Titelia

Holdings of Catholic Values Equity Fund

SEI CATHOLIC VALUES TRUST · Original filing · Compare with another fund · Report an error

Net assets
428.7M $ including 418.2M $ in equities, 97.6 %
Positions
977 in 29 countries
Top ten
17.2 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 48,54612.8M $2.99 %
2NVIDIA Corp 62,48111.1M $2.58 %
3Microsoft Corp 26,86610.6M $2.46 %
4Alphabet Inc 29,5019.2M $2.15 %
5Broadcom Inc 20,3366.5M $1.52 %
6Amazon.com Inc 25,5295.4M $1.25 %
7Meta Platforms Inc 7,3894.8M $1.12 %
8Alphabet Inc 14,9414.7M $1.09 %
9JPMorgan Chase & Co 14,9414.5M $1.05 %
10Taiwan Semiconductor Manufacturing Co Ltd 11,9574.5M $1.04 %
11Visa Inc 12,4694M $0.93 %
12Citigroup Inc 31,9263.5M $0.82 %
13Morgan Stanley 19,1593.2M $0.74 %
14Casey's General Stores Inc 4,5733.1M $0.73 %
15AIA Group Ltd 284,0003.1M $0.73 %
16Tesla Inc 6,6592.7M $0.63 %
17Berkshire Hathaway Inc 4,8532.5M $0.57 %
18Costco Wholesale Corp 2,3322.4M $0.55 %
19ASML Holding NV 1,6142.3M $0.55 %
20Bank of America Corp 46,9412.3M $0.55 %
21AT&T Inc 83,1252.3M $0.54 %
22Salesforce Inc 11,5052.2M $0.52 %
23Micron Technology Inc 5,3672.2M $0.52 %
24CVS Health Corp 26,9832.2M $0.50 %
25Amphenol Corp 14,4952.1M $0.49 %
26Pernod Ricard SA 22,4422.1M $0.48 %
27Rio Tinto Ltd 16,9642M $0.47 %
28Unilever PLC 27,4092M $0.47 %
29SAP SE 9,7822M $0.46 %
30AerCap Holdings NV 13,1162M $0.46 %
31Lam Research Corp 8,3802M $0.46 %
32Assa Abloy AB 45,1701.9M $0.45 %
33AP Moller - Maersk A/S 7611.9M $0.44 %
34Nokia Oyj 241,9811.9M $0.43 %
35Hoya Corp 10,1001.8M $0.43 %
36Halma PLC 31,8731.8M $0.42 %
37Tencent Holdings Ltd 27,1001.8M $0.42 %
38Ross Stores Inc 8,5611.8M $0.41 %
39Teleperformance SE 29,0661.8M $0.41 %
40Cencora Inc 4,7071.8M $0.41 %
41Motorola Solutions Inc 3,6091.7M $0.41 %
42AIB Group PLC 161,7041.7M $0.39 %
43LVMH Moet Hennessy Louis Vuitton SE 2,6051.7M $0.39 %
44Lumentum Holdings Inc 2,3411.6M $0.38 %
45Netflix Inc 16,9701.6M $0.38 %
46ITV PLC 1,524,3351.6M $0.38 %
47Brother Industries Ltd 78,7001.6M $0.38 %
48STERIS PLC 6,4311.6M $0.38 %
49Intuit Inc 3,8881.6M $0.37 %
50Reliance Inc 4,9211.6M $0.36 %
51Walt Disney Co/The 14,6301.6M $0.36 %
52Dollarama Inc 10,5061.5M $0.36 %
53Telefonica Brasil SA 182,7001.5M $0.36 %
54Scout24 SE 18,0141.5M $0.36 %
55Accenture PLC 7,3201.5M $0.36 %
56Argenx SE 1,9471.5M $0.35 %
57Cintas Corp 7,4521.5M $0.35 %
58Monolithic Power Systems Inc 1,3011.5M $0.35 %
59Chevron Corp 7,9401.5M $0.35 %
60Burberry Group PLC 94,9411.5M $0.35 %
61TOTVS SA 200,2001.5M $0.34 %
62Encompass Health Corp 13,6461.5M $0.34 %
63Medtronic PLC 15,0491.5M $0.34 %
64RELX PLC 41,8471.5M $0.34 %
65Marriott International Inc/MD 4,1911.4M $0.33 %
66Dollar General Corp 9,1571.4M $0.33 %
67Signify NV 61,2051.4M $0.33 %
68Applied Materials Inc 3,8241.4M $0.33 %
69Cisco Systems, Inc. 17,8131.4M $0.33 %
70Home Depot Inc/The 3,6681.4M $0.33 %
71Check Point Software Technologies Ltd 8,9911.4M $0.32 %
72Ameriprise Financial Inc 2,8991.4M $0.32 %
73Canadian Natural Resources Ltd 30,6411.3M $0.31 %
74Toromont Industries Ltd 8,5951.3M $0.31 %
75PepsiCo Inc 7,6831.3M $0.30 %
76Experian PLC 34,3221.3M $0.30 %
77Diageo PLC 57,3391.3M $0.30 %
78Linde PLC 2,4411.2M $0.29 %
79Recruit Holdings Co Ltd 28,4001.2M $0.29 %
80Harmonic Inc 115,4011.2M $0.29 %
81WPP PLC 328,0011.2M $0.28 %
82Partners Group Holding AG 1,0851.2M $0.28 %
83Booking Holdings Inc 2791.2M $0.28 %
84Verizon Communications Inc 23,2881.2M $0.27 %
85Vertiv Holdings Co 4,5801.2M $0.27 %
86Advanced Micro Devices Inc 5,8291.2M $0.27 %
87Arista Networks Inc 8,7171.2M $0.27 %
88Kroger Co/The 16,9351.2M $0.27 %
89General Motors Co 14,5701.1M $0.27 %
90BP PLC 29,4431.1M $0.27 %
91NRG Energy Inc 6,3781.1M $0.27 %
92Magna International Inc 17,9251.1M $0.26 %
93Enviri Corp 59,5451.1M $0.26 %
94Cohu Inc 37,2991.1M $0.26 %
95Newmont Corp 8,6301.1M $0.26 %
96NextEra Energy Inc 11,9341.1M $0.26 %
97Mastercard Inc 2,1111.1M $0.25 %
98Banco do Brasil SA 205,8001.1M $0.25 %
99Deere & Co 1,7171.1M $0.25 %
100Automatic Data Processing Inc 5,0321.1M $0.25 %

