Titelia

Holdings of Gotham Large Value Fund

FundVantage Trust · 246 declared positions · as of Mar 31, 2026

Original filing · Net assets 31.5M $ · Ten largest lines: 16.1 % of the equity sleeve

Sector breakdown

  • Industrials 17.8 %
  • Health care 16.6 %
  • Technology 13.9 %
  • Consumer staples 9.9 %
  • Financials 9.9 %
  • Consumer discretionary 7.2 %
  • Communication 6.3 %
  • Energy 4.0 %
  • Materials 3.5 %
  • Real estate 3.0 %
  • Utilities 0.1 %
  • Unattributed 7.8 %

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

  • US 98.4 %
  • IE 1.1 %
  • NL 0.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US24230.8M $98.45 %
IE2351.5K $1.12 %
NL2133.8K $0.43 %

Positions

CompanySharesValueWeight
Caterpillar Inc 1,009714.8K $2.27 %
Lam Research Corp 3,322709.8K $2.25 %
Verizon Communications Inc 10,783541.3K $1.72 %
Pfizer Inc 17,213483.3K $1.53 %
Applied Materials Inc 1,368467.6K $1.48 %
Johnson & Johnson 1,838449.3K $1.43 %
Coca-Cola Co/The 5,653429.9K $1.36 %
ConocoPhillips 3,255429.7K $1.36 %
PepsiCo Inc 2,634409K $1.30 %
Philip Morris International Inc. 2,457406.2K $1.29 %
Altria Group, Inc. 6,080401.2K $1.27 %
Gilead Sciences Inc 2,876400.8K $1.27 %
Newmont Corp 3,683398.7K $1.27 %
Honeywell International Inc 1,722389.2K $1.24 %
Lockheed Martin Corp 643388.6K $1.23 %
QUALCOMM Inc 2,982384K $1.22 %
Procter & Gamble Co/The 2,650382.8K $1.21 %
Bristol-Myers Squibb Co 6,293381.7K $1.21 %
Merck & Co Inc 3,094372.2K $1.18 %
Accenture PLC 1,826362.1K $1.15 %
Cisco Systems, Inc. 4,597356.7K $1.13 %
UnitedHealth Group Inc 1,256339.9K $1.08 %
T-Mobile US Inc 1,565328.7K $1.04 %
Comcast Corp 11,444328.6K $1.04 %
Booking Holdings Inc 76320K $1.02 %
McKesson Corp 367317.6K $1.01 %
HCA Healthcare Inc 665314.7K $1.00 %
Citigroup Inc 2,756312.6K $0.99 %
Union Pacific Corp 1,279310.3K $0.98 %
Dell Technologies Inc 1,732284.3K $0.90 %
Adobe Inc 1,166283.4K $0.90 %
Walt Disney Co/The 2,820271.8K $0.86 %
Illinois Tool Works Inc 1,044271.7K $0.86 %
General Dynamics Corp 789270.8K $0.86 %
Johnson Controls International plc 1,958256.4K $0.81 %
Marriott International Inc/MD 777254.1K $0.81 %
Marsh & McLennan Cos Inc 1,420246.3K $0.78 %
FedEx Corp 688245.1K $0.78 %
Automatic Data Processing Inc 1,205244.8K $0.78 %
United Parcel Service Inc 2,452241.2K $0.77 %
AT&T Inc 7,820226.7K $0.72 %
CVS Health Corp 3,114223.6K $0.71 %
TE Connectivity PLC 1,066222.8K $0.71 %
Prologis Inc 1,670220.7K $0.70 %
Valero Energy Corp 882217.9K $0.69 %
Cigna Group/The 773206.2K $0.65 %
S&P Global Inc 484205.9K $0.65 %
Parker-Hannifin Corp 226202.3K $0.64 %
Cummins Inc 374201.2K $0.64 %
Chubb Ltd 617201.1K $0.64 %
General Motors Co 2,697200.9K $0.64 %
TJX Cos Inc/The 1,218194.5K $0.62 %
Regeneron Pharmaceuticals, Inc. 249192.4K $0.61 %
Welltower Inc 965190.8K $0.61 %
Corteva Inc 2,245187.9K $0.60 %
Colgate-Palmolive Co 2,182186K $0.59 %
Occidental Petroleum Corp 2,849185.2K $0.59 %
Aon PLC 567183K $0.58 %
Medtronic PLC 2,098181.8K $0.58 %
Simon Property Group Inc 943175.9K $0.56 %
Norfolk Southern Corp 605173.6K $0.55 %
Apple Inc 677171.8K $0.55 %
Baker Hughes Co 2,771169.2K $0.54 %
Cardinal Health, Inc. 777164.2K $0.52 %
Realty Income Corp 2,659162.7K $0.52 %
Ross Stores Inc 731158.4K $0.50 %
