Titelia

Holdings of One Global ETF

NORTHERN LIGHTS FUND TRUST II · Original filing · Compare with another fund · Report an error

Net assets
92.3M $ including 88.2M $ in equities, 95.6 %
Positions
92 in 12 countries
Top ten
22.0 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 13,5603.6M $3.88 %
2NVIDIA Corp 19,3433.4M $3.71 %
3Alphabet Inc 7,9652.5M $2.69 %
4Amazon.com Inc 11,7382.5M $2.67 %
5Vertex Pharmaceuticals Inc 3,1371.6M $1.69 %
6Taiwan Semiconductor Manufacturing Co Ltd 4,0481.5M $1.64 %
7BAE Systems PLC 12,4031.4M $1.56 %
8Meta Platforms Inc 2,0451.3M $1.44 %
9Broadcom Inc 4,0001.3M $1.39 %
10Exxon Mobil Corp 8,0971.2M $1.34 %
11General Dynamics Corp 3,4501.2M $1.34 %
12Johnson & Johnson 4,9011.2M $1.32 %
13Equinix Inc 1,2461.2M $1.32 %
14Microsoft Corp 2,9681.2M $1.26 %
15Halozyme Therapeutics Inc 15,8981.1M $1.20 %
16JPMorgan Chase & Co 3,6741.1M $1.20 %
17UBS Group AG 26,5451.1M $1.19 %
18Rolls-Royce Holdings PLC 59,0251.1M $1.19 %
19TechnipFMC PLC 16,5571.1M $1.19 %
20Dominion Energy Inc 17,2521.1M $1.18 %
21Chevron Corp 5,7051.1M $1.15 %
22Spotify Technology SA 2,0641.1M $1.15 %
23Unilever PLC 14,3291.1M $1.15 %
24Schneider Electric SE 16,1931.1M $1.14 %
25Lear Corp 8,0041.1M $1.14 %
26Thermo Fisher Scientific Inc 2,0051M $1.13 %
27Safran SA 9,9781M $1.09 %
28Charles Schwab Corp/The 10,351985.4K $1.07 %
29Bank of America Corp 19,644978.9K $1.06 %
30Netflix Inc 9,966959.1K $1.04 %
31NIKE Inc 15,153942.2K $1.02 %
32Visa Inc 2,932938.7K $1.02 %
33Citigroup Inc 8,504937.1K $1.02 %
34DoorDash Inc 5,168912K $0.99 %
35Credicorp Ltd 2,626909.6K $0.99 %
36Block Inc 14,154901.6K $0.98 %
37Caterpillar Inc 1,212900.3K $0.98 %
38Tetra Tech Inc 25,104899.7K $0.98 %
39BWX Technologies Inc 4,337893.3K $0.97 %
40Sony Group Corp 38,661891.5K $0.97 %
41T-Mobile US Inc 4,002868.8K $0.94 %
42Norwegian Cruise Line Holdings Ltd 35,000867.7K $0.94 %
43Applied Materials Inc 2,325865.6K $0.94 %
44Walmart Inc 6,757864.6K $0.94 %
45AeroVironment Inc 3,424863.7K $0.94 %
46BP PLC 22,183862K $0.93 %
47Edwards Lifesciences Corp 9,865853K $0.92 %
48Home Depot Inc/The 2,214842.9K $0.91 %
49YETI Holdings Inc 19,248841.3K $0.91 %
50Argenx SE 1,085832.1K $0.90 %
51London Stock Exchange Group PLC 27,395820.5K $0.89 %
52Baidu Inc 6,564816.8K $0.89 %
53Blackrock Inc 755802.7K $0.87 %
54Millicom International Cellular SA 10,805787.6K $0.85 %
55Palo Alto Networks Inc 5,274785.4K $0.85 %
56Knife River Corp 8,674771.8K $0.84 %
57Embraer SA 10,609766.2K $0.83 %
58LPL Financial Holdings Inc 2,549765.7K $0.83 %
59Abbott Laboratories 6,516758.1K $0.82 %
60Cisco Systems, Inc. 9,494754.4K $0.82 %
61Floor & Decor Holdings Inc 10,883751.9K $0.82 %
62Celsius Holdings Inc 14,025751.9K $0.81 %
63Airbus SE 13,850750.3K $0.81 %
64MetLife Inc 10,351746K $0.81 %
65Alibaba Group Holding Ltd 5,150742.2K $0.80 %
66Haleon PLC 67,015741.9K $0.80 %
67Aon PLC 2,182732K $0.79 %
68ON Semiconductor Corp 11,000731.3K $0.79 %
69Lazard Inc 14,423729.8K $0.79 %
70InterDigital Inc 1,948714K $0.77 %
71Fomento Economico Mexicano SAB de CV 6,308708.5K $0.77 %
72Everpure Inc 11,000706.4K $0.77 %
73Mercury Systems Inc 7,896703K $0.76 %
74HealthEquity Inc 9,054692.5K $0.75 %
75National Grid PLC 7,064662.4K $0.72 %
76DR Horton Inc 4,106658.6K $0.71 %
77Galderma Group AG 17,352657.3K $0.71 %
78DraftKings Inc 27,443654.2K $0.71 %
79Air Liquide SA 15,297642.5K $0.70 %
80Nintendo Co Ltd 45,535640.2K $0.69 %
81Universal Display Corp 5,844623.5K $0.68 %
82Super Group SGHC Ltd 57,694617.3K $0.67 %
83RH INC 3,714615.4K $0.67 %
84ConvaTec Group PLC 41,387573.6K $0.62 %
85Smiths Group PLC 15,261573.2K $0.62 %
86ALLIANCEBERNSTEIN HOLDING LP 13,974548.6K $0.59 %
87GeneDx Holdings Corp 6,820543.6K $0.59 %
88Onto Innovation Inc 2,500539.7K $0.59 %
89Gilead Sciences Inc 3,623539.6K $0.58 %
90Coherent Corp 2,000517.9K $0.56 %
91Uber Technologies Inc 6,343478.4K $0.52 %
92Wynn Macau Ltd. 55,781401.1K $0.43 %

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Sector breakdown

  • Technology 16.6 %
  • Financials 13.3 %
  • Communication 10.3 %
  • Industrials 8.9 %
  • Health care 7.7 %
  • Consumer discretionary 7.4 %
  • Energy 3.6 %
  • Consumer staples 3.0 %
  • Utilities 2.0 %
  • Materials 1.5 %
  • Real estate 1.4 %
  • Unattributed 24.3 %

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 77.9 %
  • United Kingdom 8.9 %
  • France 3.1 %
  • Switzerland 2.0 %
  • Netherlands 1.8 %
  • Taiwan 1.7 %
  • Bermuda 1.0 %
  • Luxembourg 0.9 %
  • Mexico 0.8 %
  • Japan 0.7 %
  • Guernsey 0.7 %
  • Cayman Islands 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States6968.7M $77.90 %
2United Kingdom97.9M $8.92 %
3France32.7M $3.06 %
4Switzerland21.8M $1.99 %
5Netherlands21.6M $1.79 %
6Taiwan11.5M $1.72 %
7Bermuda1909.6K $1.03 %
8Luxembourg1787.6K $0.89 %
9Mexico1708.5K $0.80 %
10Japan1640.2K $0.73 %
11Guernsey1617.3K $0.70 %
12Cayman Islands1401.1K $0.45 %
Cite this page

Titelia. "Holdings of One Global ETF". https://titelia.com/en/funds/S000072561