Titelia

Holdings of NVIT J.P. Morgan Innovators Fund

Nationwide Variable Insurance Trust · Original filing · Compare with another fund · Report an error

Net assets
9.6M $ including 9.2M $ in equities, 95.8 %
Positions
59 in 5 countries
Top ten
37.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 4,595801.4K $8.38 %
2Amazon.com Inc 2,499520.5K $5.44 %
3Alphabet Inc 1,407404.6K $4.23 %
4Meta Platforms Inc 604345.6K $3.61 %
5Microsoft Corp 884327.2K $3.42 %
6Apple Inc 1,279324.6K $3.39 %
7Philip Morris International Inc. 1,322218.6K $2.28 %
8PepsiCo Inc 1,406218.3K $2.28 %
9Broadcom Inc 684211.7K $2.21 %
10Thermo Fisher Scientific Inc 402197.6K $2.07 %
11American Express Co 646195.4K $2.04 %
12Sherwin-Williams Co/The 594190.4K $1.99 %
13Eli Lilly & Co 201184.9K $1.93 %
14Charles Schwab Corp/The 1,900178.6K $1.87 %
15Corpay Inc 601174.9K $1.83 %
16Netflix Inc 1,803173.4K $1.81 %
17NextEra Energy Inc 1,815168.6K $1.76 %
18Sandisk Corp/DE 240152.5K $1.59 %
19Gilead Sciences Inc 1,082150.8K $1.58 %
20Boeing Co/The 713141.9K $1.48 %
21GE Vernova Inc 162141.4K $1.48 %
22Lumentum Holdings Inc 200140.6K $1.47 %
23Morgan Stanley 844138.9K $1.45 %
24Zillow Group Inc 3,350138.6K $1.45 %
25General Electric Co 483137.1K $1.43 %
26Stryker Corp 400131.4K $1.37 %
27Texas Instruments Inc 642124.6K $1.30 %
28Ciena Corp 320124.2K $1.30 %
29Autodesk Inc 515123.3K $1.29 %
30Datadog Inc 1,038122.5K $1.28 %
31Taiwan Semiconductor Manufacturing Co Ltd 362122.3K $1.28 %
32Carnival Corp 4,632119.9K $1.25 %
33Progressive Corp/The 601119.1K $1.25 %
34Insmed Inc 723118.2K $1.24 %
35Caterpillar Inc 161114.1K $1.19 %
36Deere & Co 200112.7K $1.18 %
37Quanta Services Inc 201110.4K $1.15 %
38DoorDash Inc 725108.9K $1.14 %
39NIKE Inc 2,059108.8K $1.14 %
40Verisk Analytics Inc 564107K $1.12 %
41Intuit Inc 243105.1K $1.10 %
42Arista Networks Inc 80598.8K $1.03 %
43Ecolab Inc 36396.6K $1.01 %
44AppLovin Corp 24296.3K $1.01 %
45Tesla Inc 24390.3K $0.94 %
46Toast Inc 3,15383.6K $0.87 %
47Braze Inc 3,52383.2K $0.87 %
48Vertiv Holdings Co 32280.7K $0.84 %
49Natera Inc 39679.2K $0.83 %
50Celsius Holdings Inc 2,10974.8K $0.78 %
51Coinbase Global Inc 40170K $0.73 %
52Global-e Online Ltd 2,26169.8K $0.73 %
53elf Beauty Inc 1,12468.1K $0.71 %
54Robinhood Markets Inc 92364K $0.67 %
55Affirm Holdings Inc 1,33361.1K $0.64 %
56SharkNinja Inc 56359.6K $0.62 %
57IREN Ltd 1,62355.6K $0.58 %
58Intuitive Surgical Inc 12055.3K $0.58 %
59Elanco Animal Health Inc 1,23229.5K $0.31 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 29.7 %
  • Consumer discretionary 10.3 %
  • Health care 10.3 %
  • Industrials 10.3 %
  • Financials 10.3 %
  • Communication 10.1 %
  • Consumer staples 4.8 %
  • Materials 3.1 %
  • Utilities 1.8 %
  • Unattributed 9.2 %

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 96.6 %
  • Taiwan 1.3 %
  • Israel 0.8 %
  • Cayman Islands 0.7 %
  • Australia 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States558.9M $96.65 %
2Taiwan1122.3K $1.33 %
3Israel169.8K $0.76 %
4Cayman Islands159.6K $0.65 %
5Australia155.6K $0.61 %
Cite this page

Titelia. "Holdings of NVIT J.P. Morgan Innovators Fund". https://titelia.com/en/funds/S000075638