Titelia

Holdings of Multi-Manager Value Strategies Fund

Columbia Funds Series Trust II · Original filing · Compare with another fund · Report an error

Net assets
5.6B $ including 5.4B $ in equities, 97.2 %
Positions
290 in 9 countries
Top ten
17.3 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Trane Technologies PLC 38,63717.9M $0.32 %
102KeyCorp 860,60617.8M $0.32 %
103UnitedHealth Group Inc 60,04117.6M $0.32 %
104T-Mobile US Inc 78,71217.1M $0.31 %
105Emerson Electric Co. 112,69117M $0.30 %
106Illinois Tool Works Inc 57,96216.8M $0.30 %
107Packaging Corp of America 71,88616.7M $0.30 %
108Valero Energy Corp 81,13316.6M $0.30 %
109Dover Corp 71,75016.2M $0.29 %
110Allstate Corp/The 74,04815.9M $0.28 %
111PepsiCo Inc 93,43815.9M $0.28 %
112SS&C Technologies Holdings Inc 210,51815.8M $0.28 %
113Motorola Solutions Inc 32,53915.7M $0.28 %
114Cheniere Energy Inc 66,15815.6M $0.28 %
115Philip Morris International Inc. 82,46915.4M $0.28 %
116Wix.com Ltd 218,16515.4M $0.28 %
117Targa Resources Corp 64,59715.2M $0.27 %
118Ulta Beauty Inc 22,03415.1M $0.27 %
119Marsh & McLennan Cos Inc 80,06615M $0.27 %
120Northrop Grumman Corp 20,18214.6M $0.26 %
121Dollar General Corp 92,98314.5M $0.26 %
122Delta Air Lines Inc 220,00114.5M $0.26 %
123CarMax Inc 332,12214.3M $0.26 %
124American Electric Power Co Inc 104,78714M $0.25 %
125United Parcel Service Inc 120,18913.9M $0.25 %
126Bristol-Myers Squibb Co 222,66613.9M $0.25 %
127Builders FirstSource Inc 126,70813.2M $0.24 %
128United Airlines Holdings Inc 123,02613.1M $0.23 %
129Cummins Inc 20,56712M $0.22 %
130eBay Inc 131,70812M $0.21 %
131TechnipFMC PLC 180,19411.9M $0.21 %
132Occidental Petroleum Corp 224,13411.9M $0.21 %
133Carnival Corp 375,35811.8M $0.21 %
134Norfolk Southern Corp 36,50211.5M $0.21 %
135Danaher Corp 53,43711.3M $0.20 %
136Halliburton Co 310,56711.2M $0.20 %
137WW Grainger Inc 9,74611.2M $0.20 %
138Arch Capital Group Ltd 111,02411.1M $0.20 %
139Mondelez International Inc 176,21010.9M $0.19 %
140Hartford Insurance Group Inc/The 75,69310.7M $0.19 %
141Kroger Co/The 155,03810.6M $0.19 %
142Target Corp 92,47210.5M $0.19 %
143Devon Energy Corp 239,80310.4M $0.19 %
144Synchrony Financial 146,40010.1M $0.18 %
145Solventum Corp 134,88610M $0.18 %
146WEC Energy Group Inc 85,08410M $0.18 %
147Tractor Supply Co 190,4859.9M $0.18 %
148NextEra Energy Inc 100,8299.5M $0.17 %
149Ameren Corp 83,2909.4M $0.17 %
150Automatic Data Processing Inc 41,7268.9M $0.16 %
151Prologis Inc 61,7368.8M $0.16 %
152Avery Dennison Corp 44,7488.8M $0.16 %
153Coterra Energy Inc 286,7878.8M $0.16 %
154ON Semiconductor Corp 131,3468.7M $0.16 %
155Estee Lauder Cos Inc/The 78,1768.6M $0.15 %
156Williams-Sonoma Inc 41,2298.5M $0.15 %
157Expand Energy Corp 77,2888.3M $0.15 %
158Flex Ltd 130,9058.2M $0.15 %
159Expeditors International of Washington Inc 56,5608.2M $0.15 %
160EMCOR Group Inc 11,2308.1M $0.15 %
161Dollar Tree Inc 64,0418.1M $0.15 %
162LPL Financial Holdings Inc 26,5198M $0.14 %
163Lennar Corp 69,5238M $0.14 %
164Centene Corp 175,3827.9M $0.14 %
165Chipotle Mexican Grill Inc 208,7377.8M $0.14 %
166Viatris Inc 516,5427.7M $0.14 %
167Hershey Co/The 32,2647.6M $0.14 %
168CF Industries Holdings Inc 72,0627.2M $0.13 %
169RenaissanceRe Holdings Ltd 23,6857.2M $0.13 %
170CMS Energy Corp 91,1697.1M $0.13 %
171Northern Trust Corp 49,5647.1M $0.13 %
172Five Below Inc 31,6637.1M $0.13 %
173Ovintiv Inc 137,7877M $0.13 %
174ATI Inc 41,5186.8M $0.12 %
175Lululemon Athletica Inc 36,0746.7M $0.12 %
176Public Storage 21,7106.7M $0.12 %
177Dycom Industries Inc 15,0386.3M $0.11 %
178Permian Resources Corp 344,3476.3M $0.11 %
179Welltower Inc 30,0186.2M $0.11 %
180AvalonBay Communities, Inc. 34,7646.2M $0.11 %
181TALEN ENERGY CORP 16,6046.2M $0.11 %
182Nextpower Inc 57,8486.1M $0.11 %
183Texas Roadhouse Inc 32,5786M $0.11 %
184DTE Energy Co 40,1416M $0.11 %
185Globe Life Inc 40,9585.9M $0.11 %
186APA Corp 193,3965.9M $0.11 %
187BJ's Wholesale Club Holdings Inc 59,4075.9M $0.11 %
188Prudential Financial, Inc. 59,2965.8M $0.10 %
189Assurant Inc 25,1625.8M $0.10 %
190JB Hunt Transport Services Inc 24,6585.8M $0.10 %
191Advanced Drainage Systems Inc 33,5495.7M $0.10 %
192Burlington Stores Inc 18,6435.7M $0.10 %
193Principal Financial Group Inc 59,3695.7M $0.10 %
194Norwegian Cruise Line Holdings Ltd 228,4505.7M $0.10 %
195Jazz Pharmaceuticals PLC 29,6075.6M $0.10 %
196Las Vegas Sands Corp 98,5815.6M $0.10 %
197Ralph Lauren Corp 15,1305.5M $0.10 %
198Constellation Brands Inc 34,4455.4M $0.10 %
199Primoris Services Corp 35,3315.3M $0.10 %
200BorgWarner Inc 91,6125.3M $0.09 %

