Titelia

Holdings of Counterpoint Tactical Equity Fund

NORTHERN LIGHTS FUND TRUST III · 272 declared positions · as of Mar 31, 2026

Original filing · Net assets 595.7M $ · Ten largest lines: 36.6 % of the equity sleeve

Sector breakdown

  • Technology 2.3 %
  • Financials 1.2 %
  • Industrials 1.0 %
  • Health care 1.0 %
  • Consumer staples 0.4 %
  • Consumer discretionary 0.4 %
  • Communication 0.4 %
  • Materials 0.3 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 92.7 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 88.3 %
  • CA 2.9 %
  • BM 2.1 %
  • IL 1.2 %
  • GB 1.0 %
  • IE 1.0 %
  • KY 0.9 %
  • MH 0.7 %
  • CH 0.4 %
  • GG 0.3 %
  • NO 0.3 %
  • PR 0.3 %
  • Other countries 0.7 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US229176.4M $88.28 %
CA105.8M $2.88 %
BM84.2M $2.08 %
IL52.3M $1.17 %
GB32.1M $1.04 %
IE31.9M $0.97 %
KY31.7M $0.86 %
MH31.4M $0.72 %
CH2824.3K $0.41 %
GG1585.5K $0.29 %
NO1574.8K $0.29 %
PR1570.2K $0.29 %

