Titelia

Holdings of AQR Trend Total Return Fund

AQR Funds · 852 declared positions · as of Mar 31, 2026

Original filing · Net assets 205.9M $ · Ten largest lines: 5.5 % of the equity sleeve

Sector breakdown

  • Industrials 8.2 %
  • Financials 7.5 %
  • Technology 6.8 %
  • Consumer discretionary 4.6 %
  • Health care 4.4 %
  • Materials 3.3 %
  • Energy 3.0 %
  • Communication 2.4 %
  • Consumer staples 2.2 %
  • Utilities 1.9 %
  • Real estate 0.7 %
  • Unattributed 55.0 %

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

Currency breakdown

  • USD 65.1 %
  • EUR 12.4 %
  • JPY 11.6 %
  • CAD 2.5 %
  • CHF 1.9 %
  • GBP 1.7 %
  • AUD 1.5 %
  • SEK 1.3 %
  • DKK 0.9 %
  • NOK 0.7 %
  • HKD 0.2 %
  • SGD 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 62.8 %
  • JP 11.6 %
  • FR 3.4 %
  • DE 2.8 %
  • CA 2.4 %
  • GB 2.4 %
  • NL 2.3 %
  • CH 1.9 %
  • IT 1.6 %
  • AU 1.5 %
  • SE 1.3 %
  • ES 1.2 %
  • Other countries 4.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US471116.4M $62.77 %
2JP11721.5M $11.58 %
3FR266.3M $3.41 %
4DE215.2M $2.83 %
5CA394.5M $2.45 %
6GB344.5M $2.43 %
7NL134.3M $2.33 %
8CH163.4M $1.86 %
9IT152.9M $1.58 %
10AU232.8M $1.54 %
11SE132.5M $1.35 %
12ES122.3M $1.23 %

