Titelia

Holdings of Aristotle Core Equity Fund

ISIN US04045F4366

Aristotle Fund Series Trust · Original filing · Compare with another fund · Report an error

Net assets
518.8M $ including 513.5M $ in equities, 99.0 %
Positions
53 in 1 countries
Top ten
44.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 240,99642M $8.10 %
2Alphabet Inc 113,52932.6M $6.29 %
3Microsoft Corp 81,02430M $5.78 %
4Apple Inc 97,60324.8M $4.77 %
5Broadcom Inc 72,06822.3M $4.30 %
6Amazon.com Inc 104,78921.8M $4.21 %
7Meta Platforms Inc 32,39518.5M $3.57 %
8Darling Ingredients Inc 217,39613.4M $2.59 %
9Costco Wholesale Corp 12,78512.7M $2.46 %
10Chubb Ltd 38,68012.6M $2.43 %
11Visa Inc 41,06212.4M $2.39 %
12JPMorgan Chase & Co 41,85712.3M $2.37 %
13AMETEK Inc 52,87311.3M $2.18 %
14Trane Technologies PLC 25,42510.6M $2.04 %
15Applied Materials Inc 30,95110.6M $2.04 %
16Guardant Health Inc 106,9739.9M $1.90 %
17Intercontinental Exchange Inc 62,7149.9M $1.90 %
18Analog Devices Inc 30,9519.8M $1.90 %
19Baker Hughes Co 156,4709.6M $1.84 %
20Antero Resources Corp 221,4069.4M $1.81 %
21Norfolk Southern Corp 31,1859M $1.73 %
22Marriott International Inc/MD 26,1298.5M $1.65 %
23Ameriprise Financial Inc 18,8898.4M $1.62 %
24Avery Dennison Corp 47,9438.3M $1.60 %
25General Motors Co 107,7688M $1.55 %
26Bio-Techne Corp 150,0777.8M $1.51 %
27O'Reilly Automotive Inc 82,0717.6M $1.46 %
28Home Depot Inc/The 22,5357.4M $1.43 %
29Netflix Inc 74,2167.1M $1.38 %
30Eli Lilly & Co 7,6577M $1.36 %
31NextEra Energy Inc 74,2166.9M $1.33 %
32Thermo Fisher Scientific Inc 13,7416.8M $1.30 %
33Bank of America Corp 137,1126.7M $1.29 %
34Adaptive Biotechnologies Corp 472,1726.6M $1.26 %
35Amphenol Corp 48,1426.1M $1.17 %
36Crowdstrike Holdings Inc 14,2305.6M $1.07 %
37General Electric Co 19,4305.5M $1.06 %
38American Water Works Co Inc 37,9585.2M $1.00 %
39Prologis Inc 37,7225M $0.96 %
40Honeywell International Inc 21,7234.9M $0.95 %
41API Group Corp 114,2874.6M $0.89 %
42Vertex Pharmaceuticals Inc 10,3474.6M $0.89 %
43Dexcom Inc 68,1144.3M $0.82 %
44Synopsys Inc 10,5094.2M $0.80 %
45Boston Scientific Corp 59,1213.7M $0.72 %
46Cigna Group/The 13,3443.6M $0.69 %
47Oracle Corp 18,5452.7M $0.53 %
48Coherent Corp 10,2572.4M $0.47 %
49Constellation Energy Corp. 8,1372.3M $0.44 %
50Tempus AI Inc 42,5591.9M $0.37 %
51Performance Food Group Co 19,9861.7M $0.33 %
52Coinbase Global Inc 7,3801.3M $0.25 %
53Immunome Inc 54,2921.2M $0.23 %

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Sector breakdown

  • Technology 33.5 %
  • Financials 12.4 %
  • Communication 11.4 %
  • Consumer discretionary 10.4 %
  • Industrials 5.8 %
  • Health care 5.8 %
  • Consumer staples 2.8 %
  • Utilities 2.8 %
  • Real estate 1.0 %
  • Unattributed 14.2 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States53513.5M $100.00 %
Cite this page

Titelia. "Holdings of Aristotle Core Equity Fund". https://titelia.com/en/funds/S000080062