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
101APA Corp 14,300582.4K $0.37 %
102BorgWarner Inc 10,200581.1K $0.37 %
103Travelers Cos Inc/The 1,900579.8K $0.37 %
104Owens Corning 4,700579.7K $0.37 %
105Oshkosh Corp 3,600562.7K $0.36 %
106Amgen Inc 1,600554K $0.35 %
107Applied Materials Inc 1,400552.3K $0.35 %
108NetApp Inc 4,900542.8K $0.34 %
109Viatris Inc 35,900536.3K $0.34 %
110Illumina Inc 4,200532.3K $0.34 %
111Axis Capital Holdings Ltd 5,300532.2K $0.34 %
112Sabra Health Care REIT Inc 25,700531K $0.34 %
113Prudential Financial, Inc. 5,400529.8K $0.34 %
114Align Technology Inc 3,000528K $0.34 %
115Nexstar Media Group Inc 2,500520.4K $0.33 %
116Host Hotels & Resorts Inc 24,500517.7K $0.33 %
117Coterra Energy Inc 14,300513.5K $0.33 %
118Regions Financial Corp 17,900511K $0.32 %
119Devon Energy Corp 9,700498.3K $0.32 %
120Kraft Heinz Co/The 21,860495.3K $0.31 %
121Fiserv Inc 7,800488.7K $0.31 %
122AutoNation Inc 2,300488.5K $0.31 %
123Match Group Inc 12,800479K $0.30 %
124NewMarket Corp 700472.9K $0.30 %
125AGCO Corp 3,900472K $0.30 %
126Molson Coors Beverage Co 11,000470.1K $0.30 %
127Medtronic PLC 5,800469.6K $0.30 %
128Truist Financial Corp 9,100468.7K $0.30 %
129PNC Financial Services Group Inc/The 2,100468.3K $0.30 %
130Halliburton Co 10,900461.1K $0.29 %
131M&T Bank Corp 2,100459.1K $0.29 %
132ABM Industries Inc 11,200457K $0.29 %
133Zions Bancorp NA 7,200456.6K $0.29 %
134Toll Brothers Inc 3,200454.8K $0.29 %
135Ally Financial Inc 10,200452.8K $0.29 %
136Aptiv PLC 7,400445.9K $0.28 %
137Exelixis Inc 10,000444.6K $0.28 %
138McDonald's Corp. 1,500440.4K $0.28 %
139Science Applications International Corp 4,500435.5K $0.28 %
140Thermo Fisher Scientific Inc 900431.1K $0.27 %
141Ameriprise Financial Inc 900427.3K $0.27 %
142MGIC Investment Corp 16,100426.3K $0.27 %
143CNH Industrial NV 39,300420.9K $0.27 %
144Capital One Financial Corp 2,200420.9K $0.27 %
145Exelon Corp 9,100418.5K $0.27 %
146Brixmor Property Group Inc 13,900418.3K $0.27 %
147HF Sinclair Corp 6,220418K $0.27 %
148International Business Machines Corp. 1,800415.8K $0.26 %
149Deere & Co 700412.9K $0.26 %
150Honeywell International Inc 1,900407.2K $0.26 %
151Radian Group Inc 11,200401.3K $0.25 %
152HP Inc 19,100398.4K $0.25 %
153Brink's Co/The 3,700395K $0.25 %
154J M Smucker Co/The 4,000392.1K $0.25 %
155Ingredion Inc 3,500391.1K $0.25 %
156Cardinal Health, Inc. 2,000385.8K $0.24 %
157Worthington Enterprises Inc 7,100385.3K $0.24 %
158Signet Jewelers Ltd 4,300382.8K $0.24 %
159Harmony Biosciences Holdings Inc 12,200381.4K $0.24 %
160GE HealthCare Technologies Inc 6,200377.2K $0.24 %
161Expedia Group Inc 1,500372.6K $0.24 %
162Universal Health Services Inc 2,200370.2K $0.23 %
163DaVita Inc 2,300356.8K $0.23 %
164Scorpio Tankers Inc 4,300349.7K $0.22 %
165Eastman Chemical Co 4,700343.5K $0.22 %
166Dropbox Inc 14,100342.5K $0.22 %
167General Mills, Inc. 9,600339K $0.22 %
168BXP Inc 5,600327.4K $0.21 %
169Amdocs Ltd 5,000323.4K $0.21 %
170Zimmer Biomet Holdings Inc 3,900321.5K $0.20 %
171SS&C Technologies Holdings Inc 4,500311.9K $0.20 %
172Lear Corp 2,400305.1K $0.19 %
173Albertsons Cos Inc 17,700298.2K $0.19 %
174Skyworks Solutions Inc 4,200294.7K $0.19 %
175Abbott Laboratories 3,200290.5K $0.18 %
176Best Buy Co Inc 4,500272.2K $0.17 %
177PVH Corp 2,900265.2K $0.17 %
178Sylvamo Corp 5,500235K $0.15 %
179ZoomInfo Technologies Inc 36,600228.8K $0.15 %
180Conagra Brands Inc 15,900228.2K $0.14 %
181Organon & Co 17,000225.3K $0.14 %
182Mosaic Co/The 9,500221.1K $0.14 %
183Upwork Inc 20,100208K $0.13 %
184Harley-Davidson Inc 8,400200.7K $0.13 %
185Energizer Holdings Inc 9,800191.9K $0.12 %
186Campbell's Company/The 8,900185K $0.12 %
187Innovative Industrial Properties Inc 3,300179K $0.11 %
188Accenture PLC 1,000178.7K $0.11 %
189H&R Block Inc 5,400171.3K $0.11 %
190Global Payments Inc 2,100151.1K $0.10 %
191Phinia Inc 2,040147.2K $0.09 %
192Solventum Corp 2,150144.8K $0.09 %
193DXC Technology Co 12,508141.6K $0.09 %
194Goodyear Tire & Rubber Co/The 17,465123.7K $0.08 %
195Bloomin' Brands Inc 17,500106.8K $0.07 %
196Western Union Co/The 10,80098.2K $0.06 %
197Versigent PLC 2,46686.2K $0.05 %

Download this table: CSV, JSON

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