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 13.4 %
  • Financials 10.5 %
  • Health care 7.2 %
  • Communication 5.8 %
  • Energy 4.5 %
  • Consumer discretionary 3.0 %
  • Industrials 3.0 %
  • Consumer staples 1.8 %
  • Materials 1.6 %
  • Unattributed 49.2 %

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

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 quoted currency of each line, as declared.

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.

RankCountryLinesValueShare
1US13059.2M $57.25 %
2GB84.5M $4.34 %
3JP144.5M $4.33 %
4FR84.1M $3.92 %
5HK73.4M $3.31 %
6KR63.1M $3.00 %
7TW63M $2.93 %
8CA63M $2.88 %
9NL62M $1.90 %
10CH31.7M $1.67 %
11IT31.5M $1.50 %
12DE51.5M $1.48 %

Positions

RankCompanySharesValueWeight
1Samsung Electronics Co Ltd 13,5002M $1.94 %
2Alphabet Inc 4,8001.8M $1.76 %
3Micron Technology Inc 3,4001.8M $1.68 %
4QUALCOMM Inc 8,6001.5M $1.47 %
5Dell Technologies Inc 6,9001.4M $1.38 %
6PetroChina Co Ltd 928,0001.4M $1.37 %
7Cisco Systems, Inc. 14,3001.3M $1.25 %
8Suncor Energy Inc 18,5001.3M $1.21 %
9Novartis AG 8,2001.2M $1.16 %
10State Street Corp 7,3001.1M $1.07 %
11GSK PLC 42,3001.1M $1.06 %
12BNP Paribas SA 10,4001.1M $1.04 %
13Rio Tinto Ltd 8,7001.1M $1.02 %
14AT&T Inc 39,3001M $0.98 %
15General Motors Co 12,200938.1K $0.90 %
16Citigroup Inc 7,200921.5K $0.88 %
17United Microelectronics Corp 366,000919.3K $0.88 %
18Pfizer Inc 33,300889.1K $0.85 %
19Allison Transmission Holdings Inc 6,500873.3K $0.83 %
20Marathon Petroleum Corp 3,400844.2K $0.81 %
21Lloyds Banking Group PLC 610,200829.4K $0.79 %
22Hewlett Packard Enterprise Co 28,700825.7K $0.79 %
23Bank of New York Mellon Corp/The 6,100819.7K $0.78 %
24Verizon Communications Inc 17,000816.5K $0.78 %
25Cirrus Logic Inc 4,755775.4K $0.74 %
26Newmont Corp 6,900766.5K $0.73 %
27Ryder System Inc 3,000761.3K $0.73 %
28BAWAG Group AG 4,400753.5K $0.72 %
29AIB Group PLC 64,900748.1K $0.71 %
30Jazz Pharmaceuticals PLC 3,600730.9K $0.70 %
31FedEx Corp 1,800726K $0.69 %
32Adeia Inc 22,400713.4K $0.68 %
33Barclays PLC 120,200706.5K $0.67 %
34Expedia Group Inc 2,800695.4K $0.66 %
35Merck & Co Inc 6,300687.8K $0.66 %
36Citizens Financial Group Inc 10,400676.5K $0.65 %
37Sanofi SA 7,200673.8K $0.64 %
38Applied Materials Inc 1,700670.6K $0.64 %
39Wells Fargo & Co 8,100666.1K $0.64 %
40TotalEnergies SE 7,000650.8K $0.62 %
41Walt Disney Co/The 6,200643.3K $0.61 %
42Adobe Inc 2,600639.9K $0.61 %
43Hon Hai Precision Industry Co Ltd 90,000635.9K $0.61 %
44Mapfre SA 128,500629.1K $0.60 %
45Incyte Corp 6,600628.8K $0.60 %
46eBay Inc 5,800600.2K $0.57 %
47Eni SpA 21,200599.5K $0.57 %
48Niterra Co Ltd 10,900589.2K $0.56 %
49Allstate Corp/The 2,700586.6K $0.56 %
50Shell PLC 12,900586.5K $0.56 %
51Chipbond Technology Corp 112,000583.8K $0.56 %
52China CITIC Bank Corp Ltd 542,000568.4K $0.54 %
53NGK Insulators Ltd 17,800563.6K $0.54 %
54Gilead Sciences Inc 4,200549.5K $0.52 %
55Comcast Corp 20,100543.5K $0.52 %
56Hartford Insurance Group Inc/The 3,900533.6K $0.51 %
57Pitney Bowes Inc 34,357531.2K $0.51 %
58Volvo AB 15,200529.8K $0.51 %
59Fox Corp 8,200520.6K $0.50 %
60MGIC Investment Corp 19,600519K $0.50 %
61Textron Inc 5,400518.2K $0.49 %
62Salesforce Inc 2,900511.9K $0.49 %
63A2A SpA 179,700511.7K $0.49 %
64Swedbank AB 14,400509K $0.49 %
65Altria Group, Inc. 7,000508.6K $0.49 %
66Arrow Electronics Inc 2,700507.1K $0.48 %
67WH Group Ltd 412,681504.7K $0.48 %
68KRUNG THAI BANK PUBLIC COMPANY LIMITED 494,600500.7K $0.48 %
69Kroger Co/The 7,300496.9K $0.47 %
70Teva Pharmaceutical Industries Ltd 14,100495.6K $0.47 %
71Avnet Inc 5,800478.6K $0.46 %
72JBS NV 29,450474.5K $0.45 %
73Koninklijke Ahold Delhaize NV 10,100474.4K $0.45 %
74Jabil Inc 1,400472.5K $0.45 %
75Cummins Inc 700469.7K $0.45 %
76AutoNation Inc 2,200467.2K $0.45 %
77CVS Health Corp 5,600466.4K $0.45 %
78Amdocs Ltd 7,200465.6K $0.44 %
79Bristol-Myers Squibb Co 7,600460.5K $0.44 %
80First Horizon Corp 18,400459.3K $0.44 %
81United Therapeutics Corp 800457.1K $0.44 %
82Cognizant Technology Solutions Corp. 8,600454.9K $0.43 %
83Dropbox Inc 18,500449.4K $0.43 %
84Crocs Inc 4,300438.5K $0.42 %
85Mediobanca Banca di Credito Finanziario SpA 18,700436.4K $0.42 %
86Lintec Corp 13,400433.6K $0.41 %
87Flex Ltd 4,700430.3K $0.41 %
88Group 1 Automotive Inc 1,200428.2K $0.41 %
89Ally Financial Inc 9,600426.1K $0.41 %
90AXA SA 8,800424.2K $0.41 %
91OMV AG 6,000423.5K $0.40 %
92OFG Bancorp 9,200422.8K $0.40 %
93Nordea Bank Abp 22,300418.1K $0.40 %
94LiveRamp Holdings Inc 14,300418K $0.40 %
95Northern Trust Corp 2,500415.9K $0.40 %
96Qorvo Inc 4,400414.6K $0.40 %
97RingCentral Inc 10,300414.3K $0.40 %
98Radian Group Inc 11,500412K $0.39 %
99Oshkosh Corp 2,600406.4K $0.39 %
100BorgWarner Inc 7,100404.5K $0.39 %