Titelia

Holdings of VIP Stock Selector Portfolio

Variable Insurance Products Fund · Original filing · Compare with another fund · Report an error

Net assets
4.5B $ including 4.4B $ in equities, 97.6 %
Positions
338 in 17 countries
Top ten
39.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 2,174,250379.2M $8.43 %
2Alphabet Inc 1,044,112300.2M $6.67 %
3Apple Inc 1,092,730277.3M $6.16 %
4Microsoft Corp 548,157202.9M $4.51 %
5Amazon.com Inc 865,836180.3M $4.01 %
6Meta Platforms Inc 180,900103.5M $2.30 %
7Broadcom Inc 319,78799M $2.20 %
8Mastercard Inc 167,60083.7M $1.86 %
9Tesla Inc 201,36374.9M $1.66 %
10Exxon Mobil Corp 441,20074.9M $1.66 %
11Bank of America Corp 1,015,21249.5M $1.10 %
12Taiwan Semiconductor Manufacturing Co Ltd 136,46446.1M $1.02 %
13Micron Technology Inc 129,15843.6M $0.97 %
14Wells Fargo & Co 498,54739.7M $0.88 %
15General Electric Co 132,20037.5M $0.83 %
16Eli Lilly & Co 39,40036.2M $0.81 %
17Arista Networks Inc 287,83735.3M $0.79 %
18Johnson & Johnson 132,50032.4M $0.72 %
19Coca-Cola Co/The 421,80032.1M $0.71 %
20Danaher Corp 161,50030.6M $0.68 %
21Parker-Hannifin Corp 32,90029.5M $0.65 %
22GE Vernova Inc 33,47529.2M $0.65 %
23Lowe's Cos Inc 122,58929M $0.64 %
24Trane Technologies PLC 68,40028.5M $0.63 %
25Caterpillar Inc 38,60027.3M $0.61 %
26Chubb Ltd 79,46825.9M $0.58 %
27Procter & Gamble Co/The 177,30025.6M $0.57 %
28Cisco Systems, Inc. 328,70525.5M $0.57 %
29Lam Research Corp 118,70025.4M $0.56 %
30Seagate Technology Holdings PLC 64,00025.1M $0.56 %
31Costco Wholesale Corp 24,50024.4M $0.54 %
32SK hynix Inc 41,45023.9M $0.53 %
33Delta Electronics Inc 530,00023.9M $0.53 %
34Walmart Inc 190,20023.6M $0.53 %
35Charles Schwab Corp/The 250,80023.6M $0.52 %
36Boston Scientific Corp 355,00022.3M $0.50 %
37ConocoPhillips 165,00021.8M $0.48 %
38AT&T Inc 746,30021.6M $0.48 %
39Lumentum Holdings Inc 30,60021.5M $0.48 %
40Howmet Aerospace Inc 91,50021.1M $0.47 %
41KKR & Co Inc 227,80521.1M $0.47 %
42AbbVie Inc 91,50019.9M $0.44 %
43Boeing Co/The 99,69019.8M $0.44 %
44IMPERIAL OIL LTD 146,10019.1M $0.43 %
45Citigroup Inc 165,40018.8M $0.42 %
46Linde PLC 37,30018.5M $0.41 %
47JPMorgan Chase & Co 62,41818.4M $0.41 %
48Chroma ATE Inc 374,00018M $0.40 %
49Marvell Technology Inc 180,60017.9M $0.40 %
50Coherent Corp 74,40017.7M $0.39 %
51Cummins Inc 32,40017.4M $0.39 %
52NextEra Energy Inc 185,06517.2M $0.38 %
53Chevron Corp 80,68016.7M $0.37 %
54Gilead Sciences Inc 118,00016.4M $0.37 %
55Lockheed Martin Corp 27,00016.3M $0.36 %
56Blackrock Inc 16,80016.2M $0.36 %
57Ross Stores Inc 72,60015.7M $0.35 %
58Datadog Inc 132,60015.7M $0.35 %
59AMETEK Inc 72,10015.5M $0.34 %
60Keurig Dr Pepper Inc 576,80015.2M $0.34 %
61Arthur J Gallagher & Co 69,56415.1M $0.33 %
62Berkshire Hathaway Inc 31,05314.9M $0.33 %
