Titelia

Holdings of Tax-Aware Overlay A Portfolio

BERNSTEIN SANFORD C FUND INC · Original filing · Compare with another fund · Report an error

Net assets
781M $ including 744.6M $ in equities, 95.3 %
Positions
702 in 28 countries
Top ten
49.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Cava Group Inc 3,041246K $0.03 %
202Granite Construction Inc 2,052246K $0.03 %
203Guardant Health Inc 2,661245.8K $0.03 %
204O'Reilly Automotive Inc 2,643244K $0.03 %
205Northrop Grumman Corp 357243.6K $0.03 %
206Texas Capital Bancshares Inc 2,564243.3K $0.03 %
207Nova Ltd 558242.8K $0.03 %
208SharkNinja Inc 2,283241.8K $0.03 %
209WaFd Inc 7,677241.1K $0.03 %
210Singapore Telecommunications Ltd 62,660240.8K $0.03 %
211MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1,079239.6K $0.03 %
212Teledyne Technologies Inc 396239.6K $0.03 %
213Credo Technology Group Holding Ltd 2,551239.5K $0.03 %
214Tokyo Electron Ltd 960238.5K $0.03 %
215Blackrock Inc 247237.5K $0.03 %
216Procore Technologies Inc 4,162237.2K $0.03 %
217International Business Machines Corp. 969234.9K $0.03 %
218Viking Holdings Ltd 3,193234.6K $0.03 %
219BWX Technologies Inc 1,143233.7K $0.03 %
220Curtiss-Wright Corp 343233.6K $0.03 %
221Keyence Corp 654232.8K $0.03 %
222Semtech Corp 3,020232.2K $0.03 %
223TKO Group Holdings Inc 1,142230.3K $0.03 %
224Takeda Pharmaceutical Co Ltd 6,241229.8K $0.03 %
225Amer Sports Inc 6,941228.5K $0.03 %
226JBT Marel Corp 1,786228.4K $0.03 %
227Church & Dwight Co Inc 2,446228.3K $0.03 %
228Constellation Software Inc/Canada 130228.2K $0.03 %
229ArcBest Corp 2,316227.8K $0.03 %
230Waste Connections Inc 1,378223.8K $0.03 %
231WillScot Holdings Corp 12,876223.5K $0.03 %
232Robert Half Inc 8,782223.1K $0.03 %
233Kratos Defense & Security Solutions, Inc. 3,159222.7K $0.03 %
234Universal Display Corp 2,426222.4K $0.03 %
235Travelers Cos Inc/The 761222K $0.03 %
236Glaukos Corp 2,060221.8K $0.03 %
237FTI Consulting Inc 1,253221.5K $0.03 %
238Frontdoor Inc 4,170220.4K $0.03 %
239Boise Cascade Co 2,895219.6K $0.03 %
240BrightSpring Health Services Inc 5,140219K $0.03 %
241Neurocrine Biosciences Inc 1,657218.3K $0.03 %
242Calix Inc 4,439217.5K $0.03 %
243ITT Inc 1,141217.4K $0.03 %
244Core & Main Inc 4,392217K $0.03 %
245ADT Inc 32,922216.3K $0.03 %
246Applied Industrial Technologies Inc 811215.2K $0.03 %
247Mondelez International Inc 3,730215K $0.03 %
248Zurn Elkay Water Solutions Corp 4,792214.9K $0.03 %
249Independent Bank Corp 2,854214.6K $0.03 %
250General Dynamics Corp 624214.2K $0.03 %
251First Advantage Corp 18,130213.2K $0.03 %
252WEC Energy Group Inc 1,823211K $0.03 %
253Gilead Sciences Inc 1,514211K $0.03 %
254Avient Corp 5,770209.5K $0.03 %
255Trane Technologies PLC 502209.2K $0.03 %
256Autodesk Inc 872208.8K $0.03 %
257Automatic Data Processing Inc 1,027208.7K $0.03 %
258Chesapeake Utilities Corp 1,649208.4K $0.03 %
259Element Solutions Inc 6,087207.8K $0.03 %
260Northern Oil & Gas Inc 7,097207.4K $0.03 %
261Parker-Hannifin Corp 231206.8K $0.03 %
262Canon Inc 7,363204.3K $0.03 %
263O-I Glass Inc 19,328203.1K $0.03 %
264WD-40 Co 984200.7K $0.03 %
265STAG Industrial Inc 5,562200.6K $0.03 %
266Halma PLC 3,887198.4K $0.03 %
267Gibraltar Industries Inc 4,968198.1K $0.03 %
268MKS Inc 856196.7K $0.03 %
269Independence Realty Trust Inc 13,112195.2K $0.03 %
270Bath & Body Works Inc 10,431194.7K $0.02 %
271Saia Inc 554194.6K $0.02 %
272Wintrust Financial Corp 1,400194.5K $0.02 %
273Flagstar Bank NA 14,665193.1K $0.02 %
274Albemarle Corp 1,073192.6K $0.02 %
275Fortinet Inc 2,340191.2K $0.02 %
276Samsara Inc 5,992189.9K $0.02 %
277Yum! Brands Inc 1,221189.8K $0.02 %
278SAP SE 1,113189.7K $0.02 %
279Crane Co 1,107189.3K $0.02 %
280L'Oreal SA 456186.2K $0.02 %
281ICON PLC 1,681186K $0.02 %
282Hershey Co/The 894185.9K $0.02 %
283CNH Industrial NV 16,868185.5K $0.02 %
284Tokio Marine Holdings Inc 3,920184K $0.02 %
285Swisscom AG 219183.8K $0.02 %
286Coherent Corp 765182.2K $0.02 %
287Rio Tinto PLC 1,963182.1K $0.02 %
288Intact Financial Corp 999181K $0.02 %
289Koninklijke KPN NV 32,289180K $0.02 %
290AbbVie Inc 825179.4K $0.02 %
291ACI Worldwide Inc 4,355178.6K $0.02 %
292Argenx SE 245177.8K $0.02 %
293Celsius Holdings Inc 4,982176.8K $0.02 %
294Compass Group PLC 6,303175.9K $0.02 %
295Bridgebio Pharma Inc 2,361175.3K $0.02 %
296VeriSign Inc 704174.8K $0.02 %
297MongoDB Inc 709173.5K $0.02 %
298W R Berkley Corp 2,609172.9K $0.02 %
299Howmet Aerospace Inc 747172.2K $0.02 %
300Aena SME SA 5,759169.9K $0.02 %

