Titelia

Holdings of Destinations Real Assets Fund

Brinker Capital Destinations Trust ·190 declared positions · as of Feb 28, 2026

Original filing · Net assets 404M $ · Ten largest lines: 26.7 % of the equity sleeve

Sector breakdown

  • Utilities 18.2 %
  • Energy 16.2 %
  • Materials 10.5 %
  • Industrials 1.7 %
  • Consumer staples 1.1 %
  • Consumer discretionary 0.7 %
  • Real estate 0.1 %
  • Unattributed 51.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 67.0 %
  • EUR 11.6 %
  • GBP 7.7 %
  • CAD 3.6 %
  • JPY 2.6 %
  • AUD 2.5 %
  • HKD 2.0 %
  • NZD 1.3 %
  • SEK 0.9 %
  • NOK 0.2 %
  • THB 0.2 %
  • SGD 0.2 %
  • PHP 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 58.0 %
  • CA 10.5 %
  • GB 7.2 %
  • ES 4.0 %
  • JP 2.6 %
  • AU 2.5 %
  • IT 2.3 %
  • HK 2.0 %
  • FR 1.6 %
  • DE 1.3 %
  • NZ 1.3 %
  • NL 1.1 %
  • Other countries 5.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US85172.1M $58.04 %
2CA2731.1M $10.48 %
3GB1121.3M $7.17 %
4ES611.9M $4.03 %
5JP57.6M $2.56 %
6AU77.5M $2.54 %
7IT57M $2.35 %
8HK76.1M $2.04 %
9FR44.9M $1.65 %
10DE53.8M $1.28 %
11NZ23.8M $1.27 %
12NL43.3M $1.11 %

