Titelia

Holdings of Nomura Balanced Fund

IVY FUNDS · Original filing · Compare with another fund · Report an error

Net assets
1.8B $ including 1.3B $ in equities, 69.2 %
Positions
55 in 5 countries
Bond lines
151 from 74 companies
Top ten
29.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 163,57897.7M $5.32 %
2NVIDIA Corp 466,46481.4M $4.43 %
3iShares Core U.S. Aggregate Bond ETF 608,44360.4M $3.29 %
4iShares Trust 2,382,87154.6M $2.97 %
5Apple Inc 209,90253.3M $2.90 %
6Taiwan Semiconductor Manufacturing Co Ltd 139,92247.3M $2.58 %
7Alphabet Inc 139,98940.3M $2.19 %
8Howmet Aerospace Inc 164,04837.8M $2.06 %
9Microsoft Corp 100,47337.2M $2.03 %
10Applied Materials Inc 100,80734.5M $1.88 %
11Amazon.com Inc 150,24031.3M $1.70 %
12Costco Wholesale Corp 28,88128.8M $1.57 %
13Eaton Corp PLC 80,38328.8M $1.57 %
14Alphabet Inc 99,19728.5M $1.55 %
15Broadcom Inc 87,66827.1M $1.48 %
16CME Group Inc 91,83627.1M $1.48 %
17Seagate Technology Holdings PLC 68,49026.8M $1.46 %
18Cummins Inc 49,66726.7M $1.46 %
19BAE Systems PLC 186,33721.7M $1.18 %
20JPMorgan Chase & Co 73,10221.5M $1.17 %
21AutoZone Inc 6,32321.4M $1.16 %
22Airbus SE 448,67521.2M $1.15 %
23Danaher Corp 106,75520.2M $1.10 %
24Mastercard Inc 40,30320.1M $1.10 %
25NextEra Energy Inc 203,29418.9M $1.03 %
26Entergy Corp 167,01618.8M $1.02 %
27PNC Financial Services Group Inc/The 87,46118.2M $0.99 %
28Cboe Global Markets Inc 63,02917.7M $0.96 %
29Carrier Global Corp 311,55917.5M $0.96 %
30Ferguson Enterprises Inc 74,05717.3M $0.94 %
31Thermo Fisher Scientific Inc 34,52417M $0.92 %
32Meta Platforms Inc 29,55816.9M $0.92 %
33Gilead Sciences Inc 119,51716.7M $0.91 %
34Ally Financial Inc 415,48316.3M $0.89 %
35Morgan Stanley 98,45116.2M $0.88 %
36Intuit Inc 36,79515.9M $0.87 %
37Aon PLC 46,42715M $0.82 %
38AT&T Inc 501,17314.5M $0.79 %
39American Express Co 47,48714.4M $0.78 %
40Accenture PLC 66,89413.3M $0.72 %
41Crown Holdings Inc 128,98012.9M $0.70 %
42Abbott Laboratories 109,04911.2M $0.61 %
43Parker-Hannifin Corp 12,11610.8M $0.59 %
44Advanced Micro Devices Inc 52,50510.7M $0.58 %
45Vulcan Materials Co 35,7069.7M $0.53 %
46Vertex Pharmaceuticals Inc 21,0789.4M $0.51 %
47Blackstone Inc 81,6219.4M $0.51 %
48TE Connectivity PLC 42,6818.9M $0.49 %
49AbbVie Inc 37,6768.2M $0.45 %
50Netflix Inc 70,8596.8M $0.37 %
51HCA Healthcare Inc 12,8226.1M $0.33 %
52Booking Holdings Inc 1,2895.4M $0.30 %
53SVB Financial Group 1,500708.8K $0.04 %
54STUDIO CITY INTERNATIONAL HOLDINGS LTD 88,220214.4K $0.01 %
55MNSN HOLDINGS INC 1,31579.8K $0.00 %