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Sector breakdown

  • Technology 20.5 %
  • Financials 11.1 %
  • Communication 7.4 %
  • Industrials 7.0 %
  • Consumer discretionary 6.9 %
  • Health care 5.4 %
  • Consumer staples 3.6 %
  • Energy 2.7 %
  • Materials 2.2 %
  • Utilities 2.2 %
  • Real estate 1.1 %
  • Unattributed 29.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 83.9 %
  • EUR 5.8 %
  • GBP 2.7 %
  • JPY 1.6 %
  • HKD 1.4 %
  • BRL 1.1 %
  • DKK 0.8 %
  • CAD 0.7 %
  • AUD 0.5 %
  • SEK 0.5 %
  • CHF 0.4 %
  • KRW 0.3 %
  • TWD 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 79.3 %
  • United Kingdom 4.3 %
  • Netherlands 1.8 %
  • France 1.6 %
  • Japan 1.6 %
  • Hong Kong SAR China 1.4 %
  • Taiwan 1.2 %
  • Ireland 1.1 %
  • Canada 1.1 %
  • Brazil 1.1 %
  • Germany 1.0 %
  • Denmark 0.8 %
  • Other countries 3.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States863331.5M $79.26 %
2United Kingdom2017.8M $4.26 %
3Netherlands87.5M $1.78 %
4France66.8M $1.62 %
5Japan116.7M $1.61 %
6Hong Kong SAR China56M $1.44 %
7Taiwan25.2M $1.23 %
8Ireland64.7M $1.12 %
9Canada74.6M $1.10 %
10Brazil44.5M $1.09 %
11Germany64.3M $1.03 %
12Denmark33.2M $0.77 %
Cite this page

Titelia. "Holdings of Catholic Values Equity Fund". https://titelia.com/en/funds/S000048320