Titelia

Holdings of Timothy Plan US Large/Mid Cap Core ETF

Timothy Plan ·270 declared positions · as of Mar 31, 2026

Original filing · Net assets 333.5M $ · Ten largest lines: 6.9 % of the equity sleeve

Sector breakdown

  • Industrials 19.8 %
  • Technology 11.6 %
  • Utilities 11.0 %
  • Energy 7.9 %
  • Financials 7.1 %
  • Materials 6.5 %
  • Health care 6.5 %
  • Consumer discretionary 4.6 %
  • Consumer staples 3.6 %
  • Unattributed 21.4 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.8 %
  • NL 0.7 %
  • BM 0.5 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US267328.9M $98.82 %
NL22.4M $0.71 %
BM11.6M $0.47 %

Positions

CompanySharesValueWeight
Progressive Corp/The 7,0311.4M $0.42 %
Baker Hughes Co 22,8031.4M $0.42 %
ITT Inc 7,2481.4M $0.41 %
Packaging Corp of America 6,5051.4M $0.41 %
MSCI Inc 2,5481.4M $0.41 %
Old Dominion Freight Line Inc 6,9921.4M $0.41 %
Cognizant Technology Solutions Corp. 22,2441.4M $0.41 %
Newmont Corp 12,5221.4M $0.41 %
Verisk Analytics Inc 7,1341.4M $0.41 %
PPG Industries Inc 12,6131.3M $0.40 %
BJ's Wholesale Club Holdings Inc 13,6541.3M $0.40 %
Howmet Aerospace Inc 5,8251.3M $0.40 %
MasTec Inc 4,1711.3M $0.40 %
Kenvue Inc 77,8321.3M $0.40 %
Devon Energy Corp 26,6251.3M $0.40 %
KLA Corp 9081.3M $0.40 %
Analog Devices Inc 4,1461.3M $0.40 %
Jabil Inc 4,9471.3M $0.39 %
Diamondback Energy Inc 6,6361.3M $0.39 %
Trane Technologies PLC 3,1391.3M $0.39 %
TD SYNNEX Corp 7,7491.3M $0.39 %
Reinsurance Group of America Inc 6,3941.3M $0.39 %
Viper Energy Inc 27,7201.3M $0.39 %
Steel Dynamics Inc 7,2261.3M $0.39 %
SS&C Technologies Holdings Inc 19,0891.3M $0.39 %
Lincoln Electric Holdings Inc 5,1661.3M $0.39 %
Otis Worldwide Corp 16,6761.3M $0.39 %
Roper Technologies Inc 3,6191.3M $0.38 %
Incyte Corp 13,5751.3M $0.38 %
Nucor Corp 7,5181.3M $0.38 %
Dollar General Corp 10,6751.3M $0.38 %
Texas Pacific Land Corp 2,6531.3M $0.38 %
Franklin Resources Inc 53,2601.3M $0.38 %
First Citizens BancShares Inc/NC 6641.3M $0.38 %
Domino's Pizza Inc 3,4861.3M $0.38 %
Quanta Services Inc 2,2451.2M $0.37 %
Xylem Inc/NY 10,2181.2M $0.37 %
McCormick & Co Inc/MD 24,2061.2M $0.37 %
TE Connectivity PLC 5,8101.2M $0.36 %
Zoetis Inc 10,2451.2M $0.36 %
Genuine Parts Co 11,3941.2M $0.36 %
RPM International Inc 12,0831.2M $0.36 %
TransDigm Group Inc 1,0341.2M $0.36 %
EQT Corp 18,8221.2M $0.36 %
Allegion plc 8,2381.2M $0.36 %
East West Bancorp Inc 11,1301.2M $0.36 %
Ingersoll Rand Inc 14,8251.2M $0.36 %
NVR Inc 1801.2M $0.36 %
Copart Inc 35,7051.2M $0.36 %
Rockwell Automation Inc 3,2951.2M $0.35 %
Intuitive Surgical Inc 2,5531.2M $0.35 %
Watsco Inc 3,1871.2M $0.35 %
Illumina Inc 9,3971.2M $0.35 %
Arthur J Gallagher & Co 5,3421.2M $0.35 %
ResMed Inc 5,1171.1M $0.34 %
Toll Brothers Inc 8,4031.1M $0.34 %
Paychex Inc 12,4221.1M $0.34 %
Tractor Supply Co 24,7391.1M $0.34 %
F5 Inc 3,8501.1M $0.33 %
Encompass Health Corp 11,4651.1M $0.33 %
Ferguson Enterprises Inc 4,7101.1M $0.33 %
Masco Corp 18,0181.1M $0.33 %
Carrier Global Corp 19,3111.1M $0.33 %
Carlisle Cos Inc 3,2491.1M $0.33 %
HEICO Corp 3,9491.1M $0.32 %
Solventum Corp 16,5791.1M $0.32 %
Amphenol Corp 8,5281.1M $0.32 %
Mettler-Toledo International Inc 8541.1M $0.32 %
Brown & Brown Inc 16,4941.1M $0.32 %
Trimble Inc 16,4781.1M $0.32 %
Bentley Systems Inc 30,4371.1M $0.32 %
Freeport-McMoRan Inc 18,1191.1M $0.32 %
Comfort Systems USA Inc 7721.1M $0.32 %
AECOM 12,5161.1M $0.32 %
Corpay Inc 3,6281.1M $0.32 %
PulteGroup Inc 8,8651M $0.31 %
Somnigroup International Inc 14,0861M $0.31 %
Houlihan Lokey Inc 7,0821M $0.31 %
Texas Instruments Inc 5,2291M $0.30 %
GE HealthCare Technologies Inc 14,0541M $0.30 %
EMCOR Group Inc 1,351997.5K $0.30 %
CDW Corp/DE 8,236996.7K $0.30 %
Tyler Technologies Inc 2,883987.1K $0.30 %
Garmin Ltd 4,237983K $0.29 %
Agilent Technologies Inc 8,622982.7K $0.29 %
LPL Financial Holdings Inc 3,265982.2K $0.29 %
United Therapeutics Corp 1,656982K $0.29 %
CRH PLC 9,315979.2K $0.29 %
BWX Technologies Inc 4,762973.8K $0.29 %
GE Vernova Inc 1,103962.8K $0.29 %
Neurocrine Biosciences Inc 7,297961.3K $0.29 %
Lennox International Inc 2,058955.2K $0.29 %
NetApp Inc 8,896910.9K $0.27 %
Waters Corp 3,052908.9K $0.27 %
Tenet Healthcare Corp 4,800905.8K $0.27 %
DR Horton Inc 6,590904.3K $0.27 %
Aptiv PLC 12,974900.9K $0.27 %
Chipotle Mexican Grill Inc 28,098899.4K $0.27 %
Williams-Sonoma Inc 4,863886.7K $0.27 %
Entegris Inc 7,554885.6K $0.27 %