Titelia

Holdings of VIP Materials Portfolio

Variable Insurance Products Fund IV · Original filing · Compare with another fund · Report an error

Net assets
96.9M $ including 97.1M $ in equities, 100.1 %
Positions
53 in 6 countries
Top ten
56.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Linde PLC 31,40015.6M $16.06 %
2Ecolab Inc 25,3006.7M $6.94 %
3Newmont Corp 53,3005.8M $5.95 %
4Freeport-McMoRan Inc 84,0404.9M $5.10 %
5Corteva Inc 49,1004.1M $4.24 %
6Air Products and Chemicals Inc 14,0884.1M $4.22 %
7Solstice Advanced Materials Inc 49,5003.8M $3.89 %
8CRH PLC 32,5003.4M $3.53 %
9Nucor Corp 19,4003.3M $3.39 %
10Sherwin-Williams Co/The 9,0002.9M $2.98 %
11LyondellBasell Industries NV 35,7002.9M $2.97 %
12Martin Marietta Materials Inc 4,7262.8M $2.87 %
13Vulcan Materials Co 10,2002.8M $2.87 %
14Dow Inc 62,9002.6M $2.70 %
15Steel Dynamics Inc 11,9002.1M $2.21 %
16Balchem Corp 11,6002M $2.03 %
17Altius Minerals Corp 55,3001.9M $2.01 %
18Smurfit Westrock PLC 44,4001.8M $1.83 %
19Alcoa Corp 23,7001.6M $1.62 %
20Mosaic Co/The 59,6001.5M $1.57 %
21Crown Holdings Inc 11,5001.2M $1.19 %
22First Quantum Minerals Ltd 45,4201.1M $1.12 %
23Hecla Mining Co 56,1001M $1.08 %
24Avery Dennison Corp 5,8001M $1.03 %
25Packaging Corp of America 4,700997.4K $1.03 %
26Ecovyst Inc 74,500958.1K $0.99 %
27Wheaton Precious Metals Corp 7,100932K $0.96 %
28Element Solutions Inc 25,900884.2K $0.91 %
29CF Industries Holdings Inc 6,600856.9K $0.88 %
30Celanese Corp 12,800841.9K $0.87 %
31International Paper Co 20,700739K $0.76 %
32Commercial Metals Co 12,000737.2K $0.76 %
33Agnico Eagle Mines Ltd 3,400690.1K $0.71 %
34DuPont de Nemours Inc 14,700673.3K $0.69 %
35Metalla Royalty & Streaming Lt 97,800648.4K $0.67 %
36Olin Corp 19,400576.8K $0.60 %
37Westlake Corp 4,800560.7K $0.58 %
38Chemours Co/The 24,100530.9K $0.55 %
39Sonoco Products Co 9,000486.8K $0.50 %
40Ingevity Corp 6,500463K $0.48 %
41Coeur Mining Inc 23,100433.6K $0.45 %
42Cleveland-Cliffs Inc 50,600427.6K $0.44 %
43McEwen Inc 20,600420.7K $0.43 %
44Teck Resources Ltd 7,900408.8K $0.42 %
45Major Drilling Group International Inc 35,300406.5K $0.42 %
46Tronox Holdings PLC 36,800359.5K $0.37 %
47Amrize Ltd 6,200347.3K $0.36 %
48HB Fuller Co 5,600345.4K $0.36 %
49Huntsman Corp 25,600340.7K $0.35 %
50Alamos Gold Inc 7,300324.8K $0.34 %
51Thungela Resources Ltd 29,135287.7K $0.30 %
52Innospec Inc 3,900284.8K $0.29 %
53Quaker Chemical Corp 2,200273.3K $0.28 %

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Sector breakdown

  • Materials 73.7 %
  • Unattributed 26.3 %

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

Currency breakdown

  • USD 93.5 %
  • CAD 6.2 %
  • GBP 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 89.4 %
  • Canada 6.6 %
  • Netherlands 3.0 %
  • United Kingdom 0.4 %
  • Switzerland 0.4 %
  • South Africa 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States4186.7M $89.37 %
2Canada86.4M $6.64 %
3Netherlands12.9M $2.96 %
4United Kingdom1359.5K $0.37 %
5Switzerland1347.3K $0.36 %
6South Africa1287.7K $0.30 %
Cite this page

Titelia. "Holdings of VIP Materials Portfolio". https://titelia.com/en/funds/S000016758