Titelia

Holdings of Aspiriant Risk-Managed Equity Allocation Fund

Aspiriant Trust · Original filing · Compare with another fund · Report an error

Net assets
1.3B $ including 323.6M $ in equities, 25.2 %
Positions
108 in 21 countries
Top ten
7.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Microsoft Corp 39,62314.7M $1.14 %
2Taiwan Semiconductor Manufacturing Co Ltd 228,02013.2M $1.03 %
3Amazon.com Inc 46,5539.7M $0.76 %
4Apple Inc 37,7329.6M $0.75 %
5NVIDIA Corp 51,3038.9M $0.70 %
6Meta Platforms Inc 14,7638.4M $0.66 %
7Alphabet Inc 28,6758.2M $0.64 %
8Broadcom Inc 25,4597.9M $0.61 %
9Johnson & Johnson 30,2547.4M $0.58 %
10Alphabet Inc 24,9177.1M $0.56 %
11Lam Research Corp 29,4246.3M $0.49 %
12Safran SA 19,1676.3M $0.49 %
13Eli Lilly & Co 6,4215.9M $0.46 %
14Merck & Co Inc 47,3175.7M $0.44 %
15Thermo Fisher Scientific Inc 10,8745.3M $0.42 %
16Salesforce Inc 25,7194.8M $0.37 %
17Mastercard Inc 9,1624.6M $0.36 %
18Netflix Inc 43,4754.2M $0.33 %
19Texas Instruments Inc 21,1474.1M $0.32 %
20US Bancorp 78,8504.1M $0.32 %
21Visa Inc 12,8813.9M $0.30 %
22Abbott Laboratories 37,2893.8M $0.30 %
23UnitedHealth Group Inc 13,3263.6M $0.28 %
24British American Tobacco PLC 62,0853.6M $0.28 %
25Welltower Inc 16,6983.3M $0.26 %
26SAP SE 18,5163.2M $0.25 %
27Accenture PLC 15,8693.1M $0.25 %
28Haleon PLC 610,8603M $0.24 %
29Jabil Inc 11,2863M $0.23 %
30Cia de Saneamento Basico do Estado de Sao Paulo SABESP 96,0152.9M $0.23 %
31Compass Group PLC 103,6172.9M $0.23 %
32Cigna Group/The 10,5172.8M $0.22 %
33ASML Holding NV 2,0962.8M $0.22 %
34Hilton Worldwide Holdings Inc 8,9392.7M $0.21 %
35Coca-Cola Co/The 34,7542.6M $0.21 %
36Unilever PLC 48,1202.6M $0.21 %
37Tencent Holdings Ltd 41,8562.6M $0.21 %
38KLA Corp 1,7652.6M $0.20 %
39Constellation Brands Inc 17,1482.6M $0.20 %
40Argenx SE 3,5222.6M $0.20 %
41Flex Ltd 38,9592.6M $0.20 %
42United Therapeutics Corp 4,3002.5M $0.20 %
43TJX Cos Inc/The 15,9222.5M $0.20 %
44Hanwha Aerospace Co Ltd 2,9042.5M $0.19 %
45Intuitive Surgical Inc 5,3012.4M $0.19 %
46Bank Leumi Le-Israel BM 107,6142.4M $0.19 %
47NXP Semiconductors NV 12,1402.4M $0.19 %
48Philip Morris International Inc. 14,2012.3M $0.18 %
49Uber Technologies Inc 32,3232.3M $0.18 %
50Elevance Health Inc 7,9382.3M $0.18 %
51US Foods Holding Corp 24,8092.3M $0.18 %
52Nestle SA 23,0872.3M $0.18 %
53Mizuho Financial Group Inc 54,9632.2M $0.17 %
54DSV A/S 9,2062.2M $0.17 %
55CH Robinson Worldwide Inc 13,2662.2M $0.17 %
56Prudential PLC 156,3092.2M $0.17 %
57Interactive Brokers Group Inc 32,2292.2M $0.17 %
58Accor SA 44,5302.1M $0.17 %
59Anglo American PLC 49,4352.1M $0.17 %
60Home Depot Inc/The 6,4372.1M $0.16 %
61Cencora Inc 6,7212.1M $0.16 %
62Tenet Healthcare Corp 11,1192.1M $0.16 %
63LVMH Moet Hennessy Louis Vuitton SE 3,8002.1M $0.16 %
64UniCredit SpA 28,7882.1M $0.16 %
65Equinix Inc 2,1012.1M $0.16 %
66Tokyo Electron Ltd 8,1802M $0.16 %
67Hitachi Ltd 69,2002M $0.16 %
68Ferguson Enterprises Inc 8,5982M $0.16 %
69Targa Resources Corp 7,9022M $0.15 %
70Sandvik AB 50,0741.9M $0.15 %
71Parker-Hannifin Corp 2,1441.9M $0.15 %
72UCB SA 6,3401.9M $0.15 %
73Spotify Technology SA 3,8721.9M $0.15 %
74Glencore PLC 246,7701.9M $0.15 %
75Erste Group Bank AG 17,0911.8M $0.14 %
76KBC Group NV 14,0441.7M $0.13 %
77Northrop Grumman Corp 2,4911.7M $0.13 %
78Next PLC 9,8051.7M $0.13 %
79AbbVie Inc 7,4101.6M $0.13 %
80Singapore Telecommunications Ltd 417,9451.6M $0.13 %
81Quest Diagnostics Inc 8,0911.6M $0.12 %
82Synopsys Inc 3,9381.6M $0.12 %
83WESCO International Inc 5,6651.6M $0.12 %
84Amrize Ltd 27,7451.5M $0.12 %
85Shin-Etsu Chemical Co Ltd 37,6001.5M $0.12 %
86Axon Enterprise Inc 3,5691.5M $0.12 %
87GSK PLC 53,8621.5M $0.12 %
88Diageo PLC 79,5801.5M $0.12 %
89Tradeweb Markets Inc 12,4961.5M $0.11 %
90ICICI Bank Ltd 56,4521.5M $0.11 %
91Sumitomo Realty & Development Co Ltd 51,5001.5M $0.11 %
92Wells Fargo & Co 17,2671.4M $0.11 %
93S&P Global Inc 3,0721.3M $0.10 %
94Weichai Power Co Ltd 364,9141.3M $0.10 %
95AstraZeneca PLC 6,5651.3M $0.10 %
96Dassault Systemes SE 59,8521.2M $0.09 %
97Analog Devices Inc 3,7591.2M $0.09 %
98Amadeus IT Group SA 20,8261.2M $0.09 %
99Constellation Software Inc/Canada 6521.1M $0.09 %
100Rheinmetall AG 6721.1M $0.09 %