Positions

CompanySharesValueWeight
Northern Lights Fund Trust III 1,549,61664.8M $10.87 %
SolarEdge Technologies Inc 20,4101M $0.17 %
EchoStar Corp 8,163955.6K $0.16 %
Ultra Clean Holdings Inc 14,750917.2K $0.15 %
Intuitive Machines Inc 48,958908.7K $0.15 %
Lumen Technologies Inc 130,115904.3K $0.15 %
SPS Commerce Inc 16,189901.2K $0.15 %
Penn Entertainment Inc 59,818899.1K $0.15 %
Jefferies Financial Group Inc 21,734897K $0.15 %
TETRA Technologies Inc 104,965894.3K $0.15 %
Ichor Holdings Ltd 19,141892.2K $0.15 %
Transocean Ltd 133,401884.4K $0.15 %
Liberty Energy Inc 30,694884K $0.15 %
Monday.com Ltd 12,783883.4K $0.15 %
Eagle Bancorp Inc 35,358879.4K $0.15 %
SFL Corp Ltd 81,426878.6K $0.15 %
CECO Environmental Corp 14,744878.4K $0.15 %
Alpha & Omega Semiconductor Ltd 39,579877.1K $0.15 %
Redwood Trust Inc 156,116875.8K $0.15 %
Albertsons Cos Inc 50,900867.3K $0.15 %
PepsiCo Inc 5,584867.1K $0.15 %
Denison Mines Corp 245,426866.4K $0.15 %
Liberty Global Ltd. 71,438863.7K $0.15 %
FedEx Corp 2,423863K $0.14 %
AMN Healthcare Services Inc 47,052862.9K $0.14 %
Viatris Inc 63,856862.7K $0.14 %
Toast Inc 32,265855.3K $0.14 %
Ralliant Corp 20,547854.5K $0.14 %
General Motors Co 11,463854K $0.14 %
Fiserv Inc 15,281852.7K $0.14 %
ACV Auctions Inc 200,664850.8K $0.14 %
Oil States International Inc 73,084850.7K $0.14 %
Zoetis Inc 7,170847.6K $0.14 %
Cognex Corp 17,220843.6K $0.14 %
Resideo Technologies Inc 24,886838.9K $0.14 %
Endeavour Silver Corp 89,549833.7K $0.14 %
Cleveland-Cliffs Inc 97,669825.3K $0.14 %
Goodyear Tire & Rubber Co/The 124,171823.3K $0.14 %
Credo Technology Group Holding Ltd 8,752821.6K $0.14 %
Unusual Machines Inc /US 65,909817.3K $0.14 %
Adient PLC 40,125810.9K $0.14 %
Gold.com Inc 20,115806.2K $0.14 %
Dollar General Corp 6,780805K $0.14 %
Ferroglobe PLC 192,189791.8K $0.13 %
Ameresco Inc 30,859786.9K $0.13 %
Century Aluminum Co 11,586680K $0.11 %
Coeur Mining Inc 34,639650.2K $0.11 %
Taseko Mines Ltd 95,461615.7K $0.10 %
Hudbay Minerals Inc 29,365613.7K $0.10 %
Newmont Corp 5,661612.8K $0.10 %
BellRing Brands Inc 38,057612.3K $0.10 %
Poet Technologies Inc 100,591597.5K $0.10 %
Trade Desk Inc/The 26,171593.8K $0.10 %
Deckers Outdoor Corp 5,932593.7K $0.10 %
Asana Inc 92,371591.2K $0.10 %
DXC Technology Co 46,830588.7K $0.10 %
IDT Corp 11,965587.5K $0.10 %
Super Group SGHC Ltd 54,212585.5K $0.10 %
Satellogic Inc 107,296583.7K $0.10 %
Gartner Inc 3,682583K $0.10 %
Vermilion Energy Inc 42,285582.7K $0.10 %
Energy Fuels Inc/Canada 31,909582.3K $0.10 %
Eli Lilly & Co 633582.2K $0.10 %
LiveRamp Holdings Inc 21,947582K $0.10 %
Las Vegas Sands Corp 10,790581.4K $0.10 %
Accenture PLC 2,929580.8K $0.10 %
J M Smucker Co/The 5,990577.7K $0.10 %
Vertex Inc 48,583577.7K $0.10 %
Kennametal Inc 15,968576.9K $0.10 %
Frontline PLC 16,490574.8K $0.10 %
ARKO Petroleum Corp 32,124574.7K $0.10 %
SiTime Corp 1,663574.3K $0.10 %
EZCORP Inc 22,604573.7K $0.10 %
Astec Industries Inc 10,625572.1K $0.10 %
InterDigital Inc 1,893571.7K $0.10 %
Reinsurance Group of America Inc 2,799571.4K $0.10 %
John Wiley & Sons Inc 14,998571.4K $0.10 %
ExlService Holdings Inc 18,750570.9K $0.10 %
Borr Drilling Ltd. 98,850570.4K $0.10 %
CVS Health Corp 7,941570.3K $0.10 %
EVERTEC Inc 20,207570.2K $0.10 %
LendingClub Corp 39,698568.5K $0.10 %
Jazz Pharmaceuticals PLC 3,005568.1K $0.10 %
Advanced Energy Industries Inc 1,760568K $0.10 %
Encore Capital Group Inc 8,096567.7K $0.10 %
Star Bulk Carriers Corp 24,712567.6K $0.10 %
Mastercard Inc 1,136567.6K $0.10 %
PRA Group Inc 32,416567.3K $0.10 %
Costamare Inc 33,501566.2K $0.10 %
Cava Group Inc 6,994565.8K $0.10 %
Pagseguro Digital Ltd 56,464565.8K $0.10 %