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The bonds it holds

74 companies, 151 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp710.5M $0.57 %
2Goldman Sachs Group Inc/The69.5M $0.52 %
3JPMorgan Chase & Co77.3M $0.40 %
4Boeing Co/The33.5M $0.19 %
5Morgan Stanley73.5M $0.19 %
6Energy Transfer LP33.5M $0.19 %
7Oracle Corp42.8M $0.15 %
8Citigroup Inc52.7M $0.14 %
9UBS Group AG32.4M $0.13 %
10AT&T Inc42.3M $0.13 %
11Orange SA32.3M $0.13 %
12Enbridge Inc42.2M $0.12 %
13Rogers Communications Inc22.2M $0.12 %
14SoftBank Corp22M $0.11 %
15Valero Energy Corp11.9M $0.11 %
16Abbott Laboratories21.9M $0.11 %
17Caesars Entertainment Inc11.9M $0.10 %
18US Bancorp31.9M $0.10 %
19KKR & Co Inc11.7M $0.09 %
20Anglo American PLC11.6M $0.09 %
21AbbVie Inc21.5M $0.08 %
22Verizon Communications Inc21.5M $0.08 %
23Amazon.com Inc31.5M $0.08 %
24Gildan Activewear Inc11.4M $0.08 %
25NRG Energy Inc31.4M $0.08 %
26Olin Corp11.3M $0.07 %
27Bath & Body Works Inc11.3M $0.07 %
28Cleveland-Cliffs Inc11.2M $0.07 %
29Salesforce Inc11.2M $0.06 %
30Diamondback Energy Inc11.2M $0.06 %
31PennyMac Financial Services Inc11.2M $0.06 %
32Vistra Corp11.2M $0.06 %
33Wells Fargo & Co31.1M $0.06 %
34CVS Health Corp21.1M $0.06 %
35Eli Lilly & Co21.1M $0.06 %
36Dominion Energy Inc21M $0.06 %
37Northrop Grumman Corp2922.4K $0.05 %
38Huntington Bancshares Inc/OH2906.8K $0.05 %
39PNC Financial Services Group Inc/The3873.5K $0.05 %
40USA Compression Partners LP1833.3K $0.05 %
41Pfizer Inc2832.9K $0.05 %
42Popular Inc1832.4K $0.05 %
43Brookfield Asset Management Ltd1808.2K $0.04 %
44HSBC Holdings PLC2782.2K $0.04 %
45Societe Generale SA1753.8K $0.04 %
46Royal Caribbean Cruises Ltd1753.4K $0.04 %
47DaVita Inc3730.1K $0.04 %
48Entegris Inc1684.5K $0.04 %
49JBS NV1662.5K $0.04 %
50Amgen Inc1653.6K $0.04 %
51Marriott International Inc/MD2632K $0.03 %
52Royal Bank of Canada1623.7K $0.03 %
53Jefferies Financial Group Inc3617.3K $0.03 %
54Magnera Corp1605.1K $0.03 %
55Lowe's Cos Inc1549.9K $0.03 %
56Bank of Montreal1546.6K $0.03 %
57American Electric Power Co Inc1530.5K $0.03 %
58Eaton Corp Plc2528.2K $0.03 %
59FedEx Corp1527.9K $0.03 %
60Carnival Corp1490.4K $0.03 %
61Herc Holdings Inc2443.2K $0.02 %
62Black Hills Corp1440.4K $0.02 %
63Cheniere Energy Partners LP1420.8K $0.02 %
64Nordea Bank Abp1419K $0.02 %
65Apollo Global Management Inc1416.4K $0.02 %
66Sysco Corp1409.3K $0.02 %
67Banco Santander SA1394.4K $0.02 %
68Merck & Co Inc1362.4K $0.02 %
69Broadcom Inc3352.1K $0.02 %
70RTX Corp1293.9K $0.02 %
71Hasbro Inc1256.8K $0.01 %
72Barclays PLC1202K $0.01 %
73Air Lease Corp3178K $0.01 %
74DTE Energy Co145.8K $0.00 %

Sector breakdown

  • Technology 28.0 %
  • Industrials 14.3 %
  • Financials 12.6 %
  • Funds 12.0 %
  • Communication 8.4 %
  • Health care 7.0 %
  • Consumer discretionary 4.6 %
  • Utilities 3.0 %
  • Consumer staples 2.3 %
  • Materials 0.8 %
  • Unattributed 7.1 %

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 92.9 %
  • Taiwan 3.7 %
  • United Kingdom 1.7 %
  • Netherlands 1.7 %
  • Cayman Islands 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States511.2B $92.88 %
2Taiwan147.3M $3.72 %
3United Kingdom121.7M $1.71 %
4Netherlands121.2M $1.67 %
5Cayman Islands1214.4K $0.02 %
Cite this page

Titelia. "Holdings of Nomura Balanced Fund". https://titelia.com/en/funds/S000024823