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
601Nitto Denko Corp 7,300169.3K $0.01 %
602Nippon Kayaku Co Ltd 13,100168.1K $0.01 %
603Colgate-Palmolive Co 1,672165.8K $0.01 %
604Yara International ASA 3,267165.4K $0.01 %
605Mosaic Co/The 5,928165K $0.01 %
606Sany Heavy Equipment International Holdings Co Ltd 82,000164.9K $0.01 %
607Albertsons Cos Inc 9,144163.7K $0.01 %
608Stolt-Nielsen Ltd 4,613163.4K $0.01 %
609Iren SpA 48,085161.2K $0.01 %
610Aberdeen Group PLC 54,388161.2K $0.01 %
611Swisscom AG 171160.4K $0.01 %
612Itochu Enex Co Ltd 12,000160.3K $0.01 %
613Dai-Dan Co Ltd 6,800159.1K $0.01 %
614Ebara Corp 4,500158.1K $0.01 %
615First Resources Ltd 84,500157.9K $0.01 %
616Television Francaise 1 SA 18,268156.4K $0.01 %
617Fox Corp 2,774156.3K $0.01 %
618Nichias Corp 2,500153.9K $0.01 %
619JDE Peet's NV 4,101153.7K $0.01 %
620Bread Financial Holdings Inc 2,162153.2K $0.01 %
621Megmilk Snow Brand Co Ltd 6,800152.5K $0.01 %
622Otsuka Holdings Co Ltd 2,200151.6K $0.01 %
623BorgWarner Inc 2,602149.8K $0.01 %
624MS&AD Insurance Group Holdings Inc 5,300147.7K $0.01 %
625Meritage Homes Corp 1,950147.1K $0.01 %
626Signet Jewelers Ltd 1,528147K $0.01 %
627Compal Electronics Inc 146,000146.5K $0.01 %
628PACCAR Inc 1,159146.1K $0.01 %
629Toyota Boshoku Corp 7,100145.2K $0.01 %
630Nippn Corp 7,900145K $0.01 %
631Meridian Energy Ltd 42,555144.3K $0.01 %
632KB Financial Group Inc 1,293142.7K $0.01 %
633Power Finance Corp Ltd 31,270141.9K $0.01 %
634Tokyo Electron Ltd 500140.7K $0.01 %
635Transcontinental Inc 8,200139.8K $0.01 %
636TBC Bank Group PLC 2,147138.9K $0.01 %
637Vivara Participacoes SA 22,800138.5K $0.01 %
638Halliburton Co 3,798136.7K $0.01 %
639GMO US Treasury Fund 27,177136.2K $0.01 %
640Longwell Co 19,000135.7K $0.01 %
641Svenska Cellulosa AB SCA 9,976135.4K $0.01 %
642MPC Container Ships ASA 57,117133.9K $0.01 %
643Carrier Global Corp 2,076133.7K $0.01 %
644Block Inc 2,096133.5K $0.01 %
645Huntington Bancshares Inc/OH 7,938133.4K $0.01 %
646VSTECS Holdings Ltd 130,000131.7K $0.01 %
647Cie Generale des Etablissements Michelin SCA 3,255131.6K $0.01 %
648Matsuda Sangyo Co Ltd 2,300129K $0.01 %
649Vietnam Engine & Agricultural Machinery Corp 94,400127.9K $0.01 %
650American International Group Inc 1,583127.4K $0.01 %
651Cogeco Communications Inc 2,400127.3K $0.01 %
652Cogeco Inc 2,356127.1K $0.01 %
653AcadeMedia AB 11,423126.2K $0.01 %
654International Petroleum Corp 5,506126.2K $0.01 %
655Samsung Electronics Co Ltd 51125.7K $0.01 %
656Intesa Sanpaolo SpA 18,309125.6K $0.01 %
657Grupo Financiero Banorte SAB de CV 11,022125.3K $0.01 %
658PAX Global Technology Ltd 201,000124.7K $0.01 %
659Tri Pointe Homes Inc 2,663123.3K $0.01 %
660Nippon Light Metal Holdings Co Ltd 6,100121.7K $0.01 %
661Sun Frontier Fudousan Co Ltd 6,700121.5K $0.01 %
662Commercial Metals Co 1,640120.2K $0.01 %
663Kanadevia Corp 17,200119.6K $0.01 %
664YungShin Global Holding Corp 68,000119K $0.01 %
665Dowa Holdings Co Ltd 1,600118.2K $0.01 %
666Husqvarna AB 24,565118.1K $0.01 %
667Paramount Skydance Corp. 8,730117.9K $0.01 %
668Aptiv PLC 1,601117.7K $0.01 %
669Bunka Shutter Co Ltd 8,400115.9K $0.01 %
670LT Group Inc 426,600115.6K $0.01 %
671Lonking Holdings Ltd 263,000114.8K $0.01 %
672Perenti Ltd 66,852111.8K $0.01 %
673ROKIT Healthcare Inc 2,349111.2K $0.01 %
674Siyaram Silk Mills Ltd 18,897110.5K $0.01 %
675Russel Metals Inc 3,100109.2K $0.01 %
676Saudi Awwal Bank 11,977109K $0.01 %
677Raito Kogyo Co Ltd 3,900108.8K $0.01 %
678LKQ Corp 3,279108.6K $0.01 %
679Medtronic PLC 1,102107.6K $0.01 %
680Sakai Moving Service Co Ltd 5,700106.8K $0.01 %
681Bank of Ireland Group PLC 5,457106.3K $0.01 %
682Dr Reddy's Laboratories Ltd 7,324104.2K $0.01 %
683ResMed Inc 405103.8K $0.01 %
684Berkeley Group Holdings PLC 1,775103.2K $0.01 %
685Noritake Co Ltd 2,300103K $0.01 %
686Metropole Television SA 7,536103K $0.01 %
687Prosegur Cia de Seguridad SA 29,927102.7K $0.01 %
688Atresmedia Corp de Medios de Comunicacion SA 16,744102.4K $0.01 %
689Coface SA 5,524102.2K $0.01 %
690Dah Sing Financial Holdings Ltd 18,800102K $0.01 %
691Combined Group Contracting Co SAK 32,068101.5K $0.01 %
692YETI Holdings Inc 2,322101.5K $0.01 %
693Ricoh Co Ltd 10,800101.5K $0.01 %
694Genpact Ltd 2,552101.4K $0.01 %
695Etihad Etisalat Co 5,854100.2K $0.01 %
696Evonik Industries AG 5,755100.1K $0.01 %
697SLM Corp 5,31599.6K $0.01 %
698Quadient SA 6,23999.5K $0.01 %
699Wacoal Holdings Corp 3,40098.8K $0.01 %
700KBC Group NV 71697K $0.01 %

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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