Titelia

Holdings of LSV Conservative Value Equity Fund

ADVISORS' INNER CIRCLE FUND · Original filing · Compare with another fund · Report an error

Net assets
157.6M $ including 154.8M $ in equities, 98.2 %
Positions
197 in 8 countries
Top ten
18.5 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 12,5004.8M $3.05 %
2JPMorgan Chase & Co 12,2003.8M $2.42 %
3Exxon Mobil Corp 23,5003.6M $2.30 %
4Berkshire Hathaway Inc 6,6003.1M $1.98 %
5Amazon.com Inc 9,9002.6M $1.67 %
6Alphabet Inc 6,2002.4M $1.50 %
7Cisco Systems, Inc. 25,8002.4M $1.50 %
8Micron Technology Inc 4,4002.3M $1.44 %
9Wells Fargo & Co 24,8002M $1.29 %
10Goldman Sachs Group Inc/The 2,2002M $1.29 %
11Citigroup Inc 15,5002M $1.26 %
12Morgan Stanley 10,4002M $1.26 %
13Bank of America Corp 32,9001.8M $1.12 %
14Verizon Communications Inc 36,5001.8M $1.11 %
15Johnson & Johnson 7,6001.7M $1.11 %
16AT&T Inc 63,6001.7M $1.05 %
17Walmart Inc 12,3001.6M $1.03 %
18Merck & Co Inc 14,8001.6M $1.03 %
19Walt Disney Co/The 15,5001.6M $1.02 %
20Pfizer Inc 57,4001.5M $0.97 %
21Bank of New York Mellon Corp/The 10,9001.5M $0.93 %
22Altria Group, Inc. 20,0001.5M $0.92 %
23FedEx Corp 3,6001.5M $0.92 %
24QUALCOMM Inc 7,9001.4M $0.90 %
25Bristol-Myers Squibb Co 23,0001.4M $0.88 %
26CVS Health Corp 16,2001.3M $0.86 %
27Newmont Corp 12,1001.3M $0.85 %
28ConocoPhillips 10,6001.3M $0.85 %
29UnitedHealth Group Inc 3,5001.3M $0.82 %
30Dell Technologies Inc 6,2001.3M $0.82 %
31Marathon Petroleum Corp 5,2001.3M $0.82 %
32General Motors Co 16,2001.2M $0.79 %
33Western Digital Corp 2,8001.2M $0.77 %
34Gilead Sciences Inc 8,8001.2M $0.73 %
35Cummins Inc 1,6001.1M $0.68 %
36Caterpillar Inc 1,2001.1M $0.68 %
37Valero Energy Corp 4,2001.1M $0.67 %
38Delta Air Lines Inc 15,6001.1M $0.67 %
39US Bancorp 18,6001.1M $0.67 %
40State Street Corp 6,8001M $0.66 %
41eBay Inc 10,0001M $0.66 %
42Procter & Gamble Co/The 7,0001M $0.65 %
43Comcast Corp 37,4001M $0.64 %
44Hewlett Packard Enterprise Co 34,600995.4K $0.63 %
45Regeneron Pharmaceuticals, Inc. 1,400989.9K $0.63 %
46Cigna Group/The 3,300958.9K $0.61 %
47Allstate Corp/The 4,400955.9K $0.61 %
48HCA Healthcare Inc 2,200955.8K $0.61 %
49Salesforce Inc 5,300935.6K $0.59 %
50Phillips 66 5,200931.6K $0.59 %
51Ford Motor Co 76,100919.3K $0.58 %
52Target Corp 7,000908.3K $0.58 %
53PayPal Holdings Inc 17,700887.5K $0.56 %
54Kroger Co/The 12,900878.1K $0.56 %
55Jabil Inc 2,600877.5K $0.56 %
56Ryder System Inc 3,400862.8K $0.55 %
57Synchrony Financial 10,800823K $0.52 %
58Hartford Insurance Group Inc/The 6,000820.9K $0.52 %
59Textron Inc 8,500815.7K $0.52 %
60EOG Resources Inc 5,700801.2K $0.51 %
61TD SYNNEX Corp 3,500798.6K $0.51 %
62MetLife Inc 9,900793K $0.50 %
63Elevance Health Inc 2,100790.5K $0.50 %
64American Electric Power Co Inc 5,700781.5K $0.50 %
65American International Group Inc 10,400777.9K $0.49 %
66Philip Morris International Inc. 4,700775.8K $0.49 %
67Incyte Corp 8,100771.7K $0.49 %
68Jazz Pharmaceuticals PLC 3,800771.5K $0.49 %
69Flex Ltd 8,400769K $0.49 %
70Snap-on Inc 2,000766.8K $0.49 %
71United Parcel Service Inc 7,000761.6K $0.48 %
72Allison Transmission Holdings Inc 5,600752.4K $0.48 %
73Archer-Daniels-Midland Co 9,900737.9K $0.47 %
74Meta Platforms Inc 1,200734.3K $0.47 %
75Steel Dynamics Inc 3,200731.7K $0.46 %
76Adobe Inc 2,900713.7K $0.45 %
77PepsiCo Inc 4,500713.2K $0.45 %
78United Airlines Holdings Inc 7,900711K $0.45 %
79RingCentral Inc 17,500703.9K $0.45 %
80UGI Corp 19,400700.1K $0.44 %
81Cognizant Technology Solutions Corp. 13,200698.3K $0.44 %
82DR Horton Inc 4,500692.4K $0.44 %
83Edison International 9,900688K $0.44 %
84RTX Corp 3,900686.7K $0.44 %
85Amkor Technology Inc 9,700676.6K $0.43 %
86PulteGroup Inc 5,500673K $0.43 %
87Centene Corp 12,500671.1K $0.43 %
88CF Industries Holdings Inc 5,400670.7K $0.43 %
89Arrow Electronics Inc 3,500657.4K $0.42 %
90Chubb Ltd 2,000654K $0.42 %
91Cirrus Logic Inc 3,900636K $0.40 %
92Old Republic International Corp 15,900635.2K $0.40 %
93General Dynamics Corp 1,800619.7K $0.39 %
94Citizens Financial Group Inc 9,500618K $0.39 %
95Dollar General Corp 5,300614.2K $0.39 %
96Pitney Bowes Inc 39,700613.8K $0.39 %
97Unum Group 7,600610.9K $0.39 %
98Zoom Communications Inc 6,100592.6K $0.38 %
99Fox Corp 9,300590.5K $0.37 %
100Eversource Energy 8,300586.8K $0.37 %

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Sector breakdown

  • Financials 20.0 %
  • Health care 11.9 %
  • Technology 10.1 %
  • Communication 9.4 %
  • Energy 7.2 %
  • Industrials 6.4 %
  • Consumer discretionary 5.7 %
  • Consumer staples 5.2 %
  • Materials 1.8 %
  • Utilities 1.6 %
  • Unattributed 20.7 %

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 98.0 %
  • Ireland 0.5 %
  • Singapore 0.5 %
  • Netherlands 0.3 %
  • Bermuda 0.2 %
  • Monaco 0.2 %
  • Guernsey 0.2 %
  • Jersey 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States190151.7M $97.99 %
2Ireland1771.5K $0.50 %
3Singapore1769K $0.50 %
4Netherlands1420.9K $0.27 %
5Bermuda1382.8K $0.25 %
6Monaco1349.7K $0.23 %
7Guernsey1323.4K $0.21 %
8Jersey186.2K $0.06 %
Cite this page

Titelia. "Holdings of LSV Conservative Value Equity Fund". https://titelia.com/en/funds/S000016708