Titelia

Holdings of Janus Henderson Adaptive Risk Managed U.S. Equity Fund

JANUS INVESTMENT FUND · Original filing · Compare with another fund · Report an error

Net assets
580M $ including 579.2M $ in equities, 99.9 %
Positions
85 in 5 countries
Top ten
43.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 253,08144.1M $7.61 %
2Apple Inc 155,82039.5M $6.82 %
3Alphabet Inc 129,54437.3M $6.42 %
4Microsoft Corp 76,07828.2M $4.86 %
5Amazon.com Inc 101,62221.2M $3.65 %
6JPMorgan Chase & Co 66,08819.4M $3.35 %
7Walmart Inc 139,64417.4M $2.99 %
8Berkshire Hathaway Inc 32,11115.4M $2.65 %
9L3Harris Technologies Inc 40,89514.1M $2.43 %
10Broadcom Inc 42,46413.1M $2.27 %
11McDonald's Corp. 40,68612.6M $2.18 %
12Parker-Hannifin Corp 14,04412.6M $2.17 %
13Bank of America Corp 250,30112.2M $2.10 %
14Meta Platforms Inc 20,90112M $2.06 %
15Cboe Global Markets Inc 40,41711.4M $1.96 %
16Entergy Corp 96,73210.9M $1.87 %
17Canadian Imperial Bank of Commerce 112,53410.7M $1.84 %
18Toronto-Dominion Bank/The 112,43910.5M $1.81 %
19Costco Wholesale Corp 10,04910M $1.73 %
20Mastercard Inc 20,02410M $1.73 %
21Rambus Inc 114,4739.8M $1.70 %
22Emerson Electric Co. 74,2759.7M $1.68 %
23Tesla Inc 25,6709.5M $1.65 %
24Welltower Inc 47,4999.4M $1.62 %
25Coterra Energy Inc 244,3608.6M $1.48 %
26Moody's Corp 19,4878.5M $1.47 %
27Cencora Inc 26,7988.4M $1.45 %
28Boyd Gaming Corp 99,1018.1M $1.40 %
29MetLife Inc 110,3557.8M $1.35 %
30KLA Corp 5,3007.8M $1.35 %
31Nasdaq Inc 91,8017.8M $1.34 %
32Take-Two Interactive Software Inc 38,0147.5M $1.29 %
33Cummins Inc 12,8446.9M $1.19 %
34Eli Lilly & Co 6,9996.4M $1.11 %
35Range Resources Corp 137,2986.2M $1.07 %
36Goldman Sachs Group Inc/The 6,9295.9M $1.01 %
37Textron Inc 65,7905.8M $0.99 %
38Eaton Corp PLC 15,5445.6M $0.96 %
39Trimble Inc 82,3725.4M $0.93 %
40Citigroup Inc 46,6615.3M $0.91 %
41Booking Holdings Inc 1,2335.2M $0.90 %
42Intercontinental Exchange Inc 32,7755.2M $0.89 %
43Trane Technologies PLC 11,4864.8M $0.83 %
44Huntington Ingalls Industries, Inc. 12,4824.7M $0.82 %
45Jabil Inc 15,4884.1M $0.71 %
46CBRE Group Inc 28,6273.9M $0.67 %
47Wheaton Precious Metals Corp 28,2003.7M $0.64 %
48Guidewire Software Inc 24,0103.6M $0.62 %
49Interactive Brokers Group Inc 47,6603.2M $0.55 %
50Boston Scientific Corp 48,8953.1M $0.53 %
51DaVita Inc 19,1822.9M $0.51 %
52Micron Technology Inc 8,6012.9M $0.50 %
53Lockheed Martin Corp 3,5882.2M $0.37 %
54McKesson Corp 2,3482M $0.35 %
55Fair Isaac Corp 1,7801.9M $0.33 %
56NextEra Energy Inc 19,7451.8M $0.32 %
57Solventum Corp 21,9751.4M $0.25 %
58Schwab U.S. Large-Cap ETF 41,8931.1M $0.19 %
59Rubrik Inc 21,1811M $0.18 %
60CME Group Inc 3,130924.4K $0.16 %
61Howmet Aerospace Inc 3,384779.9K $0.13 %
62Northrop Grumman Corp 1,098749.1K $0.13 %
63American Tower Corp 4,115710.2K $0.12 %
64Axsome Therapeutics Inc 3,948667.3K $0.12 %
65Cintas Corp 3,757635.5K $0.11 %
66O'Reilly Automotive Inc 6,657614.5K $0.11 %
67Allstate Corp/The 1,812375.7K $0.06 %
68Yum! Brands Inc 2,219345K $0.06 %
69EQT Corp 5,395343.3K $0.06 %
70Kroger Co/The 4,672338.1K $0.06 %
71Public Storage 934253K $0.04 %
72Coupang Inc 12,476235.5K $0.04 %
73Restaurant Brands International Inc 2,296169.7K $0.03 %
74TechnipFMC PLC 2,050141.7K $0.02 %
75TKO Group Holdings Inc 500100.8K $0.02 %
76Somnigroup International Inc 1,28094.6K $0.02 %
77Flex Ltd 1459.5K $0.00 %
78FTAI Aviation Ltd 327.8K $0.00 %
79Garmin Ltd 214.9K $0.00 %
80Arch Capital Group Ltd 434.1K $0.00 %
81Dick's Sporting Goods Inc 163.2K $0.00 %
82American Water Works Co Inc 172.3K $0.00 %
83Colgate-Palmolive Co 262.2K $0.00 %
84Fiserv Inc 352K $0.00 %
85Expand Energy Corp 161.8K $0.00 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 24.1 %
  • Financials 23.2 %
  • Industrials 11.2 %
  • Communication 9.8 %
  • Consumer discretionary 8.6 %
  • Consumer staples 4.8 %
  • Health care 3.4 %
  • Real estate 2.4 %
  • Utilities 2.2 %
  • Energy 1.6 %
  • Materials 0.6 %
  • Unattributed 8.0 %

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 95.7 %
  • Canada 4.3 %
  • United Kingdom 0.0 %
  • Singapore 0.0 %
  • Bermuda 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States79554.2M $95.68 %
2Canada324.8M $4.29 %
3United Kingdom1141.7K $0.02 %
4Singapore19.5K $0.00 %
5Bermuda14.1K $0.00 %
Cite this page

Titelia. "Holdings of Janus Henderson Adaptive Risk Managed U.S. Equity Fund". https://titelia.com/en/funds/S000025898