Titelia

Holdings of Global Atlantic Wellington Research Managed Risk Portfolio

Forethought Variable Insurance Trust · Original filing · Compare with another fund · Report an error

Net assets
251.7M $ including 153.1M $ in equities, 60.8 %
Positions
177 in 9 countries
Bond lines
40 from 19 companies
Top ten
25.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Casey's General Stores Inc 442321.7K $0.13 %
102Packaging Corp of America 1,504319.2K $0.13 %
103UnitedHealth Group Inc 1,166315.5K $0.13 %
104WW Grainger Inc 289315.2K $0.13 %
105Elevance Health Inc 1,055308.9K $0.12 %
106Netflix Inc 3,208308.4K $0.12 %
107KBR Inc 8,228303.3K $0.12 %
108Vertiv Holdings Co 1,201300.9K $0.12 %
109United Therapeutics Corp 507300.6K $0.12 %
110Guardian Pharmacy Services Inc 7,800293.7K $0.12 %
111Regeneron Pharmaceuticals, Inc. 379292.8K $0.12 %
112Newmont Corp 2,596281K $0.11 %
113StandardAero Inc 10,786278.6K $0.11 %
114Middleby Corp/The 2,038270.2K $0.11 %
115Freshpet Inc 4,472263.7K $0.10 %
116Cytokinetics Inc 3,995263.3K $0.10 %
117AstraZeneca PLC 1,335263.3K $0.10 %
118Tetra Tech Inc 8,584258.6K $0.10 %
119Celanese Corp 3,846253K $0.10 %
120PepsiCo Inc 1,620251.6K $0.10 %
121Ross Stores Inc 1,100238.3K $0.09 %
122Gilead Sciences Inc 1,693236K $0.09 %
123Hamilton Insurance Group Ltd 7,840233.9K $0.09 %
124Amgen Inc 663233.3K $0.09 %
125Xenon Pharmaceuticals Inc 3,946229.5K $0.09 %
126STERIS PLC 1,014224.2K $0.09 %
127Waters Corp 744221.6K $0.09 %
128Elanco Animal Health Inc 9,142218.8K $0.09 %
129Newamsterdam Pharma Co NV 6,700214.5K $0.09 %
130Structure Therapeutics Inc 4,428213.4K $0.08 %
131EquipmentShare.com Inc 10,477213.4K $0.08 %
132CVS Health Corp 2,970213.3K $0.08 %
133Thermo Fisher Scientific Inc 423207.9K $0.08 %
134Johnson Controls International plc 1,401183.5K $0.07 %
135Performance Food Group Co 2,140183.3K $0.07 %
136British American Tobacco PLC 3,077179.9K $0.07 %
137Argenx SE 239174.5K $0.07 %
138ICON PLC 1,532169.5K $0.07 %
139Vita Coco Co Inc/The 3,500167.7K $0.07 %
140ServiceNow Inc 1,515158.4K $0.06 %
141Boston Scientific Corp 2,519158.1K $0.06 %
142Revolution Medicines Inc 1,601155.7K $0.06 %
143Goodyear Tire & Rubber Co/The 21,790144.5K $0.06 %
144SAP SE 834142.8K $0.06 %
145Medtronic PLC 1,590137.8K $0.05 %
146Natera Inc 676135.2K $0.05 %
147Ascendis Pharma A/S 590135K $0.05 %
148VeraDermics Inc 2,121133.9K $0.05 %
149Builders FirstSource Inc 1,592131.1K $0.05 %
150Bank of New York Mellon Corp/The 1,100130.5K $0.05 %
151Hub Group Inc 3,487125.7K $0.05 %
152Navan Inc 8,929118.2K $0.05 %
153BellRing Brands Inc 6,967112.1K $0.04 %
154EchoStar Corp 903105.7K $0.04 %
155LivaNova PLC 1,52596.9K $0.04 %
156Ingevity Corp 1,11679.5K $0.03 %
157Bio-Techne Corp 1,50878.8K $0.03 %
158Celsius Holdings Inc 2,21678.6K $0.03 %
159Alignment Healthcare Inc 4,00070.5K $0.03 %
160elf Beauty Inc 1,13068.5K $0.03 %
161Cencora Inc 21467.2K $0.03 %
162Protagonist Therapeutics Inc 63066.4K $0.03 %
163Spyre Therapeutics Inc 1,30966K $0.03 %
164West Pharmaceutical Services Inc 24060.2K $0.02 %
165Incyte Corp 62258.5K $0.02 %
166Acadia Healthcare Co Inc 2,37155.5K $0.02 %
167Mirum Pharmaceuticals Inc 58654.1K $0.02 %
168Apogee Therapeutics Inc 63453.4K $0.02 %
169Dianthus Therapeutics Inc 58048.7K $0.02 %
170Scholar Rock Holding Corp 97848.1K $0.02 %
171Cogent Biosciences Inc 1,24547.9K $0.02 %
172York Space Systems Inc 2,10746.7K $0.02 %
173Magnum Ice Cream Co NV/The 2,84642.5K $0.02 %
174Disc Medicine Inc 64641.3K $0.02 %
175Champion Homes Inc 39429.3K $0.01 %
176Corvus Pharmaceuticals Inc 1,71425.1K $0.01 %
177Oddity Tech Ltd 1,85324.8K $0.01 %

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The bonds it holds

19 companies, 40 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1JPMorgan Chase & Co41.3M $0.54 %
2Commonwealth Bank of Australia1512.5K $0.20 %
3Oracle Corp11493.4K $0.20 %
4Citizens Financial Group Inc1482.8K $0.19 %
5Salesforce Inc2449.9K $0.18 %
6AT&T Inc2426K $0.17 %
7Goldman Sachs Group Inc/The2425.4K $0.17 %
8Philip Morris International Inc.2394.1K $0.16 %
9Diamondback Energy Inc2322K $0.13 %
10JBS NV2307K $0.12 %
11Sempra1244.1K $0.10 %
12Amazon.com Inc3204.6K $0.08 %
13LG Energy Solution Ltd1199.4K $0.08 %
14Saudi Arabian Oil Co1198.7K $0.08 %
15HSBC Holdings PLC1197.3K $0.08 %
16Intel Corp1151.8K $0.06 %
17Morgan Stanley1118.8K $0.05 %
18Duke Energy Corp153.7K $0.02 %
19Boeing Co/The147.1K $0.02 %

Sector breakdown

  • Technology 30.4 %
  • Financials 11.7 %
  • Consumer discretionary 9.4 %
  • Communication 9.2 %
  • Health care 8.5 %
  • Consumer staples 5.5 %
  • Energy 5.1 %
  • Industrials 3.5 %
  • Utilities 2.8 %
  • Materials 1.8 %
  • Real estate 0.9 %
  • Unattributed 11.2 %

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 96.5 %
  • United Kingdom 1.9 %
  • Singapore 0.4 %
  • Bermuda 0.3 %
  • Netherlands 0.3 %
  • Ireland 0.2 %
  • Canada 0.1 %
  • Germany 0.1 %
  • Denmark 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States162147.8M $96.54 %
2United Kingdom52.9M $1.93 %
3Singapore1541K $0.35 %
4Bermuda1517.7K $0.34 %
5Netherlands3431.5K $0.28 %
6Ireland2353K $0.23 %
7Canada1229.5K $0.15 %
8Germany1142.8K $0.09 %
9Denmark1135K $0.09 %
Cite this page

Titelia. "Holdings of Global Atlantic Wellington Research Managed Risk Portfolio". https://titelia.com/en/funds/S000042090