Titelia

Holdings of IMS Capital Value Fund

360 Funds · Original filing · Compare with another fund · Report an error

Net assets
51.5M $ including 49.8M $ in equities, 96.7 %
Positions
28 in 1 countries
Top ten
57.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Meta Platforms Inc 8,2004.7M $9.11 %
2Alphabet Inc 16,0004.6M $8.92 %
3NVIDIA Corp 20,0003.5M $6.78 %
4Wells Fargo & Co 43,0003.4M $6.65 %
5Amazon.com Inc 14,5603M $5.89 %
6Broadcom Inc 7,5002.3M $4.51 %
7Caterpillar Inc 2,9002.1M $3.99 %
8UnitedHealth Group Inc 7,5792.1M $3.98 %
9Apple Inc 8,0002M $3.94 %
10Verizon Communications Inc 39,0002M $3.80 %
11Microsoft Corp 5,2001.9M $3.74 %
12Dutch Bros Inc 37,9801.9M $3.74 %
13Netflix Inc 17,5001.7M $3.27 %
14General Electric Co 4,9001.4M $2.70 %
15Bank of America Corp 27,9001.4M $2.64 %
16Diamondback Energy Inc 6,6001.3M $2.54 %
17Vistra Corp 8,0001.2M $2.34 %
18US Bancorp 21,3901.1M $2.16 %
19Charles Schwab Corp/The 11,5301.1M $2.10 %
20Tesla Inc 2,9001.1M $2.09 %
21Applied Materials Inc 3,0001M $1.99 %
22Capital One Financial Corp 5,5001M $1.95 %
23Johnson & Johnson 4,000977.8K $1.90 %
24Marvell Technology Inc 7,600752.8K $1.46 %
25Arista Networks Inc 5,700699.8K $1.36 %
26Costco Wholesale Corp 700697.5K $1.35 %
27QUALCOMM Inc 5,388693.9K $1.35 %
28Procter & Gamble Co/The 1,650238.3K $0.46 %

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Sector breakdown

  • Technology 26.0 %
  • Communication 26.0 %
  • Financials 16.0 %
  • Consumer discretionary 8.3 %
  • Industrials 6.9 %
  • Health care 6.1 %
  • Energy 2.6 %
  • Utilities 2.4 %
  • Consumer staples 1.9 %
  • Unattributed 3.9 %

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 States2849.8M $100.00 %
Cite this page

Titelia. "Holdings of IMS Capital Value Fund". https://titelia.com/en/funds/S000045520