeve

Sector breakdown

  • Technology 32.8 %
  • Financials 18.8 %
  • Communication 11.9 %
  • Consumer discretionary 9.7 %
  • Health care 8.1 %
  • Consumer staples 6.8 %
  • Industrials 5.7 %
  • Energy 3.2 %
  • Unattributed 3.0 %

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

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US44120.8M $100.00 %

Positions

CompanySharesValueWeight
NVIDIA Corp 66,00011.7M $9.64 %
Apple Inc 40,20010.6M $8.76 %
Alphabet Inc 27,8008.7M $7.15 %
Microsoft Corp 20,3508M $6.59 %
Amazon.com Inc 25,3005.3M $4.38 %
Caterpillar Inc 6,3004.7M $3.86 %
Meta Platforms Inc 6,3004.1M $3.37 %
Amphenol Corp 26,0003.8M $3.13 %
JPMorgan Chase & Co 12,5003.8M $3.10 %
Walmart Inc 28,2003.6M $2.98 %
Home Depot Inc/The 7,8003M $2.45 %
Bank of America Corp 55,5002.8M $2.28 %
Berkshire Hathaway Inc 5,1002.6M $2.12 %
Williams Cos Inc/The 34,4002.6M $2.12 %
Johnson & Johnson 9,5002.4M $1.95 %
Blackrock Inc 2,2002.3M $1.93 %
Salesforce Inc 11,9002.3M $1.91 %
Goldman Sachs Group Inc/The 2,6002.2M $1.84 %
Honeywell International Inc 9,0002.2M $1.81 %
KKR & Co Inc 25,0002.2M $1.81 %
Procter & Gamble Co/The 12,1252M $1.67 %
Masco Corp 27,5002M $1.62 %
Morgan Stanley 11,3001.9M $1.55 %
Intercontinental Exchange Inc 11,3501.9M $1.54 %
Visa Inc 5,7001.8M $1.50 %
Amgen Inc 4,7001.8M $1.50 %
TJX Cos Inc/The 10,6001.7M $1.41 %
Tesla Inc 4,2001.7M $1.39 %
Stryker Corp 4,3001.7M $1.37 %
Netflix Inc 17,0001.6M $1.35 %
Thermo Fisher Scientific Inc 3,1001.6M $1.33 %
Oracle Corp 11,0001.6M $1.32 %
Abbott Laboratories 13,0001.5M $1.25 %
Costco Wholesale Corp 1,4001.4M $1.17 %
Capital One Financial Corp 6,8001.3M $1.10 %
Exxon Mobil Corp 8,2001.3M $1.03 %
Chevron Corp 6,6001.2M $1.02 %
PepsiCo Inc 7,0001.2M $0.98 %
Adobe Inc 4,4001.2M $0.95 %
Danaher Corp 3,800800.4K $0.66 %
Palo Alto Networks Inc 3,200476.5K $0.39 %
Strategy Inc 1,500194.3K $0.16 %
Solstice Advanced Materials Inc 2,250176.6K $0.15 %
Jefferies Financial Group Inc 1,00044.4K $0.04 %