Titelia

Holdings of Large Cap Growth Fund

ULTRA SERIES FUND · 29 declared positions · as of Mar 31, 2026

Original filing · Net assets 159.6M $ · Ten largest lines: 51.9 % of the equity sleeve

Sector breakdown

  • Technology 15.5 %
  • Consumer discretionary 14.9 %
  • Industrials 13.3 %
  • Financials 12.8 %
  • Communication 10.1 %
  • Health care 3.8 %
  • Unattributed 29.5 %

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

  • US 88.5 %
  • BM 6.8 %
  • CA 3.3 %
  • CH 1.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US26132.8M $88.48 %
BM110.2M $6.82 %
CA15M $3.34 %
CH12M $1.35 %

Positions

CompanySharesValueWeight
Alphabet Inc 36,75510.5M $6.60 %
Arch Capital Group Ltd 106,66010.2M $6.41 %
Amazon.com Inc 39,0428.1M $5.09 %
Ferguson Enterprises Inc 34,5148.1M $5.04 %
Keysight Technologies Inc 28,1527.9M $4.98 %
Parker-Hannifin Corp 8,6857.8M $4.87 %
Texas Instruments Inc 38,0237.4M $4.62 %
Analog Devices Inc 19,7486.3M $3.94 %
Lowe's Cos Inc 24,5275.8M $3.63 %
Danaher Corp 30,0955.7M $3.57 %
Visa Inc 18,0715.5M $3.42 %
Agilent Technologies Inc 46,8195.3M $3.34 %
PACCAR Inc 44,1955.1M $3.20 %
Brookfield Corp 123,9455M $3.14 %
Marsh & McLennan Cos Inc 27,3754.7M $2.97 %
Progressive Corp/The 23,4344.6M $2.91 %
Meta Platforms Inc 8,0324.6M $2.88 %
Charles Schwab Corp/The 47,0434.4M $2.77 %
TJX Cos Inc/The 26,7714.3M $2.68 %
Airbnb Inc 33,1674.2M $2.62 %
Honeywell International Inc 17,4713.9M $2.47 %
MSCI Inc 6,0153.2M $2.03 %
CDW Corp/DE 26,6553.2M $2.02 %
Copart Inc 96,4913.2M $2.01 %
Deere & Co 5,5723.1M $1.97 %
Gartner Inc 16,9882.7M $1.69 %
Alcon AG 26,9012M $1.27 %
Salesforce Inc 8,7991.6M $1.03 %
Workday Inc 10,0181.3M $0.82 %