Titelia

Holdings of State Farm Balanced Fund

Advisers Investment Trust · Original filing · Compare with another fund · Report an error

Net assets
2.6B $ including 1.8B $ in equities, 70.7 %
Positions
263 in 7 countries
Bond lines
982 from 294 companies
Top ten
35.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 775,904196.9M $7.53 %
2NVIDIA Corp 788,531137.5M $5.26 %
3Alphabet Inc 391,440112.6M $4.30 %
4Caterpillar Inc 152,860108.3M $4.14 %
5Johnson & Johnson 387,30994.7M $3.62 %
6Eli Lilly & Co 75,00069M $2.64 %
7Microsoft Corp 168,12162.2M $2.38 %
8Air Products and Chemicals Inc 195,50056.8M $2.17 %
9Procter & Gamble Co/The 359,20051.9M $1.98 %
10Walt Disney Co/The 496,69547.9M $1.83 %
11Nucor Corp 242,00040.9M $1.56 %
12Chevron Corp 196,90040.7M $1.56 %
13Archer-Daniels-Midland Co 550,46140M $1.53 %
14Walmart Inc 281,40035M $1.34 %
15Illinois Tool Works Inc 130,40033.9M $1.30 %
16Meta Platforms Inc 57,73033M $1.26 %
17Wells Fargo & Co 379,30030.2M $1.15 %
18Broadcom Inc 94,30029.2M $1.12 %
19Vulcan Materials Co 106,40029M $1.11 %
20Zoetis Inc 229,29527.1M $1.04 %
21Corning Inc 180,89224.6M $0.94 %
22Alphabet Inc 71,18020.4M $0.78 %
23Amazon.com Inc 88,82818.5M $0.71 %
24Pfizer Inc 588,34016.5M $0.63 %
25Agilent Technologies Inc 143,58716.4M $0.63 %
26Amgen Inc 44,95015.8M $0.60 %
27AbbVie Inc 70,60015.4M $0.59 %
28ASML Holding NV 11,52115.2M $0.58 %
29AptarGroup Inc 97,50012.3M $0.47 %
30Deere & Co 20,00211.3M $0.43 %
31Coca-Cola Co/The 147,25711.2M $0.43 %
32Rio Tinto PLC 110,10010.3M $0.39 %
33Tapestry Inc 67,4009.5M $0.36 %
34Exxon Mobil Corp 54,4009.2M $0.35 %
35International Flavors & Fragrances Inc 119,8888.7M $0.33 %
36JPMorgan Chase & Co 28,0008.2M $0.32 %
37Emerson Electric Co. 62,4008.2M $0.31 %
38Automatic Data Processing Inc 39,6008M $0.31 %
39Tesla Inc 21,3267.9M $0.30 %
403M Co 53,0007.7M $0.29 %
41Costco Wholesale Corp 7,4007.4M $0.28 %
42PepsiCo Inc 46,4007.2M $0.28 %
43Simon Property Group Inc 30,2005.6M $0.22 %
44Abbott Laboratories 53,9755.5M $0.21 %
45HNI Corp 160,0005.3M $0.20 %
46GE Vernova Inc 5,8005.1M $0.19 %
47TJX Cos Inc/The 31,7005.1M $0.19 %
48Merck & Co Inc 40,1004.8M $0.18 %
49Gilead Sciences Inc 33,1004.6M $0.18 %
50KLA Corp 3,1004.6M $0.17 %
51UGI Corp 123,5004.5M $0.17 %
52Edison International 61,4004.5M $0.17 %
53McDonald's Corp. 14,3004.4M $0.17 %
54Union Pacific Corp 17,8664.3M $0.17 %
55Western Union Co/The 484,0004.2M $0.16 %
56OneMain Holdings Inc 77,8004.2M $0.16 %
57H&R Block Inc 124,8004M $0.15 %
58M&T Bank Corp 19,0003.9M $0.15 %
59McKesson Corp 4,5003.9M $0.15 %
60Starwood Property Trust Inc 222,3003.8M $0.15 %
61Altria Group, Inc. 57,0003.8M $0.14 %
62Philip Morris International Inc. 22,4003.7M $0.14 %
63VeriSign Inc 14,9003.7M $0.14 %
64Lockheed Martin Corp 6,1003.7M $0.14 %
65Cheniere Energy Inc 12,7003.6M $0.14 %
66Kenvue Inc 205,5573.5M $0.14 %
67Teledyne Technologies Inc 5,7003.4M $0.13 %
68AGNC Investment Corp 334,8003.4M $0.13 %
69Landstar System Inc 20,9003.4M $0.13 %
70Analog Devices Inc 10,5013.3M $0.13 %
71Robert Half Inc 131,2003.3M $0.13 %
72Yum! Brands Inc 21,2003.3M $0.13 %
73Visa Inc 10,8303.3M $0.13 %
74Intuit Inc 7,5003.2M $0.12 %
75Southern Co/The 33,5003.2M $0.12 %
76Intercontinental Exchange Inc 20,5003.2M $0.12 %
77International Business Machines Corp. 13,2003.2M $0.12 %
78Verizon Communications Inc 63,1003.2M $0.12 %
79Palantir Technologies Inc 21,5003.1M $0.12 %
80Federal Realty Investment Trust 29,6003.1M $0.12 %
81Invesco Ltd 128,1003.1M $0.12 %
82Donaldson Co Inc 36,5173.1M $0.12 %
83Corteva Inc 36,7003.1M $0.12 %
84Willis Towers Watson PLC 10,1002.9M $0.11 %
85OGE Energy Corp 59,2002.8M $0.11 %
86Consolidated Edison Inc 24,9002.8M $0.11 %
87ConocoPhillips 21,2002.8M $0.11 %
88Motorola Solutions Inc 6,4002.8M $0.11 %
89Cintas Corp 16,4002.8M $0.11 %
90Amdocs Ltd 41,6002.7M $0.10 %
91Lamar Advertising Co 20,8002.6M $0.10 %
92Duke Energy Corp 20,1002.6M $0.10 %
93Williams-Sonoma Inc 14,4002.6M $0.10 %
94Evergy Inc 32,0002.6M $0.10 %
95Targa Resources Corp 10,4002.6M $0.10 %
96Millicom International Cellular SA 34,1002.6M $0.10 %
97Hershey Co/The 12,0002.5M $0.10 %
98EOG Resources Inc 16,1002.3M $0.09 %
99Cullen/Frost Bankers Inc 16,9002.3M $0.09 %
100Veralto Corp 26,2002.3M $0.09 %