Positions

RankCompanySharesValueWeight
1Bristol-Myers Squibb Co 21,3961.3M $0.63 %
2ASML Holding NV 8621.1M $0.56 %
3Adobe Inc 4,4791.1M $0.53 %
4Costco Wholesale Corp 1,0641.1M $0.51 %
5Deutsche Bank AG 35,3761.1M $0.51 %
6Micron Technology Inc 2,749928.7K $0.45 %
7Novartis AG 6,014923.1K $0.45 %
8BNP Paribas SA 9,524907.3K $0.44 %
9Netflix Inc 9,028868K $0.42 %
10FedEx Corp 2,434866.9K $0.42 %
11Lockheed Martin Corp 1,409851.6K $0.41 %
12International Business Machines Corp. 3,494846.9K $0.41 %
13Hewlett Packard Enterprise Co 35,044834.4K $0.41 %
14Astellas Pharma Inc 50,600824.9K $0.40 %
15Stifel Financial Corp 11,135823.1K $0.40 %
16Edison International 11,226821.5K $0.40 %
17Dow Inc 19,366806.6K $0.39 %
18TJX Cos Inc/The 5,030803.3K $0.39 %
19Siemens Energy AG 4,546784K $0.38 %
20Gartner Inc 4,916778.4K $0.38 %
21Cummins Inc 1,438773.7K $0.38 %
22PG&E Corp 42,972755K $0.37 %
23Abercrombie & Fitch Co 8,256754.4K $0.37 %
24Merck & Co Inc 6,247751.5K $0.36 %
25McDonald's Corp. 2,363734.4K $0.36 %
26TotalEnergies SE 7,750711.2K $0.35 %
27ABB Ltd 8,611700.1K $0.34 %
28Sumitomo Mitsui Trust Group Inc 21,400681.7K $0.33 %
29Travelers Cos Inc/The 2,324677.9K $0.33 %
30CF Industries Holdings Inc 5,207676.1K $0.33 %
31JB Hunt Transport Services Inc 3,096656K $0.32 %
32Credit Agricole SA 34,911651.6K $0.32 %
33EMCOR Group Inc 878648.2K $0.31 %
34Occidental Petroleum Corp 9,972648.2K $0.31 %
35Fortinet Inc 7,928647.9K $0.31 %
36United Airlines Holdings Inc 7,013645.7K $0.31 %
37Carrefour SA 34,414637.2K $0.31 %
38Medpace Holdings Inc 1,319633.4K $0.31 %
39Stryker Corp 1,918630.2K $0.31 %
40Advantest Corp 4,500621K $0.30 %
41Domino's Pizza Inc 1,720617.1K $0.30 %
42Texas Roadhouse Inc 3,708612.3K $0.30 %
43Mizuho Financial Group Inc 14,800599.2K $0.29 %
44United Parcel Service Inc 5,989589.2K $0.29 %
45Eni SpA 20,670587.7K $0.29 %
46Chubu Electric Power Co Inc 35,600586.9K $0.29 %
47ASM International NV 774586.7K $0.28 %
48AT&T Inc 19,992579.6K $0.28 %
49adidas AG 3,509568K $0.28 %
50T-Mobile US Inc 2,686564.1K $0.27 %
51Mitsui OSK Lines Ltd 13,500561.1K $0.27 %
52General Motors Co 7,498558.6K $0.27 %
53Mueller Industries Inc 5,007554.8K $0.27 %
54Veeva Systems Inc 3,145552.5K $0.27 %
55Tapestry Inc 3,915552.4K $0.27 %
56Waste Connections Inc 3,350544.2K $0.26 %
57Landstar System Inc 3,375541K $0.26 %
58Comfort Systems USA Inc 392540.6K $0.26 %
59Ameriprise Financial Inc 1,194530.6K $0.26 %
60Kroger Co/The 7,332530.5K $0.26 %
61Target Corp 4,367529.3K $0.26 %
62Science Applications International Corp 5,571528.8K $0.26 %
63Thales SA 1,789524.6K $0.25 %
64LyondellBasell Industries NV 6,447519.4K $0.25 %
65General Dynamics Corp 1,513519.3K $0.25 %
66Las Vegas Sands Corp 9,637519.2K $0.25 %
67Societe Generale SA 7,100518.4K $0.25 %
68Aegon Ltd 70,882518.4K $0.25 %
69Williams-Sonoma Inc 2,839517.6K $0.25 %
70Centene Corp 15,708514.3K $0.25 %
71KBC Group NV 4,168510.1K $0.25 %
72Sprouts Farmers Market Inc 6,609509.8K $0.25 %
73Textron Inc 5,821509.7K $0.25 %
74Banco Bilbao Vizcaya Argentaria SA 23,281502.9K $0.24 %
75Bank of America Corp 10,314502.8K $0.24 %
76Danske Bank A/S 10,199502.6K $0.24 %
77TechnipFMC PLC 7,253501.4K $0.24 %
78Isetan Mitsukoshi Holdings Ltd. 27,000497.5K $0.24 %
79Procter & Gamble Co/The 3,443497.3K $0.24 %
80Saia Inc 1,386486.9K $0.24 %
81Macy's Inc 26,866486K $0.24 %
82Citigroup Inc 4,282485.6K $0.24 %
83Viking Holdings Ltd 6,589484.2K $0.24 %
84Lloyds Banking Group PLC 390,481484K $0.24 %
85Illinois Tool Works Inc 1,858483.6K $0.23 %
86Meta Platforms Inc 843482.3K $0.23 %
87Kirin Holdings Co Ltd 30,300482K $0.23 %
88Wartsila OYJ Abp 12,751474.9K $0.23 %
89Akamai Technologies Inc 4,109471.9K $0.23 %
90Mercedes-Benz Group AG 7,670471.4K $0.23 %
91Goldman Sachs Group Inc/The 556470.4K $0.23 %
92Crown Holdings Inc 4,683469.5K $0.23 %
93Arrow Electronics Inc 3,265468.2K $0.23 %
94Cooper Cos Inc/The 6,428459.6K $0.22 %
95Portland General Electric Co 8,708459.5K $0.22 %
96Honeywell International Inc 2,022457K $0.22 %
97Owens Corning 4,200454.5K $0.22 %
98Amkor Technology Inc 10,040452.1K $0.22 %
99Resona Holdings Inc 39,500450.6K $0.22 %
100Goodyear Tire & Rubber Co/The 67,515447.6K $0.22 %