T-Mobile US Inc 2,693565.6K $0.10 %
Visa Inc 1,870565.2K $0.09 %
FTAI Aviation Ltd 2,305564.7K $0.09 %
Automatic Data Processing Inc 2,778564.4K $0.09 %
Enovis Corp 24,787563.9K $0.09 %
Expedia Group Inc 2,442563.8K $0.09 %
Corsair Gaming Inc 101,551563.6K $0.09 %
Centene Corp 17,210563.5K $0.09 %
Kulicke & Soffa Industries Inc 8,558562.4K $0.09 %
Caesars Entertainment Inc 21,276562.3K $0.09 %
Fidelity National Information Services Inc 11,985562.2K $0.09 %
Dycom Industries Inc 1,657561.4K $0.09 %
Broadcom Inc 1,812560.8K $0.09 %
Forward Air Corp 33,550560.6K $0.09 %
Teladoc Health Inc 102,857560.6K $0.09 %
Interface Inc 22,492560.5K $0.09 %
Genco Shipping & Trading Ltd 24,852560.4K $0.09 %
NETGEAR Inc 25,622559.6K $0.09 %
MKS Inc 2,430558.4K $0.09 %
Brookdale Senior Living Inc 40,805558.2K $0.09 %
Cencora Inc 1,774557.3K $0.09 %
Dole PLC 38,993557.2K $0.09 %
Remitly Global Inc 35,534556.8K $0.09 %
Tactile Systems Technology Inc 21,308556.8K $0.09 %
Advanced Micro Devices Inc 2,735556.4K $0.09 %
Azenta Inc 26,306555.8K $0.09 %
CVR Energy Inc 16,517555.8K $0.09 %
Verra Mobility Corp 38,886555.7K $0.09 %
Ardagh Metal Packaging SA 136,732553.8K $0.09 %
Western Union Co/The 63,428553.7K $0.09 %
Extreme Networks Inc 36,640552.5K $0.09 %
Sanmina Corp 4,261552.4K $0.09 %
Arista Networks Inc 4,498552.3K $0.09 %
Teradyne Inc 1,862552K $0.09 %
Teradata Corp 21,517551.5K $0.09 %
Motorola Solutions Inc 1,267549.8K $0.09 %
Acadia Healthcare Co Inc 23,483549.3K $0.09 %
AECOM 6,469548.7K $0.09 %
Ballard Power Systems Inc 226,531548.2K $0.09 %
Amprius Technologies Inc 32,490547.8K $0.09 %
Newell Brands Inc 159,680547.7K $0.09 %
Ambarella Inc 10,638547.6K $0.09 %
Babcock & Wilcox Enterprises Inc 37,231546.9K $0.09 %
Flywire Corp 46,984546.9K $0.09 %
indie Semiconductor Inc 169,464545.7K $0.09 %
Fulgent Genetics Inc 34,306545.5K $0.09 %
Butterfly Network Inc 134,954545.2K $0.09 %
Signet Jewelers Ltd 6,432544.4K $0.09 %
Amkor Technology Inc 12,084544.1K $0.09 %
Lithium Argentina AG 81,261542.8K $0.09 %
Standard Lithium Ltd 158,571540.7K $0.09 %
CoreCivic Inc 28,528539.5K $0.09 %
Novocure Ltd 49,382538.3K $0.09 %
Lattice Semiconductor Corp 5,798537.8K $0.09 %
Synaptics Inc 7,669537.1K $0.09 %
Kosmos Energy Ltd 191,885533.4K $0.09 %
Enlight Renewable Energy Ltd 7,802532.6K $0.09 %
Fastly Inc 18,264530.8K $0.09 %
Astera Labs Inc 4,840530.5K $0.09 %
Opendoor Technologies Inc 112,706527.5K $0.09 %
Micron Technology Inc 1,558526.4K $0.09 %
Gray Media Inc 120,944524.9K $0.09 %
Ondas Inc 57,662521.3K $0.09 %
Fluence Energy Inc 36,622503.9K $0.08 %
Sysco Corp 6,862489.5K $0.08 %
Tronox Holdings PLC 43,048420.6K $0.07 %
Celanese Corp 6,389420.2K $0.07 %
Talos Energy Inc 26,276414.1K $0.07 %
ADTRAN Holdings Inc 32,721411.6K $0.07 %
Diversified Energy Co 22,606394.2K $0.07 %
T1 Energy Inc 89,127391.3K $0.07 %
Delek US Holdings Inc 8,516383.8K $0.06 %
Golar LNG Ltd 6,968377K $0.06 %
Viavi Solutions Inc 11,098369.3K $0.06 %
SunCoke Energy Inc 56,443367.4K $0.06 %
Red Cat Holdings Inc 28,020366.8K $0.06 %
Antero Resources Corp 8,515361.4K $0.06 %
Tsakos Energy Navigation Ltd 8,967353.8K $0.06 %
Ingram Micro Holding Corp 15,145353K $0.06 %
Liberty Latin America Ltd 39,840351.4K $0.06 %
Virtu Financial Inc 7,845345K $0.06 %
Cogent Communications Holdings Inc 18,123341.4K $0.06 %
JBS NV 18,628334.6K $0.06 %
EnerSys 1,919333.4K $0.06 %
ICL Group Ltd 64,105332.1K $0.06 %
Plains GP Holdings LP 13,563329.3K $0.06 %
Hertz Global Holdings Inc 71,319328.8K $0.06 %
Lumentum Holdings Inc 466327.5K $0.06 %
Dana Inc 9,635324.2K $0.05 %
Targa Resources Corp 1,293324.2K $0.05 %
Dynatrace Inc 8,758323.9K $0.05 %
