Titelia

Holdings of Thornburg Investment Income Builder Fund

THORNBURG INVESTMENT TRUST · Original filing · Compare with another fund · Report an error

Net assets
21.1B $ including 19.6B $ in equities, 93.1 %
Positions
64 in 20 countries
Bond lines
37 from 30 companies
Top ten
41.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Orange SA 72,111,3801.5B $7.01 %
2Thornburg Capital Management Fund 120,949,1151.2B $5.73 %
3Taiwan Semiconductor Manufacturing Co Ltd 17,649,2611B $4.84 %
4Citigroup Inc 6,986,967792.4M $3.76 %
5AT&T Inc 27,002,773782.8M $3.71 %
6TotalEnergies SE 8,285,200760.4M $3.60 %
7BNP Paribas SA 7,892,300751.8M $3.56 %
8NN Group NV 9,581,916748.3M $3.55 %
9Samsung Electronics Co Ltd 5,529,200646.7M $3.07 %
10Broadcom Inc 2,029,364628.1M $2.98 %
11Zegona Communications plc 27,593,000607.1M $2.88 %
12Enel SpA 54,735,431598.4M $2.84 %
13Deutsche Telekom AG 15,821,300590.5M $2.80 %
14Tesco PLC 83,026,330521.8M $2.47 %
15Vodafone Group PLC 327,785,324494.4M $2.34 %
16Endesa SA 10,955,857456.9M $2.17 %
17Merck & Co Inc 3,559,942428.2M $2.03 %
18Bank of Ireland Group PLC 19,129,250347.1M $1.65 %
19BAE Systems PLC 11,749,400344.5M $1.63 %
20Koninklijke KPN NV 59,231,000330.1M $1.56 %
21CME Group Inc 1,063,223314M $1.49 %
22AstraZeneca PLC 1,545,700302.2M $1.43 %
23AXA SA 6,551,100301M $1.43 %
24TC Energy Corp 4,549,089284.9M $1.35 %
25Deutsche Post AG 5,217,600275M $1.30 %
26Singapore Telecommunications Ltd 65,130,000250.8M $1.19 %
27BHP Group Ltd 6,902,000249.7M $1.18 %
28Roche Holding AG 618,500246.8M $1.17 %
29Novartis AG 1,390,208213.4M $1.01 %
30Cisco Systems, Inc. 2,613,737202.8M $0.96 %
31Generali 4,639,547186.7M $0.88 %
32CK Hutchison Holdings Ltd 23,928,000183.7M $0.87 %
33Enbridge Inc 3,309,521179.4M $0.85 %
34Equitable Holdings Inc 4,814,078178.7M $0.85 %
35E.ON SE 8,053,300176.4M $0.84 %
36Home Depot Inc/The 505,482166.2M $0.79 %
37Glencore PLC 21,342,700161.6M $0.77 %
38Medtronic PLC 1,829,695158.5M $0.75 %
39Regions Financial Corp 5,862,414153.1M $0.73 %
40Nestle SA 1,451,300142.4M $0.67 %
41Daimler Truck Holding AG 2,629,400129.5M $0.61 %
42Shell PLC 2,735,600126.7M $0.60 %
43Swisscom AG 143,600120.5M $0.57 %
44Snam SpA 15,827,000119.9M $0.57 %
45Mercedes-Benz Group AG 1,903,100117M $0.55 %
46ASR Nederland NV 1,670,500115M $0.55 %
47South Bow Corp 3,421,560113.8M $0.54 %
48Eni SpA 3,846,400109.4M $0.52 %
49AbbVie Inc 476,780103.7M $0.49 %
50Midea Group Co Ltd 9,034,630100.6M $0.48 %
51Reckitt Benckiser Group PLC 1,379,30792.7M $0.44 %
52BIM Birlesik Magazalar AS 5,157,80079.5M $0.38 %
53LyondellBasell Industries NV 894,17772M $0.34 %
54Engie SA 2,047,37266M $0.31 %
55Chimera Investment Corp 5,197,86265.2M $0.31 %
56SLR Investment Corp 4,357,90062.4M $0.30 %
57Pfizer Inc 1,517,29842.6M $0.20 %
58Cie Generale des Etablissements Michelin SCA 1,238,70042.4M $0.20 %
59MidCap Financial Investment Corp 3,237,78336.4M $0.17 %
60HCL Technologies Ltd 2,092,60030.2M $0.14 %
61TransDigm Group Inc 25,40729.4M $0.14 %
62FORESEA HOLDING SA 133,0415.8M $0.03 %
63FORESEA HOLDING SA 14,782639.3K $0.00 %
64GMK Norilskiy Nickel PAO 35,140,0000.4 $

