Titelia

Holdings of CIBC ATLAS DISCIPLINED EQUITY FUND

ADVISORS' INNER CIRCLE FUND · Original filing · Compare with another fund · Report an error

Net assets
1.5B $ including 1.5B $ in equities, 98.8 %
Positions
66 in 3 countries
Top ten
45.0 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 598,005119.3M $8.07 %
2Alphabet Inc 263,989101.6M $6.87 %
3Microsoft Corp 225,43691.9M $6.22 %
4Amazon.com Inc 335,54288.9M $6.01 %
5Apple Inc 324,79488.1M $5.96 %
6Broadcom Inc 98,58441.2M $2.78 %
7Visa Inc 123,45840.7M $2.75 %
8Meta Platforms Inc 65,61640.2M $2.71 %
9JPMorgan Chase & Co 90,93528.5M $1.93 %
10Exxon Mobil Corp 165,55325.5M $1.73 %
11Union Pacific Corp 93,05325.1M $1.70 %
12ASML Holding NV 17,04724.5M $1.66 %
13Alphabet Inc 63,27224.2M $1.63 %
14Linde PLC 47,60723.9M $1.61 %
15AstraZeneca PLC 125,91023.6M $1.60 %
16Eaton Corp PLC 50,20521.7M $1.47 %
17RTX Corp 122,62321.6M $1.46 %
18Analog Devices Inc 53,53121.5M $1.46 %
19Blackstone Inc 161,73520.3M $1.37 %
20TJX Cos Inc/The 125,96419.7M $1.33 %
21TE Connectivity PLC 90,47719.2M $1.29 %
22NextEra Energy Inc 195,40319.1M $1.29 %
23UnitedHealth Group Inc 49,81218.5M $1.25 %
24Automatic Data Processing Inc 83,69017.7M $1.20 %
25Advanced Micro Devices Inc 50,00117.7M $1.20 %
26Danaher Corp 96,85317.3M $1.17 %
27Prologis Inc 119,71617M $1.15 %
28Mondelez International Inc 274,16616.8M $1.14 %
29McDonald's Corp. 57,02816.7M $1.13 %
30CME Group Inc 57,52916.6M $1.12 %
31Expand Energy Corp 158,23716.2M $1.09 %
32Martin Marietta Materials Inc 24,96815.5M $1.05 %
33PNC Financial Services Group Inc/The 68,37515.2M $1.03 %
34Monster Beverage Corp 197,27115.2M $1.03 %
35Home Depot Inc/The 44,77614.7M $1.00 %
36Thermo Fisher Scientific Inc 30,30214.5M $0.98 %
37Blackrock Inc 13,19914.1M $0.95 %
38Caterpillar Inc 15,34213.7M $0.92 %
39Intercontinental Exchange Inc 85,43513.5M $0.91 %
40Dexcom Inc 216,37312.9M $0.87 %
41Tesla Inc 32,78312.5M $0.85 %
42Eli Lilly & Co 13,38012.5M $0.85 %
43IQVIA Holdings Inc 78,67612.5M $0.84 %
44Otis Worldwide Corp 159,81812.4M $0.84 %
45Walt Disney Co/The 116,62412.1M $0.82 %
46S&P Global Inc 27,46411.8M $0.80 %
47Lam Research Corp 44,72711.5M $0.78 %
48Zoetis Inc 91,73010.5M $0.71 %
49Salesforce Inc 57,02210.1M $0.68 %
50Stryker Corp 31,5689.9M $0.67 %
51Roper Technologies Inc 27,9849.9M $0.67 %
52Micron Technology Inc 18,5219.6M $0.65 %
53O'Reilly Automotive Inc 92,8629.2M $0.62 %
54T-Mobile US Inc 47,1289.2M $0.62 %
55Arista Networks Inc 52,1199M $0.61 %
56Progressive Corp/The 43,6168.8M $0.59 %
57Abbott Laboratories 96,3578.7M $0.59 %
58IDEXX Laboratories Inc 15,5868.7M $0.59 %
59Fidelity National Information Services Inc 177,0638.2M $0.56 %
60Boeing Co/The 33,8727.8M $0.52 %
61Lennox International Inc 13,8677.4M $0.50 %
62VICI Properties Inc 252,7427.4M $0.50 %
63American Tower Corp 39,3577.2M $0.49 %
64Cheniere Energy Inc 25,4857M $0.47 %
65Arthur J Gallagher & Co 31,8106.6M $0.44 %
66American Water Works Co Inc 49,8176.4M $0.43 %

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Sector breakdown

  • Technology 32.3 %
  • Communication 12.8 %
  • Financials 12.0 %
  • Consumer discretionary 11.1 %
  • Health care 10.2 %
  • Industrials 8.9 %
  • Energy 3.3 %
  • Materials 2.7 %
  • Consumer staples 2.2 %
  • Real estate 2.2 %
  • Utilities 1.7 %
  • Unattributed 0.5 %

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 96.7 %
  • Netherlands 1.7 %
  • United Kingdom 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States641.4B $96.71 %
2Netherlands124.5M $1.68 %
3United Kingdom123.6M $1.61 %
Cite this page

Titelia. "Holdings of CIBC ATLAS DISCIPLINED EQUITY FUND". https://titelia.com/en/funds/S000041987