Titelia

Holdings of Nomura VIP Energy Series

Ivy Variable Insurance Portfolios · Original filing · Compare with another fund · Report an error

Net assets
125.6M $ including 120.6M $ in equities, 96.0 %
Positions
32 in 5 countries
Top ten
52.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1ConocoPhillips 63,5348.4M $6.68 %
2Exxon Mobil Corp 47,0508M $6.35 %
3Canadian Natural Resources Ltd 151,7817.4M $5.89 %
4Valero Energy Corp 27,0236.7M $5.32 %
5Permian Resources Corp 310,1356.6M $5.26 %
6Diamondback Energy Inc 32,7426.5M $5.16 %
7BP PLC 133,2306.3M $4.98 %
8ARC Resources Ltd 275,2565.7M $4.56 %
9Helmerich & Payne Inc 149,7055.4M $4.29 %
10Core Natural Resources Inc 49,2705.2M $4.11 %
11Chord Energy Corp 35,4125M $4.01 %
12TotalEnergies SE 54,4235M $3.98 %
13SLB Ltd 86,3504.4M $3.53 %
14Ovintiv Inc 65,9803.9M $3.12 %
15Kimbell Royalty Partners LP 265,6083.8M $3.06 %
16Shell PLC 82,4123.8M $3.04 %
17Expand Energy Corp 31,9933.5M $2.80 %
18EOG Resources Inc 21,2083.1M $2.44 %
19Weatherford International PLC 31,8403M $2.40 %
20Parex Resources Inc 134,7072.6M $2.11 %
21UNIT CORP 67,0332.3M $1.84 %
22TechnipFMC PLC 32,0102.2M $1.76 %
23Enterprise Products Partners LP 54,6402.1M $1.65 %
24Peabody Energy Corp 61,9012M $1.62 %
25Cenovus Energy Inc 50,4401.3M $1.07 %
26Energy Transfer LP 65,4021.3M $1.00 %
27Suncor Energy Inc 19,0301.3M $1.00 %
28Generac Holdings Inc 5,6681.1M $0.88 %
29EQT Corp 17,2151.1M $0.87 %
30National Energy Services Reunited Corp 31,310672.2K $0.54 %
31GE Vernova Inc 681594.4K $0.47 %
32Vistra Corp 2,078312.4K $0.25 %

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Sector breakdown

  • Energy 65.9 %
  • Industrials 0.5 %
  • Utilities 0.3 %
  • Unattributed 33.4 %

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

Currency breakdown

  • USD 79.6 %
  • CAD 13.1 %
  • EUR 4.1 %
  • GBP 3.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 69.9 %
  • Canada 15.2 %
  • United Kingdom 10.2 %
  • France 4.1 %
  • British Virgin Islands 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2284.3M $69.88 %
2Canada518.4M $15.23 %
3United Kingdom312.3M $10.19 %
4France15M $4.14 %
5British Virgin Islands1672.2K $0.56 %
Cite this page

Titelia. "Holdings of Nomura VIP Energy Series". https://titelia.com/en/funds/S000011749