Titelia

Holdings of Artisan Value Income Fund

Artisan Partners Funds Inc. · Original filing · Compare with another fund · Report an error

Net assets
8.3M $ including 7.9M $ in equities, 95.4 %
Positions
59 in 4 countries
Top ten
25.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Lamar Advertising Co 2,338296.1K $3.57 %
2Philip Morris International Inc. 1,515250.5K $3.02 %
3EOG Resources Inc 1,655239.3K $2.88 %
4PPL Corp 5,691217.4K $2.62 %
5OGE Energy Corp 4,237203.2K $2.45 %
6Wells Fargo & Co 2,278181.4K $2.18 %
7Permian Resources Corp 8,434179.8K $2.17 %
8Heineken Holding NV 2,463176.2K $2.12 %
9Evergy Inc 2,126174.2K $2.10 %
10SLB Ltd 3,241166.6K $2.01 %
11Alliant Energy Corp 2,312165.9K $2.00 %
12Amrize Ltd 2,950165.3K $1.99 %
13Tyson Foods Inc 2,574164.9K $1.99 %
14Diamondback Energy Inc 831164.4K $1.98 %
15Prosperity Bancshares Inc 2,373159.4K $1.92 %
16Merck & Co Inc 1,289155.1K $1.87 %
17Comcast Corp 5,400155K $1.87 %
18Union Pacific Corp 633153.6K $1.85 %
19Accenture PLC 730144.8K $1.74 %
20Nestle SA 1,446143.4K $1.73 %
21Otis Worldwide Corp 1,860143.4K $1.73 %
22Texas Instruments Inc 720139.8K $1.68 %
23NXP Semiconductors NV 703138.4K $1.67 %
24Bank of America Corp 2,819137.4K $1.65 %
25NNN REIT Inc 3,264137.2K $1.65 %
26Morgan Stanley 827136.1K $1.64 %
27UGI Corp 3,695134.6K $1.62 %
28Constellation Brands Inc 894134.1K $1.61 %
29IDACORP Inc 932133.2K $1.60 %
30Medtronic PLC 1,534132.9K $1.60 %
31Universal Health Realty Income Trust 3,231130.8K $1.57 %
32Universal Music Group NV 6,578127.5K $1.54 %
33Visa Inc 417126K $1.52 %
34Koninklijke Philips NV 4,568125.1K $1.51 %
35Kerry Group PLC 1,548122.6K $1.48 %
36Arthur J Gallagher & Co 561121.5K $1.46 %
37PNC Financial Services Group Inc/The 572119K $1.43 %
38Warner Music Group Corp 4,538115.9K $1.40 %
39United Parcel Service Inc 1,178115.9K $1.40 %
40Brown & Brown Inc 1,718112K $1.35 %
41Fifth Third Bancorp 2,393111.2K $1.34 %
42Coca-Cola Co/The 1,458110.9K $1.34 %
43Booking Holdings Inc 26109.5K $1.32 %
44Omnicom Group Inc 1,445108.8K $1.31 %
45Salesforce Inc 570106.4K $1.28 %
46Genuine Parts Co 1,003106.1K $1.28 %
47CDW Corp/DE 848102.6K $1.24 %
48Veralto Corp 1,155102.1K $1.23 %
49Polaris Inc 1,82199.2K $1.20 %
50nVent Electric PLC 83799K $1.19 %
51Goldman Sachs Group Inc/The 11193.9K $1.13 %
52Vail Resorts Inc 72793.3K $1.12 %
53Public Storage 33490.5K $1.09 %
54Sysco Corp 1,25789.7K $1.08 %
55Lam Research Corp 39584.4K $1.02 %
56CME Group Inc 23870.3K $0.85 %
57Lineage Inc 1,26141.3K $0.50 %
58Moelis & Co 68539K $0.47 %
59Corebridge Financial Inc 1,00824.1K $0.29 %

Download this table: CSV, JSON

Sector breakdown

  • Financials 13.8 %
  • Consumer staples 11.3 %
  • Energy 9.5 %
  • Technology 9.0 %
  • Utilities 7.0 %
  • Industrials 6.6 %
  • Health care 4.9 %
  • Communication 3.3 %
  • Consumer discretionary 1.4 %
  • Unattributed 33.1 %

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

Currency breakdown

  • USD 91.2 %
  • EUR 7.0 %
  • CHF 1.8 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 86.1 %
  • Netherlands 7.2 %
  • Switzerland 3.9 %
  • Ireland 2.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States516.8M $86.15 %
2Netherlands4567.2K $7.16 %
3Switzerland2308.7K $3.90 %
4Ireland2221.6K $2.80 %
Cite this page

Titelia. "Holdings of Artisan Value Income Fund". https://titelia.com/en/funds/S000075425