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
101MGIC Investment Corp 86,6002.3M $0.09 %
102Verisk Analytics Inc 11,8002.2M $0.09 %
103Essex Property Trust Inc 9,2002.2M $0.09 %
104AES Corp/The 158,0002.2M $0.09 %
105Public Storage 8,2002.2M $0.08 %
106Clearway Energy Inc 54,5002.1M $0.08 %
107Vertiv Holdings Co 8,3002.1M $0.08 %
108Best Buy Co Inc 32,2002.1M $0.08 %
109Lam Research Corp 9,3002M $0.08 %
110Axis Capital Holdings Ltd 18,7001.9M $0.07 %
111Tyler Technologies Inc 5,5001.9M $0.07 %
112Domino's Pizza Inc 5,1001.8M $0.07 %
113Credit Acceptance Corp 4,3001.8M $0.07 %
114Regency Centers Corp 23,9001.8M $0.07 %
115O'Reilly Automotive Inc 19,2001.8M $0.07 %
116Scotts Miracle-Gro Co/The 27,9001.7M $0.06 %
117Fifth Third Bancorp 36,3921.7M $0.06 %
118Micron Technology Inc 4,8571.6M $0.06 %
119Highwoods Properties Inc 76,3001.6M $0.06 %
120LyondellBasell Industries NV 20,2001.6M $0.06 %
121Annaly Capital Management Inc 75,6001.6M $0.06 %
122Camden Property Trust 16,3001.6M $0.06 %
123Hartford Insurance Group Inc/The 11,6001.6M $0.06 %
124AvalonBay Communities, Inc. 9,5001.6M $0.06 %
125Wendy's Co/The 219,4001.5M $0.06 %
126MSCI Inc 2,8001.5M $0.06 %
127Dropbox Inc 65,5001.5M $0.06 %
128Loews Corp 13,9001.5M $0.06 %
129Netflix Inc 15,1001.5M $0.06 %
130Cencora Inc 4,6011.4M $0.06 %
131Cboe Global Markets Inc 5,1001.4M $0.05 %
132Cognizant Technology Solutions Corp. 22,0001.3M $0.05 %
133Host Hotels & Resorts Inc 68,1001.3M $0.05 %
134Rithm Capital Corp 136,1001.3M $0.05 %
135Janus Henderson Group PLC 24,9001.3M $0.05 %
136Moody's Corp 2,9001.3M $0.05 %
137American Financial Group Inc/OH 9,8001.3M $0.05 %
138Cirrus Logic Inc 8,5001.2M $0.05 %
139T-Mobile US Inc 5,5001.2M $0.04 %
140HP Inc 58,6001.1M $0.04 %
141Alliant Energy Corp 14,8001.1M $0.04 %
142AutoZone Inc 3001M $0.04 %
143Avery Dennison Corp 5,600967K $0.04 %
144Bank of America Corp 19,700960.4K $0.04 %
145Broadridge Financial Solutions Inc 5,500893.6K $0.03 %
146Solventum Corp 13,250865.2K $0.03 %
147Appfolio Inc 5,400852.2K $0.03 %
148Quest Diagnostics Inc 4,300842.7K $0.03 %
149Allstate Corp/The 4,000829.4K $0.03 %
150Assurant Inc 3,800827.7K $0.03 %
151Berkshire Hathaway Inc 1,700814.6K $0.03 %
152Waste Management Inc 3,400781.3K $0.03 %
153Roper Technologies Inc 2,200778.5K $0.03 %
154Republic Services Inc 3,400744.7K $0.03 %
155Old Republic International Corp 18,400734.2K $0.03 %
156Citigroup Inc 6,400725.8K $0.03 %
157GATX Corp 4,200717.1K $0.03 %
158Expeditors International of Washington Inc 4,800687.5K $0.03 %
159Goldman Sachs Group Inc/The 800676.8K $0.03 %
160Cisco Systems, Inc. 8,500659.5K $0.03 %
161Snap-on Inc 1,800653.8K $0.03 %
162Nexstar Media Group Inc 3,300596.7K $0.02 %
163Carvana Co 1,787561.8K $0.02 %
164Lincoln National Corp 15,600553.8K $0.02 %
165F5 Inc 1,900549.7K $0.02 %
166General Electric Co 1,900539.2K $0.02 %
167Sandisk Corp/DE 780495.6K $0.02 %
168Grand Canyon Education Inc 2,900493.1K $0.02 %
169Blackrock Inc 500480.9K $0.02 %
170Accenture PLC 2,400475.9K $0.02 %
171Northern Trust Corp 3,400474.5K $0.02 %
172NRG Energy Inc 3,200467.6K $0.02 %
173Iridium Communications Inc 16,300452.2K $0.02 %
174Encompass Health Corp 4,500435.3K $0.02 %
175Medpace Holdings Inc 900432.2K $0.02 %
176Bristol-Myers Squibb Co 7,100430.6K $0.02 %
177Applied Materials Inc 1,200410.1K $0.02 %
178Lowe's Cos Inc 1,700401.7K $0.02 %
179Royal Gold Inc 1,500381.7K $0.01 %
180Mid-America Apartment Communities, Inc. 3,000366.4K $0.01 %
181National Fuel Gas Co 3,800357K $0.01 %
182MSA Safety Inc 2,000327.9K $0.01 %
183Salesforce Inc 1,600298.7K $0.01 %
184QUALCOMM Inc 2,300296.2K $0.01 %
185Public Service Enterprise Group Inc 3,600291.4K $0.01 %
186Morgan Stanley 1,700279.8K $0.01 %
187Packaging Corp of America 1,100233.4K $0.01 %
188Chemed Corp 600226.6K $0.01 %
189Constellation Energy Corp. 800223.4K $0.01 %
190Ameriprise Financial Inc 500222.2K $0.01 %
191Mastercard Inc 439219.4K $0.01 %
192Home Depot Inc/The 600197.3K $0.01 %
193AT&T Inc 6,200179.7K $0.01 %
194Jack Henry & Associates Inc 1,100173.8K $0.01 %
195Linde PLC 300148.7K $0.01 %
196CME Group Inc 500147.7K $0.01 %
197Thermo Fisher Scientific Inc 300147.5K $0.01 %
198Adobe Inc 500121.5K $0.00 %
199Ciena Corp 295114.5K $0.00 %
200Lumentum Holdings Inc 12890K $0.00 %

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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