Titelia

Holdings of Wilmington Large-Cap Strategy Fund

Wilmington Funds · 1009 declared positions · as of Apr 30, 2026

Original filing · Net assets 614.1M $ · Ten largest lines: 35.6 % of the equity sleeve

Sector breakdown

  • Technology 32.2 %
  • Financials 11.1 %
  • Communication 10.5 %
  • Consumer discretionary 9.4 %
  • Industrials 8.3 %
  • Health care 7.9 %
  • Consumer staples 4.3 %
  • Energy 2.7 %
  • Utilities 2.2 %
  • Materials 2.0 %
  • Real estate 1.5 %
  • Funds 0.2 %
  • Unattributed 7.7 %

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 99.3 %
  • IE 0.2 %
  • GB 0.1 %
  • BM 0.1 %
  • SG 0.1 %
  • NL 0.0 %
  • KY 0.0 %
  • CA 0.0 %
  • JE 0.0 %
  • LU 0.0 %
  • CH 0.0 %
  • GG 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US975610.1M $99.27 %
IE51.5M $0.24 %
GB4801.4K $0.13 %
BM7799.1K $0.13 %
SG1325K $0.05 %
NL2278.1K $0.05 %
KY4252.9K $0.04 %
CA3231.5K $0.04 %
JE4105.6K $0.02 %
LU288.6K $0.01 %
CH174.8K $0.01 %
GG159.5K $0.01 %

Positions

CompanySharesValueWeight
Equinix Inc 9311M $0.16 %
Lockheed Martin Corp 1,9401M $0.16 %
Quanta Services Inc 1,373999.2K $0.16 %
Vertex Pharmaceuticals Inc 2,323992.8K $0.16 %
Stryker Corp 3,130986.4K $0.16 %
AppLovin Corp 2,200982K $0.16 %
Adobe Inc 3,970977K $0.16 %
Southern Co/The 10,050971.8K $0.16 %
CME Group Inc 3,350964.2K $0.16 %
CVS Health Corp 11,371947.1K $0.15 %
Medtronic PLC 11,676945.4K $0.15 %
Howmet Aerospace Inc 3,846934.7K $0.15 %
Constellation Energy Corp. 2,973930.5K $0.15 %
Duke Energy Corp 7,135924.3K $0.15 %
McKesson Corp 1,130921.2K $0.15 %
Bank of New York Mellon Corp/The 6,770909.7K $0.15 %
Comcast Corp 33,600908.5K $0.15 %
Cummins Inc 1,330892.4K $0.15 %
Blackstone Inc 6,965874.7K $0.14 %
Johnson Controls International plc 5,931866.1K $0.14 %
T-Mobile US Inc 4,409862K $0.14 %
Cadence Design Systems Inc 2,600856.9K $0.14 %
ServiceNow Inc 9,650852.2K $0.14 %
Synopsys Inc 1,759848.9K $0.14 %
US Bancorp 14,825840K $0.14 %
General Dynamics Corp 2,430836.6K $0.14 %
Intercontinental Exchange Inc 5,290836.3K $0.14 %
Williams Cos Inc/The 10,890831K $0.14 %
FedEx Corp 2,055828.8K $0.14 %
PNC Financial Services Group Inc/The 3,710827.3K $0.13 %
Automatic Data Processing Inc 3,900826.6K $0.13 %
CSX Corp 18,070820.9K $0.13 %
Waste Management Inc 3,510816.3K $0.13 %
American Tower Corp 4,410805.8K $0.13 %
Marsh & McLennan Cos Inc 4,740794.9K $0.13 %
iShares Trust 2,020793.5K $0.13 %
Boston Scientific Corp 13,720790.4K $0.13 %
O'Reilly Automotive Inc 7,950790.2K $0.13 %
Elevance Health Inc 2,070779.2K $0.13 %
Marriott International Inc/MD 2,126769K $0.13 %
SLB Ltd 13,486767.1K $0.12 %
United Parcel Service Inc 7,010762.7K $0.12 %
Emerson Electric Co. 5,390757K $0.12 %
Freeport-McMoRan Inc 13,100756.9K $0.12 %
CRH PLC 6,330749.6K $0.12 %
3M Co 5,100747.3K $0.12 %
Valero Energy Corp 2,920737.5K $0.12 %
Northrop Grumman Corp 1,270735.9K $0.12 %
American Electric Power Co Inc 5,300726.7K $0.12 %
Illinois Tool Works Inc 2,750709.5K $0.12 %
Mondelez International Inc 11,540709K $0.12 %
Cigna Group/The 2,417702.3K $0.11 %
Ciena Corp 1,323698K $0.11 %
Hilton Worldwide Holdings Inc 2,153697.7K $0.11 %
Monolithic Power Systems Inc 430694.2K $0.11 %
Ross Stores Inc 3,010685.6K $0.11 %
General Motors Co 8,895683.9K $0.11 %
Norfolk Southern Corp 2,160682.2K $0.11 %
Motorola Solutions Inc 1,540676.1K $0.11 %
Sherwin-Williams Co/The 2,090672.2K $0.11 %
EOG Resources Inc 4,780671.9K $0.11 %
Regeneron Pharmaceuticals, Inc. 950671.7K $0.11 %
Moody's Corp 1,440665.1K $0.11 %
HCA Healthcare Inc 1,525662.5K $0.11 %
Marathon Petroleum Corp 2,650658K $0.11 %
KKR & Co Inc 6,284655.7K $0.11 %
Digital Realty Trust Inc 3,260655.1K $0.11 %
Baker Hughes Co 9,340650.7K $0.11 %
Spotify Technology SA 1,450647.5K $0.11 %
Comfort Systems USA Inc 350644.1K $0.10 %
Colgate-Palmolive Co 7,520641.9K $0.10 %
Truist Financial Corp 12,457641.5K $0.10 %
Travelers Cos Inc/The 2,080634.7K $0.10 %
Phillips 66 3,540634.2K $0.10 %
AutoZone Inc 170629.7K $0.10 %
Royal Caribbean Cruises Ltd 2,380627.7K $0.10 %
Aon PLC 2,000623.3K $0.10 %
Simon Property Group Inc 3,043619.9K $0.10 %
Dell Technologies Inc 2,900606K $0.10 %
Sempra 6,350604K $0.10 %
Warner Bros Discovery Inc 22,189600.2K $0.10 %
Ecolab Inc 2,300599.4K $0.10 %
United Rentals Inc 620595.1K $0.10 %
Cloudflare Inc 2,900594.4K $0.10 %
TransDigm Group Inc 510591.6K $0.10 %
Air Products and Chemicals Inc 1,970591.1K $0.10 %
PACCAR Inc 4,910583.3K $0.10 %
Lumentum Holdings Inc 640577.5K $0.09 %
Keysight Technologies Inc 1,650577.4K $0.09 %
Cintas Corp 3,240566.1K $0.09 %
DoorDash Inc 3,320559.9K $0.09 %
Target Corp 4,310559.2K $0.09 %
Kinder Morgan, Inc. 16,925556.3K $0.09 %
L3Harris Technologies Inc 1,732555.2K $0.09 %
Cheniere Energy Inc 2,000549.9K $0.09 %
Airbnb Inc 3,900547.4K $0.09 %
Realty Income Corp 8,439542.1K $0.09 %
AMETEK Inc 2,240527.5K $0.09 %
Cencora Inc 1,710526.7K $0.09 %
Monster Beverage Corp 6,730518.7K $0.08 %