Titelia

Holdings of LSV Global Value Fund

ADVISORS' INNER CIRCLE FUND · 233 declared positions · as of Apr 30, 2026

Original filing · Net assets 104.7M $ · Ten largest lines: 14.5 % of the equity sleeve

Sector breakdown

  • Technology 8.2 %
  • Health care 6.5 %
  • Communication 5.0 %
  • Financials 4.3 %
  • Energy 2.7 %
  • Industrials 1.5 %
  • Consumer discretionary 0.9 %
  • Consumer staples 0.9 %
  • Materials 0.7 %
  • Unattributed 69.2 %

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 59.7 %
  • EUR 11.3 %
  • GBP 4.3 %
  • JPY 4.3 %
  • HKD 3.6 %
  • CAD 3.1 %
  • KRW 3.0 %
  • TWD 2.9 %
  • SEK 1.8 %
  • CHF 1.7 %
  • AUD 1.0 %
  • THB 0.5 %
  • ILS 0.5 %
  • BRL 0.5 %
  • TRY 0.3 %
  • HUF 0.3 %
  • NOK 0.3 %
  • ZAR 0.3 %
  • MXN 0.3 %
  • IDR 0.2 %

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 57.3 %
  • GB 4.3 %
  • JP 4.3 %
  • FR 3.9 %
  • HK 3.3 %
  • KR 3.0 %
  • TW 2.9 %
  • CA 2.9 %
  • NL 1.9 %
  • CH 1.7 %
  • IT 1.5 %
  • DE 1.5 %
  • Other countries 11.5 %

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

CountryLinesValue (USD)Share
US13059.2M $57.25 %
GB84.5M $4.34 %
JP144.5M $4.33 %
FR84.1M $3.92 %
HK73.4M $3.31 %
KR63.1M $3.00 %
TW63M $2.93 %
CA63M $2.88 %
NL62M $1.90 %
CH31.7M $1.67 %
IT31.5M $1.50 %
DE51.5M $1.48 %

