Titelia

Holdings of AQR Trend Total Return Fund

AQR Funds · Original filing · Compare with another fund · Report an error

Net assets
205.9M $ including 185.4M $ in equities, 90.1 %
Positions
852 in 24 countries
Top ten
4.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Pandora A/S 4,389313.7K $0.15 %
202Mohawk Industries Inc 3,186313.7K $0.15 %
203Smurfit Westrock PLC 7,867313.5K $0.15 %
204Texas Capital Bancshares Inc 3,303313.4K $0.15 %
205Versant Media Group Inc 8,427312K $0.15 %
206Safran SA 935306K $0.15 %
207Brunswick Corp/DE 4,199305.5K $0.15 %
208Ryder System Inc 1,490305K $0.15 %
209Shimizu Corp. 17,000305K $0.15 %
210ITT Inc 1,600304.8K $0.15 %
211Enel SpA 27,874304.7K $0.15 %
212Concentrix Corp 11,133304.6K $0.15 %
213Koninklijke Ahold Delhaize NV 6,533304.2K $0.15 %
214NN Group NV 3,895304.2K $0.15 %
215Copart Inc 9,103302.2K $0.15 %
216AP Moller - Maersk A/S 120299.7K $0.15 %
217DR Horton Inc 2,153295.4K $0.14 %
218Avnet Inc 4,768293.8K $0.14 %
219Knight-Swift Transportation Holdings Inc 5,096293.4K $0.14 %
220Lineage Inc 8,947293.1K $0.14 %
221United Therapeutics Corp 493292.3K $0.14 %
222Acuity Inc 1,042292K $0.14 %
223Japan Post Bank Co Ltd 17,900292K $0.14 %
224Gap Inc/The 12,063291.9K $0.14 %
225Pegasystems Inc 6,854291.7K $0.14 %
226ConocoPhillips 2,200290.4K $0.14 %
227KKR & Co Inc 3,135290K $0.14 %
228Zions Bancorp NA 5,013288.8K $0.14 %
229Jacobs Solutions Inc 2,268288.7K $0.14 %
230ManpowerGroup Inc 9,719286.3K $0.14 %
231Mitsui Kinzoku Co Ltd 1,500284.5K $0.14 %
232EnerSys 1,636284.2K $0.14 %
233KeyCorp 14,169284.1K $0.14 %
234West Pharmaceutical Services Inc 1,131283.5K $0.14 %
235VeriSign Inc 1,140283.1K $0.14 %
236Neurocrine Biosciences Inc 2,142282.2K $0.14 %
237Deutsche Lufthansa AG 32,929280.4K $0.14 %
238Genuine Parts Co 2,646279.8K $0.14 %
239Iron Mountain Inc 2,717277.5K $0.13 %
240Nutanix Inc 7,300277.5K $0.13 %
241Kyndryl Holdings Inc 21,046276.1K $0.13 %
242Komatsu Ltd 6,900274.8K $0.13 %
243Amdocs Ltd 4,192273.6K $0.13 %
244Oshkosh Corp 1,858273.5K $0.13 %
245Fidelity National Financial Inc 5,886273K $0.13 %
246RTX Corp 1,414272.8K $0.13 %
247Ross Stores Inc 1,259272.7K $0.13 %
248Equinor ASA 6,327269.6K $0.13 %
249Bright Horizons Family Solutions Inc 3,275269K $0.13 %
250Kyushu Electric Power Co Inc 23,200268.9K $0.13 %
251Lam Research Corp 1,256268.4K $0.13 %
252SBA Communications Corp 1,551266.9K $0.13 %
253Axis Capital Holdings Ltd 2,630266.7K $0.13 %
254Daimler Truck Holding AG 5,415266.7K $0.13 %
255Ultragenyx Pharmaceutical Inc 12,721266.5K $0.13 %
256Celestica Inc 941265.4K $0.13 %
257PepsiCo Inc 1,701264.1K $0.13 %
258Ovintiv Inc 4,444263.8K $0.13 %
259RingCentral Inc 7,086263.5K $0.13 %
260Charter Communications, Inc. 1,215262.3K $0.13 %
261Essity AB 10,148261.5K $0.13 %
262New York Times Co/The 3,120261.2K $0.13 %
263Liberty Global Ltd. 21,604261.2K $0.13 %
264Hanover Insurance Group Inc/The 1,484257.3K $0.12 %
265QBE Insurance Group Ltd. 17,431257.2K $0.12 %
266Obayashi Corp. 10,600256.7K $0.12 %
267Virtu Financial Inc 5,832256.5K $0.12 %
268Ball Corp 4,331256K $0.12 %
269Barrick Mining Corp 6,260255.8K $0.12 %
270Palantir Technologies Inc 1,740254.5K $0.12 %
271Amphenol Corp 2,014254.5K $0.12 %
272Hecla Mining Co 13,640254.1K $0.12 %
273Fukuoka Financial Group Inc 6,600252.8K $0.12 %
274BorgWarner Inc 4,655252.6K $0.12 %
275nVent Electric PLC 2,131252.1K $0.12 %
276Watts Water Technologies Inc 864250.8K $0.12 %
277Corpay Inc 858249.7K $0.12 %
278American Airlines Group Inc 23,132248.4K $0.12 %
279Lincoln Electric Holdings Inc 995247.8K $0.12 %
280Agilent Technologies Inc 2,170247.3K $0.12 %
281Pro Medicus Ltd 2,979245.5K $0.12 %
282Central Japan Railway Co 9,400244.4K $0.12 %
283MKS Inc 1,055242.4K $0.12 %
284Roche Holding AG 607242.2K $0.12 %
285Exelixis Inc 5,641241.9K $0.12 %
286Daiichi Life Group, Inc. 26,200241.6K $0.12 %
287Bank of New York Mellon Corp/The 2,023240K $0.12 %
288EQT Corp 3,763239.5K $0.12 %
289Commerzbank AG 6,544238.7K $0.12 %
290Linde PLC 481238.5K $0.12 %
291Sanofi SA 2,463237.9K $0.12 %
292ISS A/S 6,530237.8K $0.12 %
293NewMarket Corp 369236.5K $0.11 %
294Tenet Healthcare Corp 1,252236.3K $0.11 %
295Fresenius Medical Care AG 5,180234.7K $0.11 %
296Toll Brothers Inc 1,720234.7K $0.11 %
297Murata Manufacturing Co Ltd 10,400233.3K $0.11 %
298Cenovus Energy Inc 8,724231.5K $0.11 %
299Ally Financial Inc 5,899231.4K $0.11 %
300Dell Technologies Inc 1,409231.3K $0.11 %