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The bonds it holds

294 companies, 982 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1JPMorgan Chase & Co296.4M $0.24 %
2Morgan Stanley286.2M $0.24 %
3Bank of America Corp225.5M $0.21 %
4Citigroup Inc153.8M $0.15 %
5Goldman Sachs Group Inc/The193.6M $0.14 %
6Wells Fargo & Co173.5M $0.13 %
7HSBC Holdings PLC122.9M $0.11 %
8Oracle Corp122.2M $0.08 %
9Freddie Mac42.1M $0.08 %
10Broadcom Inc182M $0.07 %
11Amazon.com Inc91.9M $0.07 %
12US Bancorp101.8M $0.07 %
13Meta Platforms Inc71.7M $0.07 %
14UnitedHealth Group Inc91.7M $0.06 %
15Amgen Inc81.6M $0.06 %
16American Tower Corp31.5M $0.06 %
17Verizon Communications Inc81.5M $0.06 %
18Barclays PLC61.5M $0.06 %
19Mitsubishi UFJ Financial Group Inc71.4M $0.06 %
20Sumitomo Mitsui Financial Group Inc61.4M $0.05 %
21Apple Inc91.4M $0.05 %
22AT&T Inc71.4M $0.05 %
23Philip Morris International Inc.101.3M $0.05 %
24Fannie Mae41.3M $0.05 %
25Comcast Corp61.3M $0.05 %
26CVS Health Corp91.2M $0.05 %
27Walmart Inc61.2M $0.05 %
28Royal Bank of Canada71.2M $0.05 %
29American Express Co111.2M $0.05 %
30PNC Financial Services Group Inc/The91.2M $0.05 %
31Capital One Financial Corp91.1M $0.04 %
32Alphabet Inc71.1M $0.04 %
33Boeing Co/The61.1M $0.04 %
34Toronto-Dominion Bank/The61M $0.04 %
35Intel Corp61M $0.04 %
36Mizuho Financial Group Inc51M $0.04 %
37Westpac Banking Corp71M $0.04 %
38PepsiCo Inc8999.4K $0.04 %
39Bank of New York Mellon Corp/The5976.7K $0.04 %
40Energy Transfer LP8971.6K $0.04 %
41Home Depot Inc/The8942.7K $0.04 %
42Lockheed Martin Corp5941.6K $0.04 %
43Truist Financial Corp8921.1K $0.04 %
44AbbVie Inc7900.6K $0.03 %
45ONEOK Inc5871.5K $0.03 %
46Toyota Motor Corp.5862.3K $0.03 %
47Realty Income Corp4847.5K $0.03 %
48Banco Santander SA4827.6K $0.03 %
49Charles Schwab Corp/The8814K $0.03 %
50Crown Castle Inc7811.9K $0.03 %
51Lowe's Cos Inc5783.1K $0.03 %
52International Business Machines Corp.5779.6K $0.03 %
53Nomura Holdings Inc2775.2K $0.03 %
54Intercontinental Exchange Inc3746.5K $0.03 %
55Corebridge Financial Inc3730.4K $0.03 %
56GE HealthCare Technologies Inc4726.6K $0.03 %
57State Street Corp7712.6K $0.03 %
58Eli Lilly & Co6705.7K $0.03 %
59Fiserv Inc4701.3K $0.03 %
