Titelia

Holdings of U.S. Quality ESG Fund

Northern Funds · 169 declared positions · as of Mar 31, 2026

Original filing · Net assets 322M $ · Ten largest lines: 36.5 % of the equity sleeve

Sector breakdown

  • Technology 30.8 %
  • Health care 8.6 %
  • Communication 7.4 %
  • Financials 7.1 %
  • Consumer discretionary 6.8 %
  • Industrials 5.9 %
  • Consumer staples 2.5 %
  • Materials 1.4 %
  • Energy 0.7 %
  • Utilities 0.5 %
  • Real estate 0.4 %
  • Unattributed 28.0 %

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 97.7 %
  • GB 0.7 %
  • LU 0.6 %
  • JE 0.4 %
  • IE 0.4 %
  • CA 0.3 %

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

CountryLinesValueShare
US164307.1M $97.70 %
GB12.1M $0.66 %
LU11.8M $0.58 %
JE11.2M $0.39 %
IE11.1M $0.35 %
CA1974.4K $0.31 %

Positions

CompanySharesValueWeight
NVIDIA Corp 136,61223.8M $7.40 %
Apple Inc 82,83521M $6.53 %
Alphabet Inc 54,32115.6M $4.85 %
Microsoft Corp 40,97415.2M $4.71 %
Broadcom Inc 31,2279.7M $3.00 %
Amazon.com Inc 43,7889.1M $2.83 %
JPMorgan Chase & Co 21,9456.5M $2.00 %
Meta Platforms Inc 9,0085.2M $1.60 %
AbbVie Inc 20,5754.5M $1.39 %
Applied Materials Inc 12,7944.4M $1.36 %
Tesla Inc 11,0434.1M $1.27 %
GE Vernova Inc 4,6984.1M $1.27 %
Lam Research Corp 18,8734M $1.25 %
Gilead Sciences Inc 26,3743.7M $1.14 %
Citigroup Inc 30,0493.4M $1.06 %
Caterpillar Inc 4,5813.2M $1.01 %
Morgan Stanley 19,5733.2M $1.00 %
Berkshire Hathaway Inc 6,3863.1M $0.95 %
Pfizer Inc 107,2613M $0.94 %
International Business Machines Corp. 12,0952.9M $0.91 %
Home Depot Inc/The 8,6902.9M $0.89 %
Procter & Gamble Co/The 18,8842.7M $0.85 %
Netflix Inc 26,1222.5M $0.78 %
Eli Lilly & Co 2,6562.4M $0.76 %
Booking Holdings Inc 5762.4M $0.75 %
Intuit Inc 5,3542.3M $0.72 %
McKesson Corp 2,6432.3M $0.71 %
Amgen Inc 6,2642.2M $0.68 %
Costco Wholesale Corp 2,1902.2M $0.68 %
Johnson & Johnson 8,9072.2M $0.68 %
Salesforce Inc 11,4382.1M $0.66 %
TechnipFMC PLC 30,0352.1M $0.64 %
Union Pacific Corp 8,3642M $0.63 %
Bristol-Myers Squibb Co 32,9222M $0.62 %
Trane Technologies PLC 4,7212M $0.61 %
Colgate-Palmolive Co 21,7341.9M $0.58 %
Visa Inc 6,0821.8M $0.57 %
Millicom International Cellular SA 24,3671.8M $0.57 %
Hilton Worldwide Holdings Inc 5,8081.8M $0.55 %
Bank of New York Mellon Corp/The 14,8171.8M $0.55 %
Consolidated Edison Inc 15,4931.8M $0.54 %
Cheniere Energy Inc 6,1671.7M $0.54 %
Automatic Data Processing Inc 8,5811.7M $0.54 %
Adobe Inc 7,0911.7M $0.54 %
Avnet Inc 27,8231.7M $0.53 %
Cisco Systems, Inc. 21,5911.7M $0.52 %
Cardinal Health, Inc. 7,7361.6M $0.51 %
Electronic Arts Inc 7,9371.6M $0.50 %
EMCOR Group Inc 2,1911.6M $0.50 %
Illinois Tool Works Inc 6,1891.6M $0.50 %
Merck & Co Inc 13,3401.6M $0.50 %
Tapestry Inc 11,2271.6M $0.49 %
DuPont de Nemours Inc 33,2761.5M $0.47 %
Hershey Co/The 7,3021.5M $0.47 %
Ecolab Inc 5,6621.5M $0.47 %
Kimberly-Clark Corp 15,5781.5M $0.47 %
Newmont Corp 13,8281.5M $0.46 %
Fastenal Co 31,8551.5M $0.46 %
State Street Corp 11,5211.5M $0.45 %
Cigna Group/The 5,4591.5M $0.45 %
Exxon Mobil Corp 8,4351.4M $0.44 %
Hasbro Inc 15,2681.4M $0.44 %
eBay Inc 15,2061.4M $0.43 %
Sealed Air Corp 32,3021.4M $0.42 %
UGI Corp 37,2931.4M $0.42 %
Hartford Insurance Group Inc/The 9,9771.3M $0.42 %
Sherwin-Williams Co/The 4,1851.3M $0.42 %
Clearway Energy Inc 34,0131.3M $0.42 %
Expeditors International of Washington Inc 9,2821.3M $0.41 %
3M Co 9,1531.3M $0.41 %
IDEXX Laboratories Inc 2,3311.3M $0.41 %
CBRE Group Inc 9,6571.3M $0.41 %
Aflac Inc 11,7681.3M $0.40 %
Mettler-Toledo International Inc 1,0181.3M $0.40 %
Zoetis Inc 10,7021.3M $0.39 %
