Titelia

Holdings of Hillman Value Fund

ALPS SERIES TRUST · Original filing · Compare with another fund · Report an error

Net assets
83M $ including 79.7M $ in equities, 96.0 %
Positions
37 in 3 countries
Top ten
30.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Verizon Communications Inc 57,0002.9M $3.45 %
2Bristol-Myers Squibb Co 46,4002.8M $3.39 %
3Pfizer Inc 92,7002.6M $3.13 %
4Biogen Inc 14,1002.6M $3.11 %
5International Flavors & Fragrances Inc 35,3002.6M $3.08 %
6Constellation Brands Inc 16,4002.5M $2.96 %
7Warner Bros Discovery Inc 87,7002.4M $2.90 %
8Comcast Corp 83,0772.4M $2.87 %
9US Bancorp 45,5002.4M $2.85 %
10DuPont de Nemours Inc 51,4002.4M $2.83 %
11Zimmer Biomet Holdings Inc 25,8002.3M $2.81 %
12Taiwan Semiconductor Manufacturing Co Ltd 6,8002.3M $2.77 %
13GSK PLC 41,0002.3M $2.73 %
14Akamai Technologies Inc 19,7002.3M $2.72 %
15CVS Health Corp 31,5002.3M $2.72 %
16West Pharmaceutical Services Inc 8,9002.2M $2.69 %
17Hershey Co/The 10,6002.2M $2.65 %
18United Parcel Service Inc 22,3002.2M $2.64 %
19Kraft Heinz Co/The 95,3002.1M $2.58 %
20CarMax Inc 51,3002.1M $2.57 %
21Brown-Forman Corp 79,4002.1M $2.53 %
22Walt Disney Co/The 21,4002.1M $2.48 %
23Oracle Corp 14,0002.1M $2.48 %
24UnitedHealth Group Inc 7,4002M $2.41 %
25T Rowe Price Group Inc 22,2002M $2.41 %
26Conagra Brands Inc 127,1002M $2.41 %
27NIKE Inc 37,8002M $2.40 %
28Fiserv Inc 35,1002M $2.36 %
29Becton Dickinson & Co 12,3001.9M $2.33 %
30Boeing Co/The 9,6001.9M $2.30 %
31Baxter International Inc 113,2001.9M $2.29 %
32Microsoft Corp 4,8001.8M $2.14 %
33Diageo PLC 23,3001.7M $2.09 %
34Campbell's Company/The 75,9001.7M $2.04 %
35Salesforce Inc 9,0001.7M $2.02 %
36Estee Lauder Cos Inc/The 22,5001.6M $1.94 %
37Adobe Inc 6,6001.6M $1.93 %

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Sector breakdown

  • Health care 26.4 %
  • Consumer staples 12.7 %
  • Communication 12.2 %
  • Technology 11.8 %
  • Financials 7.9 %
  • Industrials 5.1 %
  • Materials 3.2 %
  • Consumer discretionary 2.5 %
  • Unattributed 18.1 %

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 92.1 %
  • United Kingdom 5.0 %
  • Taiwan 2.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3473.5M $92.11 %
2United Kingdom24M $5.01 %
3Taiwan12.3M $2.88 %
Cite this page

Titelia. "Holdings of Hillman Value Fund". https://titelia.com/en/funds/S000070920