63Home Depot Inc/The 44,92414.8M $0.33 %
64KLA Corp 9,90014.6M $0.32 %
65Ventas Inc 174,90014.3M $0.32 %
66Amphenol Corp 112,34714.2M $0.32 %
67Philip Morris International Inc. 85,30014.1M $0.31 %
68Corning Inc 102,30013.9M $0.31 %
69Capital One Financial Corp 74,30013.6M $0.30 %
70Merck & Co Inc 112,00013.5M $0.30 %
71Eaton Corp PLC 36,80013.2M $0.29 %
72Synopsys Inc 33,10013.1M $0.29 %
73PACCAR Inc 111,40012.9M $0.29 %
74Cadence Design Systems Inc 46,15712.8M $0.29 %
75Apollo Global Management Inc 112,23512.5M $0.28 %
76EchoStar Corp 106,20012.4M $0.28 %
77Valero Energy Corp 50,00012.4M $0.27 %
78Intercontinental Exchange Inc 77,60012.2M $0.27 %
79Equinix Inc 12,45012.2M $0.27 %
80Cencora Inc 38,00011.9M $0.27 %
81Marriott International Inc/MD 36,39511.9M $0.26 %
82Quanta Services Inc 21,30011.7M $0.26 %
83MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 52,60011.7M $0.26 %
84Kenvue Inc 675,70011.6M $0.26 %
85Northrop Grumman Corp 16,90011.5M $0.26 %
86American Tower Corp 65,50011.3M $0.25 %
87US Bancorp 212,60011.1M $0.25 %
88Reinsurance Group of America Inc 54,00211M $0.25 %
89Brown & Brown Inc 167,80010.9M $0.24 %
90Mondelez International Inc 186,80010.8M $0.24 %
91TransDigm Group Inc 9,10010.5M $0.23 %
92UCB SA 34,50010.4M $0.23 %
93Uber Technologies Inc 143,50010.3M $0.23 %
94Thermo Fisher Scientific Inc 20,80010.2M $0.23 %
95Shell PLC 109,60010.2M $0.23 %
96Truist Financial Corp 213,7009.8M $0.22 %
97Moody's Corp 22,2009.7M $0.22 %
98Athabasca Oil Corp 1,191,7009.6M $0.21 %
99Westinghouse Air Brake Technologies Corp 38,0009.5M $0.21 %
100Target Corp 77,5359.4M $0.21 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 32.2 %
  • Financials 10.5 %
  • Communication 10.3 %
  • Consumer discretionary 8.8 %
  • Industrials 8.6 %
  • Health care 6.2 %
  • Consumer staples 4.7 %
  • Energy 3.5 %
  • Utilities 2.4 %
  • Materials 1.8 %
  • Real estate 1.2 %
  • Unattributed 9.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 96.3 %
  • TWD 1.3 %
  • CAD 0.9 %
  • KRW 0.6 %
  • EUR 0.4 %
  • GBP 0.3 %
  • CHF 0.1 %
  • JPY 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.0 %
  • Taiwan 2.3 %
  • Canada 1.0 %
  • South Korea 0.6 %
  • Netherlands 0.5 %
  • United Kingdom 0.5 %
  • Bermuda 0.2 %
  • Belgium 0.2 %
  • Denmark 0.2 %
  • Cayman Islands 0.1 %
  • Switzerland 0.1 %
  • France 0.1 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3024.1B $93.97 %
2Taiwan6101.9M $2.32 %
3Canada842.5M $0.97 %
4South Korea227.6M $0.63 %
5Netherlands422.3M $0.51 %
6United Kingdom320.5M $0.47 %
7Bermuda210.6M $0.24 %
8Belgium110.4M $0.24 %
9Denmark19.1M $0.21 %
10Cayman Islands24.2M $0.10 %
11Switzerland14.1M $0.09 %
12France12.9M $0.07 %
Cite this page

Titelia. "Holdings of VIP Stock Selector Portfolio". https://titelia.com/en/funds/S000073966