Titelia

Holdings of Small-Cap Value Portfolio

PACIFIC SELECT FUND · Original filing · Compare with another fund · Report an error

Net assets
375.9M $ including 375.6M $ in equities, 99.9 %
Positions
562 in 14 countries
Top ten
8.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Matson Inc 22,2473.6M $0.97 %
2Viasat Inc 78,4063.6M $0.96 %
3Lear Corp 28,1123.4M $0.91 %
4Ryder System Inc 15,7913.2M $0.86 %
5Versant Media Group Inc 87,1323.2M $0.86 %
6SM Energy Co 95,3193M $0.79 %
7Terex Corp 49,1512.9M $0.77 %
8MYR Group Inc 10,0892.8M $0.76 %
9NOV Inc 149,7172.8M $0.75 %
10Kirby Corp 21,0382.8M $0.74 %
11Murphy Oil Corp 63,4422.6M $0.70 %
12Weatherford International PLC 27,6602.6M $0.70 %
13Axis Capital Holdings Ltd 25,7422.6M $0.69 %
14Noble Corp PLC 52,7282.6M $0.69 %
15Telephone and Data Systems Inc 61,2582.6M $0.69 %
16Macy's Inc 139,4412.5M $0.67 %
17Lantheus Holdings Inc 32,3542.5M $0.65 %
18StoneX Group Inc 30,2642.4M $0.65 %
19First American Financial Corp 38,9672.3M $0.63 %
20Rush Enterprises Inc 35,3932.3M $0.62 %
21Plexus Corp 11,4392.3M $0.62 %
22Air Lease Corp 35,6292.3M $0.62 %
23Jackson Financial Inc 21,7932.3M $0.61 %
24Mohawk Industries Inc 23,3182.3M $0.61 %
25Taylor Morrison Home Corp 38,9142.3M $0.60 %
26NewMarket Corp 3,5192.3M $0.60 %
27MGIC Investment Corp 85,0302.2M $0.59 %
28Transocean Ltd 329,5722.2M $0.58 %
29CNX Resources Corp 56,3952.2M $0.58 %
30Cabot Corp 28,6832.2M $0.57 %
31SkyWest Inc 23,4792.2M $0.57 %
32Tutor Perini Corp 27,8732.2M $0.57 %
33Valaris Ltd 21,4252.1M $0.56 %
34Columbia Banking System Inc 76,5292.1M $0.56 %
35Avnet Inc 33,6402.1M $0.55 %
36California Resources Corp 29,7472.1M $0.55 %
37Archrock Inc 58,9752.1M $0.55 %
38Alaska Air Group Inc 55,7112M $0.55 %
39Dana Inc 60,5422M $0.54 %
40Lithia Motors Inc 8,1552M $0.54 %
41Brunswick Corp/DE 27,9272M $0.54 %
42Magnolia Oil & Gas Corp 63,6372M $0.53 %
43PriceSmart Inc 13,2892M $0.53 %
44Abercrombie & Fitch Co 21,8082M $0.53 %
45Essent Group Ltd 33,6722M $0.52 %
46Hanover Insurance Group Inc/The 11,2512M $0.52 %
47Cal-Maine Foods Inc 24,5451.9M $0.52 %
48Bank OZK 42,0791.9M $0.51 %
49Liberty Energy Inc 66,2321.9M $0.51 %
50VF Corp 110,8991.9M $0.50 %
51Boyd Gaming Corp 22,8091.9M $0.50 %
52Radian Group Inc 56,0891.9M $0.49 %
53United Natural Foods Inc 41,1171.9M $0.49 %
54Brighthouse Financial Inc 30,6931.8M $0.49 %
55Axos Financial Inc 20,7111.8M $0.47 %
56SolarEdge Technologies Inc 34,5001.8M $0.47 %
57Academy Sports & Outdoors Inc 31,1531.8M $0.47 %
58Trinity Industries Inc 54,4971.8M $0.47 %
59LivaNova PLC 27,4221.7M $0.46 %