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Sector breakdown

  • Technology 16.4 %
  • Financials 8.1 %
  • Communication 6.8 %
  • Health care 5.9 %
  • Industrials 5.6 %
  • Consumer discretionary 4.8 %
  • Consumer staples 3.0 %
  • Energy 1.6 %
  • Materials 1.4 %
  • Utilities 1.3 %
  • Real estate 0.4 %
  • Unattributed 44.8 %

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

Currency breakdown

  • USD 96.8 %
  • EUR 0.8 %
  • JPY 0.8 %
  • CHF 0.6 %
  • GBP 0.4 %
  • CAD 0.2 %
  • AUD 0.1 %
  • HKD 0.1 %
  • SGD 0.1 %
  • DKK 0.1 %
  • SEK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.4 %
  • Netherlands 1.0 %
  • Japan 0.8 %
  • Taiwan 0.7 %
  • United Kingdom 0.7 %
  • Switzerland 0.6 %
  • Ireland 0.3 %
  • Canada 0.2 %
  • France 0.2 %
  • Germany 0.1 %
  • Cayman Islands 0.1 %
  • Australia 0.1 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States423702.9M $94.41 %
2Netherlands147.6M $1.03 %
3Japan625.8M $0.78 %
4Taiwan15.3M $0.72 %
5United Kingdom255.3M $0.71 %
6Switzerland274.3M $0.58 %
7Ireland42.1M $0.29 %
8Canada231.7M $0.23 %
9France141.3M $0.17 %
10Germany151M $0.14 %
11Cayman Islands5939K $0.13 %
12Australia14817K $0.11 %
Cite this page

Titelia. "Holdings of Tax-Aware Overlay A Portfolio". https://titelia.com/en/funds/S000027648