60Southern Co/The5662.6K $0.03 %
61Eversource Energy5660.4K $0.03 %
62Duke Energy Corp6654.4K $0.03 %
63Bristol-Myers Squibb Co3640K $0.02 %
64NatWest Group PLC3614.7K $0.02 %
65Enbridge Inc6610.8K $0.02 %
66Lloyds Banking Group PLC3610.6K $0.02 %
67Thermo Fisher Scientific Inc4607.8K $0.02 %
68Elevance Health Inc3605.1K $0.02 %
69McDonald's Corp.4600.1K $0.02 %
70Humana Inc3599K $0.02 %
71Merck & Co Inc4596.9K $0.02 %
72Constellation Brands Inc3596.4K $0.02 %
73MPLX LP6591.6K $0.02 %
74Canadian Imperial Bank of Commerce4588.7K $0.02 %
75Williams Cos Inc/The3584.8K $0.02 %
76Cigna Group/The4578.7K $0.02 %
77Regal Rexnord Corp3575.3K $0.02 %
78Coca-Cola Co/The5571.7K $0.02 %
79Pilgrim's Pride Corp3570.5K $0.02 %
80Centene Corp2568.5K $0.02 %
81Targa Resources Corp4562.8K $0.02 %
82Mastercard Inc3557.4K $0.02 %
83Waste Management Inc5553.4K $0.02 %
84Bank of Nova Scotia/The3549.4K $0.02 %
85eBay Inc2525.2K $0.02 %
86Ovintiv Inc2520.5K $0.02 %
87S&P Global Inc3508.3K $0.02 %
88Cisco Systems, Inc.5508.1K $0.02 %
89Marriott International Inc/MD4505.7K $0.02 %
90Coterra Energy Inc2497.3K $0.02 %
91Amphenol Corp6493.1K $0.02 %
92Prudential Financial, Inc.2489.8K $0.02 %
93Union Pacific Corp4488.1K $0.02 %
94Diamondback Energy Inc3470.3K $0.02 %
95RTX Corp2467.5K $0.02 %
96QUALCOMM Inc3458.7K $0.02 %
97Sempra5454K $0.02 %
98Texas Instruments Inc3452.4K $0.02 %
99Air Lease Corp2436.9K $0.02 %
100Bank of Montreal3436.5K $0.02 %

Sector breakdown

  • Technology 26.8 %
  • Health care 15.1 %
  • Communication 11.9 %
  • Industrials 11.0 %
  • Consumer staples 9.0 %
  • Materials 8.2 %
  • Financials 3.5 %
  • Consumer discretionary 3.0 %
  • Energy 1.1 %
  • Utilities 1.0 %
  • Real estate 0.5 %
  • Unattributed 9.0 %

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 98.6 %
  • Netherlands 0.9 %
  • Ireland 0.2 %
  • Guernsey 0.1 %
  • Luxembourg 0.1 %
  • Jersey 0.1 %
  • Switzerland 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2551.8B $98.57 %
2Netherlands316.9M $0.91 %
3Ireland12.9M $0.16 %
4Guernsey12.7M $0.15 %
5Luxembourg12.6M $0.14 %
6Jersey11.3M $0.07 %
7Switzerland19.9K $0.00 %
Cite this page

Titelia. "Holdings of State Farm Balanced Fund". https://titelia.com/en/funds/S000071158