Titelia

Holdings of Value Advantage Portfolio

PACIFIC SELECT FUND · Original filing · Compare with another fund · Report an error

Net assets
456.5M $ including 444.5M $ in equities, 97.4 %
Positions
114 in 2 countries
Top ten
20.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Darden Restaurants Inc 9,4321.8M $0.41 %
102Carlisle Cos Inc 5,3781.8M $0.39 %
103Rayonier Inc 85,9471.8M $0.39 %
104Public Service Enterprise Group Inc 21,5671.7M $0.38 %
105Warner Music Group Corp 65,1021.7M $0.36 %
106GoDaddy Inc 19,0711.6M $0.35 %
107Paylocity Holding Corp 14,5331.6M $0.34 %
108EastGroup Properties Inc 8,2711.5M $0.34 %
109AvalonBay Communities, Inc. 9,2961.5M $0.33 %
110CBRE Group Inc 10,8071.5M $0.32 %
111Host Hotels & Resorts Inc 72,3751.4M $0.30 %
112Keurig Dr Pepper Inc 40,3411.1M $0.23 %
113NIKE Inc 18,901998.4K $0.22 %
114Andersen Group Inc 33,466910.3K $0.20 %

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Sector breakdown

  • Financials 20.4 %
  • Health care 12.4 %
  • Industrials 9.7 %
  • Technology 7.3 %
  • Consumer discretionary 6.4 %
  • Communication 5.6 %
  • Consumer staples 4.8 %
  • Energy 4.8 %
  • Utilities 3.5 %
  • Materials 2.5 %
  • Real estate 1.9 %
  • Unattributed 20.6 %

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 99.5 %
  • Bermuda 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States113442.5M $99.54 %
2Bermuda12M $0.46 %
Cite this page

Titelia. "Holdings of Value Advantage Portfolio". https://titelia.com/en/funds/S000040352