Global Payments Inc 18,7911.3M $0.39 %
MetLife Inc 17,8681.3M $0.39 %
Travel + Leisure Co 18,2561.3M $0.39 %
WW Grainger Inc 1,1551.3M $0.39 %
Mastercard Inc 2,5161.3M $0.39 %
Williams-Sonoma Inc 6,8891.3M $0.39 %
MGIC Investment Corp 47,7231.3M $0.39 %
American Tower Corp 7,2521.3M $0.39 %
Jones Lang LaSalle Inc 4,0981.2M $0.39 %
Janus Henderson Group PLC 24,0111.2M $0.38 %
Invesco Ltd 49,6901.2M $0.37 %
Autodesk Inc 5,0321.2M $0.37 %
Accenture PLC 6,0351.2M $0.37 %
PayPal Holdings Inc 25,8231.2M $0.36 %
Synchrony Financial 17,1581.2M $0.36 %
Evergy Inc 13,9081.1M $0.35 %
Hologic Inc 14,8891.1M $0.35 %
Halozyme Therapeutics Inc 17,3951.1M $0.35 %
Willis Towers Watson PLC 3,8171.1M $0.34 %
Veralto Corp 12,5351.1M $0.34 %
Waters Corp 3,6851.1M $0.34 %
Pentair PLC 12,4821.1M $0.34 %
AppLovin Corp 2,6951.1M $0.33 %
Unum Group 14,5491.1M $0.33 %
KLA Corp 7141.1M $0.33 %
Walmart Inc 8,2841M $0.32 %
Cadence Design Systems Inc 3,6461M $0.31 %
Kilroy Realty Corp 34,659977.7K $0.30 %
Brookfield Renewable Corp 24,463974.4K $0.30 %
PTC Inc 6,836974.1K $0.30 %
Lennox International Inc 2,017936.2K $0.29 %
Prudential Financial, Inc. 9,513929.3K $0.29 %
Deckers Outdoor Corp 9,273928.1K $0.29 %
Broadridge Financial Solutions Inc 5,667920.8K $0.29 %
AvalonBay Communities, Inc. 5,524902.3K $0.28 %
Crown Holdings Inc 8,869889.1K $0.28 %
CH Robinson Worldwide Inc 5,306881.2K $0.27 %
Dropbox Inc 38,494874.6K $0.27 %
Verisk Analytics Inc 4,555864.3K $0.27 %
Western Digital Corp 3,190862.9K $0.27 %
Howmet Aerospace Inc 3,743862.6K $0.27 %
Equitable Holdings Inc 22,501835K $0.26 %
Acuity Inc 2,978834.5K $0.26 %
SLM Corp 38,831831.4K $0.26 %
Lowe's Cos Inc 3,460817.5K $0.25 %
Crocs Inc 9,833816.3K $0.25 %
QUALCOMM Inc 6,255805.5K $0.25 %
Fidelity National Information Services Inc 17,074800.9K $0.25 %
Spotify Technology SA 1,645797.7K $0.25 %
Avery Dennison Corp 4,568788.8K $0.25 %
SLB Ltd 15,210781.6K $0.24 %
Veeva Systems Inc 4,415775.5K $0.24 %
Duke Energy Corp 5,633737.6K $0.23 %
Landstar System Inc 4,585735K $0.23 %
Incyte Corp 7,372693.9K $0.22 %
Exelon Corp 13,833678.1K $0.21 %
ATI Inc 4,585666.9K $0.21 %
First Hawaiian Inc 26,653656.7K $0.20 %
Goldman Sachs Group Inc/The 757640.4K $0.20 %
ExlService Holdings Inc 20,852634.9K $0.20 %
Paylocity Holding Corp 5,872634.4K $0.20 %
Etsy Inc 12,469623.2K $0.19 %
Commerce Bancshares Inc/MO 11,148548.5K $0.17 %
NetApp Inc 5,181530.5K $0.16 %
VICI Properties Inc 18,359501.6K $0.16 %
Masco Corp 7,969481.1K $0.15 %
Ulta Beauty Inc 891465.7K $0.14 %
Doximity Inc 18,571432.7K $0.13 %
Ally Financial Inc 10,810424.1K $0.13 %
Airbnb Inc 3,276413.7K $0.13 %
Best Buy Co Inc 6,070389.7K $0.12 %
Micron Technology Inc 1,004339.2K $0.11 %
Palantir Technologies Inc 2,179318.7K $0.10 %
American International Group Inc 3,817287.2K $0.09 %
Ameriprise Financial Inc 644286.2K $0.09 %
Parker-Hannifin Corp 317283.8K $0.09 %
Bank of America Corp 5,745280.1K $0.09 %
Cencora Inc 874274.6K $0.09 %
Domino's Pizza Inc 701251.5K $0.08 %
F5 Inc 836241.9K $0.08 %
Affiliated Managers Group Inc 825228.3K $0.07 %
DaVita Inc 1,471226.1K $0.07 %
Teradata Corp 8,373214.6K $0.07 %
Otis Worldwide Corp 2,687207.1K $0.06 %
Rockwell Automation Inc 563202K $0.06 %
HP Inc 10,126194.5K $0.06 %
Cintas Corp 1,116188.8K $0.06 %
Brixmor Property Group Inc 6,497187.1K $0.06 %
Paychex Inc 2,005184.7K $0.06 %
Clorox Co/The 1,677173.8K $0.05 %
Advanced Micro Devices Inc 786159.9K $0.05 %
Bentley Systems Inc 4,279150.3K $0.05 %
Manhattan Associates Inc 999133K $0.04 %
Paycom Software Inc 1,078131K $0.04 %