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Sector breakdown

  • Industrials 8.7 %
  • Financials 7.6 %
  • Technology 6.4 %
  • Health care 4.4 %
  • Consumer discretionary 4.3 %
  • Materials 3.4 %
  • Energy 3.0 %
  • Consumer staples 2.4 %
  • Communication 2.0 %
  • Utilities 2.0 %
  • 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

  • United States 62.8 %
  • Japan 11.6 %
  • France 3.4 %
  • Germany 2.8 %
  • Canada 2.4 %
  • United Kingdom 2.4 %
  • Netherlands 2.3 %
  • Switzerland 1.9 %
  • Italy 1.6 %
  • Australia 1.5 %
  • Sweden 1.3 %
  • Spain 1.2 %
  • Other countries 4.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States471116.4M $62.77 %
2Japan11721.5M $11.58 %
3France266.3M $3.41 %
4Germany215.2M $2.83 %
5Canada394.5M $2.45 %
6United Kingdom344.5M $2.43 %
7Netherlands134.3M $2.33 %
8Switzerland163.4M $1.86 %
9Italy152.9M $1.58 %
10Australia232.8M $1.54 %
11Sweden132.5M $1.35 %
12Spain122.3M $1.23 %
Cite this page

Titelia. "Holdings of AQR Trend Total Return Fund". https://titelia.com/en/funds/S000074759