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Sector breakdown

  • Financials 17.8 %
  • Industrials 13.0 %
  • Technology 12.7 %
  • Health care 9.4 %
  • Energy 8.8 %
  • Consumer staples 8.5 %
  • Consumer discretionary 8.2 %
  • Communication 4.8 %
  • Materials 3.4 %
  • Utilities 1.8 %
  • Real estate 1.2 %
  • Unattributed 10.4 %

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

Currency breakdown

  • USD 100.0 %

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

Country breakdown

  • United States 98.5 %
  • United Kingdom 0.6 %
  • Bermuda 0.3 %
  • Israel 0.3 %
  • Singapore 0.2 %
  • Ireland 0.1 %
  • Netherlands 0.1 %
  • Guernsey 0.0 %
  • British Virgin Islands 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2805.3B $98.46 %
2United Kingdom230.1M $0.56 %
3Bermuda218.3M $0.34 %
4Israel115.4M $0.28 %
5Singapore18.2M $0.15 %
6Ireland15.6M $0.10 %
7Netherlands15M $0.09 %
8Guernsey1956.2K $0.02 %
9British Virgin Islands114.5K $0.00 %
Cite this page

Titelia. "Holdings of Multi-Manager Value Strategies Fund". https://titelia.com/en/funds/S000036208