Positions

CompanySharesValue (USD)Weight
Samsung Electronics Co Ltd 13,5002M $1.94 %
Alphabet Inc 4,8001.8M $1.76 %
Micron Technology Inc 3,4001.8M $1.68 %
QUALCOMM Inc 8,6001.5M $1.47 %
Dell Technologies Inc 6,9001.4M $1.38 %
PetroChina Co Ltd 928,0001.4M $1.37 %
Cisco Systems, Inc. 14,3001.3M $1.25 %
Suncor Energy Inc 18,5001.3M $1.21 %
Novartis AG 8,2001.2M $1.16 %
State Street Corp 7,3001.1M $1.07 %
GSK PLC 42,3001.1M $1.06 %
BNP Paribas SA 10,4001.1M $1.04 %
Rio Tinto Ltd 8,7001.1M $1.02 %
AT&T Inc 39,3001M $0.98 %
General Motors Co 12,200938.1K $0.90 %
Citigroup Inc 7,200921.5K $0.88 %
United Microelectronics Corp 366,000919.3K $0.88 %
Pfizer Inc 33,300889.1K $0.85 %
Allison Transmission Holdings Inc 6,500873.3K $0.83 %
Marathon Petroleum Corp 3,400844.2K $0.81 %
Lloyds Banking Group PLC 610,200829.4K $0.79 %
Hewlett Packard Enterprise Co 28,700825.7K $0.79 %
Bank of New York Mellon Corp/The 6,100819.7K $0.78 %
Verizon Communications Inc 17,000816.5K $0.78 %
Cirrus Logic Inc 4,755775.4K $0.74 %
Newmont Corp 6,900766.5K $0.73 %
Ryder System Inc 3,000761.3K $0.73 %
BAWAG Group AG 4,400753.5K $0.72 %
AIB Group PLC 64,900748.1K $0.71 %
Jazz Pharmaceuticals PLC 3,600730.9K $0.70 %
FedEx Corp 1,800726K $0.69 %
Adeia Inc 22,400713.4K $0.68 %
Barclays PLC 120,200706.5K $0.67 %
Expedia Group Inc 2,800695.4K $0.66 %
Merck & Co Inc 6,300687.8K $0.66 %
Citizens Financial Group Inc 10,400676.5K $0.65 %
Sanofi SA 7,200673.8K $0.64 %
Applied Materials Inc 1,700670.6K $0.64 %
Wells Fargo & Co 8,100666.1K $0.64 %
TotalEnergies SE 7,000650.8K $0.62 %
Walt Disney Co/The 6,200643.3K $0.61 %
Adobe Inc 2,600639.9K $0.61 %
Hon Hai Precision Industry Co Ltd 90,000635.9K $0.61 %
Mapfre SA 128,500629.1K $0.60 %
Incyte Corp 6,600628.8K $0.60 %
eBay Inc 5,800600.2K $0.57 %
Eni SpA 21,200599.5K $0.57 %
Niterra Co Ltd 10,900589.2K $0.56 %
Allstate Corp/The 2,700586.6K $0.56 %
Shell PLC 12,900586.5K $0.56 %
Chipbond Technology Corp 112,000583.8K $0.56 %
China CITIC Bank Corp Ltd 542,000568.4K $0.54 %
NGK Insulators Ltd 17,800563.6K $0.54 %
Gilead Sciences Inc 4,200549.5K $0.52 %
Comcast Corp 20,100543.5K $0.52 %
Hartford Insurance Group Inc/The 3,900533.6K $0.51 %
Pitney Bowes Inc 34,357531.2K $0.51 %
Volvo AB 15,200529.8K $0.51 %
Fox Corp 8,200520.6K $0.50 %
MGIC Investment Corp 19,600519K $0.50 %
Textron Inc 5,400518.2K $0.49 %
Salesforce Inc 2,900511.9K $0.49 %
A2A SpA 179,700511.7K $0.49 %
Swedbank AB 14,400509K $0.49 %
Altria Group, Inc. 7,000508.6K $0.49 %
Arrow Electronics Inc 2,700507.1K $0.48 %
WH Group Ltd 412,681504.7K $0.48 %
KRUNG THAI BANK PUBLIC COMPANY LIMITED 494,600500.7K $0.48 %
Kroger Co/The 7,300496.9K $0.47 %
Teva Pharmaceutical Industries Ltd 14,100495.6K $0.47 %
Avnet Inc 5,800478.6K $0.46 %
JBS NV 29,450474.5K $0.45 %
Koninklijke Ahold Delhaize NV 10,100474.4K $0.45 %
Jabil Inc 1,400472.5K $0.45 %
Cummins Inc 700469.7K $0.45 %
AutoNation Inc 2,200467.2K $0.45 %
CVS Health Corp 5,600466.4K $0.45 %
Amdocs Ltd 7,200465.6K $0.44 %
