Titelia

Holdings of Strategic Alternatives Fund

GuideStone Funds · 168 declared positions · as of Mar 31, 2026

Original filing · Net assets 272.9M $ · Ten largest lines: 17.8 % of the equity sleeve

Sector breakdown

  • Technology 10.1 %
  • Materials 9.5 %
  • Financials 8.6 %
  • Consumer discretionary 7.0 %
  • Communication 6.9 %
  • Consumer staples 6.4 %
  • Industrials 3.5 %
  • Health care 0.4 %
  • Unattributed 47.6 %

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 95.5 %
  • GB 1.6 %
  • NL 1.1 %
  • BM 0.9 %
  • KY 0.5 %
  • IE 0.3 %
  • SG 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US16126.1M $95.49 %
GB1436.2K $1.60 %
NL1313.8K $1.15 %
BM2236.8K $0.87 %
KY1126.2K $0.46 %
IE189.5K $0.33 %
SG130.4K $0.11 %

Positions

CompanySharesValueWeight
Amphenol Corp 4,557575.8K $0.21 %
Arista Networks Inc 4,461547.7K $0.20 %
Chewy Inc 18,987512.6K $0.19 %
Crown Holdings Inc 4,873488.5K $0.18 %
Newmont Corp 4,445481.2K $0.18 %
ROBLOX Corp 8,331471.2K $0.17 %
Travelers Cos Inc/The 1,548451.5K $0.17 %
Take-Two Interactive Software Inc 2,269448.1K $0.16 %
New York Times Co/The 5,274441.6K $0.16 %
Liberty Global Ltd. 36,081436.2K $0.16 %
W R Berkley Corp 6,306418K $0.15 %
Kroger Co/The 5,646408.5K $0.15 %
TJX Cos Inc/The 2,550407.2K $0.15 %
Smurfit Westrock PLC 10,020399.3K $0.15 %
Corteva Inc 4,618386.6K $0.14 %
BorgWarner Inc 6,836370.9K $0.14 %
Ross Stores Inc 1,663360.3K $0.13 %
Ecolab Inc 1,348358.6K $0.13 %
AT&T Inc 12,057349.5K $0.13 %
Monster Beverage Corp 4,659337.6K $0.12 %
Chubb Ltd 978318.8K $0.12 %
Hasbro Inc 3,397318K $0.12 %
LyondellBasell Industries NV 3,895313.8K $0.12 %
Mohawk Industries Inc 3,004295.8K $0.11 %
O'Reilly Automotive Inc 3,130288.9K $0.11 %
Live Nation Entertainment Inc 1,880286.7K $0.11 %
TD SYNNEX Corp 1,686284.4K $0.10 %
Jones Lang LaSalle Inc 924281.2K $0.10 %
Lam Research Corp 1,310279.9K $0.10 %
AptarGroup Inc 2,214279K $0.10 %
Lennar Corp 3,171275.4K $0.10 %
Progressive Corp/The 1,383274.2K $0.10 %
Everest Group Ltd 833272.3K $0.10 %
MetLife Inc 3,821270.2K $0.10 %
Micron Technology Inc 792267.6K $0.10 %
Colgate-Palmolive Co 3,126266.4K $0.10 %
Reinsurance Group of America Inc 1,300265.4K $0.10 %
Costco Wholesale Corp 260259.1K $0.09 %
Ryder System Inc 1,265259K $0.09 %
JB Hunt Transport Services Inc 1,199254.1K $0.09 %
Tapestry Inc 1,784251.7K $0.09 %
MercadoLibre Inc 145250.7K $0.09 %
Hartford Insurance Group Inc/The 1,834248K $0.09 %
Primerica Inc 984246.5K $0.09 %
Selective Insurance Group Inc 3,269246.4K $0.09 %
Cabot Corp 3,228243.1K $0.09 %
Tyson Foods Inc 3,727238.8K $0.09 %
Marzetti Company/The 1,725238.6K $0.09 %
Deckers Outdoor Corp 2,240224.2K $0.08 %
Walmart Inc 1,785221.8K $0.08 %
Rivian Automotive Inc 14,738221.8K $0.08 %
Fidelity National Financial Inc 4,752220.4K $0.08 %
Everpure Inc 3,722219.7K $0.08 %
Coca-Cola Consolidated Inc 1,145219.5K $0.08 %
Cincinnati Financial Corp 1,385217.9K $0.08 %
Best Buy Co Inc 3,368216.2K $0.08 %
Avnet Inc 3,492215.2K $0.08 %
Rambus Inc 2,495214.6K $0.08 %
Schneider National Inc 8,100213.5K $0.08 %
Ralph Lauren Corp 585201.2K $0.07 %
American Financial Group Inc/OH 1,554198.5K $0.07 %
Hanover Insurance Group Inc/The 1,133196.4K $0.07 %
NetApp Inc 1,858190.2K $0.07 %
CNA Financial Corp 3,876178K $0.07 %
IAC Inc 4,336173.6K $0.06 %
AutoZone Inc 51172.3K $0.06 %
Etsy Inc 3,313165.6K $0.06 %
RLI Corp 2,638150.5K $0.06 %
Arch Capital Group Ltd 1,522146.1K $0.05 %
Dillard's Inc 249142.5K $0.05 %
Taylor Morrison Home Corp 2,445142.4K $0.05 %
Wayfair Inc 1,786134.3K $0.05 %
