Titelia

Holdings of AGF U.S. Market Neutral Anti-Beta Fund

AGF Investments Trust · 200 declared positions · as of Mar 31, 2026

Original filing · Net assets 408M $ · Ten largest lines: 6.3 % of the equity sleeve

Sector breakdown

  • Industrials 8.0 %
  • Health care 7.0 %
  • Financials 6.2 %
  • Technology 5.9 %
  • Consumer discretionary 5.7 %
  • Utilities 4.8 %
  • Materials 4.0 %
  • Energy 3.4 %
  • Real estate 3.4 %
  • Communication 2.6 %
  • Consumer staples 2.5 %
  • Unattributed 46.5 %

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

  • US 96.6 %
  • BM 1.5 %
  • IE 0.5 %
  • CA 0.5 %
  • GG 0.5 %
  • GB 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US193285.7M $96.58 %
2BM34.4M $1.48 %
3IE11.5M $0.52 %
4CA11.5M $0.49 %
5GG11.5M $0.49 %
6GB11.3M $0.44 %

Positions

RankCompanySharesValueWeight
101Erie Indemnity Co 5,8501.5M $0.36 %
102Gilead Sciences Inc 10,5301.5M $0.36 %
103Omega Healthcare Investors Inc 33,3451.5M $0.36 %
104Hershey Co/The 7,0201.5M $0.36 %
105RB Global Inc 15,2101.5M $0.36 %
106Yum! Brands Inc 9,3601.5M $0.36 %
107McDonald's Corp. 4,6801.5M $0.36 %
108Gaming and Leisure Properties Inc 32,7601.5M $0.36 %
109Amdocs Ltd 22,2301.5M $0.36 %
110Linde PLC 2,9251.5M $0.36 %
111Brown & Brown Inc 22,2301.4M $0.36 %
112Texas Roadhouse Inc 8,7751.4M $0.36 %
113Veralto Corp 16,3801.4M $0.36 %
114MarketAxess Holdings Inc 8,7751.4M $0.35 %
115Post Holdings Inc 14,6251.4M $0.35 %
116Abbott Laboratories 14,0401.4M $0.35 %
117Amgen Inc 4,0951.4M $0.35 %
118Dolby Laboratories Inc 23,9851.4M $0.35 %
119RLI Corp 25,1551.4M $0.35 %
120W R Berkley Corp 21,6451.4M $0.35 %
121AutoZone Inc 4241.4M $0.35 %
122Realty Income Corp 23,4001.4M $0.35 %
123Incyte Corp 15,2101.4M $0.35 %
124Comcast Corp 49,7251.4M $0.35 %
125Crown Castle Inc 17,5501.4M $0.35 %
126Automatic Data Processing Inc 7,0201.4M $0.35 %
127Arrow Electronics Inc 9,9451.4M $0.35 %
128Broadridge Financial Solutions Inc 8,7751.4M $0.35 %
129UnitedHealth Group Inc 5,2651.4M $0.35 %
130Expeditors International of Washington Inc 9,9451.4M $0.35 %
131Equity LifeStyle Properties Inc 22,8151.4M $0.35 %
132CNA Financial Corp 31,0051.4M $0.35 %
133Pool Corp 7,0201.4M $0.35 %
134Church & Dwight Co Inc 15,2101.4M $0.35 %
135Union Pacific Corp 5,8501.4M $0.35 %
136International Business Machines Corp. 5,8501.4M $0.35 %
137Teledyne Technologies Inc 2,3401.4M $0.35 %
138Lockheed Martin Corp 2,3401.4M $0.35 %
139American Tower Corp 8,1901.4M $0.35 %
140L3Harris Technologies Inc 4,0951.4M $0.35 %
141Varonis Systems Inc 65,5201.4M $0.34 %
142VICI Properties Inc 51,4801.4M $0.34 %
143Gentex Corp 64,3501.4M $0.34 %
144Cigna Group/The 5,2651.4M $0.34 %
145Fiserv Inc 25,1551.4M $0.34 %
146Molina Healthcare Inc 10,5301.4M $0.34 %
147GoDaddy Inc 16,9651.4M $0.34 %
148Ecolab Inc 5,2651.4M $0.34 %
149Kinsale Capital Group Inc 4,0951.4M $0.34 %
150Halozyme Therapeutics Inc 21,6451.4M $0.34 %
151Accenture PLC 7,0201.4M $0.34 %
152Appfolio Inc 8,7751.4M $0.34 %
153Ball Corp 23,4001.4M $0.34 %
154Dropbox Inc 60,8401.4M $0.34 %
155Darden Restaurants Inc 7,0201.4M $0.34 %
156Elevance Health Inc 4,6801.4M $0.34 %
157Selective Insurance Group Inc 18,1351.4M $0.34 %
158Leidos Holdings Inc 8,7751.4M $0.33 %
159Zoom Communications Inc 16,9651.4M $0.33 %
160Allegion plc 9,3601.4M $0.33 %
161Lamb Weston Holdings Inc 32,1751.4M $0.33 %
162MP Materials Corp 28,0801.4M $0.33 %
163Maximus Inc 21,0601.3M $0.33 %
164Rollins Inc 25,1551.3M $0.33 %
165LKQ Corp 45,6301.3M $0.33 %
166Royal Gold Inc 5,2651.3M $0.33 %
167NVR Inc 2031.3M $0.33 %
168KBR Inc 36,2701.3M $0.33 %
169Huntington Ingalls Industries, Inc. 3,5101.3M $0.33 %
170Chemed Corp 3,5101.3M $0.33 %
171Conagra Brands Inc 83,6551.3M $0.32 %
172Avery Dennison Corp 7,6051.3M $0.32 %
173Anglogold Ashanti Plc 13,4551.3M $0.32 %
174SBA Communications Corp 7,6051.3M $0.32 %
175Otis Worldwide Corp 16,9651.3M $0.32 %
176Simpson Manufacturing Co Inc 7,6051.3M $0.32 %
177Paramount Skydance Corp. 144,4951.3M $0.32 %
178Gen Digital Inc 69,0301.3M $0.32 %
179Marzetti Company/The 9,3601.3M $0.32 %
180UFP Industries Inc 14,0401.3M $0.32 %
181Cencora Inc 4,0951.3M $0.32 %
182Cintas Corp 7,6051.3M $0.32 %
183Tetra Tech Inc 42,7051.3M $0.32 %
184White Mountains Insurance Group Ltd 5851.3M $0.32 %
185General Mills, Inc. 34,5151.3M $0.31 %
186DR Horton Inc 9,3601.3M $0.31 %
187Ryan Specialty Holdings Inc 37,4401.3M $0.31 %
188Crocs Inc 15,2101.3M $0.31 %
189Planet Fitness Inc 16,9651.3M $0.31 %
190Enphase Energy Inc 33,3451.3M $0.31 %
191Dollar General Corp 10,5301.3M $0.31 %
192Graphic Packaging Holding Co 123,4351.2M $0.30 %
193Rocket Cos Inc 85,9951.2M $0.30 %
194Ulta Beauty Inc 2,3401.2M $0.30 %
195Amcor PLC 30,4201.2M $0.30 %
196QXO Inc 60,8401.2M $0.29 %
197Lennar Corp 13,4551.2M $0.29 %
198Centene Corp 35,6851.2M $0.29 %
199Option Care Health Inc 43,2901.2M $0.29 %
200TopBuild Corp 2,9251M $0.25 %