Titelia

Holdings of Large Cap Value Portfolio I

Multi-Select Securities Fund for Puerto Rico Residents · Original filing · Compare with another fund · Report an error

Net assets
6.7M $ including 5.5M $ in equities, 82.2 %
Positions
29 in 2 countries
Top ten
38.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Corning Inc 2,339318K $4.75 %
2Apple Inc 1,139289.1K $4.32 %
3Norfolk Southern Corp 953273.5K $4.09 %
4Dominion Energy Inc 4,310266.4K $3.98 %
5Chevron Corp 1,207249.7K $3.73 %
6Berkshire Hathaway Inc 521249.7K $3.73 %
7Johnson & Johnson 1,005245.7K $3.67 %
8Philip Morris International Inc. 1,482245K $3.66 %
9Air Products and Chemicals Inc 767222.8K $3.33 %
10Blackrock Inc 226217.3K $3.25 %
11Cummins Inc 394212K $3.17 %
12Charles Schwab Corp/The 2,245211K $3.15 %
13Texas Instruments Inc 1,059205.6K $3.07 %
14TE Connectivity PLC 903188.7K $2.82 %
15Northrop Grumman Corp 272185.6K $2.77 %
16Cisco Systems, Inc. 2,347182.1K $2.72 %
17Lowe's Cos Inc 749177K $2.65 %
18Progressive Corp/The 850168.5K $2.52 %
19Fastenal Co 3,532163.9K $2.45 %
20Nintendo Co Ltd 10,924156.1K $2.33 %
21Microsoft Corp 414153.3K $2.29 %
22Altria Group, Inc. 2,080137.3K $2.05 %
23Starbucks Corp 1,495133.9K $2.00 %
24Cincinnati Financial Corp 801126K $1.88 %
25UnitedHealth Group Inc 457123.7K $1.85 %
26Restaurant Brands International Inc 1,563115.5K $1.73 %
27Chubb Ltd 344112.1K $1.68 %
28Paychex Inc 1,03895.6K $1.43 %
29Crown Castle Inc 92875.5K $1.13 %

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Sector breakdown

  • Technology 24.3 %
  • Financials 19.7 %
  • Industrials 16.9 %
  • Consumer discretionary 7.8 %
  • Consumer staples 7.0 %
  • Health care 6.7 %
  • Utilities 4.8 %
  • Materials 4.1 %
  • Communication 2.8 %
  • Real estate 1.4 %
  • Unattributed 4.5 %

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 97.2 %
  • Japan 2.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States285.3M $97.16 %
2Japan1156.1K $2.84 %
Cite this page

Titelia. "Holdings of Large Cap Value Portfolio I". https://titelia.com/en/funds/S000074345