Titelia

Holdings of Sit Global Dividend Growth Fund

SIT MUTUAL FUNDS INC · 57 declared positions · as of Mar 31, 2026

Original filing · Net assets 59.4M $ · Ten largest lines: 46.2 % of the equity sleeve

Sector breakdown

  • Technology 32.4 %
  • Industrials 12.3 %
  • Financials 10.1 %
  • Health care 7.8 %
  • Energy 5.0 %
  • Communication 4.4 %
  • Consumer staples 2.8 %
  • Consumer discretionary 2.5 %
  • Utilities 2.3 %
  • Materials 2.2 %
  • Unattributed 18.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 79.5 %
  • EUR 8.7 %
  • GBP 4.7 %
  • CHF 3.2 %
  • SGD 2.3 %
  • AUD 0.9 %
  • JPY 0.8 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 71.9 %
  • GB 10.3 %
  • DE 5.6 %
  • CH 3.2 %
  • ES 2.3 %
  • SG 2.3 %
  • BE 1.7 %
  • FR 1.1 %
  • AU 0.9 %
  • JP 0.8 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US3741.7M $71.87 %
GB76M $10.30 %
DE43.3M $5.60 %
CH31.8M $3.16 %
ES11.4M $2.33 %
SG11.3M $2.27 %
BE1967.4K $1.67 %
FR1616.9K $1.06 %
AU1541.2K $0.93 %
JP1461.8K $0.80 %

Positions

CompanySharesValueWeight
Broadcom Inc 17,2855.3M $9.00 %
Apple Inc 16,8754.3M $7.21 %
Microsoft Corp 9,3753.5M $5.84 %
NVIDIA Corp 16,1252.8M $4.73 %
Alphabet Inc 8,7902.5M $4.25 %
JPMorgan Chase & Co 7,1802.1M $3.55 %
Applied Materials Inc 6,1002.1M $3.51 %
Shell PLC 16,1751.5M $2.53 %
Iberdrola SA 59,0101.4M $2.27 %
Singapore Technologies Engineering Ltd 155,0001.3M $2.21 %
AstraZeneca PLC 6,5001.3M $2.16 %
Goldman Sachs Group Inc/The 1,3701.2M $1.95 %
Siemens AG 4,2501M $1.74 %
Allianz SE 23,8401M $1.69 %
Honeywell International Inc 4,330978.7K $1.65 %
D'ieteren Group 5,225967.4K $1.63 %
Union Pacific Corp 3,960960.8K $1.62 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1,470928.4K $1.56 %
Lockheed Martin Corp 1,525921.7K $1.55 %
Trane Technologies PLC 2,125885.6K $1.49 %
Waste Management Inc 3,815876.6K $1.48 %
Williams Cos Inc/The 12,000873.4K $1.47 %
Home Depot Inc/The 2,490818.9K $1.38 %
Cheniere Energy Inc 2,830803K $1.35 %
BAE Systems PLC 27,380802.7K $1.35 %
London Stock Exchange Group PLC 6,715793K $1.33 %
Partners Group Holding AG 705759.9K $1.28 %
Chubb Ltd 2,290746.4K $1.26 %
Abbott Laboratories 7,230742.3K $1.25 %
PepsiCo Inc 4,765740K $1.25 %
Eli Lilly & Co 800735.8K $1.24 %
MAN GROUP PLC 216,290728.1K $1.23 %
Linde PLC 1,445716.4K $1.21 %
UnitedHealth Group Inc 2,580698.1K $1.17 %
FedEx Corp 1,900676.7K $1.14 %
McDonald's Corp. 2,100652.7K $1.10 %
Accenture PLC 3,285651.4K $1.10 %
Safran SA 7,520616.9K $1.04 %
Lonza Group AG 930596.6K $1.00 %
Sherwin-Williams Co/The 1,835588.2K $0.99 %
Thermo Fisher Scientific Inc 1,145562.8K $0.95 %
Macquarie Group Ltd 3,810541.2K $0.91 %
ConocoPhillips 4,025531.3K $0.89 %
Arthur J Gallagher & Co 2,425525.2K $0.88 %
Nestle SA 4,885479.2K $0.81 %
RELX PLC 14,120470.2K $0.79 %
Recruit Holdings Co Ltd 10,600461.8K $0.78 %
Mondelez International Inc 6,940400K $0.67 %
Compass Group PLC 14,170395.4K $0.67 %
WEC Energy Group Inc 3,010348.5K $0.59 %
Stryker Corp 1,050345K $0.58 %
Otis Worldwide Corp 3,785291.7K $0.49 %
Bank of America Corp 5,900287.6K $0.48 %
Infineon Technologies AG 6,275284.7K $0.48 %
Atlassian Corp 3,445235.1K $0.40 %
AbbVie Inc 750163.1K $0.27 %
Salesforce Inc 705131.6K $0.22 %