Titelia

Holdings of NVIT BNY Mellon Dynamic U.S. Equity Income Fund

Nationwide Variable Insurance Trust · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 954M $ in equities, 90.4 %
Positions
74 in 4 countries
Top ten
27.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Cisco Systems, Inc. 498,89638.7M $3.67 %
2Exxon Mobil Corp 193,00632.7M $3.10 %
3Johnson & Johnson 130,53031.9M $3.02 %
4Berkshire Hathaway Inc 63,86130.6M $2.90 %
5JPMorgan Chase & Co 101,18629.8M $2.82 %
6Assurant Inc 125,69527.4M $2.59 %
7Applied Materials Inc 76,12726M $2.46 %
8Texas Instruments Inc 126,19324.5M $2.32 %
9Omnicom Group Inc 319,55624.1M $2.28 %
10UnitedHealth Group Inc 81,12122M $2.08 %
11L3Harris Technologies Inc 62,91321.7M $2.06 %
12Fifth Third Bancorp 466,94521.7M $2.05 %
13SLB Ltd 408,06321M $1.99 %
14CSX Corp 488,71320.1M $1.90 %
15Colgate-Palmolive Co 232,65419.8M $1.88 %
16Delta Air Lines Inc 293,20319.5M $1.85 %
17AT&T Inc 659,28319.1M $1.81 %
18Amazon.com Inc 86,64418M $1.71 %
19Charles Schwab Corp/The 186,91917.6M $1.66 %
20Morgan Stanley 99,02216.3M $1.54 %
21Aon PLC 49,75116.1M $1.52 %
22Bristol-Myers Squibb Co 254,23815.4M $1.46 %
23Citigroup Inc 131,74914.9M $1.42 %
24Verizon Communications Inc 284,01114.3M $1.35 %
25Dover Corp 64,12013.4M $1.27 %
26First Horizon Corp 566,12512.9M $1.22 %
27Phillips 66 69,34212.6M $1.20 %
28Chubb Ltd 38,27412.5M $1.18 %
29Thermo Fisher Scientific Inc 24,25011.9M $1.13 %
30Elevance Health Inc 40,04311.7M $1.11 %
31American International Group Inc 144,03410.8M $1.03 %
32Medtronic PLC 124,74510.8M $1.02 %
33Hubbell Inc 21,68810.6M $1.01 %
34Newmont Corp 98,16510.6M $1.01 %
35CRH PLC 96,39610.1M $0.96 %
36Marathon Petroleum Corp 40,2779.8M $0.93 %
37Caterpillar Inc 13,6789.7M $0.92 %
38Old Republic International Corp 241,5949.6M $0.91 %
39FedEx Corp 26,4509.4M $0.89 %
40Gilead Sciences Inc 67,5729.4M $0.89 %
41Weyerhaeuser Co 385,3269.4M $0.89 %
42Ford Motor Co 805,2589.3M $0.88 %
43International Paper Co 249,4058.9M $0.84 %
44Voya Financial Inc 128,9758.8M $0.83 %
45Carlisle Cos Inc 25,6758.6M $0.81 %
46Las Vegas Sands Corp 157,6268.5M $0.80 %
47Freeport-McMoRan Inc 143,0788.4M $0.80 %
48Pfizer Inc 294,4968.3M $0.78 %
49CME Group Inc 27,9618.3M $0.78 %
50Diamondback Energy Inc 41,1018.1M $0.77 %
51Goldman Sachs Group Inc/The 9,5368.1M $0.76 %
52Honeywell International Inc 35,0807.9M $0.75 %
53Capital One Financial Corp 42,4597.7M $0.73 %
54Walt Disney Co/The 77,5407.5M $0.71 %
55Regal Rexnord Corp 38,9687.3M $0.69 %
56International Business Machines Corp. 29,9897.3M $0.69 %
57Dominion Energy Inc 112,4917M $0.66 %
58Constellation Energy Corp. 24,4666.8M $0.65 %
59Columbia Banking System Inc 246,1266.8M $0.64 %
60Dolby Laboratories Inc 111,4996.7M $0.63 %
61Truist Financial Corp 144,5096.6M $0.63 %
62Expand Energy Corp 58,4246.4M $0.61 %
63EQT Corp 97,9076.2M $0.59 %
64Permian Resources Corp 278,4835.9M $0.56 %
65Estee Lauder Cos Inc/The 79,4815.7M $0.54 %
66Packaging Corp of America 25,8045.5M $0.52 %
67Lowe's Cos Inc 22,0935.2M $0.49 %
68Deckers Outdoor Corp 51,2625.1M $0.49 %
69CNH Industrial NV 457,2485M $0.48 %
70Emerson Electric Co. 38,1015M $0.47 %
71Vodafone Group PLC 323,1474.9M $0.46 %
72Ferguson Enterprises Inc 20,0644.7M $0.44 %
73Alcon AG 61,7044.6M $0.44 %
74TE Connectivity PLC 20,5394.3M $0.41 %

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Sector breakdown

  • Financials 21.1 %
  • Industrials 12.8 %
  • Health care 12.7 %
  • Energy 10.8 %
  • Technology 10.6 %
  • Communication 6.8 %
  • Materials 5.6 %
  • Consumer discretionary 3.4 %
  • Consumer staples 2.7 %
  • Utilities 1.4 %
  • Unattributed 12.2 %

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 98.5 %
  • Netherlands 0.5 %
  • United Kingdom 0.5 %
  • Switzerland 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States71939.4M $98.48 %
2Netherlands15M $0.53 %
3United Kingdom14.9M $0.51 %
4Switzerland14.6M $0.49 %
Cite this page

Titelia. "Holdings of NVIT BNY Mellon Dynamic U.S. Equity Income Fund". https://titelia.com/en/funds/S000025032