Titelia

Holdings of TRIBUTARY BALANCED FUND

TRIBUTARY CAPITAL MANAGEMENT, LLC · Original filing · Compare with another fund · Report an error

Net assets
78.6M $ including 46.4M $ in equities, 59.1 %
Positions
73 in 3 countries
Bond lines
35 from 32 companies
Top ten
25.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 21,0953.7M $4.68 %
2Apple Inc 12,9253.3M $4.17 %
3Alphabet Inc 9,3502.7M $3.41 %
4Microsoft Corp 6,4152.4M $3.02 %
5Amazon.com Inc 8,8351.8M $2.34 %
6Broadcom Inc 4,9501.5M $1.95 %
7Meta Platforms Inc 2,3401.3M $1.70 %
8JPMorgan Chase & Co 3,5701.1M $1.34 %
9Exxon Mobil Corp 5,675962.8K $1.23 %
10Eli Lilly & Co 1,010929K $1.18 %
11RTX Corp 4,237817.3K $1.04 %
12Tesla Inc 2,120788.1K $1.00 %
13Mastercard Inc 1,420709.5K $0.90 %
14Walmart Inc 5,605696.6K $0.89 %
15Costco Wholesale Corp 630627.8K $0.80 %
16CSX Corp 15,100619.9K $0.79 %
17AbbVie Inc 2,805610.1K $0.78 %
18Wells Fargo & Co 7,280579.6K $0.74 %
19Amgen Inc 1,605564.7K $0.72 %
20Chubb Ltd 1,705555.7K $0.71 %
21MasTec Inc 1,715551.8K $0.70 %
22AMETEK Inc 2,530542.3K $0.69 %
23Charles Schwab Corp/The 5,650531K $0.68 %
24Waste Management Inc 2,290526.2K $0.67 %
25Coca-Cola Co/The 6,770514.9K $0.66 %
26Morgan Stanley 3,080506.9K $0.65 %
27Amphenol Corp 3,985503.5K $0.64 %
28CME Group Inc 1,675494.7K $0.63 %
29Oracle Corp 3,360494.3K $0.63 %
30Mueller Water Products Inc 17,800489.3K $0.62 %
31NextEra Energy Inc 5,260488.5K $0.62 %
32Corning Inc 3,490474.5K $0.60 %
33Bank of New York Mellon Corp/The 3,975471.6K $0.60 %
34Linde PLC 930461.1K $0.59 %
35Home Depot Inc/The 1,385455.5K $0.58 %
36Arista Networks Inc 3,630445.7K $0.57 %
37United Therapeutics Corp 730432.9K $0.55 %
38Southern Co/The 4,475431.9K $0.55 %
39Monolithic Power Systems Inc 390426.4K $0.54 %
40Thermo Fisher Scientific Inc 865425.2K $0.54 %
41Abbott Laboratories 4,125423.5K $0.54 %
42Microchip Technology Inc 6,405413.8K $0.53 %
43American Tower Corp 2,345404.7K $0.51 %
44Napco Security Technologies Inc 10,248403.7K $0.51 %
45EOG Resources Inc 2,725394K $0.50 %
46Phillips 66 2,155392.6K $0.50 %
47Edwards Lifesciences Corp 4,890391.6K $0.50 %
48Cintas Corp 2,310390.7K $0.50 %
49nVent Electric PLC 3,300390.3K $0.50 %
50Balchem Corp 2,200372.9K $0.47 %
51Diamondback Energy Inc 1,880371.8K $0.47 %
52Atmos Energy Corp 1,995368.5K $0.47 %
53First Industrial Realty Trust Inc 6,320365.6K $0.47 %
54Kennametal Inc 10,000361.3K $0.46 %
55Moody's Corp 800349K $0.44 %
56Sun Communities Inc 2,710341.4K $0.43 %
57First American Financial Corp 5,625339.1K $0.43 %
58Fair Isaac Corp 312333.1K $0.42 %
59Booking Holdings Inc 79332.6K $0.42 %
60Royal Caribbean Cruises Ltd 1,185326.1K $0.41 %
61Dollar General Corp 2,590307.5K $0.39 %
62Church & Dwight Co Inc 3,090288.4K $0.37 %
63O'Reilly Automotive Inc 3,070283.4K $0.36 %
64Texas Roadhouse Inc 1,715283.2K $0.36 %
65Mirion Technologies Inc 14,800275.1K $0.35 %
66T-Mobile US Inc 1,305274.1K $0.35 %
67SharkNinja Inc 2,570272.2K $0.35 %
68UFP Technologies Inc 1,225237.2K $0.30 %
69Nicolet Bankshares Inc 1,550230.4K $0.29 %
70Equitable Holdings Inc 6,135227.7K $0.29 %
71Pool Corp 870176K $0.22 %
72PureCycle Technologies Inc 24,251125.9K $0.16 %
73Humana Inc 40570.2K $0.09 %

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The bonds it holds

32 companies, 35 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Energy Transfer LP2359.1K $0.46 %
2Intercontinental Exchange Inc1317.8K $0.40 %
3Bank of America Corp1312.6K $0.40 %
4Walt Disney Co/The1310.9K $0.40 %
5Verizon Communications Inc1308.8K $0.39 %
6Exelon Corp1305.3K $0.39 %
7McDonald's Corp.1303.1K $0.39 %
8JPMorgan Chase & Co2301.3K $0.38 %
9AT&T Inc1301.1K $0.38 %
10QUALCOMM Inc1300.2K $0.38 %
11Citigroup Inc1298.6K $0.38 %
12Goldman Sachs Group Inc/The1298K $0.38 %
13Wells Fargo & Co2297K $0.38 %
14Dollar General Corp1295.2K $0.38 %
15Morgan Stanley1283.2K $0.36 %
16Enact Holdings Inc1257.3K $0.33 %
17Huntington Ingalls Industries, Inc.1255.9K $0.33 %
18Waste Management Inc1247.6K $0.32 %
19Agilent Technologies Inc1235.3K $0.30 %
20Campbell's Company/The1224.5K $0.29 %
21Oracle Corp1214.3K $0.27 %
22Regions Financial Corp1211.2K $0.27 %
23US Bancorp1207.5K $0.26 %
24Paychex Inc1176.6K $0.22 %
25Union Pacific Corp1174K $0.22 %
26NNN REIT Inc1154.1K $0.20 %
27Amazon.com Inc1148.6K $0.19 %
28Airbnb Inc1104.8K $0.13 %
29AptarGroup Inc199.1K $0.13 %
30Duke Energy Corp188.4K $0.11 %
31Concentrix Corp172.9K $0.09 %
32Applied Materials Inc163K $0.08 %

Sector breakdown

  • Technology 30.5 %
  • Financials 11.3 %
  • Consumer discretionary 9.3 %
  • Communication 9.3 %
  • Health care 8.3 %
  • Industrials 6.1 %
  • Consumer staples 4.6 %
  • Energy 4.6 %
  • Utilities 2.8 %
  • Real estate 1.6 %
  • Materials 1.0 %
  • Unattributed 10.6 %

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 98.6 %
  • Ireland 0.8 %
  • Cayman Islands 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States7145.8M $98.57 %
2Ireland1390.3K $0.84 %
3Cayman Islands1272.2K $0.59 %
Cite this page

Titelia. "Holdings of TRIBUTARY BALANCED FUND". https://titelia.com/en/funds/S000022136