Bristol-Myers Squibb Co 7,600460.5K $0.44 %
First Horizon Corp 18,400459.3K $0.44 %
United Therapeutics Corp 800457.1K $0.44 %
Cognizant Technology Solutions Corp. 8,600454.9K $0.43 %
Dropbox Inc 18,500449.4K $0.43 %
Crocs Inc 4,300438.5K $0.42 %
Mediobanca Banca di Credito Finanziario SpA 18,700436.4K $0.42 %
Lintec Corp 13,400433.6K $0.41 %
Flex Ltd 4,700430.3K $0.41 %
Group 1 Automotive Inc 1,200428.2K $0.41 %
Ally Financial Inc 9,600426.1K $0.41 %
AXA SA 8,800424.2K $0.41 %
OMV AG 6,000423.5K $0.40 %
OFG Bancorp 9,200422.8K $0.40 %
Nordea Bank Abp 22,300418.1K $0.40 %
LiveRamp Holdings Inc 14,300418K $0.40 %
Northern Trust Corp 2,500415.9K $0.40 %
Qorvo Inc 4,400414.6K $0.40 %
RingCentral Inc 10,300414.3K $0.40 %
Radian Group Inc 11,500412K $0.39 %
Oshkosh Corp 2,600406.4K $0.39 %
BorgWarner Inc 7,100404.5K $0.39 %
American International Group Inc 5,400403.9K $0.39 %
iA Financial Corp Inc 3,100399K $0.38 %
ARC Resources Ltd 16,600393.8K $0.38 %
Ipsen SA 2,000392.8K $0.38 %
Align Technology Inc 2,200387.2K $0.37 %
Nokia Oyj 30,300385K $0.37 %
Bouygues SA 6,500384.4K $0.37 %
Delta Air Lines Inc 5,600380.7K $0.36 %
J Sainsbury PLC 84,900379.4K $0.36 %
Valero Energy Corp 1,500378.9K $0.36 %
United Airlines Holdings Inc 4,200378K $0.36 %
Tripod Technology Corp 26,000374.6K $0.36 %
Exelixis Inc 8,400373.5K $0.36 %
Ford Motor Co 30,800372.1K $0.36 %
Skyworks Solutions Inc 5,300371.9K $0.36 %
British American Tobacco PLC 6,300371K $0.35 %
Akamai Technologies Inc 3,600370.7K $0.35 %
Roche Holding AG 900366.8K $0.35 %
Isuzu Motors Ltd 26,500365.1K $0.35 %
KT Corp 8,800362.6K $0.35 %
Coca-Cola Icecek AS 217,800361.5K $0.35 %
NetScout Systems Inc 10,600357.2K $0.34 %
PVH Corp 3,900356.6K $0.34 %
Tesco PLC 54,000353.8K $0.34 %
Open Text Corp 15,600353.6K $0.34 %
Kaga Electronics Co Ltd 13,200353.5K $0.34 %
MOL Hungarian Oil & Gas PLC 26,400352.6K $0.34 %
Teradata Corp 13,300350.5K $0.33 %
ORIX Corp 10,400350K $0.33 %
DNB Bank ASA 11,500348.3K $0.33 %
Topco Scientific Co Ltd 26,751347.2K $0.33 %
Aegon Ltd 41,800346.4K $0.33 %
Archer-Daniels-Midland Co 4,600342.9K $0.33 %
AGCO Corp 2,800338.9K $0.32 %
Phillips 66 1,890338.6K $0.32 %
National Fuel Gas Co 4,000337.5K $0.32 %
Daimler Truck Holding AG 6,600332.9K $0.32 %
Halozyme Therapeutics Inc 5,200331K $0.32 %
Tencent Holdings Ltd 5,400328K $0.31 %
DaVita Inc 2,100325.8K $0.31 %
Empire Co Ltd 9,500325.2K $0.31 %
Rubis SCA 7,800321.5K $0.31 %
HP Inc 15,400321.2K $0.31 %
Owens Corning 2,600320.7K $0.31 %
Bayerische Motoren Werke AG 3,500320.3K $0.31 %
Match Group Inc 8,400314.3K $0.30 %
Deutsche Post AG 5,300313.8K $0.30 %
Ingredion Inc 2,800312.9K $0.30 %
Viatris Inc 20,500306.3K $0.29 %
PulteGroup Inc 2,500305.9K $0.29 %
Nomura Holdings Inc 38,100305.2K $0.29 %
Prosus NV 6,300305K $0.29 %
Signet Jewelers Ltd 3,400302.7K $0.29 %
Regions Financial Corp 10,600302.6K $0.29 %
Autoliv Inc 2,600301.4K $0.29 %
Sinotrans Ltd 461,000300.8K $0.29 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 500299.1K $0.29 %
