Titelia

Holdings of GMO Benchmark-Free Fund

GMO TRUST · Original filing · Compare with another fund · Report an error

Net assets
1.3B $ including 1B $ in equities, 79.2 %
Positions
948 in 49 countries
Top ten
23.3 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
401First Abu Dhabi Bank PJSC 81,705436.3K $0.03 %
402Qnity Electronics Inc 3,437435.7K $0.03 %
403Logitech International SA 4,741435K $0.03 %
404Super Micro Computer Inc 13,424434.8K $0.03 %
405Qfin Holdings Inc 29,407428.2K $0.03 %
406Shell PLC 5,064422.9K $0.03 %
407Wallenius Wilhelmsen ASA 30,285421.3K $0.03 %
408Skyworks Solutions Inc 7,056420.4K $0.03 %
409Compeq Manufacturing Co Ltd 65,000420.3K $0.03 %
410Orascom Construction PLC 40,417419.9K $0.03 %
411Denso Corp 29,200419K $0.03 %
412Travelers Cos Inc/The 1,352417.3K $0.03 %
413China Nonferrous Mining Corp Ltd 218,000416.7K $0.03 %
414Riyad Bank 56,131414.2K $0.03 %
415ITOCHU Corp 28,500412.6K $0.03 %
416Aneka Tambang Tbk 1,584,300411.9K $0.03 %
417M&T Bank Corp 1,881408.1K $0.03 %
418Yokohama Rubber Co Ltd/The 8,100407.4K $0.03 %
419Avnet Inc 6,160405.6K $0.03 %
420Essity AB 12,702403.5K $0.03 %
421Rio Tinto Ltd 3,379401.7K $0.03 %
422Goldman Sachs Group Inc/The 465399.7K $0.03 %
423Morgan Sindall Group PLC 5,953397.3K $0.03 %
424Ramelius Resources Ltd 120,896397.2K $0.03 %
425voestalpine AG 6,839391.4K $0.03 %
426iA Financial Corp Inc 3,400386.7K $0.03 %
427MCJ Co Ltd 26,300385.7K $0.03 %
428Kohnan Shoji Co Ltd 13,900385.5K $0.03 %
429Yang Ming Marine Transport Corp 210,000384.6K $0.03 %
430Storebrand ASA 20,284384.5K $0.03 %
431China Construction Bank Corp 376,000382.5K $0.03 %
432HMM Co Ltd 25,725381.3K $0.03 %
433Oki Electric Industry Co Ltd 18,400379K $0.03 %
434Aurizon Holdings Ltd 127,239375.7K $0.03 %
435Lear Corp 2,860375.4K $0.03 %
436Skanska AB 12,243375.3K $0.03 %
437Eurobank SA 79,621368.9K $0.03 %
438Buzzi SpA 6,353366.3K $0.03 %
439DCC PLC 5,230364.7K $0.03 %
440Adecco Group AG 12,881362.1K $0.03 %
441Siemens AG 1,235357.1K $0.03 %
442IG Group Holdings PLC 20,304356.1K $0.03 %
443CF Industries Holdings Inc 3,512349.6K $0.03 %
444H&R Block Inc 11,270345.1K $0.03 %
445Mondelez International Inc 5,567342.8K $0.03 %
446Hindustan Petroleum Corp Ltd 70,868341.6K $0.03 %
447Cipla Ltd/India 22,795338K $0.03 %
448Akzo Nobel NV 4,782335.9K $0.03 %
449Oshkosh Corp 1,971335.1K $0.03 %
450OSB Group PLC 40,739334.7K $0.03 %
451Roche Holding AG 674334.1K $0.03 %
452Delek Group Ltd 1,082332K $0.03 %
453Air Water Inc 23,900331.9K $0.03 %
454Kimberly-Clark Corp 2,965330.4K $0.03 %
455United Overseas Bank Ltd 11,300329.7K $0.03 %
456AXA SA 6,734329.3K $0.03 %
457Radian Group Inc 9,356323K $0.02 %
458Hannstar Board Corp 108,000320.1K $0.02 %
459Capgemini SE 2,510317.2K $0.02 %
460ICL Group Ltd 65,897312.3K $0.02 %
461Murata Manufacturing Co Ltd 11,900311.2K $0.02 %
462Associated British Foods PLC 11,654310.4K $0.02 %
463MediaTek Inc 5,000308K $0.02 %
464Kobe Steel Ltd 21,100307K $0.02 %
465Mizrahi Tefahot Bank Ltd 4,093306.7K $0.02 %
466Teleperformance SE 5,052305.5K $0.02 %
467Banca IFIS SpA 10,516305K $0.02 %
468Kandenko Co Ltd 6,800303.8K $0.02 %
469Swedbank AB 7,899303.4K $0.02 %
470Linamar Corp 4,400303.2K $0.02 %
471Haseko Corp 13,700299.3K $0.02 %
472CaixaBank SA 23,982295.6K $0.02 %
473PGE Polska Grupa Energetyczna SA 93,044293.8K $0.02 %
474Fufeng Group Ltd 281,000291.8K $0.02 %
475Sankyo Co Ltd 20,700291.8K $0.02 %
476Tsugami Corp 11,500290.3K $0.02 %
477KB Home 4,561290K $0.02 %
478Greatek Electronics Inc 95,000289.4K $0.02 %
479Match Group Inc 9,156289.3K $0.02 %
480Helia Group Ltd 66,963286.9K $0.02 %
481Rio Tinto PLC 2,887286K $0.02 %
482361 Degrees International Ltd 396,000285.5K $0.02 %
483Bunge Global SA 2,363285.1K $0.02 %
484AIB Group PLC 27,298283.3K $0.02 %
485China Reinsurance Group Corp 1,342,000282.5K $0.02 %
486Franklin Resources Inc 10,612281.6K $0.02 %
487Global Ship Lease Inc 6,800279.3K $0.02 %
488Honeywell International Inc 1,139277.4K $0.02 %
489SCREEN Holdings Co Ltd 1,900277K $0.02 %
490Techtronic Industries Co Ltd 17,000275.3K $0.02 %
491United Rentals Inc 325273K $0.02 %
492APA Corp 8,923271K $0.02 %
493Crocs Inc 2,967269.1K $0.02 %
494China Lesso Group Holdings Ltd 308,000268.8K $0.02 %
495Nomura Real Estate Holdings Inc 36,000268K $0.02 %
496MGIC Investment Corp 10,068267.1K $0.02 %
497Yokogawa Bridge Holdings Corp 12,900265.1K $0.02 %
498National Bank of Greece SA 16,292265K $0.02 %
499Macy's Inc 13,363264.3K $0.02 %
500Umicore SA 12,397264.2K $0.02 %

