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
2013M Co 117,73717.1M $0.06 %
202Ford Motor Co 1,477,05717M $0.06 %
203Corteva Inc 203,34617M $0.06 %
204Emerson Electric Co. 129,64817M $0.06 %
205Coterra Energy Inc 478,90316.8M $0.06 %
206Cummins Inc 31,26416.8M $0.06 %
207S&P Global Inc 39,00816.6M $0.06 %
208Coherent Corp 69,32116.5M $0.06 %
209United Parcel Service Inc 165,46616.3M $0.06 %
210Expand Energy Corp 147,59016.2M $0.06 %
211Illinois Tool Works Inc 60,15415.7M $0.06 %
212NIKE Inc 296,02215.6M $0.06 %
213Royal Bank of Canada 94,70615.3M $0.06 %
214NRG Energy Inc 104,31015.2M $0.05 %
215Strategy Inc 121,71015.2M $0.05 %
216Atmos Energy Corp 82,05215.2M $0.05 %
217Hewlett Packard Enterprise Co 629,50215M $0.05 %
218Carnival Corp 566,03514.6M $0.05 %
219Workday Inc 111,93814.5M $0.05 %
220PACCAR Inc 124,60314.4M $0.05 %
221PPL Corp 369,52514.1M $0.05 %
222Insmed Inc 86,24914.1M $0.05 %
223Edison International 192,69714.1M $0.05 %
224Norfolk Southern Corp 48,91614M $0.05 %
225McKesson Corp 16,14014M $0.05 %
226AutoZone Inc 4,11713.9M $0.05 %
227M&T Bank Corp 66,78713.8M $0.05 %
228CME Group Inc 46,49113.7M $0.05 %
229American Water Works Co Inc 100,27113.6M $0.05 %
230Cintas Corp 79,94913.5M $0.05 %
231Fifth Third Bancorp 290,51113.5M $0.05 %
232FirstEnergy Corp 265,37313.4M $0.05 %
233Jabil Inc 49,50613.2M $0.05 %
234Teledyne Technologies Inc 21,73013.1M $0.05 %
235Electronic Arts Inc 64,25113.1M $0.05 %
236Bank of New York Mellon Corp/The 110,26513.1M $0.05 %
237Eversource Energy 188,80913.1M $0.05 %
238Intercontinental Exchange Inc 82,86613M $0.05 %
239Expedia Group Inc 55,53612.8M $0.05 %
240ON Semiconductor Corp 205,99712.8M $0.05 %
241Huntington Bancshares Inc/OH 807,49912.6M $0.05 %
242Keurig Dr Pepper Inc 478,94612.6M $0.05 %
243Qnity Electronics Inc 108,36212.5M $0.05 %
244CBRE Group Inc 91,30412.4M $0.04 %
245Nucor Corp 70,73712M $0.04 %
246Fair Isaac Corp 11,15411.9M $0.04 %
247Fastenal Co 253,68311.8M $0.04 %
248Aon PLC 36,23311.7M $0.04 %
249Republic Services Inc 52,96111.6M $0.04 %
250Agilent Technologies Inc 101,28311.5M $0.04 %
251Flex Ltd 174,80311.4M $0.04 %
252Citizens Financial Group Inc 185,98511.2M $0.04 %
253Biogen Inc 60,42911.1M $0.04 %
254Vulcan Materials Co 40,52511M $0.04 %
255Travelers Cos Inc/The 37,74511M $0.04 %
256WW Grainger Inc 10,04511M $0.04 %
257AMETEK Inc 51,05210.9M $0.04 %
258Axon Enterprise Inc 25,72310.9M $0.04 %
259Comfort Systems USA Inc 7,79910.8M $0.04 %
260IQVIA Holdings Inc 62,90910.7M $0.04 %
261United Rentals Inc 14,58510.6M $0.04 %
262Natera Inc 53,08410.6M $0.04 %
263Cognizant Technology Solutions Corp. 172,67010.6M $0.04 %
264Yum! Brands Inc 67,80310.5M $0.04 %
265Waters Corp 35,00210.4M $0.04 %
266First Solar Inc 52,72310.4M $0.04 %
267Chipotle Mexican Grill Inc 323,87610.4M $0.04 %
268Martin Marietta Materials Inc 17,54410.3M $0.04 %
269Westinghouse Air Brake Technologies Corp 41,05910.3M $0.04 %
270Garmin Ltd 43,69810.1M $0.04 %
271Waste Connections Inc 62,32410.1M $0.04 %
272Ferguson Enterprises Inc 43,32010.1M $0.04 %
273Carvana Co 32,06810.1M $0.04 %
274HCA Healthcare Inc 21,24110.1M $0.04 %
275Aflac Inc 91,61610.1M $0.04 %
276Take-Two Interactive Software Inc 50,39010M $0.04 %
277United Therapeutics Corp 16,7239.9M $0.04 %
278KeyCorp 488,9519.8M $0.04 %
279Regions Financial Corp 373,9739.8M $0.04 %
280Moody's Corp 22,3689.8M $0.04 %
281Toronto-Dominion Bank/The 104,4679.8M $0.04 %
282Carrier Global Corp 169,3059.5M $0.03 %
283Colgate-Palmolive Co 109,0089.3M $0.03 %
284Mondelez International Inc 159,6089.2M $0.03 %
285DR Horton Inc 66,9619.2M $0.03 %
286Entegris Inc 78,2259.2M $0.03 %
287Arthur J Gallagher & Co 42,0629.1M $0.03 %
288ROBLOX Corp 160,9059.1M $0.03 %
289Zoom Communications Inc 113,1409.1M $0.03 %
290Dow Inc 217,0269M $0.03 %
291Constellation Brands Inc 60,1119M $0.03 %
292Cigna Group/The 33,7969M $0.03 %
293Shopify Inc 75,0198.9M $0.03 %
294Amrize Ltd 158,3598.9M $0.03 %
295NetApp Inc 85,8138.8M $0.03 %
296Mettler-Toledo International Inc 6,8968.7M $0.03 %
297HP Inc 444,1228.5M $0.03 %
298Everpure Inc 142,6458.4M $0.03 %
299Evergy Inc 100,4218.2M $0.03 %
300Alliant Energy Corp 114,5848.2M $0.03 %