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Sector breakdown

  • Technology 29.4 %
  • Health care 17.7 %
  • Communication 10.6 %
  • Financials 8.4 %
  • Industrials 7.7 %
  • Consumer staples 7.1 %
  • Consumer discretionary 6.8 %
  • Materials 1.7 %
  • Real estate 1.7 %
  • Energy 0.6 %
  • Unattributed 8.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 68.9 %
  • EUR 8.7 %
  • GBP 7.7 %
  • TWD 4.1 %
  • JPY 3.1 %
  • HKD 1.5 %
  • CHF 1.2 %
  • BRL 0.9 %
  • DKK 0.9 %
  • KRW 0.8 %
  • ILS 0.7 %
  • SEK 0.6 %
  • SGD 0.5 %
  • CAD 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 65.9 %
  • United Kingdom 7.7 %
  • Taiwan 4.1 %
  • France 3.6 %
  • Japan 3.1 %
  • Netherlands 2.4 %
  • Germany 1.5 %
  • Hong Kong SAR China 1.5 %
  • Singapore 1.3 %
  • Switzerland 1.2 %
  • Belgium 1.1 %
  • Brazil 1.1 %
  • Other countries 5.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States56213.3M $65.92 %
2United Kingdom1225M $7.73 %
3Taiwan113.2M $4.07 %
4France411.7M $3.61 %
5Japan710.2M $3.14 %
6Netherlands47.8M $2.40 %
7Germany35M $1.55 %
8Hong Kong SAR China34.9M $1.50 %
9Singapore24.2M $1.29 %
10Switzerland23.8M $1.17 %
11Belgium23.6M $1.12 %
12Brazil23.6M $1.12 %
Cite this page

Titelia. "Holdings of Aspiriant Risk-Managed Equity Allocation Fund". https://titelia.com/en/funds/S000036290