Titelia

Holdings of Monteagle Opportunity Equity Fund

Monteagle Funds · Original filing · Compare with another fund · Report an error

Net assets
16.7M $ including 16.6M $ in equities, 99.6 %
Positions
118 in 9 countries
Top ten
13.9 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Landstar System Inc 1,709278.5K $1.67 %
2Matson Inc 1,589264K $1.58 %
3CH Robinson Worldwide Inc 1,314243.4K $1.46 %
4Brady Corp 2,571237.4K $1.42 %
5A O Smith Corp 2,880224.6K $1.35 %
6Fluor Corp 4,214220.4K $1.32 %
7Mueller Industries Inc 1,830215.9K $1.30 %
8Terex Corp 3,081211.9K $1.27 %
9Hubbell Inc 407208.2K $1.25 %
10Toro Co/The 2,074205K $1.23 %
11RenaissanceRe Holdings Ltd 673203.6K $1.22 %
12Worthington Steel Inc 4,812200K $1.20 %
13Axis Capital Holdings Ltd 1,843194.8K $1.17 %
14Nextpower Inc 1,848194.2K $1.17 %
15Darden Restaurants Inc 886189.5K $1.14 %
16Travelers Cos Inc/The 610188.3K $1.13 %
17Hartford Insurance Group Inc/The 1,334187.9K $1.13 %
18Fortive Corp 3,154186.7K $1.12 %
19Graco Inc 1,927181K $1.09 %
20Canadian Pacific Kansas City Ltd 2,028177.6K $1.07 %
21Agnico Eagle Mines Ltd 699175.9K $1.06 %
22Otter Tail Corp 2,037173.3K $1.04 %
23Yum China Holdings Inc 3,153173.1K $1.04 %
24Ross Stores Inc 840172.7K $1.04 %
25Acushnet Holdings Corp 1,666170.5K $1.02 %
26Turning Point Brands Inc 1,235169.2K $1.02 %
27United Therapeutics Corp 330166.3K $1.00 %
28Signet Jewelers Ltd 1,718165.3K $0.99 %
29NNN REIT Inc 3,611163.7K $0.98 %
30Fifth Third Bancorp 3,302163.3K $0.98 %
31Ingredion Inc 1,381162.2K $0.97 %
32WP Carey Inc 2,153160.7K $0.96 %
33Gaming and Leisure Properties Inc 3,272160K $0.96 %
34PNC Financial Services Group Inc/The 752159.7K $0.96 %
35Jones Lang LaSalle Inc 505159.4K $0.96 %
36Ovintiv Inc 3,135158.6K $0.95 %
37YETI Holdings Inc 3,616158.1K $0.95 %
38PulteGroup Inc 1,150157.8K $0.95 %
39Cboe Global Markets Inc 526157.7K $0.95 %
40Masco Corp 2,199157.5K $0.95 %
41Deckers Outdoor Corp 1,342157.4K $0.94 %
42EMCOR Group Inc 217157.2K $0.94 %
43T Rowe Price Group Inc 1,659157K $0.94 %
44Cal-Maine Foods Inc 1,802157K $0.94 %
45US Bancorp 2,838155.1K $0.93 %
46CubeSmart 3,764154.9K $0.93 %
47Waste Connections Inc 899154.7K $0.93 %
48Williams-Sonoma Inc 746153.4K $0.92 %
49OGE Energy Corp 3,107152.7K $0.92 %
50Black Hills Corp 2,031149.6K $0.90 %
51Cullen/Frost Bankers Inc 1,080149.3K $0.90 %
52Leidos Holdings Inc 849148.7K $0.89 %
53Visteon Corp 1,537147K $0.88 %
54Moelis & Co 2,464146.3K $0.88 %
55Equinor ASA 4,900146.2K $0.88 %
56Copart Inc 3,774143.8K $0.86 %
57Verisk Analytics Inc 689143K $0.86 %
58National Fuel Gas Co 1,568142.7K $0.86 %
59Avery Dennison Corp 722141.8K $0.85 %
60Garmin Ltd 559141.3K $0.85 %
61Elevance Health Inc 438140.2K $0.84 %
62Interactive Brokers Group Inc 1,962139.7K $0.84 %
63JD.COM INC 5,247139.2K $0.84 %
64TORM PLC 4,604138.7K $0.83 %
65Pagseguro Digital Ltd 13,065138.6K $0.83 %
66American States Water Co 1,857138.4K $0.83 %
67Archrock Inc 3,864136.5K $0.82 %
68Abercrombie & Fitch Co 1,378134.8K $0.81 %
69Royal Gold Inc 448134.3K $0.81 %
70Teleflex Inc 1,099134.1K $0.81 %
71Evercore Inc 432133.4K $0.80 %
72Alkermes PLC 4,393132.2K $0.79 %
73Cigna Group/The 453131.3K $0.79 %
74Chipotle Mexican Grill Inc 3,520131K $0.79 %
75Expedia Group Inc 603130.1K $0.78 %
76Plexus Corp 668129.7K $0.78 %
77Inmode Ltd 9,389129.1K $0.77 %
78Interparfums Inc 1,280129K $0.77 %
79Permian Resources Corp 7,021128.4K $0.77 %
80Molson Coors Beverage Co 2,605127.6K $0.77 %
81Universal Health Services Inc 615126.8K $0.76 %
82SLB Ltd 2,463126.5K $0.76 %
83CTS Corp 2,387125.7K $0.75 %
84Eastman Chemical Co 1,663125.6K $0.75 %
85Bank OZK 2,633122.6K $0.74 %
86Carlyle Group Inc/The 2,285118.8K $0.71 %
87Mid-America Apartment Communities, Inc. 887118.7K $0.71 %
88Innovative Industrial Properties Inc 2,132112.9K $0.68 %
89PayPal Holdings Inc 2,374109.7K $0.66 %
90IDEXX Laboratories Inc 167109.7K $0.66 %
91ResMed Inc 427109.4K $0.66 %
92Kilroy Realty Corp 3,608107.6K $0.65 %
93Nokia Oyj 13,874107.1K $0.64 %
94A10 Networks Inc 5,515106.2K $0.64 %
95Toast Inc 3,793103.6K $0.62 %
96Tower Semiconductor Ltd 815101.8K $0.61 %
97ON Semiconductor Corp 1,530101.7K $0.61 %
98Sprouts Farmers Market Inc 1,30896.6K $0.58 %
99Dolby Laboratories Inc 1,41594.2K $0.57 %
100Enphase Energy Inc 2,15891.2K $0.55 %

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Sector breakdown

  • Financials 8.5 %
  • Industrials 6.6 %
  • Consumer discretionary 5.5 %
  • Technology 4.8 %
  • Health care 4.0 %
  • Energy 2.5 %
  • Materials 1.9 %
  • Unattributed 66.2 %

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

  • United States 89.5 %
  • Canada 2.8 %
  • Bermuda 2.2 %
  • Cayman Islands 1.7 %
  • Israel 1.1 %
  • United Kingdom 0.8 %
  • Ireland 0.8 %
  • Finland 0.6 %
  • Guernsey 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States10414.9M $89.50 %
2Canada4460.8K $2.77 %
3Bermuda2368.8K $2.22 %
4Cayman Islands2277.8K $1.67 %
5Israel2189.8K $1.14 %
6United Kingdom1138.7K $0.84 %
7Ireland1132.2K $0.80 %
8Finland1107.1K $0.65 %
9Guernsey167.9K $0.41 %
Cite this page

Titelia. "Holdings of Monteagle Opportunity Equity Fund". https://titelia.com/en/funds/S000065162