Titelia

Holdings of Rayliant Wilshire NxtGen US Large Cap Equity ETF

ADVISORS' INNER CIRCLE III · 92 declared positions · as of Mar 31, 2026

Original filing · Net assets 81.5M $ · Ten largest lines: 37.9 % of the equity sleeve

Sector breakdown

  • Technology 34.8 %
  • Health care 10.0 %
  • Communication 9.3 %
  • Consumer discretionary 9.3 %
  • Financials 8.4 %
  • Industrials 5.9 %
  • Consumer staples 5.1 %
  • Energy 4.0 %
  • Materials 0.8 %
  • Real estate 0.1 %
  • Unattributed 12.3 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US9280.9M $100.00 %

Positions

CompanySharesValueWeight
Apple Inc 27,4717M $8.55 %
NVIDIA Corp 29,0225.1M $6.21 %
Microsoft Corp 8,6913.2M $3.95 %
Amazon.com Inc 11,8462.5M $3.03 %
Meta Platforms Inc 3,9372.3M $2.76 %
KLA Corp 1,5232.2M $2.75 %
Lam Research Corp 10,1492.2M $2.66 %
Gilead Sciences Inc 15,4892.2M $2.65 %
Alphabet Inc 7,3982.1M $2.60 %
Alphabet Inc 7,1202M $2.51 %
Johnson & Johnson 7,3731.8M $2.21 %
Mastercard Inc 3,6011.8M $2.21 %
Exxon Mobil Corp 10,3411.8M $2.15 %
Philip Morris International Inc. 10,0781.7M $2.04 %
Altria Group, Inc. 25,1381.7M $2.03 %
General Electric Co 5,5401.6M $1.93 %
GE Vernova Inc 1,5541.4M $1.66 %
Booking Holdings Inc 3181.3M $1.64 %
Western Digital Corp 4,9441.3M $1.64 %
International Business Machines Corp. 5,1541.2M $1.53 %
Progressive Corp/The 6,2391.2M $1.52 %
Bank of New York Mellon Corp/The 10,1221.2M $1.47 %
Seagate Technology Holdings PLC 3,0181.2M $1.45 %
Williams Cos Inc/The 15,3341.1M $1.37 %
O'Reilly Automotive Inc 11,2901M $1.28 %
3M Co 7,0781M $1.26 %
General Motors Co 13,5201M $1.24 %
Netflix Inc 9,612924.2K $1.13 %
Palantir Technologies Inc 6,280918.6K $1.13 %
Vertex Pharmaceuticals Inc 2,020902K $1.11 %
AbbVie Inc 3,932855.2K $1.05 %
AutoZone Inc 251847.8K $1.04 %
Cencora Inc 2,662836.2K $1.03 %
Allstate Corp/The 3,795786.9K $0.97 %
Autodesk Inc 3,252778.5K $0.95 %
Cardinal Health, Inc. 3,435725.8K $0.89 %
Kroger Co/The 9,486686.4K $0.84 %
Electronic Arts Inc 3,261664.8K $0.82 %
Republic Services Inc 2,953646.8K $0.79 %
Corteva Inc 7,672642.2K $0.79 %
Alnylam Pharmaceuticals Inc 1,826604.2K $0.74 %
eBay Inc 6,625603K $0.74 %
American International Group Inc 7,982600.6K $0.74 %
ServiceNow Inc 5,745600.6K $0.74 %
MSCI Inc 1,097591.3K $0.73 %
Broadcom Inc 1,873579.7K $0.71 %
Motorola Solutions Inc 1,328576.3K $0.71 %
Hartford Insurance Group Inc/The 4,037545.9K $0.67 %
QUALCOMM Inc 3,993514.2K $0.63 %
Bristol-Myers Squibb Co 8,054488.5K $0.60 %
ROBLOX Corp 8,626487.9K $0.60 %
Robinhood Markets Inc 6,960482.3K $0.59 %
Walmart Inc 3,858479.5K $0.59 %
Cheniere Energy Inc 1,594452.3K $0.55 %
Marsh & McLennan Cos Inc 2,425420.6K $0.52 %
Travelers Cos Inc/The 1,411411.6K $0.50 %
Veeva Systems Inc 2,277400K $0.49 %
Interactive Brokers Group Inc 5,627377.4K $0.46 %
Synchrony Financial 5,359364.5K $0.45 %
Eli Lilly & Co 375344.9K $0.42 %
VeriSign Inc 1,379342.5K $0.42 %
EOG Resources Inc 2,306333.4K $0.41 %
Colgate-Palmolive Co 3,895332K $0.41 %
Lowe's Cos Inc 1,399330.6K $0.41 %
Uber Technologies Inc 4,263306.6K $0.38 %
Home Depot Inc/The 905297.6K $0.37 %
NetApp Inc 2,902297.1K $0.36 %
Cisco Systems, Inc. 3,737290K $0.36 %
Arista Networks Inc 2,337286.9K $0.35 %
W R Berkley Corp 4,303285.2K $0.35 %
Fortinet Inc 3,390277K $0.34 %
RTX Corp 1,327256K $0.31 %
Citigroup Inc 2,252255.4K $0.31 %
Broadridge Financial Solutions Inc 1,519246.8K $0.30 %
NVR Inc 33217.5K $0.27 %
Verisk Analytics Inc 1,105209.7K $0.26 %
AT&T Inc 6,514188.8K $0.23 %
Atlassian Corp 2,661181.6K $0.22 %
Tesla Inc 484179.9K $0.22 %
Fox Corp 2,988174.5K $0.21 %
HubSpot Inc 679165.7K $0.20 %
MetLife Inc 2,246158.8K $0.19 %
Fair Isaac Corp 147156.9K $0.19 %
Union Pacific Corp 605146.8K $0.18 %
AppLovin Corp 360143.3K $0.18 %
Waste Management Inc 548125.9K $0.15 %
Tyson Foods Inc 1,886120.8K $0.15 %
Merck & Co Inc 923111K $0.14 %
Fox Corp 1,940103K $0.13 %
Simon Property Group Inc 40876.1K $0.09 %
Datadog Inc 61973.1K $0.09 %
CME Group Inc 24672.7K $0.09 %