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
301Steel Dynamics Inc 45,0338.1M $0.03 %
302Elevance Health Inc 27,5658.1M $0.03 %
303Allstate Corp/The 38,8788.1M $0.03 %
304Cencora Inc 25,6258M $0.03 %
305Becton Dickinson & Co 50,7098M $0.03 %
306KKR & Co Inc 85,9878M $0.03 %
307Edwards Lifesciences Corp 98,5727.9M $0.03 %
308IDEXX Laboratories Inc 13,9387.8M $0.03 %
309Credo Technology Group Holding Ltd 83,0567.8M $0.03 %
310Astera Labs Inc 71,0787.8M $0.03 %
311PTC Inc 53,0447.6M $0.03 %
312VeriSign Inc 30,1887.5M $0.03 %
313CDW Corp/DE 60,7087.3M $0.03 %
314Trimble Inc 112,3387.3M $0.03 %
315Enbridge Inc 133,8937.3M $0.03 %
316Live Nation Entertainment Inc 47,5867.3M $0.03 %
317F5 Inc 25,0167.2M $0.03 %
318Old Dominion Freight Line Inc 36,9437.2M $0.03 %
319Bank of Montreal 52,5927.1M $0.03 %
320MongoDB Inc 28,8987.1M $0.03 %
321Ingersoll Rand Inc 88,2167.1M $0.03 %
322Otis Worldwide Corp 91,1927M $0.03 %
323Zscaler Inc 49,7767M $0.03 %
324Xylem Inc/NY 58,1076.9M $0.03 %
325Reddit Inc 51,5306.9M $0.03 %
326Hartford Insurance Group Inc/The 50,5076.8M $0.02 %
327Rocket Lab Corp 106,0386.8M $0.02 %
328Omnicom Group Inc 89,5736.7M $0.02 %
329Twilio Inc 53,1676.7M $0.02 %
330Tapestry Inc 46,9946.6M $0.02 %
331EMCOR Group Inc 8,9296.6M $0.02 %
332PPG Industries Inc 61,4666.6M $0.02 %
333Bank of Nova Scotia/The 94,6766.6M $0.02 %
334MetLife Inc 92,4556.5M $0.02 %
335Tyler Technologies Inc 19,0946.5M $0.02 %
336Incyte Corp 69,3816.5M $0.02 %
337Robinhood Markets Inc 93,0656.4M $0.02 %
338Smurfit Westrock PLC 161,0396.4M $0.02 %
339CoreWeave Inc 82,7926.4M $0.02 %
340LyondellBasell Industries NV 79,6146.4M $0.02 %
341Verisk Analytics Inc 33,7666.4M $0.02 %
342Target Corp 52,7046.4M $0.02 %
343Illumina Inc 51,6976.4M $0.02 %
344Dover Corp 30,3136.3M $0.02 %
345Agnico Eagle Mines Ltd 30,8796.3M $0.02 %
346Canadian Natural Resources Ltd 128,1686.3M $0.02 %
347CF Industries Holdings Inc 47,3196.1M $0.02 %
348Bloom Energy Corp 45,3176.1M $0.02 %
349Super Micro Computer Inc 267,6576.1M $0.02 %
350Copart Inc 183,3476.1M $0.02 %
351Cardinal Health, Inc. 28,7276.1M $0.02 %
352Amcor PLC 151,1986M $0.02 %
353Packaging Corp of America 27,8315.9M $0.02 %
354Kroger Co/The 81,2995.9M $0.02 %
355Coeur Mining Inc 313,1175.9M $0.02 %
356Paychex Inc 63,1745.8M $0.02 %
357GE HealthCare Technologies Inc 81,1355.8M $0.02 %
358Hubbell Inc 11,7475.8M $0.02 %
359Revolution Medicines Inc 58,9735.7M $0.02 %
360American International Group Inc 75,3795.7M $0.02 %
361Liberty Media Corp-Liberty Formula One 66,3095.6M $0.02 %
362International Paper Co 157,3425.6M $0.02 %
363HubSpot Inc 22,7865.6M $0.02 %
364Viatris Inc 407,7635.5M $0.02 %
365Tractor Supply Co 120,6435.5M $0.02 %
366ResMed Inc 24,2145.4M $0.02 %
367Canadian Imperial Bank of Commerce 57,3245.4M $0.02 %
368Neurocrine Biosciences Inc 40,7955.4M $0.02 %
369Nasdaq Inc 63,2475.4M $0.02 %
370FTAI Aviation Ltd 21,7735.3M $0.02 %
371Pinterest Inc 290,7885.3M $0.02 %
372Darden Restaurants Inc 26,9715.3M $0.02 %
373Atlassian Corp 77,1775.3M $0.02 %
374MSCI Inc 9,7065.2M $0.02 %
375IREN Ltd 151,9445.2M $0.02 %
376Samsara Inc 164,1265.2M $0.02 %
377Ulta Beauty Inc 9,9495.2M $0.02 %
378PayPal Holdings Inc 114,1455.2M $0.02 %
379First Citizens BancShares Inc/NC 2,7265.1M $0.02 %
380AST SpaceMobile Inc 61,9055.1M $0.02 %
381Brookfield Corp 126,5605.1M $0.02 %
382Reliance Inc 16,8715.1M $0.02 %
383Williams-Sonoma Inc 28,0985.1M $0.02 %
384Ameriprise Financial Inc 11,4625.1M $0.02 %
385State Street Corp 39,8565M $0.02 %
386International Flavors & Fragrances Inc 68,7605M $0.02 %
387Arch Capital Group Ltd 51,9115M $0.02 %
388Suncor Energy Inc 74,1414.9M $0.02 %
389DuPont de Nemours Inc 106,8214.9M $0.02 %
390Charter Communications, Inc. 22,6324.9M $0.02 %
391Cboe Global Markets Inc 17,2304.8M $0.02 %
392Rivian Automotive Inc 318,1424.8M $0.02 %
393NVR Inc 7164.7M $0.02 %
394Equifax Inc 26,1304.7M $0.02 %
395Zebra Technologies Corp 22,4754.7M $0.02 %
396Okta Inc 59,3104.7M $0.02 %
397CoStar Group Inc 114,7484.6M $0.02 %
398Prudential Financial, Inc. 47,2724.6M $0.02 %
399Burlington Stores Inc 14,1154.6M $0.02 %
400Lennar Corp 52,0964.5M $0.02 %