Nippon Yusen KK 8,300298.3K $0.28 %
Host Hotels & Resorts Inc 14,000295.8K $0.28 %
Absa Group Ltd 21,000294.4K $0.28 %
Vipshop Holdings Ltd 20,200290.7K $0.28 %
Sumitomo Corp 7,800290K $0.28 %
MetLife Inc 3,600288.4K $0.28 %
Rithm Capital Corp 29,200285.6K $0.27 %
Gen Digital Inc 14,800285.5K $0.27 %
Ameriprise Financial Inc 600284.9K $0.27 %
Molson Coors Beverage Co 6,600282.1K $0.27 %
Science Applications International Corp 2,900280.6K $0.27 %
Johnson & Johnson 1,200275.8K $0.26 %
SKF AB 10,900274.4K $0.26 %
Hankook Tire & Technology Co Ltd 6,800273.6K $0.26 %
Ricoh Leasing Co Ltd 7,000271.9K $0.26 %
Nexstar Media Group Inc 1,300270.6K $0.26 %
ADT Inc 35,800269.6K $0.26 %
GE HealthCare Technologies Inc 4,400267.7K $0.26 %
Coca-Cola Femsa SAB de CV 26,300266.4K $0.25 %
Amkor Technology Inc 3,800265.1K $0.25 %
Mercedes-Benz Group AG 4,500262.3K $0.25 %
Magna International Inc 4,100260.9K $0.25 %
Fidelis Insurance Holdings Ltd 12,213258.1K $0.25 %
Brunswick Corp/DE 3,200254.2K $0.24 %
Zions Bancorp NA 4,000253.7K $0.24 %
SK Telecom Co Ltd 3,900252.7K $0.24 %
Centene Corp 4,700252.3K $0.24 %
CGI Inc 3,701242.2K $0.23 %
Solvay SA 7,400241.6K $0.23 %
Lear Corp 1,900241.5K $0.23 %
Albertsons Cos Inc 13,700230.8K $0.22 %
Tsubakimoto Chain Co 15,000224.9K $0.21 %
Sankyo Co Ltd 18,500218.9K $0.21 %
Sylvamo Corp 5,100217.9K $0.21 %
H&R Block Inc 6,800215.8K $0.21 %
PayPal Holdings Inc 4,200210.6K $0.20 %
Macy's Inc 10,500205.3K $0.20 %
CNH Industrial NV 19,000203.5K $0.19 %
United Tractors Tbk PT 120,100201.6K $0.19 %
NetApp Inc 1,700188.3K $0.18 %
Everest Group Ltd 500178.4K $0.17 %
Mosaic Co/The 7,600176.9K $0.17 %
Best Buy Co Inc 2,900175.4K $0.17 %
Guangzhou Baiyunshan Pharmaceutical Holdings Co Ltd 80,000171.5K $0.16 %
Powertech Technology Inc 26,000170.5K $0.16 %
ZoomInfo Technologies Inc 26,800167.5K $0.16 %
Sinopharm Group Co Ltd 70,400167.5K $0.16 %
Goodyear Tire & Rubber Co/The 22,700160.7K $0.15 %
Signify NV 7,000159.2K $0.15 %
General Mills, Inc. 4,500158.9K $0.15 %
3i Group PLC 4,418153.6K $0.15 %
Lincoln National Corp 4,000151.2K $0.14 %
Sandoz Group AG 1,840147.6K $0.14 %
Apple Hospitality REIT Inc 10,800145.5K $0.14 %
Harley-Davidson Inc 5,900141K $0.13 %
Polaris Inc 2,100139.2K $0.13 %
Prudential Financial, Inc. 1,400137.4K $0.13 %
LG Uplus Corp 12,500134K $0.13 %
Shanghai Pharmaceuticals Holding Co Ltd 79,400119.6K $0.11 %
Bilia AB 8,600117.3K $0.11 %
Metropole Television SA 7,600116.1K $0.11 %
NetDragon Websoft Holdings Ltd 103,000113.9K $0.11 %
Valor Holdings Co Ltd 4,800113.1K $0.11 %
Organon & Co 8,500112.6K $0.11 %
Conagra Brands Inc 7,500107.6K $0.10 %
DXC Technology Co 8,80099.6K $0.10 %
Ono Pharmaceutical Co Ltd 6,60097.6K $0.09 %
Kohl's Corp 6,60093.5K $0.09 %
Tieto Oyj 3,60080.4K $0.08 %
Playtika Holding Corp 19,70072K $0.07 %
Kginicis Co Ltd 5,40042.1K $0.04 %
Versant Media Group Inc 80432.3K $0.03 %
Xerox Holdings Corp 13,10029.5K $0.03 %
Magnera Corp 1,10511K $0.01 %
Gazprom PJSC 15,9000 $
LUKOIL PJSC 1,6000 $