Titelia

Holdings of American Beacon Man Large Cap Value Fund

AMERICAN BEACON FUNDS · 99 declared positions · as of Mar 31, 2026

Original filing · Net assets 225.9M $ · Ten largest lines: 28 % of the equity sleeve

Sector breakdown

  • Technology 16.4 %
  • Health care 14.8 %
  • Financials 9.5 %
  • Industrials 4.4 %
  • Communication 3.5 %
  • Materials 3.2 %
  • Energy 1.3 %
  • Consumer discretionary 0.3 %
  • Unattributed 46.6 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 97.2 %
  • BM 1.4 %
  • IE 0.8 %
  • GG 0.6 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US96215.2M $97.24 %
BM13M $1.37 %
IE11.7M $0.76 %
GG11.4M $0.62 %

Positions

CompanySharesValueWeight
Cisco Systems, Inc. 107,5008.3M $3.69 %
Johnson & Johnson 32,0007.8M $3.46 %
Alphabet Inc 23,8006.8M $3.03 %
Gilead Sciences Inc 47,7006.6M $2.94 %
Applied Materials Inc 18,2506.2M $2.76 %
Newmont Corp 55,8006M $2.67 %
Citizens Financial Group Inc 84,1005M $2.23 %
Cummins Inc 9,3705M $2.23 %
Merck & Co Inc 41,3005M $2.20 %
eBay Inc 54,1004.9M $2.18 %
Capital One Financial Corp 26,0004.7M $2.10 %
Bristol-Myers Squibb Co 77,2004.7M $2.07 %
MetLife Inc 62,1004.4M $1.94 %
Teradyne Inc 14,6004.3M $1.92 %
Keysight Technologies Inc 14,8004.2M $1.85 %
Cardinal Health, Inc. 18,2003.8M $1.70 %
Salesforce Inc 20,5003.8M $1.69 %
McKesson Corp 4,3303.7M $1.66 %
Ally Financial Inc 94,3003.7M $1.64 %
Advanced Micro Devices Inc 17,3003.5M $1.56 %
Incyte Corp 33,1003.1M $1.38 %
Citigroup Inc 27,4003.1M $1.38 %
Arch Capital Group Ltd 31,7003M $1.35 %
Allstate Corp/The 14,5903M $1.34 %
Hartford Insurance Group Inc/The 22,3003M $1.33 %
Chubb Ltd 9,0402.9M $1.30 %
General Dynamics Corp 8,3202.9M $1.26 %
BorgWarner Inc 51,1002.8M $1.23 %
EMCOR Group Inc 3,6502.7M $1.19 %
Exelixis Inc 61,5002.6M $1.17 %
Charles Schwab Corp/The 27,4002.6M $1.14 %
Regeneron Pharmaceuticals, Inc. 3,3302.6M $1.14 %
MasTec Inc 7,9002.5M $1.13 %
Northern Trust Corp 17,6002.5M $1.09 %
Biogen Inc 12,4002.3M $1.01 %
Curtiss-Wright Corp 3,2402.2M $0.98 %
Berkshire Hathaway Inc 4,5602.2M $0.97 %
Progressive Corp/The 10,8002.1M $0.95 %
QUALCOMM Inc 16,6002.1M $0.95 %
Everest Group Ltd 6,3402.1M $0.92 %
Pfizer Inc 71,1002M $0.88 %
Fox Corp 36,2001.9M $0.85 %
Republic Services Inc 8,6001.9M $0.83 %
Accenture PLC 9,0901.8M $0.80 %
Graco Inc 21,1001.8M $0.79 %
Royal Gold Inc 6,9001.8M $0.78 %
Jazz Pharmaceuticals PLC 8,9001.7M $0.74 %
New York Times Co/The 19,9001.7M $0.74 %
Popular Inc 12,1001.6M $0.72 %
Oshkosh Corp 11,0001.6M $0.72 %
Textron Inc 17,7001.5M $0.69 %
PayPal Holdings Inc 34,1001.5M $0.68 %
Arrow Electronics Inc 10,7001.5M $0.68 %
Generac Holdings Inc 7,8001.5M $0.67 %
Toro Co/The 16,2001.5M $0.67 %
Lear Corp 12,5001.5M $0.67 %
Reliance Inc 4,8401.5M $0.65 %
Ingredion Inc 13,0001.5M $0.65 %
A O Smith Corp 22,0001.5M $0.64 %
EOG Resources Inc 9,9001.4M $0.63 %
Onto Innovation Inc 6,8001.4M $0.62 %
Amdocs Ltd 21,1001.4M $0.61 %
RTX Corp 7,1001.4M $0.61 %
Reinsurance Group of America Inc 6,7001.4M $0.61 %
SLB Ltd 26,1001.3M $0.59 %
Voya Financial Inc 19,1001.3M $0.58 %
Analog Devices Inc 4,1001.3M $0.58 %
Jones Lang LaSalle Inc 4,0201.2M $0.54 %
American Financial Group Inc/OH 9,5001.2M $0.54 %
Healthpeak Properties Inc 73,5001.2M $0.53 %
SEI Investments Co 14,5001.1M $0.50 %
Principal Financial Group Inc 12,5001.1M $0.50 %
Owens Corning 10,4001.1M $0.50 %
Littelfuse Inc 3,2001.1M $0.48 %
Leonardo DRS Inc 24,1001.1M $0.47 %
Match Group Inc 34,7001.1M $0.47 %
Freeport-McMoRan Inc 18,1001.1M $0.47 %
FactSet Research Systems Inc 4,600998.2K $0.44 %
Agilent Technologies Inc 8,503969.2K $0.43 %
Assurant Inc 4,000871.2K $0.39 %
Meta Platforms Inc 1,450829.6K $0.37 %
Skyworks Solutions Inc 14,400771.1K $0.34 %
Jacobs Solutions Inc 6,000763.7K $0.34 %
Leidos Holdings Inc 4,700730.9K $0.32 %
Cirrus Logic Inc 5,000723.1K $0.32 %
Twilio Inc 5,483689.9K $0.31 %
Coca-Cola Consolidated Inc 3,300632.7K $0.28 %
Motorola Solutions Inc 1,410611.9K $0.27 %
Booking Holdings Inc 136572.6K $0.25 %
Honeywell International Inc 2,200497.3K $0.22 %
Qorvo Inc 5,800448.9K $0.20 %
Axis Capital Holdings Ltd 4,400446.2K $0.20 %
American International Group Inc 5,200391.3K $0.17 %
Zoetis Inc 3,100366.5K $0.16 %
Cigna Group/The 1,360362.8K $0.16 %
Allison Transmission Holdings Inc 2,400280.9K $0.12 %
BioMarin Pharmaceutical Inc 4,400248.6K $0.11 %
NetApp Inc 1,800184.3K $0.08 %
Humana Inc 880152.6K $0.07 %