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
301Delta Air Lines Inc 4,577300.7K $0.07 %
302Vontier Corp 7,338300.3K $0.07 %
303Alcoa Corp 4,724293.3K $0.07 %
304MetLife Inc 4,026290.2K $0.07 %
305nVent Electric PLC 2,436288.3K $0.07 %
306Northern Trust Corp 2,012287.9K $0.07 %
307Devon Energy Corp 6,524284K $0.07 %
308Qnity Electronics Inc 2,206279.6K $0.07 %
309WESCO International Inc 964279.1K $0.07 %
310Swatch Group AG/The 1,068273.2K $0.06 %
311Warner Bros Discovery Inc 9,628271.2K $0.06 %
312Xcel Energy Inc 3,243270.3K $0.06 %
313Computershare Ltd 12,046266K $0.06 %
314Rational AG 305264.1K $0.06 %
315Kirby Corp 2,029263.4K $0.06 %
316Unum Group 3,649261.7K $0.06 %
317Stanley Black & Decker Inc 3,000259.5K $0.06 %
318United Rentals Inc 308258.7K $0.06 %
319First Horizon Corp 10,810257.2K $0.06 %
320Murphy USA Inc 644251.6K $0.06 %
321Cadence Design Systems Inc 832250.8K $0.06 %
322Shell PLC 2,965247.6K $0.06 %
323Nordson Corp 843247.4K $0.06 %
324American Electric Power Co Inc 1,847247.2K $0.06 %
325Brown & Brown Inc 3,440247.1K $0.06 %
326Somnigroup International Inc 2,754246.5K $0.06 %
327Evercore Inc 786242.7K $0.06 %
328Smurfit Westrock PLC 5,158242.5K $0.06 %
329Emerson Electric Co. 1,607242.3K $0.06 %
330Mondi PLC 20,123240K $0.06 %
331Royal Caribbean Cruises Ltd 765237.9K $0.06 %
332Doosan Bobcat Inc 5,222235.5K $0.05 %
333Lincoln Electric Holdings Inc 809232.2K $0.05 %
334SLM Corp 12,309230.7K $0.05 %
335Arch Capital Group Ltd 2,300230.3K $0.05 %
336Baxter International Inc 11,232228.8K $0.05 %
337Williams-Sonoma Inc 1,110228.3K $0.05 %
338CACI International Inc 373227.6K $0.05 %
339Tetra Tech Inc 6,340227.2K $0.05 %
340ITT Inc 1,117226.1K $0.05 %
341Western Alliance Bancorp 2,780223.3K $0.05 %
342Intel Corp 4,726215.6K $0.05 %
343Seagate Technology Holdings PLC 526214.5K $0.05 %
344ONEOK Inc 2,578213.4K $0.05 %
345Veeva Systems Inc 1,171213.1K $0.05 %
346LPL Financial Holdings Inc 709213K $0.05 %
347Workday Inc 1,592212.9K $0.05 %
348SBA Communications Corp 1,053211.8K $0.05 %
349Exact Sciences Corp 2,022209K $0.05 %
350M3, Inc. 18,600203.7K $0.05 %
351Synchrony Financial 2,944203.5K $0.05 %
352Omnicom Group Inc 2,374202.5K $0.05 %
353Coherent Corp 779201.7K $0.05 %
354Vistra Corp 1,148199.6K $0.05 %
355O'Reilly Automotive Inc 2,115198.6K $0.05 %
356Element Solutions Inc 5,641197.9K $0.05 %
357Hanover Insurance Group Inc/The 1,089196.7K $0.05 %
358Oshkosh Corp 1,137193.3K $0.05 %
359Affiliated Managers Group Inc 631193.2K $0.05 %
360CSX Corp 4,524193.1K $0.05 %
361Avnet Inc 2,918192.1K $0.04 %
362Sandisk Corp/DE 301191.2K $0.04 %
363Hexcel Corp 2,057190.7K $0.04 %
364Caterpillar Inc 256190.2K $0.04 %
365MGIC Investment Corp 7,078187.8K $0.04 %
366Armstrong World Industries Inc 1,080187.4K $0.04 %
367Axis Capital Holdings Ltd 1,754185.4K $0.04 %
368Huntington Bancshares Inc/OH 11,006184.9K $0.04 %
369Target Corp 1,620184.3K $0.04 %
370CH Robinson Worldwide Inc 994184.1K $0.04 %
371Royalty Pharma PLC 3,976183.7K $0.04 %
372American Tower Corp 956183.4K $0.04 %
373Host Hotels & Resorts Inc 9,310182.4K $0.04 %
374Teradyne Inc 560179.2K $0.04 %
375B&M European Value Retail SA 68,600175K $0.04 %
376Cirrus Logic Inc 1,236174.4K $0.04 %
377Primerica Inc 683173.2K $0.04 %
378White Mountains Insurance Group Ltd 78173.2K $0.04 %
379Healthpeak Properties Inc 9,791173.1K $0.04 %
380Carrier Global Corp 2,640170K $0.04 %
381BXP Inc 2,949169.8K $0.04 %
382Acuity Inc 561169.2K $0.04 %
383ExlService Holdings Inc 5,410169.1K $0.04 %
384LG Corp 2,259169K $0.04 %
385Keyence Corp 400168.6K $0.04 %
386Robert Half Inc 6,794165.9K $0.04 %
387AutoZone Inc 44165.2K $0.04 %
388Ventas Inc 1,890162.8K $0.04 %
389Equitable Holdings Inc 4,036162.3K $0.04 %
390AvalonBay Communities, Inc. 909161.1K $0.04 %
391Republic Services Inc 700160.3K $0.04 %
392Hexagon AB 14,037159.8K $0.04 %
393Fifth Third Bancorp 3,228159.7K $0.04 %
394Carlisle Cos Inc 402158.7K $0.04 %
395Amcor PLC 3,272158.5K $0.04 %
396Campbell's Company/The 5,858157.9K $0.04 %
397Jabil Inc 593157.1K $0.04 %
398Arrow Electronics Inc 1,030156.7K $0.04 %
399AptarGroup Inc 1,090156.6K $0.04 %
400Woodward Inc 405156.6K $0.04 %

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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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

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 %

Each line is counted in its quoted currency, as the fund declares it.

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 are computed on the fund's equities only.

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