Titelia

Holdings of Multi-Manager Value Strategies Fund

Columbia Funds Series Trust II ·290 declared positions · as of Feb 28, 2026

Original filing · Net assets 5.6B $ · Ten largest lines: 17.8 % of the equity sleeve

Sector breakdown

  • Financials 17.8 %
  • Industrials 12.9 %
  • Technology 12.7 %
  • Health care 9.5 %
  • Energy 8.8 %
  • Consumer staples 8.3 %
  • Consumer discretionary 8.2 %
  • Communication 4.9 %
  • Materials 3.7 %
  • Utilities 1.8 %
  • Real estate 1.2 %
  • Unattributed 10.4 %

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 98.5 %
  • GB 0.6 %
  • BM 0.3 %
  • IL 0.3 %
  • SG 0.2 %
  • IE 0.1 %
  • NL 0.1 %
  • GG 0.0 %
  • VG 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US2805.3B $98.46 %
GB230.1M $0.56 %
BM218.3M $0.34 %
IL115.4M $0.28 %
SG18.2M $0.15 %
IE15.6M $0.10 %
NL15M $0.09 %
GG1956.2K $0.02 %
VG114.5K $0.00 %

Positions

CompanySharesValueWeight
Trane Technologies PLC 38,63717.9M $0.32 %
KeyCorp 860,60617.8M $0.32 %
UnitedHealth Group Inc 60,04117.6M $0.32 %
T-Mobile US Inc 78,71217.1M $0.31 %
Emerson Electric Co. 112,69117M $0.30 %
Illinois Tool Works Inc 57,96216.8M $0.30 %
Packaging Corp of America 71,88616.7M $0.30 %
Valero Energy Corp 81,13316.6M $0.30 %
Dover Corp 71,75016.2M $0.29 %
Allstate Corp/The 74,04815.9M $0.28 %
PepsiCo Inc 93,43815.9M $0.28 %
SS&C Technologies Holdings Inc 210,51815.8M $0.28 %
Motorola Solutions Inc 32,53915.7M $0.28 %
Cheniere Energy Inc 66,15815.6M $0.28 %
Philip Morris International Inc. 82,46915.4M $0.28 %
Wix.com Ltd 218,16515.4M $0.28 %
Targa Resources Corp 64,59715.2M $0.27 %
Ulta Beauty Inc 22,03415.1M $0.27 %
Marsh & McLennan Cos Inc 80,06615M $0.27 %
Northrop Grumman Corp 20,18214.6M $0.26 %
Dollar General Corp 92,98314.5M $0.26 %
Delta Air Lines Inc 220,00114.5M $0.26 %
CarMax Inc 332,12214.3M $0.26 %
American Electric Power Co Inc 104,78714M $0.25 %
United Parcel Service Inc 120,18913.9M $0.25 %
Bristol-Myers Squibb Co 222,66613.9M $0.25 %
Builders FirstSource Inc 126,70813.2M $0.24 %
United Airlines Holdings Inc 123,02613.1M $0.23 %
Cummins Inc 20,56712M $0.22 %
eBay Inc 131,70812M $0.21 %
TechnipFMC PLC 180,19411.9M $0.21 %
Occidental Petroleum Corp 224,13411.9M $0.21 %
Carnival Corp 375,35811.8M $0.21 %
Norfolk Southern Corp 36,50211.5M $0.21 %
Danaher Corp 53,43711.3M $0.20 %
Halliburton Co 310,56711.2M $0.20 %
WW Grainger Inc 9,74611.2M $0.20 %
Arch Capital Group Ltd 111,02411.1M $0.20 %
Mondelez International Inc 176,21010.9M $0.19 %
Hartford Insurance Group Inc/The 75,69310.7M $0.19 %
Kroger Co/The 155,03810.6M $0.19 %
Target Corp 92,47210.5M $0.19 %
Devon Energy Corp 239,80310.4M $0.19 %
Synchrony Financial 146,40010.1M $0.18 %
Solventum Corp 134,88610M $0.18 %
WEC Energy Group Inc 85,08410M $0.18 %
Tractor Supply Co 190,4859.9M $0.18 %
NextEra Energy Inc 100,8299.5M $0.17 %
Ameren Corp 83,2909.4M $0.17 %
Automatic Data Processing Inc 41,7268.9M $0.16 %
Prologis Inc 61,7368.8M $0.16 %
Avery Dennison Corp 44,7488.8M $0.16 %
Coterra Energy Inc 286,7878.8M $0.16 %
ON Semiconductor Corp 131,3468.7M $0.16 %
Estee Lauder Cos Inc/The 78,1768.6M $0.15 %
Williams-Sonoma Inc 41,2298.5M $0.15 %
Expand Energy Corp 77,2888.3M $0.15 %
Flex Ltd 130,9058.2M $0.15 %
Expeditors International of Washington Inc 56,5608.2M $0.15 %
EMCOR Group Inc 11,2308.1M $0.15 %
Dollar Tree Inc 64,0418.1M $0.15 %
LPL Financial Holdings Inc 26,5198M $0.14 %
Lennar Corp 69,5238M $0.14 %
Centene Corp 175,3827.9M $0.14 %
Chipotle Mexican Grill Inc 208,7377.8M $0.14 %
Viatris Inc 516,5427.7M $0.14 %
Hershey Co/The 32,2647.6M $0.14 %
CF Industries Holdings Inc 72,0627.2M $0.13 %
RenaissanceRe Holdings Ltd 23,6857.2M $0.13 %
CMS Energy Corp 91,1697.1M $0.13 %
Northern Trust Corp 49,5647.1M $0.13 %
Five Below Inc 31,6637.1M $0.13 %
Ovintiv Inc 137,7877M $0.13 %
ATI Inc 41,5186.8M $0.12 %
Lululemon Athletica Inc 36,0746.7M $0.12 %
Public Storage 21,7106.7M $0.12 %
Dycom Industries Inc 15,0386.3M $0.11 %
Permian Resources Corp 344,3476.3M $0.11 %
Welltower Inc 30,0186.2M $0.11 %
AvalonBay Communities, Inc. 34,7646.2M $0.11 %
TALEN ENERGY CORP 16,6046.2M $0.11 %
Nextpower Inc 57,8486.1M $0.11 %
Texas Roadhouse Inc 32,5786M $0.11 %
DTE Energy Co 40,1416M $0.11 %
Globe Life Inc 40,9585.9M $0.11 %
APA Corp 193,3965.9M $0.11 %
BJ's Wholesale Club Holdings Inc 59,4075.9M $0.11 %
Prudential Financial, Inc. 59,2965.8M $0.10 %
Assurant Inc 25,1625.8M $0.10 %
JB Hunt Transport Services Inc 24,6585.8M $0.10 %
Advanced Drainage Systems Inc 33,5495.7M $0.10 %
Burlington Stores Inc 18,6435.7M $0.10 %
Principal Financial Group Inc 59,3695.7M $0.10 %
Norwegian Cruise Line Holdings Ltd 228,4505.7M $0.10 %
Jazz Pharmaceuticals PLC 29,6075.6M $0.10 %
Las Vegas Sands Corp 98,5815.6M $0.10 %
Ralph Lauren Corp 15,1305.5M $0.10 %
Constellation Brands Inc 34,4455.4M $0.10 %
Primoris Services Corp 35,3315.3M $0.10 %
BorgWarner Inc 91,6125.3M $0.09 %