Titelia

Holdings of Capital Appreciation Value Fund

ISIN US47803V1199

John Hancock Funds II · Original filing · Compare with another fund · Report an error

Net assets
1.1B $ including 680.9M $ in equities, 62.2 %
Positions
58 in 6 countries
Bond lines
19 from 10 companies
Top ten
30.3 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Microsoft Corp 127,42050M $4.57 %
2Amazon.com Inc 222,94046.8M $4.28 %
3Apple Inc 158,02141.7M $3.81 %
4NVIDIA Corp 204,62236.3M $3.31 %
5Alphabet Inc 103,06432.1M $2.93 %
6Meta Platforms Inc 42,56727.6M $2.52 %
7CenterPoint Energy Inc 604,96826.3M $2.40 %
8NiSource Inc 509,46824.1M $2.20 %
9Revvity Inc 243,43423.9M $2.19 %
10Broadcom Inc 73,05523.3M $2.13 %
11Becton Dickinson & Co 131,57823.2M $2.12 %
12PTC Inc 131,77520.6M $1.88 %
13Cencora Inc 53,16919.8M $1.81 %
14Starbucks Corp 185,61918.2M $1.66 %
15Keurig Dr Pepper Inc 562,74617M $1.56 %
16Advanced Micro Devices Inc 80,31916.1M $1.47 %
17UnitedHealth Group Inc 49,38514.5M $1.32 %
18Aurora Innovation Inc 2,922,08613.7M $1.25 %
19Waters Corp 41,93213.4M $1.22 %
20Eli Lilly & Co 10,15510.7M $0.98 %
21General Electric Co 28,6059.8M $0.89 %
22Ingersoll Rand Inc 103,3739.7M $0.89 %
23Taiwan Semiconductor Manufacturing Co Ltd 145,0009M $0.83 %
24Ascendis Pharma A/S 35,8878.4M $0.77 %
25Netflix Inc 86,5308.3M $0.76 %
26Mastercard Inc 16,0598.3M $0.76 %
27Ameren Corp 72,4918.2M $0.75 %
28JPMorgan Chase & Co 25,9287.8M $0.71 %
29PPL Corp 195,6607.6M $0.70 %
30Yum! Brands Inc 40,4146.8M $0.62 %
31Visa Inc 20,4946.6M $0.60 %
32Workday Inc 45,6416.1M $0.56 %
33Canadian Natural Resources Ltd 138,1826M $0.55 %
34S&P Global Inc 12,7365.6M $0.51 %
35Micron Technology Inc 13,6015.6M $0.51 %
36Arthur J Gallagher & Co 22,8835.2M $0.48 %
37Cytokinetics Inc 83,8895.2M $0.48 %
38Alnylam Pharmaceuticals Inc 15,4515.1M $0.47 %
39Willis Towers Watson PLC 16,7025.1M $0.47 %
40SAP SE 23,2724.7M $0.43 %
41KLA Corp 2,8594.4M $0.40 %
42DoorDash Inc 20,9523.7M $0.34 %
43Apogee Therapeutics Inc 51,9923.6M $0.33 %
44Abbott Laboratories 24,4472.8M $0.26 %
45BioNTech SE 24,5422.7M $0.25 %
46Bentley Systems Inc 73,5332.7M $0.25 %
47Arcellx Inc 23,4742.7M $0.24 %
48Vaxcyte Inc 43,1452.7M $0.24 %
49Amphenol Corp 16,5562.4M $0.22 %
50ConocoPhillips 20,8532.4M $0.22 %
51Chevron Corp 12,3662.3M $0.21 %
52SLB Ltd 44,3262.3M $0.21 %
53Kymera Therapeutics Inc 20,6511.9M $0.17 %
54Erasca Inc 108,9001.5M $0.14 %
55Ryan Specialty Holdings Inc 31,1171.2M $0.11 %
56Arista Networks Inc 8,1001.1M $0.10 %
57Ciena Corp 2,800976.4K $0.09 %
58Dyne Therapeutics Inc 51,518804.7K $0.07 %

Download this table: CSV, JSON

The bonds it holds

10 companies, 19 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Yum! Brands Inc66.8M $0.63 %
2Entergy Corp23M $0.28 %
3American Electric Power Co Inc21.7M $0.15 %
4CenterPoint Energy Inc11.6M $0.14 %
5MSCI Inc11.5M $0.14 %
6Service Corp International/US31.4M $0.12 %
7Fair Isaac Corp1834.9K $0.08 %
8PTC Inc1818.1K $0.07 %
9Hologic Inc1662.5K $0.06 %
10Korn Ferry1423.1K $0.04 %

Sector breakdown

  • Technology 32.7 %
  • Health care 13.2 %
  • Consumer discretionary 11.1 %
  • Communication 10.0 %
  • Utilities 9.7 %
  • Financials 5.7 %
  • Industrials 2.9 %
  • Consumer staples 2.5 %
  • Energy 1.6 %
  • Unattributed 10.8 %

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

Currency breakdown

  • USD 98.7 %
  • TWD 1.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.7 %
  • Taiwan 1.3 %
  • Denmark 1.2 %
  • Germany 1.1 %
  • Canada 0.9 %
  • Ireland 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States52644.9M $94.72 %
2Taiwan19M $1.33 %
3Denmark18.4M $1.23 %
4Germany27.4M $1.09 %
5Canada16M $0.89 %
6Ireland15.1M $0.75 %
Cite this page

Titelia. "Holdings of Capital Appreciation Value Fund". https://titelia.com/en/funds/S000030799