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The bonds it holds

30 companies, 37 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of New York Mellon Corp/The235.7M $0.17 %
2Emera Inc131.5M $0.15 %
3Kinder Morgan, Inc.228.6M $0.14 %
4Fair Isaac Corp219.6M $0.09 %
5Prosus NV317.1M $0.08 %
6Pegasus Hava Tasimaciligi AS114.6M $0.07 %
7MetLife Inc114M $0.07 %
8Williams Cos Inc/The113.8M $0.07 %
9Energy Transfer LP113.6M $0.06 %
10CoreCivic Inc113.4M $0.06 %
11Blue Owl Technology Finance Corp112.9M $0.06 %
12SUNOCO LP212.8M $0.06 %
13Horace Mann Educators Corp110.6M $0.05 %
14Turkcell Iletisim Hizmetleri AS110.2M $0.05 %
15GEO Group Inc/The19.3M $0.04 %
16Fidelity National Financial Inc29.3M $0.04 %
17Open Text Corp19M $0.04 %
18Qorvo Inc18.9M $0.04 %
19Iron Mountain Inc17.6M $0.04 %
20BWX Technologies Inc17.3M $0.03 %
21Stewart Information Services Corp17.2M $0.03 %
22Science Applications International Corp16.9M $0.03 %
23ACCO Brands Corp16.7M $0.03 %
24LKQ Corp16M $0.03 %
25Vontier Corp15.6M $0.03 %
26Polaris Inc15.2M $0.02 %
27Marriott International Inc/MD14.2M $0.02 %
28Darling Ingredients Inc14.1M $0.02 %
29Hercules Capital Inc14M $0.02 %
30FORESEA HOLDING SA11.5M $0.01 %

Sector breakdown

  • Communication 15.8 %
  • Technology 12.7 %
  • Financials 11.8 %
  • Health care 7.6 %
  • Energy 7.4 %
  • Utilities 4.3 %
  • Industrials 3.2 %
  • Materials 2.5 %
  • Consumer staples 1.2 %
  • Consumer discretionary 0.8 %
  • Unattributed 32.7 %

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

Currency breakdown

  • EUR 39.2 %
  • USD 27.7 %
  • GBP 13.5 %
  • TWD 5.2 %
  • CHF 3.7 %
  • KRW 3.3 %
  • CAD 2.9 %
  • SGD 1.3 %
  • AUD 1.3 %
  • HKD 0.9 %
  • CNY 0.5 %
  • TRY 0.4 %
  • INR 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 27.3 %
  • France 17.3 %
  • United Kingdom 13.5 %
  • Germany 6.6 %
  • Netherlands 6.4 %
  • Taiwan 5.2 %
  • Italy 5.2 %
  • Switzerland 3.7 %
  • South Korea 3.3 %
  • Canada 2.9 %
  • Spain 2.3 %
  • Ireland 1.8 %
  • Other countries 4.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States175.4B $27.25 %
2France63.4B $17.31 %
3United Kingdom82.7B $13.49 %
4Germany51.3B $6.56 %
5Netherlands41.3B $6.44 %
6Taiwan11B $5.20 %
7Italy41B $5.16 %
8Switzerland4723.1M $3.68 %
9South Korea1646.7M $3.29 %
10Canada3578.1M $2.94 %
11Spain1456.9M $2.33 %
12Ireland1347.1M $1.77 %
Cite this page

Titelia. "Holdings of Thornburg Investment Income Builder Fund". https://titelia.com/en/funds/S000011851