Titelia

Holdings of Federated Hermes MDT Market Neutral Fund

Federated Hermes Adviser Series · Original filing · Compare with another fund · Report an error

Net assets
2.3B $ including 1.9B $ in equities, 83.7 %
Positions
217 in 6 countries
Top ten
21.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1UnitedHealth Group Inc 216,45358.6M $2.60 %
2GE Vernova Inc 66,62158.2M $2.58 %
3Fiserv Inc 1,040,17858M $2.58 %
4Travelers Cos Inc/The 192,71556.2M $2.50 %
5Viking Holdings Ltd 677,01949.7M $2.21 %
6Teradyne Inc 152,02045.1M $2.00 %
7Lululemon Athletica Inc 289,05344.3M $1.97 %
8Five Below Inc 190,17443.5M $1.93 %
9Moderna Inc 777,37439.5M $1.75 %
10AbbVie Inc 175,48438.2M $1.70 %
11Accenture PLC 184,71036.6M $1.63 %
12Celanese Corp 551,84536.3M $1.61 %
13Bank of New York Mellon Corp/The 296,71335.2M $1.56 %
14Advance Auto Parts Inc 666,73135.2M $1.56 %
15Charles Schwab Corp/The 372,53735M $1.56 %
16Regeneron Pharmaceuticals, Inc. 40,46531.3M $1.39 %
17Trade Desk Inc/The 1,334,06630.3M $1.34 %
18Costco Wholesale Corp 29,93229.8M $1.32 %
19Palantir Technologies Inc 198,58029M $1.29 %
20Intuit Inc 61,02226.4M $1.17 %
21Salesforce Inc 135,03925.2M $1.12 %
22Deckers Outdoor Corp 250,73825.1M $1.11 %
23Gartner Inc 155,66124.6M $1.09 %
24Uber Technologies Inc 322,97423.2M $1.03 %
25Dollar Tree Inc 208,74522.9M $1.02 %
26Adobe Inc 92,36722.5M $1.00 %
27General Electric Co 78,75322.3M $0.99 %
28State Street Corp 167,08021.1M $0.94 %
29Atlassian Corp 306,29120.9M $0.93 %
30Veralto Corp 222,08819.6M $0.87 %
31Align Technology Inc 114,14319.6M $0.87 %
32Estee Lauder Cos Inc/The 253,51718.2M $0.81 %
33Jackson Financial Inc 169,34417.9M $0.80 %
34Vertiv Holdings Co 70,52217.7M $0.78 %
35United Airlines Holdings Inc 180,86616.7M $0.74 %
36Newmont Corp 153,21016.6M $0.74 %
37Workday Inc 120,23715.6M $0.69 %
38Enphase Energy Inc 391,73014.8M $0.66 %
39Fox Corp 251,92214.7M $0.65 %
40Maplebear Inc 390,73814.6M $0.65 %
41General Motors Co 192,61114.3M $0.64 %
42Reddit Inc 105,87914.3M $0.63 %
43Morgan Stanley 85,38414.1M $0.62 %
44Fortinet Inc 171,67814M $0.62 %
45Duolingo Inc 142,05714M $0.62 %
46Cheniere Energy Inc 46,25013.1M $0.58 %
47Northern Trust Corp 85,80412M $0.53 %
48Prudential Financial, Inc. 118,94811.6M $0.52 %
49Ameriprise Financial Inc 25,88411.5M $0.51 %
50EOG Resources Inc 77,61411.2M $0.50 %
51Humana Inc 62,30710.8M $0.48 %
52Dell Technologies Inc 65,80610.8M $0.48 %
53Ulta Beauty Inc 20,33210.6M $0.47 %
54Alcoa Corp 150,35210M $0.44 %
55PBF Energy Inc 203,2799.7M $0.43 %
56Microchip Technology Inc 149,0349.6M $0.43 %
57Alnylam Pharmaceuticals Inc 27,8329.2M $0.41 %
58American Healthcare REIT Inc 190,8759M $0.40 %
59Tidewater Inc 105,7988.8M $0.39 %
60NetApp Inc 84,7508.7M $0.39 %
61Cardinal Health, Inc. 39,4958.3M $0.37 %
62Alphabet Inc 28,5848.2M $0.37 %
63Booking Holdings Inc 1,9328.1M $0.36 %
64Veeva Systems Inc 41,6807.3M $0.33 %
65VF Corp 421,3917.2M $0.32 %
66Welltower Inc 34,2226.8M $0.30 %
67Charles River Laboratories International Inc 38,6376.7M $0.30 %
68Bridgebio Pharma Inc 87,2496.5M $0.29 %
69Copart Inc 195,1156.5M $0.29 %
70Dexcom Inc 101,8966.4M $0.28 %
71Amkor Technology Inc 141,4976.4M $0.28 %
72ON Semiconductor Corp 99,4676.2M $0.27 %
73Paycom Software Inc 50,3706.1M $0.27 %
74Cargurus Inc 176,5766M $0.27 %
75Synchrony Financial 87,4455.9M $0.26 %
76Pegasystems Inc 137,9645.9M $0.26 %
77Albemarle Corp 32,0975.8M $0.26 %
78Delta Air Lines Inc 86,2875.7M $0.25 %
79Williams Cos Inc/The 78,6525.7M $0.25 %
80GoDaddy Inc 69,2255.7M $0.25 %
81Guardant Health Inc 58,6555.4M $0.24 %
82Illumina Inc 43,2195.3M $0.24 %
83BioMarin Pharmaceutical Inc 94,1765.3M $0.24 %
84Kilroy Realty Corp 185,9875.2M $0.23 %
85Trane Technologies PLC 12,5095.2M $0.23 %
86Southwest Airlines Co 137,9185.2M $0.23 %
87Pinterest Inc 273,9595M $0.22 %
88Insulet Corp 23,0774.8M $0.22 %
89Allstate Corp/The 22,9824.8M $0.21 %
90Skyworks Solutions Inc 88,8704.8M $0.21 %
91Interactive Brokers Group Inc 68,7514.6M $0.20 %
92Incyte Corp 48,0234.5M $0.20 %
93Booz Allen Hamilton Holding Corp 57,3194.5M $0.20 %
94HubSpot Inc 17,6334.3M $0.19 %
95TransDigm Group Inc 3,6474.2M $0.19 %
96Mosaic Co/The 164,8104.2M $0.19 %
97Meta Platforms Inc 7,2924.2M $0.19 %
98Freeport-McMoRan Inc 70,1354.1M $0.18 %
99Goldman Sachs Group Inc/The 4,8104.1M $0.18 %
100Capri Holdings Ltd 224,9624M $0.18 %

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Sector breakdown

  • Financials 14.9 %
  • Technology 14.8 %
  • Health care 12.8 %
  • Industrials 8.6 %
  • Consumer discretionary 6.4 %
  • Consumer staples 2.6 %
  • Energy 2.2 %
  • Materials 1.9 %
  • Communication 1.5 %
  • Real estate 0.6 %
  • Utilities 0.4 %
  • Unattributed 33.3 %

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 96.5 %
  • Bermuda 2.7 %
  • Cayman Islands 0.4 %
  • British Virgin Islands 0.2 %
  • Ireland 0.1 %
  • Switzerland 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2101.8B $96.47 %
2Bermuda251.8M $2.75 %
3Cayman Islands27.1M $0.38 %
4British Virgin Islands14M $0.21 %
5Ireland12.4M $0.13 %
6Switzerland11.3M $0.07 %
Cite this page

Titelia. "Holdings of Federated Hermes MDT Market Neutral Fund". https://titelia.com/en/funds/S000072284