Titelia

Holdings of BrandywineGLOBAL-Dynamic US Large Cap Value ETF

Franklin Templeton ETF Trust ·105 declared positions · as of Mar 31, 2026

Original filing · Net assets 82M $ · Ten largest lines: 35.2 % of the equity sleeve

Sector breakdown

  • Financials 27.3 %
  • Industrials 12.9 %
  • Communication 10.0 %
  • Health care 8.0 %
  • Consumer discretionary 7.2 %
  • Consumer staples 7.0 %
  • Energy 6.6 %
  • Technology 3.3 %
  • Materials 2.7 %
  • Utilities 0.7 %
  • Unattributed 14.3 %

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

  • US 96.5 %
  • SG 1.3 %
  • IE 0.8 %
  • BM 0.7 %
  • LU 0.4 %
  • GG 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US9978.5M $96.53 %
2SG11.1M $1.30 %
3IE1668.6K $0.82 %
4BM2532.3K $0.65 %
5LU1355.3K $0.44 %
6GG1211.2K $0.26 %

Positions

RankCompanySharesValueWeight
1Lockheed Martin Corp 6,2363.8M $4.60 %
2JPMorgan Chase & Co 11,7733.5M $4.23 %
3Honeywell International Inc 15,1603.4M $4.18 %
4Wells Fargo & Co 40,9573.3M $3.98 %
5Goldman Sachs Group Inc/The 3,4622.9M $3.57 %
6Comcast Corp 98,1172.8M $3.44 %
7EOG Resources Inc 17,2792.5M $3.05 %
8Verizon Communications Inc 45,2082.3M $2.77 %
9Johnson & Johnson 8,8062.2M $2.63 %
10AT&T Inc 69,7522M $2.47 %
11Bank of America Corp 41,0092M $2.44 %
12Procter & Gamble Co/The 12,9311.9M $2.28 %
13Charles Schwab Corp/The 19,5021.8M $2.24 %
14PepsiCo Inc 11,6081.8M $2.20 %
15eBay Inc 19,6601.8M $2.18 %
16Jabil Inc 6,2611.7M $2.03 %
17Cigna Group/The 6,1611.6M $2.01 %
18MetLife Inc 21,4861.5M $1.85 %
19Illinois Tool Works Inc 5,5111.4M $1.75 %
20Williams Cos Inc/The 19,2661.4M $1.71 %
21Kroger Co/The 17,3791.3M $1.53 %
22DR Horton Inc 8,4551.2M $1.42 %
23Hartford Insurance Group Inc/The 7,9421.1M $1.31 %
24PayPal Holdings Inc 23,6961.1M $1.31 %
25Flex Ltd 16,1551.1M $1.29 %
26Bristol-Myers Squibb Co 17,3811.1M $1.29 %
27CF Industries Holdings Inc 8,1101.1M $1.28 %
28Las Vegas Sands Corp 18,5741M $1.22 %
29United Parcel Service Inc 9,769961.1K $1.17 %
30Alphabet Inc 3,283944.1K $1.15 %
31American International Group Inc 12,390932.3K $1.14 %
32Marathon Petroleum Corp 3,804928.9K $1.13 %
33Synchrony Financial 11,583787.9K $0.96 %
34Walmart Inc 6,291781.8K $0.95 %
35Northern Trust Corp 5,476764.3K $0.93 %
36United Rentals Inc 981714.7K $0.87 %
37NVR Inc 106698.5K $0.85 %
38M&T Bank Corp 3,331688.6K $0.84 %
39Willis Towers Watson PLC 2,300668.6K $0.82 %
40Carlisle Cos Inc 1,992664.6K $0.81 %
41Amgen Inc 1,746614.3K $0.75 %
42Air Products and Chemicals Inc 2,060598.4K $0.73 %
43Leidos Holdings Inc 3,811592.7K $0.72 %
44Phillips 66 3,120568.4K $0.69 %
45Royalty Pharma PLC 11,657559.2K $0.68 %
46Darden Restaurants Inc 2,842557.1K $0.68 %
47Amazon.com Inc 2,640549.8K $0.67 %
48Old Republic International Corp 13,467537.3K $0.66 %
49Martin Marietta Materials Inc 869511.6K $0.62 %
50Tenet Healthcare Corp 2,627495.7K $0.60 %
51Affiliated Managers Group Inc 1,668461.5K $0.56 %
52Raymond James Financial Inc 2,950427.1K $0.52 %
53RenaissanceRe Holdings Ltd 1,334396.5K $0.48 %
54T Rowe Price Group Inc 4,350392.1K $0.48 %
55Antero Midstream Corp 17,175391.6K $0.48 %
56Berkshire Hathaway Inc 806386.2K $0.47 %
57MGIC Investment Corp 14,188372.4K $0.45 %
58Service Corp International/US 4,466368.5K $0.45 %
59Murphy USA Inc 742366.5K $0.45 %
60Millicom International Cellular SA 4,741355.3K $0.43 %
61NRG Energy Inc 2,397350.3K $0.43 %
62First Horizon Corp 15,204346K $0.42 %
63Exelixis Inc 8,043345K $0.42 %
64Merck & Co Inc 2,826339.9K $0.41 %
65SEI Investments Co 4,062318.7K $0.39 %
66Globe Life Inc 2,270315.9K $0.39 %
67Avery Dennison Corp 1,738300.1K $0.37 %
68Dollar Tree Inc 2,568281.2K $0.34 %
69Boyd Gaming Corp 3,383278K $0.34 %
70A O Smith Corp 4,002263.9K $0.32 %
71American Financial Group Inc/OH 2,060263.1K $0.32 %
72Ingredion Inc 2,164243.8K $0.30 %
73Edison International 3,165231.6K $0.28 %
74Axis Capital Holdings Ltd 2,260229.2K $0.28 %
75Pilgrim's Pride Corp 6,062228.9K $0.28 %
76Albertsons Cos Inc 12,831218.6K $0.27 %
77Hyatt Hotels Corp 1,498215.4K $0.26 %
78Expedia Group Inc 930214.7K $0.26 %
79Ryder System Inc 1,042213.3K $0.26 %
80Amdocs Ltd 3,237211.2K $0.26 %
81ADT Inc 29,058190.9K $0.23 %
82Zoetis Inc 1,614190.8K $0.23 %
83PulteGroup Inc 1,580185.8K $0.23 %
84Zoom Communications Inc 2,165174K $0.21 %
85Dillard's Inc 295168.8K $0.21 %
86Enact Holdings Inc 4,040164.9K $0.20 %
87Lennar Corp 1,810157.2K $0.19 %
88AutoNation Inc 718140.2K $0.17 %
89Essent Group Ltd 2,323135.8K $0.17 %
90Popular Inc 813109.1K $0.13 %
91Fox Corp 1,68598.4K $0.12 %
92Eagle Materials Inc 49092.8K $0.11 %
93HF Sinclair Corp 1,48592.6K $0.11 %
94AECOM 1,07090.8K $0.11 %
95Evercore Inc 28083.6K $0.10 %
96Cirrus Logic Inc 55880.7K $0.10 %
97Crown Holdings Inc 68068.2K $0.08 %
98Halozyme Therapeutics Inc 94060.8K $0.07 %
99Churchill Downs Inc 61054.8K $0.07 %
100OneMain Holdings Inc 1,00153.5K $0.07 %