Titelia

Holdings of DANA LARGE CAP EQUITY FUND

Valued Advisers Trust · Original filing · Compare with another fund · Report an error

Net assets
68.4M $ including 68.1M $ in equities, 99.5 %
Positions
47 in 1 countries
Top ten
42.4 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 27,2005.4M $7.93 %
2Alphabet Inc 12,0004.6M $6.75 %
3Apple Inc 16,5004.5M $6.54 %
4Microsoft Corp 8,3003.4M $4.95 %
5Amazon.com Inc 11,0002.9M $4.26 %
6Broadcom Inc 5,3612.2M $3.27 %
7Analog Devices Inc 3,8941.6M $2.29 %
8Lam Research Corp 5,9041.5M $2.22 %
9Meta Platforms Inc 2,4001.5M $2.15 %
10Cisco Systems, Inc. 15,6001.4M $2.09 %
11Vertiv Holdings Co 4,2601.4M $2.04 %
12Linde PLC 2,7231.4M $1.99 %
13SLB Ltd 23,5001.3M $1.95 %
14American Tower Corp 7,2081.3M $1.92 %
15Interactive Brokers Group Inc 16,5001.3M $1.92 %
16Bank of New York Mellon Corp/The 9,7001.3M $1.90 %
17Oracle Corp 7,9571.3M $1.88 %
18Diamondback Energy Inc 6,2001.3M $1.86 %
19AbbVie Inc 5,8001.2M $1.79 %
20Delta Air Lines Inc 18,0001.2M $1.79 %
21JPMorgan Chase & Co 3,9001.2M $1.78 %
22Wells Fargo & Co 14,7001.2M $1.77 %
23IQVIA Holdings Inc 7,5361.2M $1.74 %
24Visa Inc 3,6001.2M $1.74 %
25Eli Lilly & Co 1,2501.2M $1.71 %
26Parker-Hannifin Corp 1,2701.2M $1.69 %
27American Express Co 3,5001.1M $1.65 %
28Allstate Corp/The 5,2001.1M $1.65 %
29Uber Technologies Inc 14,8001.1M $1.61 %
30McKesson Corp 1,3471.1M $1.60 %
31Restaurant Brands International Inc 13,4331.1M $1.58 %
32Accenture PLC 5,9971.1M $1.57 %
33Carnival Corp 40,0001.1M $1.55 %
34L3Harris Technologies Inc 3,3001.1M $1.55 %
35TJX Cos Inc/The 6,6001M $1.51 %
36PulteGroup Inc 8,3001M $1.48 %
37Boston Scientific Corp 17,110985.7K $1.44 %
38T-Mobile US Inc 4,400860.2K $1.26 %
39Procter & Gamble Co/The 5,556817.2K $1.19 %
40Philip Morris International Inc. 4,946816.4K $1.19 %
41CenterPoint Energy Inc 18,500807.5K $1.18 %
42PPL Corp 21,000786.2K $1.15 %
43J M Smucker Co/The 7,875772K $1.13 %
44Sysco Corp 10,046750.5K $1.10 %
45Walt Disney Co/The 7,200747K $1.09 %
46ServiceNow Inc 8,200724.1K $1.06 %
47Bank of America Corp 1,00053.5K $0.08 %

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Sector breakdown

  • Technology 33.9 %
  • Financials 12.5 %
  • Communication 11.3 %
  • Consumer discretionary 8.9 %
  • Industrials 8.7 %
  • Health care 8.3 %
  • Energy 3.8 %
  • Consumer staples 3.5 %
  • Utilities 2.3 %
  • Materials 2.0 %
  • Real estate 1.9 %
  • Unattributed 2.6 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States4768.1M $100.00 %
Cite this page

Titelia. "Holdings of DANA LARGE CAP EQUITY FUND". https://titelia.com/en/funds/S000042642