Titelia

Holdings of Six Circles Managed Equity Portfolio U.S. Unconstrained Fund

SIX CIRCLES TRUST ·598 declared positions · as of Mar 31, 2026

Original filing · Net assets 27.8B $ · Ten largest lines: 40.8 % of the equity sleeve

Sector breakdown

  • Technology 36.5 %
  • Health care 11.0 %
  • Communication 10.6 %
  • Consumer discretionary 10.6 %
  • Industrials 6.8 %
  • Financials 6.4 %
  • Consumer staples 5.8 %
  • Energy 4.3 %
  • Utilities 3.7 %
  • Materials 1.4 %
  • Unattributed 2.7 %

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

Currency breakdown

  • USD 99.3 %
  • CAD 0.7 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • CA 0.6 %
  • NL 0.1 %
  • IE 0.1 %
  • SG 0.0 %
  • CH 0.0 %
  • AU 0.0 %
  • BM 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US51327B $99.04 %
2CA76174.5M $0.64 %
3NL335.7M $0.13 %
4IE221.7M $0.08 %
5SG111.4M $0.04 %
6CH18.9M $0.03 %
7AU15.2M $0.02 %
8BM15M $0.02 %

Positions

RankCompanySharesValueWeight
101Vertex Pharmaceuticals Inc 104,18646.5M $0.17 %
102Phillips 66 248,92245.3M $0.16 %
103Constellation Energy Corp. 156,29443.6M $0.16 %
104Accenture PLC 219,29543.5M $0.16 %
105AppLovin Corp 108,36543.1M $0.16 %
106Western Digital Corp 156,99642.5M $0.15 %
107Vistra Corp 281,03242.2M $0.15 %
108Kinder Morgan, Inc. 1,233,38241.4M $0.15 %
109Lockheed Martin Corp 67,31040.7M $0.15 %
110MercadoLibre Inc 23,52840.7M $0.15 %
111DTE Energy Co 269,42639.4M $0.14 %
112Cheniere Energy Inc 137,31939M $0.14 %
113Seagate Technology Holdings PLC 99,45239M $0.14 %
114Baker Hughes Co 631,62638.6M $0.14 %
115Ameren Corp 350,43338.5M $0.14 %
116Marriott International Inc/MD 113,74437.2M $0.13 %
117CenterPoint Energy Inc 850,11336.7M $0.13 %
118American Electric Power Co Inc 277,67236.4M $0.13 %
119Cadence Design Systems Inc 130,89536.4M $0.13 %
120Synopsys Inc 90,55435.9M $0.13 %
121Hilton Worldwide Holdings Inc 117,68435.8M $0.13 %
122T-Mobile US Inc 169,93635.7M $0.13 %
123Newmont Corp 325,80635.3M $0.13 %
124ONEOK Inc 385,70934.9M $0.13 %
125Royal Caribbean Cruises Ltd 124,21534.2M $0.12 %
126Targa Resources Corp 134,86433.8M $0.12 %
127Goldman Sachs Group Inc/The 39,70933.6M $0.12 %
128Union Pacific Corp 137,78133.4M $0.12 %
129Motorola Solutions Inc 77,02233.4M $0.12 %
130Boston Scientific Corp 532,42033.4M $0.12 %
131Regeneron Pharmaceuticals, Inc. 43,17733.4M $0.12 %
132Airbnb Inc 254,73232.2M $0.12 %
133Citigroup Inc 282,19632M $0.12 %
134Eaton Corp PLC 86,01430.8M $0.11 %
135Occidental Petroleum Corp 472,27330.7M $0.11 %
136CMS Energy Corp 389,85630.2M $0.11 %
137Northrop Grumman Corp 43,81329.9M $0.11 %
138Howmet Aerospace Inc 125,84929M $0.10 %
139Morgan Stanley 173,46228.5M $0.10 %
140NiSource Inc 607,74328.4M $0.10 %
141Comcast Corp 973,05327.9M $0.10 %
142General Motors Co 364,56627.2M $0.10 %
143Progressive Corp/The 134,71726.7M $0.10 %
144Monolithic Power Systems Inc 24,31826.6M $0.10 %
145General Dynamics Corp 76,51826.3M $0.09 %
146Starbucks Corp 292,07226.2M $0.09 %
147Freeport-McMoRan Inc 441,82326M $0.09 %
148Exelon Corp 519,22825.5M $0.09 %
149Entergy Corp 226,06125.4M $0.09 %
150NXP Semiconductors NV 128,13025.2M $0.09 %
151Ciena Corp 64,65125.1M $0.09 %
152Parker-Hannifin Corp 27,82824.9M $0.09 %
153Autodesk Inc 103,74424.8M $0.09 %
154Fortinet Inc 301,71224.7M $0.09 %
155EQT Corp 386,61324.6M $0.09 %
156Teradyne Inc 81,94624.3M $0.09 %
157Zoetis Inc 202,25023.9M $0.09 %
158Xcel Energy Inc 300,31123.9M $0.09 %
159Dell Technologies Inc 144,82823.8M $0.09 %
160US Bancorp 454,28123.6M $0.09 %
161Diamondback Energy Inc 117,14523.2M $0.08 %
162Cloudflare Inc 112,19723.2M $0.08 %
163Lumentum Holdings Inc 32,00422.5M $0.08 %
164Keysight Technologies Inc 78,90822.3M $0.08 %
165PNC Financial Services Group Inc/The 106,97622.3M $0.08 %
166Sherwin-Williams Co/The 69,05922.1M $0.08 %
167CRH PLC 209,29822M $0.08 %
168Charles Schwab Corp/The 232,25321.8M $0.08 %
169Waste Management Inc 94,68821.8M $0.08 %
170eBay Inc 236,60221.5M $0.08 %
171American Express Co 71,15921.5M $0.08 %
172TransDigm Group Inc 18,31621.2M $0.08 %
173L3Harris Technologies Inc 60,52220.9M $0.08 %
174Trane Technologies PLC 49,18720.5M $0.07 %
175Chubb Ltd 62,72320.4M $0.07 %
176Ecolab Inc 76,70120.4M $0.07 %
177Air Products and Chemicals Inc 70,21220.4M $0.07 %
178Halliburton Co 520,23320.3M $0.07 %
179Vertiv Holdings Co 80,19020.1M $0.07 %
180Medtronic PLC 231,65420.1M $0.07 %
181O'Reilly Automotive Inc 217,32520.1M $0.07 %
182Monster Beverage Corp 273,48019.8M $0.07 %
183PG&E Corp 1,105,01719.4M $0.07 %
184Blackstone Inc 164,28218.9M $0.07 %
185Automatic Data Processing Inc 89,54418.2M $0.07 %
186DoorDash Inc 120,92118.2M $0.07 %
187Quanta Services Inc 33,00618.1M $0.07 %
188Roper Technologies Inc 50,95518M $0.06 %
189Coinbase Global Inc 102,99918M $0.06 %
190Ross Stores Inc 82,95218M $0.06 %
191Warner Bros Discovery Inc 653,14217.9M $0.06 %
192Truist Financial Corp 389,61017.9M $0.06 %
193Microchip Technology Inc 275,96817.8M $0.06 %
194Devon Energy Corp 352,19317.7M $0.06 %
195Texas Pacific Land Corp 37,20717.7M $0.06 %
196Johnson Controls International plc 134,82317.7M $0.06 %
197Alnylam Pharmaceuticals Inc 53,19217.6M $0.06 %
198FedEx Corp 49,37017.6M $0.06 %
199Snowflake Inc 115,24617.4M $0.06 %
200Datadog Inc 144,85817.1M $0.06 %