West Fraser Timber Co Ltd 4,945322.9K $0.05 %
Fidelis Insurance Holdings Ltd 16,885322.7K $0.05 %
Enterprise Products Partners LP 8,463320.2K $0.05 %
Chewy Inc 11,852320K $0.05 %
Energy Transfer LP 16,573319.9K $0.05 %
Vertiv Holdings Co 1,271318.5K $0.05 %
Sphere Entertainment Co 2,712318.4K $0.05 %
Ally Financial Inc 8,115318.4K $0.05 %
Newmark Group Inc 21,005314.9K $0.05 %
Modine Manufacturing Co 1,452314.7K $0.05 %
Genesis Energy LP 17,550312.9K $0.05 %
WSFS Financial Corp 4,754311.2K $0.05 %
Heritage Insurance Holdings Inc 11,854311.2K $0.05 %
Comfort Systems USA Inc 225310.3K $0.05 %
Wynn Resorts Ltd 3,038308.5K $0.05 %
Walker & Dunlop Inc 6,942308.1K $0.05 %
Avnet Inc 4,961305.7K $0.05 %
Taboola.com Ltd 98,470305.3K $0.05 %
Jefferson Capital Inc 15,801303.9K $0.05 %
IDACORP Inc 2,125303.8K $0.05 %
Horizon Bancorp Inc/IN 18,329303.7K $0.05 %
WaterBridge Infrastructure LLC 11,328303.5K $0.05 %
ServiceNow Inc 2,900303.2K $0.05 %
Workday Inc 2,333303.1K $0.05 %
Hartford Insurance Group Inc/The 2,231301.7K $0.05 %
Veeva Systems Inc 1,713300.9K $0.05 %
Tiptree Inc 17,711299.7K $0.05 %
JPMorgan Chase & Co 1,018299.5K $0.05 %
Zebra Technologies Corp 1,430299K $0.05 %
GCI Liberty Inc 8,033298.9K $0.05 %
Genworth Financial Inc 36,784298.7K $0.05 %
Bank of America Corp 6,117298.2K $0.05 %
PNC Financial Services Group Inc/The 1,431297.8K $0.05 %
Navios Maritime Partners LP 4,395296.6K $0.05 %
ASGN Inc 7,648296.1K $0.05 %
Camtek Ltd/Israel 1,942294.4K $0.05 %
Mission Produce Inc 21,390294.3K $0.05 %
Globe Life Inc 2,112293.9K $0.05 %
Uranium Energy Corp 21,643292.2K $0.05 %
Qnity Electronics Inc 2,530291.9K $0.05 %
Hallador Energy Co 17,914291.6K $0.05 %
Fortrea Holdings Inc 30,860290.7K $0.05 %
Core Scientific Inc 19,394290.1K $0.05 %
Hinge Health Inc 7,496289K $0.05 %
Tenable Holdings Inc 17,069288.7K $0.05 %
Progressive Corp/The 1,452287.8K $0.05 %
Atlassian Corp 4,196286.4K $0.05 %
Urban Outfitters Inc 4,518286.2K $0.05 %
Comcast Corp 9,938285.3K $0.05 %
Ensign Group Inc/The 1,408283.7K $0.05 %
Equitable Holdings Inc 7,644283.7K $0.05 %
Sportradar Group AG 16,814281.5K $0.05 %
Quanex Building Products Corp 15,660281.4K $0.05 %
Garmin Ltd 1,211281K $0.05 %
Rapid7 Inc 50,534278.4K $0.05 %
Watts Water Technologies Inc 958278.1K $0.05 %
Dollar Tree Inc 2,538277.9K $0.05 %
Ryder System Inc 1,352276.8K $0.05 %
Aveanna Healthcare Holdings Inc 42,905276.3K $0.05 %
MP Materials Corp 5,724276.2K $0.05 %
Vistra Corp 1,824274.2K $0.05 %
Concentra Group Holdings Parent Inc 12,753273.6K $0.05 %
Molson Coors Beverage Co 6,333272.7K $0.05 %
Joby Aviation Inc 32,541268.8K $0.05 %
Ollie's Bargain Outlet Holdings Inc 2,908267.7K $0.04 %
TALEN ENERGY CORP 838267.5K $0.04 %
Amer Sports Inc 8,125267.5K $0.04 %
Kimberly-Clark Corp 2,755265.8K $0.04 %
Lithium Americas Corp 67,085265K $0.04 %
NCR Voyix Corp 41,348261.7K $0.04 %
Orthofix Medical Inc 22,782261.3K $0.04 %
Stratasys Ltd 33,105258.6K $0.04 %
IonQ Inc 8,807253.9K $0.04 %
Boston Scientific Corp 4,016252K $0.04 %
Kohl's Corp 19,407250.4K $0.04 %
RealReal Inc/The 27,299247.9K $0.04 %
Tandem Diabetes Care Inc 12,679243.1K $0.04 %
Digital Turbine Inc 84,339242.9K $0.04 %
Pangaea Logistics Solutions Ltd 34,200242.1K $0.04 %
TMC the metals co Inc 51,262239.4K $0.04 %
Victoria's Secret & Co 5,153238.9K $0.04 %
Herbalife Ltd 16,090236.8K $0.04 %
Archer Aviation Inc 45,768236.6K $0.04 %
Super Micro Computer Inc 9,784222.8K $0.04 %
Titan International Inc 31,899220.4K $0.04 %
Yext Inc 56,914218.5K $0.04 %
Alaska Air Group Inc 5,816213.9K $0.04 %
TaskUS Inc 29,628198.8K $0.03 %
KinderCare Learning Cos Inc 86,494190.3K $0.03 %
ICAHN ENTERPRISES LP 7,20754.4K $0.01 %