Titelia

Holdings of Morningstar Alternatives Fund

Morningstar Funds Trust · Original filing · Compare with another fund · Report an error

Net assets
258M $ including 64.4M $ in equities, 25.0 %
Positions
414 in 10 countries
Bond lines
789 from 408 companies
Top ten
12.3 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Electronic Arts Inc 20,7574.2M $1.63 %
2Janus Henderson Group PLC 74,6543.9M $1.49 %
3Penumbra Inc 11,0043.6M $1.39 %
4Chart Industries Inc 15,4343.2M $1.24 %
5Warner Bros Discovery Inc 118,4353.2M $1.24 %
6Masimo Corp 17,1283.1M $1.18 %
7Tri Pointe Homes Inc 58,4622.7M $1.06 %
8Norfolk Southern Corp 8,5482.7M $1.05 %
9National Storage Affiliates Trust 62,7902.7M $1.04 %
10TXNM Energy Inc 41,0242.4M $0.94 %
11DigitalBridge Group Inc 148,2962.3M $0.89 %
12Schroders PLC 291,4242.3M $0.89 %
13Terns Pharmaceuticals Inc 34,3001.8M $0.70 %
14Veris Residential Inc 84,1661.6M $0.62 %
15Soleno Therapeutics Inc 26,1001.4M $0.53 %
16Enhabit Inc 99,8281.4M $0.53 %
17Sila Realty Trust Inc 44,9961.4M $0.53 %
18Stellar Bancorp Inc 35,3581.3M $0.51 %
19TopBuild Corp 2,9601.3M $0.51 %
20KalVista Pharmaceuticals Inc 42,2901.1M $0.44 %
21Silicon Laboratories Inc 4,400957.9K $0.37 %
22Beazley PLC 53,913936.4K $0.36 %
23Avanos Medical Inc 36,994910.8K $0.35 %
24XOMA Royalty Corp 22,094904.5K $0.35 %
25Webster Financial Corp 12,481903.1K $0.35 %
26CENTESSA PHARMACEUTICALS PLC 22,700894.8K $0.35 %
27ZIM Integrated Shipping Services Ltd 30,900817K $0.32 %
28Kenvue Inc 36,899646.8K $0.25 %
29Apellis Pharmaceuticals Inc 14,400589.7K $0.23 %
30Organon & Co 37,612498.4K $0.19 %
31Johnson & Johnson 621142.7K $0.06 %
32Cisco Systems, Inc. 1,472134.7K $0.05 %
33PepsiCo Inc 826130.9K $0.05 %
34Canadian National Railway Co 1,151129.1K $0.05 %
35Sun Life Financial Inc 1,790129K $0.05 %
36Mondelez International Inc 2,092128.5K $0.05 %
37TC Energy Corp 1,910127.8K $0.05 %
38Suncor Energy Inc 1,843126.2K $0.05 %
39Enbridge Inc 2,275126.1K $0.05 %
40Verizon Communications Inc 2,588124.3K $0.05 %
41Pembina Pipeline Corp 2,660123.7K $0.05 %
42Southern Co/The 1,237119.6K $0.05 %
43Fortis Inc/Canada 2,071118.5K $0.05 %
44WEC Energy Group Inc 1,003118.3K $0.05 %
45Kimberly-Clark Corp 1,197117.8K $0.05 %
46AT&T Inc 4,500117.6K $0.05 %
47Duke Energy Corp 907117.5K $0.05 %
48Consolidated Edison Inc 1,030114.8K $0.04 %
49Amdocs Ltd 1,771114.5K $0.04 %
50Medtronic PLC 1,408114K $0.04 %
51Hormel Foods Corp 5,245112.6K $0.04 %
52FirstEnergy Corp 2,233106.1K $0.04 %
53Gilead Sciences Inc 808105.7K $0.04 %
54Manulife Financial Corp 2,689105.7K $0.04 %
55BCE Inc 4,441105.6K $0.04 %
56Abbott Laboratories 1,149104.3K $0.04 %
57Accenture PLC 572102.2K $0.04 %
58Canadian Natural Resources Ltd 2,141102.1K $0.04 %
59Automatic Data Processing Inc 46398.1K $0.04 %
60Broadcom Inc 23497.7K $0.04 %
61Colgate-Palmolive Co 1,12195.7K $0.04 %
62Alphabet Inc 24594.3K $0.04 %
63Comcast Corp 3,41092.2K $0.04 %
64Mid-America Apartment Communities, Inc. 70591.1K $0.04 %
65Amazon.com Inc 34290.7K $0.04 %
66Rogers Communications Inc 2,44889.2K $0.03 %
67Kroger Co/The 1,30789K $0.03 %
68Sysco Corp 1,13484.7K $0.03 %
69Public Storage 27984.4K $0.03 %
70Skyworks Solutions Inc 1,18783.3K $0.03 %
71NVIDIA Corp 41783.2K $0.03 %
72T-Mobile US Inc 42583.1K $0.03 %
73CMS Energy Corp 1,07382.3K $0.03 %
74Microsoft Corp 19479.1K $0.03 %
75American Water Works Co Inc 61078.3K $0.03 %
76Meta Platforms Inc 12878.3K $0.03 %
77Kinder Morgan, Inc. 2,37177.9K $0.03 %
78Chevron Corp 39275.8K $0.03 %
79Apple Inc 27975.7K $0.03 %
80International Business Machines Corp. 31973.7K $0.03 %
81Tesla Inc 19172.9K $0.03 %
82Exelon Corp 1,55671.6K $0.03 %
83Darden Restaurants Inc 35671.4K $0.03 %
84Merck & Co Inc 63969.8K $0.03 %
85American Electric Power Co Inc 50369K $0.03 %
86Walmart Inc 51067.3K $0.03 %
87Target Corp 51767.1K $0.03 %
88RESOLUTE FOREST PRODUCTS INC 44,10066.7K $0.03 %
89Berkshire Hathaway Inc 13965.8K $0.03 %
90Old Republic International Corp 1,60364K $0.02 %
91Bristol-Myers Squibb Co 1,04063K $0.02 %
92Union Pacific Corp 22961.7K $0.02 %
93Paychex Inc 64359.6K $0.02 %
94Eli Lilly & Co 6056.1K $0.02 %
95H&R Block Inc 1,70954.2K $0.02 %
96Thomson Reuters Corp 55252.8K $0.02 %
97Genuine Parts Co 44747.9K $0.02 %
98OGE Energy Corp 97647.6K $0.02 %
99QUALCOMM Inc 24644.2K $0.02 %
100Tyson Foods Inc 68443.8K $0.02 %