Positions

RankCompanySharesValueWeight
1PIMCO FUNDS 830,56424.7M $6.11 %
2SPDR Gold MiniShares Trust 102,89810.7M $2.65 %
3VanEck Gold Miners ETF/USA 67,9477.9M $1.95 %
4Enbridge Inc 122,7096.5M $1.61 %
5NextEra Energy Inc 61,7695.8M $1.43 %
6American Electric Power Co Inc 39,9115.3M $1.32 %
7Sempra 50,3934.9M $1.20 %
8National Grid PLC 247,2204.6M $1.15 %
9Xcel Energy Inc 53,9244.5M $1.11 %
10Newmont Corp 32,8874.3M $1.06 %
11Cheniere Energy Inc 17,3634.1M $1.01 %
12Cellnex Telecom SA 100,2123.8M $0.94 %
13Diamondback Energy Inc 20,8073.6M $0.90 %
14ConocoPhillips 31,6333.6M $0.89 %
15Entergy Corp 33,2653.6M $0.88 %
16Auckland International Airport Ltd 641,0413.5M $0.87 %
17United Utilities Group PLC 173,1913.3M $0.81 %
18Aeroports de Paris SA 22,6603.2M $0.79 %
19Agnico Eagle Mines Ltd 11,8963M $0.74 %
20Transurban Group 290,3823M $0.73 %
21Aena SME SA 91,6382.9M $0.72 %
22International Paper Co 64,5142.8M $0.70 %
23ONEOK Inc 33,6212.8M $0.69 %
24PG&E Corp 141,7912.7M $0.67 %
25Kinder Morgan, Inc. 80,5562.7M $0.66 %
26NiSource Inc 55,8602.6M $0.65 %
27Sumitomo Realty & Development Co Ltd 76,8572.6M $0.64 %
28Anglo American PLC 51,8352.6M $0.64 %
29Mitsui Fudosan Co Ltd 190,6212.6M $0.63 %
30SLB Ltd 47,5522.4M $0.60 %
31Exelon Corp 48,0992.4M $0.59 %
32CMS Energy Corp 30,3292.4M $0.59 %
33Essential Utilities Inc 59,1692.4M $0.59 %
34Enav SpA 358,1462.3M $0.58 %
35Bunge Global SA 19,0342.3M $0.57 %
36Grupo Aeroportuario del Sureste SAB de CV 6,2902.3M $0.56 %
37Permian Resources Corp 121,4122.2M $0.55 %
38Hudbay Minerals Inc 77,3082.2M $0.54 %
39Freeport-McMoRan Inc 31,7042.2M $0.53 %
40BP PLC 327,3152.1M $0.52 %
41Corteva Inc 26,3612.1M $0.52 %
42Enel SpA 170,7282.1M $0.51 %
43Nutrien Ltd 27,3802.1M $0.51 %
44EDP Renovaveis SA 129,6692M $0.51 %
45Sacyr SA 379,8852M $0.51 %
46Exxon Mobil Corp 13,3972M $0.51 %
47Rio Tinto PLC 19,2591.9M $0.47 %
48Williams Cos Inc/The 25,5141.9M $0.47 %
49Methanex Corp 37,5171.9M $0.47 %
50Sun Hung Kai Properties Ltd 98,8101.9M $0.46 %
51Iberdrola SA 78,0611.8M $0.46 %
52Shell PLC 44,3631.8M $0.46 %
53Dominion Energy Inc 28,8691.8M $0.45 %
54Pennon Group PLC 225,9811.8M $0.45 %
55Expand Energy Corp 16,6881.8M $0.45 %
56ArcelorMittal SA 27,2281.8M $0.44 %
57CF Industries Holdings Inc 17,7931.8M $0.44 %
58Mitsubishi Estate Co Ltd 51,7471.7M $0.43 %
59Steel Dynamics Inc 8,9411.7M $0.43 %
60Suncor Energy Inc 30,3511.7M $0.42 %
61Alcoa Corp 27,0171.7M $0.42 %
62NEXTDC Ltd 163,7941.6M $0.40 %
63Phillips 66 9,5751.5M $0.37 %
64Coeur Mining Inc 54,3061.5M $0.36 %
65Koninklijke Vopak NV 26,6671.5M $0.36 %
66Hongkong Land Holdings Ltd 167,4161.5M $0.36 %
67Gibson Energy Inc 67,5481.5M $0.36 %
68Teck Resources Ltd 24,6351.4M $0.36 %
69Royal Gold Inc 4,8141.4M $0.36 %
70CLP Holdings Ltd 151,5001.4M $0.36 %
71CenterPoint Energy Inc 31,6441.4M $0.34 %
72Canadian Natural Resources Ltd 31,0421.4M $0.34 %
73Valero Energy Corp 6,5831.3M $0.33 %
74E.ON SE 57,5741.3M $0.33 %
75Packaging Corp of America 5,7481.3M $0.33 %
76SSE PLC 36,4411.3M $0.33 %
77Marathon Petroleum Corp 6,6201.3M $0.32 %
78CSX Corp 29,6231.3M $0.31 %
79Alliant Energy Corp 17,4681.3M $0.31 %
80Valterra Platinum Ltd 10,8841.3M $0.31 %
81Fastighets AB Balder 166,3031.3M $0.31 %
82Qube Holdings Ltd 349,9741.2M $0.31 %
83ERG SpA 41,5671.2M $0.30 %
84Atlas Arteria Ltd 352,6401.2M $0.30 %
85CRH PLC 10,1721.2M $0.30 %
86Black Hills Corp 15,4021.1M $0.28 %
87Helmerich & Payne Inc 31,8741.1M $0.28 %
88TAG Immobilien AG 57,2201.1M $0.28 %
89Redeia Corp SA 59,9111.1M $0.28 %
90West Fraser Timber Co Ltd 16,7711.1M $0.28 %
91Antero Resources Corp 30,1561.1M $0.27 %
92Ameren Corp 9,5841.1M $0.27 %
93Core Natural Resources Inc 13,2171.1M $0.27 %
94Alamos Gold Inc 19,4801.1M $0.26 %
95Grupo Aeroportuario del Centro Norte SAB de CV 8,5871M $0.26 %
96Waste Management Inc 4,3531M $0.26 %
97Archer-Daniels-Midland Co 14,9111M $0.25 %
98Darling Ingredients Inc 19,0851M $0.25 %
99Terna - Rete Elettrica Nazionale 83,3581M $0.25 %
100Targa Resources Corp 4,187987.3K $0.24 %