Titelia

Holdings of AB Select US Equity Portfolio

AB CAP FUND, INC. · Original filing · Compare with another fund · Report an error

Net assets
313.8M $ including 306.7M $ in equities, 97.8 %
Positions
85 in 2 countries
Top ten
39.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 129,23422.5M $7.18 %
2Berkshire Hathaway Inc 37,31117.9M $5.70 %
3Apple Inc 70,07417.8M $5.67 %
4Alphabet Inc 54,87615.8M $5.03 %
5Microsoft Corp 37,25713.8M $4.40 %
6Amazon.com Inc 47,2379.8M $3.14 %
7Broadcom Inc 23,7737.4M $2.35 %
8Exxon Mobil Corp 39,1566.6M $2.12 %
9Meta Platforms Inc 10,3365.9M $1.88 %
10Visa Inc 18,9675.7M $1.83 %
11Union Pacific Corp 20,6825M $1.60 %
12Honeywell International Inc 21,8774.9M $1.58 %
13Johnson & Johnson 19,6174.8M $1.53 %
14US Bancorp 88,4994.6M $1.47 %
153M Co 31,3354.6M $1.45 %
16JPMorgan Chase & Co 15,3554.5M $1.44 %
17Chevron Corp 21,7214.5M $1.43 %
18Eli Lilly & Co 4,8844.5M $1.43 %
19AbbVie Inc 19,3574.2M $1.34 %
20Cisco Systems, Inc. 53,8644.2M $1.33 %
21Coca-Cola Co/The 50,3033.8M $1.22 %
22EOG Resources Inc 25,0733.6M $1.16 %
23PepsiCo Inc 23,3323.6M $1.15 %
24McDonald's Corp. 11,1653.5M $1.11 %
25Applied Materials Inc 9,3273.2M $1.02 %
26Walmart Inc 25,4863.2M $1.01 %
27Philip Morris International Inc. 19,0813.2M $1.01 %
28Netflix Inc 31,6733M $0.97 %
29PPL Corp 79,0933M $0.96 %
30Charles Schwab Corp/The 31,9593M $0.96 %
31Eaton Corp PLC 8,1842.9M $0.93 %
32T-Mobile US Inc 13,8972.9M $0.93 %
33Salesforce Inc 15,6152.9M $0.93 %
34Bank of America Corp 59,2422.9M $0.92 %
35Walt Disney Co/The 29,8712.9M $0.92 %
36Linde PLC 5,7942.9M $0.92 %
37Wells Fargo & Co 35,9092.9M $0.91 %
38AT&T Inc 98,6072.9M $0.91 %
39Merck & Co Inc 23,0702.8M $0.88 %
40Procter & Gamble Co/The 18,7422.7M $0.86 %
41Citigroup Inc 23,5922.7M $0.85 %
42Costco Wholesale Corp 2,6232.6M $0.83 %
43Thermo Fisher Scientific Inc 5,2482.6M $0.82 %
44Lockheed Martin Corp 4,0792.5M $0.79 %
45Parker-Hannifin Corp 2,7532.5M $0.79 %
46Stryker Corp 7,4822.5M $0.78 %
47Capital One Financial Corp 13,3552.4M $0.78 %
48RTX Corp 12,3162.4M $0.76 %
49Williams Cos Inc/The 31,5172.3M $0.73 %
50SLB Ltd 43,6002.2M $0.71 %
51NXP Semiconductors NV 11,2762.2M $0.71 %
52Northrop Grumman Corp 3,2212.2M $0.70 %
53Caterpillar Inc 3,0912.2M $0.70 %
54Abbott Laboratories 20,3952.1M $0.67 %
55International Business Machines Corp. 8,3922M $0.65 %
56Micron Technology Inc 5,4551.8M $0.59 %
57Progressive Corp/The 9,0411.8M $0.57 %
58Boeing Co/The 8,8851.8M $0.56 %
59Fifth Third Bancorp 36,9221.7M $0.55 %
60Jefferies Financial Group Inc 40,7051.7M $0.54 %
61GE Vernova Inc 1,8961.7M $0.53 %
62Medtronic PLC 19,0451.7M $0.53 %
63Home Depot Inc/The 4,9881.6M $0.52 %
64Lowe's Cos Inc 6,8841.6M $0.52 %
65Sherwin-Williams Co/The 5,0401.6M $0.51 %
66UnitedHealth Group Inc 5,9441.6M $0.51 %
67Goldman Sachs Group Inc/The 1,8431.6M $0.50 %
68Motorola Solutions Inc 3,5851.6M $0.50 %
69CVS Health Corp 21,3581.5M $0.49 %
70CSX Corp 36,1431.5M $0.47 %
71Morgan Stanley 8,6771.4M $0.46 %
72Booking Holdings Inc 3371.4M $0.45 %
73Oracle Corp 9,3531.4M $0.44 %
74HCA Healthcare Inc 2,7791.3M $0.42 %
75Intuit Inc 2,8051.2M $0.39 %
76McKesson Corp 1,3241.1M $0.37 %
77General Motors Co 15,3561.1M $0.36 %
78Accenture PLC 5,4551.1M $0.34 %
79United Airlines Holdings Inc 11,7441.1M $0.34 %
80Advanced Micro Devices Inc 5,2731.1M $0.34 %
81Intel Corp 21,098931.1K $0.30 %
82Uber Technologies Inc 10,886783K $0.25 %
83Constellation Energy Corp. 2,784777.4K $0.25 %
84Apollo Global Management Inc 6,443717.9K $0.23 %
85Boston Scientific Corp 6,357398.9K $0.13 %

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Sector breakdown

  • Technology 27.7 %
  • Financials 17.5 %
  • Industrials 11.7 %
  • Communication 10.9 %
  • Health care 10.1 %
  • Consumer discretionary 6.2 %
  • Consumer staples 6.2 %
  • Energy 4.8 %
  • Materials 1.5 %
  • Utilities 1.2 %
  • Unattributed 2.0 %

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

  • United States 99.3 %
  • Netherlands 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States84304.5M $99.28 %
2Netherlands12.2M $0.72 %
Cite this page

Titelia. "Holdings of AB Select US Equity Portfolio". https://titelia.com/en/funds/S000034947