Titelia

Holdings of Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio

Forethought Variable Insurance Trust · Original filing · Compare with another fund · Report an error

Net assets
236.2M $ including 232.7M $ in equities, 98.5 %
Positions
332 in 7 countries
Top ten
21.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Freeport-McMoRan Inc 10,490616.6K $0.26 %
102Lennox International Inc 1,289598.3K $0.25 %
103Masimo Corp 3,357597.1K $0.25 %
104Applied Materials Inc 1,707583.4K $0.25 %
105Amazon.com Inc 2,773577.5K $0.24 %
106Planet Fitness Inc 7,574563.4K $0.24 %
107Lockheed Martin Corp 918554.8K $0.23 %
108Ferguson Enterprises Inc 2,317540.5K $0.23 %
109TJX Cos Inc/The 3,379539.6K $0.23 %
110Yum! Brands Inc 3,450536.4K $0.23 %
111Boston Scientific Corp 8,357524.4K $0.22 %
112Affirm Holdings Inc 11,335519.4K $0.22 %
113Elastic NV 10,118505.8K $0.21 %
114NVIDIA Corp 2,895504.9K $0.21 %
115Lumentum Holdings Inc 684480.7K $0.20 %
116Domino's Pizza Inc 1,295464.6K $0.20 %
117Roku Inc 4,889462.6K $0.20 %
118Pinterest Inc 25,057459.5K $0.19 %
119Waste Connections Inc 2,771450.1K $0.19 %
120Cava Group Inc 5,541448.3K $0.19 %
121United Therapeutics Corp 743440.6K $0.19 %
122On Holding AG 12,924439.7K $0.19 %
123Casey's General Stores Inc 602438.2K $0.19 %
124Chewy Inc 16,130435.5K $0.18 %
125MercadoLibre Inc 251434K $0.18 %
126Motorola Solutions Inc 995431.8K $0.18 %
127RTX Corp 2,229430K $0.18 %
128Adobe Inc 1,760427.8K $0.18 %
129Bristol-Myers Squibb Co 6,956421.9K $0.18 %
130McKesson Corp 480415.4K $0.18 %
131NVR Inc 63415.2K $0.18 %
132RingCentral Inc 11,125413.7K $0.18 %
133Procore Technologies Inc 7,172408.8K $0.17 %
134Halozyme Therapeutics Inc 6,294406.8K $0.17 %
135Docusign Inc 8,420399.2K $0.17 %
136Jacobs Solutions Inc 3,131398.5K $0.17 %
137Leidos Holdings Inc 2,544395.6K $0.17 %
138Micron Technology Inc 1,154389.9K $0.17 %
139Super Micro Computer Inc 16,931385.5K $0.16 %
140StepStone Group Inc 8,027383K $0.16 %
141XPO Inc 1,944378.2K $0.16 %
142Ally Financial Inc 9,534374K $0.16 %
143Etsy Inc 7,398369.8K $0.16 %
144KBR Inc 9,975367.7K $0.16 %
145Parker-Hannifin Corp 405362.6K $0.15 %
146Apple Inc 1,426361.9K $0.15 %
147Rubrik Inc 7,379361.3K $0.15 %
148Celsius Holdings Inc 10,031355.9K $0.15 %
149Credicorp Ltd 1,047355.1K $0.15 %
150Core & Main Inc 7,157353.6K $0.15 %
151Markel Group Inc 184352.2K $0.15 %
152Wingstop Inc 2,258349.9K $0.15 %
153Kinsale Capital Group Inc 1,005343.4K $0.15 %
154Illinois Tool Works Inc 1,314342K $0.14 %
155Tyler Technologies Inc 985337.2K $0.14 %
156Alcoa Corp 5,054335.2K $0.14 %
157Phillips 66 1,810329.7K $0.14 %
158Installed Building Products Inc 1,231326.4K $0.14 %
159Apellis Pharmaceuticals Inc 8,105326.1K $0.14 %
160Robinhood Markets Inc 4,647322K $0.14 %
161CubeSmart 8,780321.8K $0.14 %
162Travelers Cos Inc/The 1,058308.6K $0.13 %
163Owens Corning 2,818305K $0.13 %
164Duolingo Inc 3,087304.3K $0.13 %
165Travel + Leisure Co 4,353301.2K $0.13 %
166Evercore Inc 1,001298.8K $0.13 %
167Paylocity Holding Corp 2,726294.5K $0.12 %
168Forgent Power Solutions Inc 9,966291.7K $0.12 %
169Ultragenyx Pharmaceutical Inc 13,907291.4K $0.12 %
170Booking Holdings Inc 68286.3K $0.12 %
171Encompass Health Corp 2,948285.2K $0.12 %
172Fox Corp 4,872284.5K $0.12 %
173Garmin Ltd 1,216282.1K $0.12 %
174American Express Co 919278K $0.12 %
175Jefferies Financial Group Inc 6,730277.7K $0.12 %
176Liberty Media Corp-Liberty Formula One 3,263277.4K $0.12 %
177Equifax Inc 1,518273.3K $0.12 %
178AAON Inc 3,287272K $0.12 %
179Molina Healthcare Inc 2,033271K $0.11 %
180Carpenter Technology Corp 684269.6K $0.11 %
181Onto Innovation Inc 1,314269.5K $0.11 %
182Norwegian Cruise Line Holdings Ltd 14,097263.6K $0.11 %
183Doximity Inc 11,157260K $0.11 %
184Incyte Corp 2,698253.9K $0.11 %
185Bright Horizons Family Solutions Inc 3,065251.7K $0.11 %
186CBRE Group Inc 1,846250.1K $0.11 %
187Enphase Energy Inc 6,593249.3K $0.11 %
188SoFi Technologies Inc 15,668248.8K $0.11 %
189Houlihan Lokey Inc 1,729248.3K $0.11 %
190Tempus AI Inc 5,403244.3K $0.10 %
191Amkor Technology Inc 5,405243.4K $0.10 %
192Vertex Pharmaceuticals Inc 545243.4K $0.10 %
193Corcept Therapeutics Inc 5,927238.9K $0.10 %
194HCA Healthcare Inc 504238.5K $0.10 %
195SentinelOne Inc 18,266235.3K $0.10 %
196Seagate Technology Holdings PLC 596233.5K $0.10 %
197Curtiss-Wright Corp 335228.2K $0.10 %
198Crane Co 1,330227.4K $0.10 %
199American Airlines Group Inc 20,619221.4K $0.09 %
200SBA Communications Corp 1,250215.1K $0.09 %

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Sector breakdown

  • Industrials 21.1 %
  • Consumer discretionary 14.0 %
  • Health care 10.8 %
  • Technology 10.6 %
  • Financials 5.5 %
  • Energy 3.0 %
  • Utilities 2.6 %
  • Communication 2.4 %
  • Consumer staples 1.1 %
  • Materials 1.1 %
  • Real estate 0.2 %
  • Unattributed 27.4 %

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 98.5 %
  • Bermuda 1.1 %
  • Switzerland 0.2 %
  • Israel 0.1 %
  • Cayman Islands 0.1 %
  • United Kingdom 0.0 %
  • Luxembourg 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States324229.2M $98.51 %
2Bermuda32.5M $1.08 %
3Switzerland1439.7K $0.19 %
4Israel1185.8K $0.08 %
5Cayman Islands1173.5K $0.07 %
6United Kingdom1107.8K $0.05 %
7Luxembourg142.1K $0.02 %
Cite this page

Titelia. "Holdings of Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio". https://titelia.com/en/funds/S000052674