McDonald's Corp. 497154.5K $0.49 %
PayPal Holdings Inc 3,340151.1K $0.48 %
United Rentals Inc 203147.9K $0.47 %
Cencora Inc 468147K $0.47 %
Delta Air Lines Inc 2,159143.5K $0.46 %
CSX Corp 3,474142.6K $0.45 %
Amgen Inc 405142.5K $0.45 %
Zoetis Inc 1,193141K $0.45 %
Nasdaq Inc 1,648139.9K $0.44 %
Becton Dickinson & Co 889139.8K $0.44 %
PNC Financial Services Group Inc/The 669139.2K $0.44 %
Ford Motor Co 11,669134.7K $0.43 %
Arthur J Gallagher & Co 620134.3K $0.43 %
AMETEK Inc 609130.5K $0.41 %
Visa Inc 419126.6K $0.40 %
Fifth Third Bancorp 2,542118.1K $0.37 %
Kimberly-Clark Corp 1,205116.2K $0.37 %
Westinghouse Air Brake Technologies Corp 463115.7K $0.37 %
Keurig Dr Pepper Inc 4,311113.5K $0.36 %
Hershey Co/The 538111.8K $0.36 %
Ventas Inc 1,357111K $0.35 %
SLB Ltd 2,143110.1K $0.35 %
Roper Technologies Inc 311110.1K $0.35 %
Hartford Insurance Group Inc/The 807109.1K $0.35 %
eBay Inc 1,183107.7K $0.34 %
Sysco Corp 1,507107.5K $0.34 %
GE HealthCare Technologies Inc 1,488105.9K $0.34 %
Las Vegas Sands Corp 1,960105.6K $0.34 %
Tapestry Inc 736103.9K $0.33 %
Jabil Inc 384102K $0.32 %
Target Corp 832100.8K $0.32 %
Paychex Inc 1,06798.3K $0.31 %
Kenvue Inc 5,53995.5K $0.30 %
EMCOR Group Inc 12995.2K $0.30 %
Willis Towers Watson PLC 32795.1K $0.30 %
Halliburton Co 2,43895.1K $0.30 %
Copart Inc 2,79992.9K $0.29 %
Devon Energy Corp 1,81891.5K $0.29 %
Micron Technology Inc 26689.9K $0.29 %
Intercontinental Exchange Inc 57089.6K $0.28 %
Otis Worldwide Corp 1,15088.6K $0.28 %
Cognizant Technology Solutions Corp. 1,43488K $0.28 %
Huntington Bancshares Inc/OH 5,60887.8K $0.28 %
ResMed Inc 39087.5K $0.28 %
Fiserv Inc 1,55386.7K $0.28 %
Dollar General Corp 72786.3K $0.27 %
Cboe Global Markets Inc 30385.2K $0.27 %
Hewlett Packard Enterprise Co 3,53084K $0.27 %
Xylem Inc/NY 70384K $0.27 %
Charter Communications, Inc. 38783.5K $0.27 %
CME Group Inc 28283.3K $0.26 %
Expedia Group Inc 35582K $0.26 %
Northrop Grumman Corp 12081.9K $0.26 %
Travelers Cos Inc/The 28081.7K $0.26 %
Fox Corp 1,39781.6K $0.26 %
Loews Corp 75080.1K $0.25 %
Elevance Health Inc 27379.9K $0.25 %
Dover Corp 38179.4K $0.25 %
Ulta Beauty Inc 15178.9K $0.25 %
Biogen Inc 42577.9K $0.25 %
Kraft Heinz Co/The 3,42677.1K $0.24 %
Verisk Analytics Inc 40677K $0.24 %
Dollar Tree Inc 70076.7K $0.24 %
Constellation Brands Inc 50675.9K $0.24 %
LyondellBasell Industries NV 93074.9K $0.24 %
Tyson Foods Inc 1,16774.8K $0.24 %
NetApp Inc 71973.6K $0.23 %
CF Industries Holdings Inc 55772.3K $0.23 %
Corpay Inc 24872.2K $0.23 %
Veralto Corp 80971.5K $0.23 %
T Rowe Price Group Inc 79371.5K $0.23 %
PPG Industries Inc 64869.3K $0.22 %
ON Semiconductor Corp 1,11368.9K $0.22 %
Estee Lauder Cos Inc/The 96068.9K $0.22 %
Fidelity National Information Services Inc 1,45768.3K $0.22 %
Snap-on Inc 18868.3K $0.22 %
Citizens Financial Group Inc 1,13868.2K $0.22 %
DuPont de Nemours Inc 1,48568K $0.22 %
Expand Energy Corp 59865.6K $0.21 %
Quest Diagnostics Inc 33164.9K $0.21 %
Church & Dwight Co Inc 69564.9K $0.21 %
Cincinnati Financial Corp 41264.8K $0.21 %
HP Inc 3,33064K $0.20 %
Labcorp Holdings Inc 23963.8K $0.20 %
Brown & Brown Inc 97563.6K $0.20 %
Expeditors International of Washington Inc 44363.5K $0.20 %
Monster Beverage Corp 86562.7K $0.20 %
Omnicom Group Inc 83062.5K $0.20 %