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The bonds it holds

408 companies, 789 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Redwood Trust Inc11.7M $0.65 %
2Equinox Gold Corp11.5M $0.59 %
3Live Nation Entertainment Inc31.5M $0.58 %
4PG&E Corp31.5M $0.57 %
5Banco Santander SA21.4M $0.55 %
6Morgan Stanley141.4M $0.55 %
7Bank of America Corp131.4M $0.54 %
8Chart Industries Inc11.4M $0.54 %
9HSBC Holdings PLC71.4M $0.53 %
10NCR Atleos Corp21.3M $0.49 %
11Terawulf Inc11.3M $0.49 %
12Century Aluminum Co11.3M $0.48 %
13MKS Inc11.2M $0.46 %
14Enovis Corp11.1M $0.43 %
15Cheesecake Factory Inc/The11.1M $0.42 %
16Citigroup Inc91.1M $0.42 %
17Varonis Systems Inc11.1M $0.42 %
18Haemonetics Corp11.1M $0.41 %
19Akamai Technologies Inc11.1M $0.41 %
20Alarm.com Holdings Inc11M $0.41 %
21Nutanix Inc11M $0.40 %
22PPL Corp11M $0.40 %
23OSI Systems Inc21M $0.40 %
24WisdomTree Inc11M $0.39 %
25Pebblebrook Hotel Trust21M $0.39 %
26Bridgebio Pharma Inc1997.1K $0.39 %
27CSG Systems International Inc1972.8K $0.38 %
28Collegium Pharmaceutical Inc1955.1K $0.37 %
29Omnicell Inc1932.8K $0.36 %
30JPMorgan Chase & Co14931K $0.36 %
31Nebius Group NV3929.2K $0.36 %
32Snap Inc2926.2K $0.36 %
33Goldman Sachs Group Inc/The9924.3K $0.36 %
34Wells Fargo & Co9920.6K $0.36 %
35Blackstone Mortgage Trust Inc2913.1K $0.35 %
36Snowflake Inc1906.3K $0.35 %
37ON Semiconductor Corp1905K $0.35 %
38Pacira BioSciences Inc1888.8K $0.34 %
39Box Inc1885K $0.34 %
40CONMED Corp1880.1K $0.34 %
41Exact Sciences Corp2879K $0.34 %
42Integer Holdings Corp1875.6K $0.34 %
43GameStop Corp1862.8K $0.33 %
44Check Point Software Technologies Ltd1850.2K $0.33 %
45Kosmos Energy Ltd2832.9K $0.32 %
46Marriott Vacations Worldwide Corp1830K $0.32 %
47DigitalOcean Holdings Inc1824.5K $0.32 %
48CenterPoint Energy Inc3806K $0.31 %
49Hims & Hers Health Inc1794.9K $0.31 %
50NextEra Energy Inc1794.8K $0.31 %
51Wix.com Ltd1792.6K $0.31 %
52Progress Software Corp1750.8K $0.29 %
53Dexcom Inc1744K $0.29 %
54Itron Inc1744K $0.29 %
55Fortuna Mining Corp1733K $0.28 %
56Philip Morris International Inc.10732.7K $0.28 %
57Altria Group, Inc.8718.2K $0.28 %
58Oscar Health Inc1709.5K $0.28 %
59Vertex Inc1701.8K $0.27 %
60Oracle Corp10690K $0.27 %
61Sphere Entertainment Co1644.2K $0.25 %
62Greenbrier Cos Inc/The1633K $0.25 %
63Capital One Financial Corp7632.9K $0.25 %
64Ziff Davis Inc2631K $0.24 %
