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
701Open House Group Co Ltd 1,30096.2K $0.01 %
702Suncor Energy Inc 1,70096K $0.01 %
703Group 1 Automotive Inc 29395.4K $0.01 %
704Dropbox Inc 3,77894.4K $0.01 %
705Samsung Electronics Co Ltd 2694.3K $0.01 %
706Perdoceo Education Corp 2,80893.6K $0.01 %
707Arkema SA 1,27092.5K $0.01 %
708Tokuyama Corp 3,20091.7K $0.01 %
709Bath & Body Works Inc 3,98090.6K $0.01 %
710Mega Lifesciences PCL 74,00090.5K $0.01 %
711NRW Holdings Ltd 19,25089.4K $0.01 %
712Derichebourg SA 8,02889.1K $0.01 %
713Chow Sang Sang Holdings International Ltd 50,00088.9K $0.01 %
714First Pacific Co Ltd 110,00088.8K $0.01 %
715Fifth Third Bancorp 1,77888K $0.01 %
716Yellow Hat Ltd 7,80087.8K $0.01 %
717Gap Inc/The 3,12787.7K $0.01 %
718Timken Co/The 80787.5K $0.01 %
719Toro Co/The 88487.4K $0.01 %
720El Puerto de Liverpool SAB de CV 13,92987.1K $0.01 %
721Anritsu Corp 4,50086.6K $0.01 %
722SMS Co Ltd 7,70086.4K $0.01 %
723Pagseguro Digital Ltd 8,10085.9K $0.01 %
724Barco NV 6,64485.1K $0.01 %
725China Sanjiang Fine Chemicals Co Ltd 134,00083.4K $0.01 %
726Sinofert Holdings Ltd 348,00082.6K $0.01 %
727Old Mutual Ltd 79,55282.3K $0.01 %
728Canon Inc 2,70081.6K $0.01 %
729Legend Holdings Corp 69,70081.3K $0.01 %
730Federated Hermes Inc 1,44080.7K $0.01 %
731CIE Automotive SA 2,14480.3K $0.01 %
732Fuji Seal International Inc 4,30079.2K $0.01 %
733JD Sports Fashion PLC 71,87379.2K $0.01 %
734CITIC Telecom International Holdings Ltd 234,00078.3K $0.01 %
7353BB Internet Infrastructure Fund 358,30077.2K $0.01 %
736Super Retail Group Ltd 6,90676.3K $0.01 %
737Masan Consumer Corp 13,86975.1K $0.01 %
738Sysco Corp 82375K $0.01 %
739SSAB AB 8,38374.8K $0.01 %
740Qatar National Bank QPSC 14,03674.5K $0.01 %
741Axial Retailing Inc 8,80073.5K $0.01 %
742Vontier Corp 1,79473.4K $0.01 %
743IPSOS SA 1,80273K $0.01 %
744NIKE Inc 1,16972.7K $0.01 %
745Nippon Soda Co Ltd 2,70072.3K $0.01 %
746Golden Agri-Resources Ltd 320,40072.1K $0.01 %
747IGG Inc 178,00071.6K $0.01 %
748Mitsubishi Research Institute Inc 2,20070.9K $0.01 %
749Precision Drilling Corp 80069.4K $0.01 %
750Invesco Ltd 2,63969.3K $0.01 %
751Terex Corp 99968.7K $0.01 %
752SABIC Agri-Nutrients Co 2,06768.1K $0.01 %
753Fiserv Inc 1,08767.7K $0.01 %
754Ai Holdings Corp 3,60067.3K $0.01 %
755Shinagawa Refra Co Ltd 4,20067.2K $0.01 %
756Bezeq The Israeli Telecommunication Corp Ltd 25,45667.1K $0.01 %
757BW LPG Ltd 3,64466.3K $0.01 %
758Implenia AG 70766.3K $0.01 %
759JB Hi-Fi Ltd 1,12966K $0.01 %
760Japan Petroleum Exploration Co Ltd 4,30065.8K $0.01 %
761MFE-MediaForEurope NV 17,89165.3K $0.01 %
762Hakuto Co Ltd 2,30065.2K $0.01 %
763Tyson Foods Inc 99864.9K $0.01 %
764DBS Group Holdings Ltd 1,40063.1K $0.00 %
765Canfor Corp 6,25063K $0.00 %
766Hosiden Corp 3,30062K $0.00 %
767Blue Owl Capital Corp 5,47261.8K $0.00 %
768ADEKA Corp 2,00061.4K $0.00 %
769Sofina SA 20661.2K $0.00 %
770Amundi SA 64161.1K $0.00 %
771Nippon Television Holdings Inc 2,80060.9K $0.00 %
772StarHub Ltd 74,70060.8K $0.00 %
773Concentrix Corp 1,84560.5K $0.00 %
774Banque Saudi Fransi 11,40060.2K $0.00 %
775Yanlord Land Group Ltd 98,00059.9K $0.00 %
776Regional Container Lines PCL 60,60059.9K $0.00 %
777Arata Corp 3,00059.1K $0.00 %
778Maruzen Showa Unyu Co Ltd 1,00058.7K $0.00 %
779Kamei Corp 2,70058.7K $0.00 %
780Snap-on Inc 15258.6K $0.00 %
781International Personal Finance PLC 17,37358K $0.00 %
782Covista Inc 58557.3K $0.00 %
783Akamai Technologies Inc 56255.3K $0.00 %
784Sixth Street Specialty Lending Inc 3,18155.1K $0.00 %
785Bando Chemical Industries Ltd 3,60055K $0.00 %
786Daiichi Jitsugyo Co Ltd 2,40054.9K $0.00 %
787Mitsui DM Sugar Co Ltd 2,40054.5K $0.00 %
788China Foods Ltd 106,00054.5K $0.00 %
789Jupiter Fund Management PLC 21,47054.2K $0.00 %
790Yangzijiang Financial Holding Ltd 219,00053.5K $0.00 %
791Grupo Mexico SAB de CV 4,20053.2K $0.00 %
792Longfor Group Holdings Ltd 41,50052.5K $0.00 %
793Toll Brothers Inc 33452.5K $0.00 %
794H Lundbeck A/S 8,54152.5K $0.00 %
795Nichiha Corp 2,20052.3K $0.00 %
796Yamazen Corp 5,30052.1K $0.00 %
797TCL Electronics Holdings Ltd 33,00051.6K $0.00 %
798Johnson Electric Holdings Ltd 13,00051.4K $0.00 %
799Toa Corp/Tokyo 1,90051.3K $0.00 %
800Corebridge Financial Inc 1,98051.2K $0.00 %

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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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

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 %

Each line is counted in its quoted currency, as the fund declares it.

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 are computed on the fund's equities only.

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