VICI Properties Inc 2,24661.4K $0.19 %
JB Hunt Transport Services Inc 28360K $0.19 %
F5 Inc 20759.9K $0.19 %
Incyte Corp 63359.6K $0.19 %
General Mills, Inc. 1,59059.2K $0.19 %
Smurfit Westrock PLC 1,48159K $0.19 %
NXP Semiconductors NV 29958.9K $0.19 %
Ralph Lauren Corp 17058.5K $0.19 %
Leidos Holdings Inc 37658.5K $0.19 %
Williams-Sonoma Inc 31958.2K $0.18 %
CH Robinson Worldwide Inc 34657.5K $0.18 %
First Solar Inc 29057.2K $0.18 %
Jacobs Solutions Inc 43255K $0.17 %
Aptiv PLC 77253.6K $0.17 %
Broadridge Financial Solutions Inc 32953.5K $0.17 %
Sandisk Corp/DE 8453.4K $0.17 %
CDW Corp/DE 43652.8K $0.17 %
Textron Inc 59752.3K $0.17 %
Lululemon Athletica Inc 34152.2K $0.17 %
Rockwell Automation Inc 14351.3K $0.16 %
APA Corp 1,18450.2K $0.16 %
PTC Inc 34649.3K $0.16 %
Best Buy Co Inc 76248.9K $0.16 %
Global Payments Inc 72348.7K $0.15 %
Avery Dennison Corp 27948.2K $0.15 %
KeyCorp 2,38147.7K $0.15 %
Hasbro Inc 50947.6K $0.15 %
Nordson Corp 17346K $0.15 %
Deere & Co 8145.6K $0.14 %
Ball Corp 74944.3K $0.14 %
Franklin Resources Inc 1,86844.1K $0.14 %
Western Digital Corp 16143.5K $0.14 %
Genuine Parts Co 40242.5K $0.13 %
Deckers Outdoor Corp 42242.2K $0.13 %
Viatris Inc 3,11242K $0.13 %
News Corp 1,66341.5K $0.13 %
Gen Digital Inc 2,20041.4K $0.13 %
Allegion plc 28541.4K $0.13 %
Invitation Homes Inc 1,62240.3K $0.13 %
Stanley Black & Decker Inc 56239.9K $0.13 %
Universal Health Services Inc 22139.6K $0.13 %
Masco Corp 64438.9K $0.12 %
Mid-America Apartment Communities, Inc. 31338.2K $0.12 %
DaVita Inc 24838.1K $0.12 %
Pentair PLC 43638K $0.12 %
Erie Indemnity Co 15137.9K $0.12 %
Principal Financial Group Inc 41137K $0.12 %
Host Hotels & Resorts Inc 1,93137K $0.12 %
Regency Centers Corp 48536.7K $0.12 %
Clorox Co/The 35336.6K $0.12 %
McCormick & Co Inc/MD 71936.3K $0.12 %
Hormel Foods Corp 1,59136K $0.11 %
Align Technology Inc 20835.7K $0.11 %
Gartner Inc 21634.2K $0.11 %
Solventum Corp 52134K $0.11 %
Vistra Corp 22533.8K $0.11 %
GoDaddy Inc 40733.6K $0.11 %
A O Smith Corp 50333.2K $0.11 %
Brown-Forman Corp 1,21832.2K $0.10 %
Federal Realty Investment Trust 27929.6K $0.09 %
Skyworks Solutions Inc 52628.2K $0.09 %
J M Smucker Co/The 28927.9K $0.09 %
Zebra Technologies Corp 13127.4K $0.09 %
Mastercard Inc 5226K $0.08 %
RTX Corp 13225.5K $0.08 %
Baxter International Inc 1,48324.9K $0.08 %
Molson Coors Beverage Co 57224.6K $0.08 %
FactSet Research Systems Inc 11023.9K $0.08 %
Charles River Laboratories International Inc 13322.9K $0.07 %
VeriSign Inc 9022.4K $0.07 %
Keysight Technologies Inc 7822K $0.07 %
Kimco Realty Corp 97421.9K $0.07 %
Conagra Brands Inc 1,38421.8K $0.07 %
Pool Corp 10721.6K $0.07 %
EPAM Systems Inc 15921.5K $0.07 %
Campbell's Company/The 94621.1K $0.07 %
Intuit Inc 4017.3K $0.05 %
IQVIA Holdings Inc 9816.7K $0.05 %
Garmin Ltd 7016.2K $0.05 %
Exxon Mobil Corp 8514.4K $0.05 %
Bath & Body Works Inc 71713.4K $0.04 %
Howmet Aerospace Inc 5212K $0.04 %
KLA Corp 811.8K $0.04 %
Microchip Technology Inc 18211.8K $0.04 %
Trimble Inc 16710.9K $0.03 %
Boston Scientific Corp 1368.5K $0.03 %
Fortive Corp 1518.3K $0.03 %
Yum! Brands Inc 182.8K $0.01 %
AvalonBay Communities, Inc. 81.3K $0.00 %
Royal Caribbean Cruises Ltd 2550.4 $0.00 %
Qnity Electronics Inc 2230.8 $0.00 %
PACCAR Inc 1115.5 $0.00 %