65Cohu Inc1621.5K $0.24 %
66Centrus Energy Corp1602K $0.23 %
67Canadian Solar Inc1593.8K $0.23 %
68MPLX LP5568.7K $0.22 %
69American Express Co4557.5K $0.22 %
70Ascendis Pharma A/S1547.2K $0.21 %
71Super Micro Computer Inc1545.8K $0.21 %
72Mitsubishi UFJ Financial Group Inc3534.4K $0.21 %
73CAPITAL SOUTHWEST CORP1504K $0.20 %
74Peabody Energy Corp1504K $0.20 %
75Mizuho Financial Group Inc3496.6K $0.19 %
76LeMaitre Vascular Inc1489.1K $0.19 %
77Teladoc Health Inc1486.2K $0.19 %
78Ultra Clean Holdings Inc1481.5K $0.19 %
79PNC Financial Services Group Inc/The5474.8K $0.18 %
80Wayfair Inc1471.1K $0.18 %
81SolarEdge Technologies Inc1470.2K $0.18 %
82Barclays PLC3462.9K $0.18 %
83Motorola Solutions Inc6461.3K $0.18 %
84Tempus AI Inc1454.7K $0.18 %
85BWX Technologies Inc1440.4K $0.17 %
86Microchip Technology Inc1438.7K $0.17 %
87Marsh & McLennan Cos Inc3437.8K $0.17 %
88M&T Bank Corp4437.8K $0.17 %
89Royal Bank of Canada7426.2K $0.17 %
90Targa Resources Corp4418.7K $0.16 %
91Ally Financial Inc6414.9K $0.16 %
92CRISPR Therapeutics AG1410.8K $0.16 %
93Western Midstream Partners LP6408.6K $0.16 %
94DoorDash Inc1379.7K $0.15 %
95Block Inc1375.6K $0.15 %
96Charles Schwab Corp/The9373K $0.14 %
97VSE Corp1372.5K $0.14 %
98Sunrun Inc1365.3K $0.14 %
99Zscaler Inc1357.4K $0.14 %
100Compass Inc1357.3K $0.14 %

Sector breakdown

  • Communication 12.5 %
  • Industrials 7.2 %
  • Consumer staples 2.4 %
  • Utilities 1.6 %
  • Technology 1.4 %
  • Health care 1.3 %
  • Energy 1.0 %
  • Consumer discretionary 0.7 %
  • Financials 0.3 %
  • Materials 0.2 %
  • Real estate 0.1 %
  • Unattributed 71.2 %

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

Currency breakdown

  • USD 95.0 %
  • GBP 5.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 85.1 %
  • Jersey 6.0 %
  • United Kingdom 5.0 %
  • Canada 2.4 %
  • Israel 1.3 %
  • Guernsey 0.2 %
  • Ireland 0.0 %
  • Bermuda 0.0 %
  • Netherlands 0.0 %
  • Switzerland 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States37054.8M $85.11 %
2Jersey13.9M $5.99 %
3United Kingdom23.2M $5.02 %
4Canada331.5M $2.39 %
5Israel1817K $1.27 %
6Guernsey1114.5K $0.18 %
7Ireland211.9K $0.02 %
8Bermuda28.3K $0.01 %
9Netherlands15.4K $0.01 %
10Switzerland14.5K $0.01 %
Cite this page

Titelia. "Holdings of Morningstar Alternatives Fund". https://titelia.com/en/funds/S000057735