Western Digital Corp 489132.3K $0.05 %
Axis Capital Holdings Ltd 1,302132K $0.05 %
News Corp 5,211129.9K $0.05 %
GLOBALFOUNDRIES Inc 2,838126.2K $0.05 %
US Foods Holding Corp 1,362125.6K $0.05 %
Mosaic Co/The 4,871124.2K $0.05 %
Royal Gold Inc 484123.2K $0.05 %
First Solar Inc 622122.7K $0.05 %
Garmin Ltd 520120.6K $0.04 %
F5 Inc 409118.3K $0.04 %
Principal Financial Group Inc 1,287116K $0.04 %
Versant Media Group Inc 3,083114.1K $0.04 %
Alcoa Corp 1,714113.7K $0.04 %
Cirrus Logic Inc 784113.4K $0.04 %
HP Inc 5,846112.3K $0.04 %
Unum Group 1,527111.5K $0.04 %
Knight-Swift Transportation Holdings Inc 1,900109.4K $0.04 %
Huntsman Corp 8,202109.2K $0.04 %
Old Republic International Corp 2,698107.7K $0.04 %
Delta Air Lines Inc 1,557103.5K $0.04 %
Murphy USA Inc 209103.2K $0.04 %
FedEx Corp 288102.6K $0.04 %
Analog Devices Inc 322102.4K $0.04 %
CF Industries Holdings Inc 781101.4K $0.04 %
Ciena Corp 25699.4K $0.04 %
Loews Corp 93199.4K $0.04 %
CarMax Inc 2,35397.8K $0.04 %
Vulcan Materials Co 35897.5K $0.04 %
Marsh & McLennan Cos Inc 55596.3K $0.04 %
NewMarket Corp 14995.5K $0.04 %
RenaissanceRe Holdings Ltd 30590.7K $0.03 %
Columbia Sportswear Co 1,63689.7K $0.03 %
Westlake Corp 76789.6K $0.03 %
Willis Towers Watson PLC 30889.5K $0.03 %
General Motors Co 1,18488.2K $0.03 %
Ingredion Inc 76285.8K $0.03 %
Polaris Inc 1,56185.1K $0.03 %
Omnicom Group Inc 1,12484.6K $0.03 %
Church & Dwight Co Inc 88882.9K $0.03 %
CNO Financial Group Inc 1,96380.6K $0.03 %
Element Solutions Inc 2,35580.4K $0.03 %
Seagate Technology Holdings PLC 20379.5K $0.03 %
Penske Automotive Group Inc 52979.1K $0.03 %
Pilgrim's Pride Corp 2,04577.2K $0.03 %
Intel Corp 1,69274.7K $0.03 %
Corning Inc 54574.1K $0.03 %
Nexstar Media Group Inc 40974K $0.03 %
Arrow Electronics Inc 50372.1K $0.03 %
CH Robinson Worldwide Inc 43071.4K $0.03 %
BJ's Wholesale Club Holdings Inc 72171K $0.03 %
Abercrombie & Fitch Co 77470.7K $0.03 %
Martin Marietta Materials Inc 11366.5K $0.02 %
BellRing Brands Inc 3,95563.6K $0.02 %
Albertsons Cos Inc 3,54660.4K $0.02 %
American Airlines Group Inc 5,41858.2K $0.02 %
DoubleVerify Holdings Inc 6,02357.2K $0.02 %
Dollar Tree Inc 51956.8K $0.02 %
QUALCOMM Inc 41653.6K $0.02 %
Clorox Co/The 50151.9K $0.02 %
Estee Lauder Cos Inc/The 71151K $0.02 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 22048.9K $0.02 %
Jabil Inc 17747K $0.02 %
KLA Corp 3145.6K $0.02 %
Ubiquiti Inc 5644.3K $0.02 %
Eagle Materials Inc 23344.1K $0.02 %
Reliance Inc 14243.2K $0.02 %
Globe Life Inc 30141.9K $0.02 %
Gap Inc/The 1,69841.1K $0.02 %
Uber Technologies Inc 56940.9K $0.02 %
Amkor Technology Inc 86438.9K $0.01 %
Lamb Weston Holdings Inc 91938.8K $0.01 %
Post Holdings Inc 37837.4K $0.01 %
American International Group Inc 45234K $0.01 %
Sysco Corp 46833.4K $0.01 %
Teradyne Inc 10731.7K $0.01 %
International Flavors & Fragrances Inc 42230.6K $0.01 %
Flex Ltd 46530.4K $0.01 %
Allstate Corp/The 13928.8K $0.01 %
Brunswick Corp/DE 34024.7K $0.01 %
Target Corp 20224.5K $0.01 %
Roku Inc 23322K $0.01 %
Aon PLC 6721.6K $0.01 %
Burlington Stores Inc 5718.5K $0.01 %
Landstar System Inc 11518.4K $0.01 %
Allegro MicroSystems Inc 54617.2K $0.01 %
Ingram Micro Holding Corp 70316.4K $0.01 %
Carpenter Technology Corp 3815K $0.01 %
Kemper Corp 46614.2K $0.01 %
Sherwin-Williams Co/The 3611.5K $0.00 %
Commercial Metals Co 1378.4K $0.00 %
Avery Dennison Corp 427.3K $0.00 %
Solstice Advanced Materials Inc 947.2K $0.00 %
PepsiCo Inc 467.1K $0.00 %
Greif Inc 1067.1K $0.00 %
Goodyear Tire & Rubber Co/The 1,0537K $0.00 %
Coty Inc 3,1256.3K $0.00 %