Titelia

Holdings of Morningstar Alternatives Fund

Morningstar Funds Trust ·414 declared positions · as of Apr 30, 2026

Original filing · Net assets 258M $ · Ten largest lines: 49.2 % of the equity sleeve

Sector breakdown

  • Communication 12.5 %
  • Industrials 5.0 %
  • Technology 3.5 %
  • Consumer staples 2.4 %
  • Utilities 1.6 %
  • Health care 1.3 %
  • Energy 1.0 %
  • Consumer discretionary 0.8 %
  • Materials 0.4 %
  • Financials 0.3 %
  • 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

  • US 85.1 %
  • JE 6.0 %
  • GB 5.0 %
  • CA 2.4 %
  • IL 1.3 %
  • GG 0.2 %
  • IE 0.0 %
  • BM 0.0 %
  • NL 0.0 %
  • CH 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US37054.8M $85.11 %
JE13.9M $5.99 %
GB23.2M $5.02 %
CA331.5M $2.39 %
IL1817K $1.27 %
GG1114.5K $0.18 %
IE211.9K $0.02 %
BM28.3K $0.01 %
NL15.4K $0.01 %
CH14.5K $0.01 %

Positions

CompanySharesValueWeight
Exxon Mobil Corp 28143.4K $0.02 %
Visa Inc 13042.9K $0.02 %
Evergy Inc 47139K $0.02 %
Cognizant Technology Solutions Corp. 67635.8K $0.01 %
CVS Health Corp 41834.8K $0.01 %
Omega Healthcare Investors Inc 73334.4K $0.01 %
DT Midstream Inc 22733.6K $0.01 %
Keurig Dr Pepper Inc 1,11432.8K $0.01 %
Dominion Energy Inc 50532.6K $0.01 %
McCormick & Co Inc/MD 63232.1K $0.01 %
Mastercard Inc 6130.7K $0.01 %
Costco Wholesale Corp 2929.4K $0.01 %
Williams Cos Inc/The 37728.8K $0.01 %
Magna International Inc 43427.6K $0.01 %
Netflix Inc 29427.5K $0.01 %
Nutrien Ltd 36227.5K $0.01 %
UDR Inc 70325.5K $0.01 %
Match Group Inc 67325.2K $0.01 %
Pinnacle West Capital Corp. 23424.3K $0.01 %
Palantir Technologies Inc 17223.9K $0.01 %
Camden Property Trust 22223.3K $0.01 %
Procter & Gamble Co/The 15823.2K $0.01 %
Coca-Cola Co/The 29223K $0.01 %
Lam Research Corp 8922.9K $0.01 %
Home Depot Inc/The 6922.7K $0.01 %
Applied Materials Inc 5622.1K $0.01 %
Open Text Corp 96922K $0.01 %
General Electric Co 7220.9K $0.01 %
Lamar Advertising Co 14820.4K $0.01 %
Philip Morris International Inc. 11519K $0.01 %
Arista Networks Inc 9816.9K $0.01 %
RTX Corp 9616.9K $0.01 %
Linde PLC 3316.5K $0.01 %
McDonald's Corp. 5215.3K $0.01 %
Ingredion Inc 13515.1K $0.01 %
NextEra Energy Inc 15315K $0.01 %
Atmos Energy Corp 7714.6K $0.01 %
Abiomed Inc 8,95414.3K $0.01 %
Amphenol Corp 9714.3K $0.01 %
Equity Residential 21514.1K $0.01 %
Walt Disney Co/The 13413.9K $0.01 %
Thermo Fisher Scientific Inc 2813.4K $0.01 %
American Homes 4 Rent 41013.1K $0.01 %
Eaton Corp PLC 3013K $0.01 %
TJX Cos Inc/The 8212.9K $0.01 %
Booking Holdings Inc 7512.6K $0.00 %
Ameren Corp 11112.6K $0.00 %
Shopify Inc 10412.6K $0.00 %
Essex Property Trust Inc 4712.4K $0.00 %
Intuitive Surgical Inc 2712.4K $0.00 %
Alliant Energy Corp 16712.3K $0.00 %
WP Carey Inc 16512K $0.00 %
Uber Technologies Inc 16011.9K $0.00 %
ConocoPhillips 9311.7K $0.00 %
Corning Inc 6911.3K $0.00 %
NNN REIT Inc 24610.8K $0.00 %
Lowe's Cos Inc 4410.5K $0.00 %
Honeywell International Inc 4910.5K $0.00 %
S&P Global Inc 2410.3K $0.00 %
Starbucks Corp 9610.1K $0.00 %
Danaher Corp 5610K $0.00 %
Altria Group, Inc. 1349.7K $0.00 %
Quanta Services Inc 139.5K $0.00 %
Stryker Corp 309.5K $0.00 %
IMPERIAL OIL LTD 709.4K $0.00 %
Trane Technologies PLC 199.4K $0.00 %
Parker-Hannifin Corp 109.1K $0.00 %
Vertex Pharmaceuticals Inc 219K $0.00 %
Lockheed Martin Corp 178.8K $0.00 %
Cummins Inc 138.7K $0.00 %
Equinix Inc 88.7K $0.00 %
Marriott International Inc/MD 238.3K $0.00 %
Howmet Aerospace Inc 348.3K $0.00 %
Cadence Design Systems Inc 258.2K $0.00 %
Monolithic Power Systems Inc 58.1K $0.00 %
Spotify Technology SA 188K $0.00 %
General Dynamics Corp 237.9K $0.00 %
Waste Management Inc 347.9K $0.00 %
Agnico Eagle Mines Ltd 427.9K $0.00 %
Johnson Controls International plc 547.9K $0.00 %
HCA Healthcare Inc 187.8K $0.00 %
CSX Corp 1707.7K $0.00 %
Clorox Co/The 797.6K $0.00 %
Warner Music Group Corp 2657.5K $0.00 %
CRH PLC 637.5K $0.00 %
O'Reilly Automotive Inc 757.5K $0.00 %
AutoZone Inc 27.4K $0.00 %
Moody's Corp 167.4K $0.00 %
Ciena Corp 147.4K $0.00 %
Canadian Pacific Kansas City Ltd 847.3K $0.00 %
Boston Scientific Corp 1267.3K $0.00 %
Ubiquiti Inc 77.1K $0.00 %
Sherwin-Williams Co/The 227.1K $0.00 %
Northrop Grumman Corp 127K $0.00 %
Monster Beverage Corp 906.9K $0.00 %
DoorDash Inc 416.9K $0.00 %
Ross Stores Inc 306.8K $0.00 %
Hilton Worldwide Holdings Inc 216.8K $0.00 %
Illinois Tool Works Inc 266.7K $0.00 %
EOG Resources Inc 476.6K $0.00 %