Titelia

Holdings of Brighthouse/Wellington Large Cap Research Portfolio

Brighthouse Funds Trust I ·179 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.3B $ · Ten largest lines: 41.3 % of the equity sleeve

Sector breakdown

  • Technology 30.4 %
  • Financials 11.9 %
  • Consumer discretionary 9.5 %
  • Communication 9.1 %
  • Health care 8.5 %
  • Consumer staples 5.6 %
  • Energy 5.2 %
  • Industrials 3.6 %
  • Utilities 3.3 %
  • Materials 1.9 %
  • Real estate 0.9 %
  • Unattributed 10.1 %

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

  • US 96.6 %
  • GB 2.0 %
  • SG 0.3 %
  • BM 0.3 %
  • NL 0.2 %
  • IE 0.2 %
  • CA 0.1 %
  • DE 0.1 %
  • DK 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1642.2B $96.57 %
GB545.1M $1.98 %
SG17.9M $0.35 %
BM17.7M $0.34 %
NL35.6M $0.25 %
IE25.1M $0.22 %
CA13.2M $0.14 %
DE12.1M $0.09 %
DK11.5M $0.07 %

Positions

CompanySharesValueWeight
Dexcom Inc 74,6714.7M $0.20 %
WW Grainger Inc 4,2684.7M $0.20 %
Elevance Health Inc 15,6774.6M $0.20 %
Guardian Pharmacy Services Inc 121,5004.6M $0.20 %
KBR Inc 123,7154.6M $0.20 %
Netflix Inc 47,1954.5M $0.20 %
Vertiv Holdings Co 17,4154.4M $0.19 %
Regeneron Pharmaceuticals, Inc. 5,5464.3M $0.19 %
StandardAero Inc 163,4524.2M $0.18 %
Newmont Corp 38,1684.1M $0.18 %
United Therapeutics Corp 6,8414.1M $0.18 %
Middleby Corp/The 30,1454M $0.17 %
Tetra Tech Inc 128,2923.9M $0.17 %
Casey's General Stores Inc 5,2833.8M $0.17 %
Cytokinetics Inc 57,5923.8M $0.17 %
Gilead Sciences Inc 26,5373.7M $0.16 %
PepsiCo Inc 23,7723.7M $0.16 %
Ross Stores Inc 16,8003.6M $0.16 %
AstraZeneca PLC 18,3633.6M $0.16 %
Celanese Corp 53,1383.5M $0.15 %
Thermo Fisher Scientific Inc 7,0073.4M $0.15 %
Hamilton Insurance Group Ltd 113,5713.4M $0.15 %
Freshpet Inc 57,0223.4M $0.15 %
EquipmentShare.com Inc 160,9853.3M $0.14 %
Waters Corp 10,9403.3M $0.14 %
Elanco Animal Health Inc 135,1473.2M $0.14 %
STERIS PLC 14,4633.2M $0.14 %
Xenon Pharmaceuticals Inc 54,6383.2M $0.14 %
CVS Health Corp 43,7393.1M $0.14 %
Amgen Inc 8,7453.1M $0.13 %
Structure Therapeutics Inc 57,7692.8M $0.12 %
Newamsterdam Pharma Co NV 82,6002.6M $0.11 %
Johnson Controls International plc 20,1122.6M $0.11 %
Vita Coco Co Inc/The 53,9152.6M $0.11 %
Performance Food Group Co 29,7692.6M $0.11 %
ICON PLC 22,3272.5M $0.11 %
British American Tobacco PLC 41,1852.4M $0.10 %
Argenx SE 3,1782.3M $0.10 %
Boston Scientific Corp 36,4062.3M $0.10 %
ServiceNow Inc 21,6052.3M $0.10 %
Axon Enterprise Inc 5,1872.2M $0.10 %
SAP SE 12,4002.1M $0.09 %
Revolution Medicines Inc 21,2902.1M $0.09 %
Medtronic PLC 23,6272M $0.09 %
VeraDermics Inc 31,7442M $0.09 %
Builders FirstSource Inc 24,1512M $0.09 %
Natera Inc 9,5881.9M $0.08 %
Goodyear Tire & Rubber Co/The 287,4991.9M $0.08 %
Bank of New York Mellon Corp/The 16,0001.9M $0.08 %
Hub Group Inc 52,3301.9M $0.08 %
Navan Inc 126,5671.7M $0.07 %
BellRing Brands Inc 100,4031.6M $0.07 %
Alignment Healthcare Inc 89,5421.6M $0.07 %
EchoStar Corp 13,1611.5M $0.07 %
Ascendis Pharma A/S 6,6341.5M $0.07 %
LivaNova PLC 20,8371.3M $0.06 %
Cencora Inc 4,1111.3M $0.06 %
Bio-Techne Corp 20,5991.1M $0.05 %
Celsius Holdings Inc 29,9451.1M $0.05 %
Spyre Therapeutics Inc 19,129964.9K $0.04 %
Protagonist Therapeutics Inc 9,112960.4K $0.04 %
Ingevity Corp 13,469959.4K $0.04 %
West Pharmaceutical Services Inc 3,600902.3K $0.04 %
elf Beauty Inc 14,258864.2K $0.04 %
Incyte Corp 9,129859.2K $0.04 %
Apogee Therapeutics Inc 9,594807.5K $0.04 %
Ionis Pharmaceuticals Inc 10,622797.6K $0.03 %
Mirum Pharmaceuticals Inc 8,452780.8K $0.03 %
Dianthus Therapeutics Inc 8,817739.9K $0.03 %
Cogent Biosciences Inc 17,963691.4K $0.03 %
Magnum Ice Cream Co NV/The 42,607637K $0.03 %
Acadia Healthcare Co Inc 25,978607.6K $0.03 %
York Space Systems Inc 27,127601.4K $0.03 %
Disc Medicine Inc 9,311595.3K $0.03 %
Scholar Rock Holding Corp 11,141547.7K $0.02 %
Champion Homes Inc 7,011521.4K $0.02 %
Corvus Pharmaceuticals Inc 25,232369.1K $0.02 %
Oddity Tech Ltd 26,744357.8K $0.02 %
HCA Healthcare Inc 19592.3K $0.00 %