60Life Time Group Holdings Inc 63,1931.7M $0.45 %
61Crocs Inc 20,1371.7M $0.44 %
62Urban Outfitters Inc 26,2691.7M $0.44 %
63Selective Insurance Group Inc 21,7961.6M $0.44 %
64Photronics Inc 40,6341.6M $0.44 %
65SLM Corp 76,6171.6M $0.44 %
66Peabody Energy Corp 49,2451.6M $0.43 %
67White Mountains Insurance Group Ltd 7371.6M $0.43 %
68Chemours Co/The 73,3951.6M $0.43 %
69Kodiak Gas Services Inc 27,4531.6M $0.43 %
70Associated Banc-Corp 61,5291.6M $0.42 %
71Iridium Communications Inc 56,2621.6M $0.42 %
72Catalyst Pharmaceuticals Inc 62,4421.5M $0.41 %
73Amkor Technology Inc 34,1851.5M $0.41 %
74CarMax Inc 36,8301.5M $0.41 %
75EnerSys 8,8061.5M $0.41 %
76ArcBest Corp 15,5051.5M $0.41 %
77Patterson-UTI Energy Inc 139,5011.5M $0.40 %
78Hancock Whitney Corp 23,6761.5M $0.40 %
79Scorpio Tankers Inc 19,9571.5M $0.40 %
80Matador Resources Co 23,5101.5M $0.40 %
81Signet Jewelers Ltd 17,3801.5M $0.39 %
82Crescent Energy Co 108,5971.5M $0.39 %
83Gentex Corp 66,8441.5M $0.39 %
84Texas Capital Bancshares Inc 15,3401.5M $0.39 %
85Trex Co Inc 39,8951.5M $0.39 %
86Benchmark Electronics Inc 25,9021.5M $0.39 %
87Kennametal Inc 39,8611.4M $0.38 %
88Andersons Inc/The 19,8881.4M $0.38 %
89International Seaways Inc 19,2311.4M $0.37 %
90DXC Technology Co 110,2671.4M $0.37 %
91CNO Financial Group Inc 33,0061.4M $0.36 %
92American Eagle Outfitters Inc 80,4711.3M $0.36 %
93Tidewater Inc 16,0131.3M $0.36 %
94Victoria's Secret & Co 28,8461.3M $0.36 %
95Callaway Golf Co 96,3141.3M $0.36 %
96Valley National Bancorp 107,5111.3M $0.35 %
97Huntsman Corp 97,3931.3M $0.34 %
98Louisiana-Pacific Corp 17,7701.3M $0.34 %
99BankUnited Inc 27,9061.3M $0.34 %
100International Bancshares Corp 18,7241.3M $0.34 %

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Sector breakdown

  • Unattributed 100.0 %

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 92.2 %
  • Bermuda 3.4 %
  • United Kingdom 1.1 %
  • Marshall Islands 0.6 %
  • Cayman Islands 0.6 %
  • Ireland 0.5 %
  • Puerto Rico 0.5 %
  • Monaco 0.4 %
  • Canada 0.2 %
  • Jersey 0.2 %
  • Guernsey 0.2 %
  • Netherlands 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States520346.4M $92.23 %
2Bermuda1212.8M $3.41 %
3United Kingdom54.1M $1.09 %
4Marshall Islands42.4M $0.65 %
5Cayman Islands42.1M $0.55 %
6Ireland32M $0.52 %
7Puerto Rico21.7M $0.47 %
8Monaco21.6M $0.43 %
9Canada3749.6K $0.20 %
10Jersey3616K $0.16 %
11Guernsey1576.6K $0.15 %
12Netherlands1333.9K $0.09 %
Cite this page

Titelia. "Holdings of Small-Cap Value Portfolio". https://titelia.com/en/funds/S000026006