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Sector breakdown

  • Financials 6.5 %
  • Technology 5.3 %
  • Health care 4.6 %
  • Industrials 2.3 %
  • Materials 2.3 %
  • Consumer discretionary 1.7 %
  • Communication 1.6 %
  • Energy 1.3 %
  • Consumer staples 1.2 %
  • Utilities 0.1 %
  • Unattributed 73.1 %

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

Currency breakdown

  • USD 45.7 %
  • JPY 20.0 %
  • EUR 9.4 %
  • TWD 3.7 %
  • KRW 3.7 %
  • HKD 3.5 %
  • GBP 1.9 %
  • CAD 1.6 %
  • AUD 1.4 %
  • THB 1.3 %
  • CHF 1.1 %
  • INR 0.9 %
  • NOK 0.9 %
  • SEK 0.9 %
  • ILS 0.7 %
  • SGD 0.7 %
  • DKK 0.5 %
  • HUF 0.5 %
  • IDR 0.5 %
  • SAR 0.3 %
  • PLN 0.2 %
  • BRL 0.2 %
  • AED 0.1 %
  • MXN 0.1 %
  • VND 0.1 %
  • TRY 0.1 %
  • KWD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 40.3 %
  • Japan 20.1 %
  • South Korea 3.7 %
  • Canada 3.7 %
  • Taiwan 3.7 %
  • United Kingdom 2.9 %
  • Hong Kong SAR China 2.5 %
  • Netherlands 2.1 %
  • France 2.0 %
  • Spain 1.8 %
  • Germany 1.6 %
  • Australia 1.4 %
  • Other countries 13.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States201413.9M $40.32 %
2Japan219206.3M $20.10 %
3South Korea2438.5M $3.75 %
4Canada3638.5M $3.75 %
5Taiwan2738.1M $3.71 %
6United Kingdom3630.1M $2.94 %
7Hong Kong SAR China3826M $2.53 %
8Netherlands1822.1M $2.15 %
9France2520.4M $1.98 %
10Spain1218.9M $1.84 %
11Germany1816.9M $1.64 %
12Australia2314.5M $1.42 %
Cite this page

Titelia. "Holdings of GMO Benchmark-Free Fund". https://titelia.com/en/funds/S000033464