Titelia

Holdings of Aristotle Saul/Global Equity Fund

Aristotle Fund Series Trust · 48 declared positions · as of Mar 31, 2026

Original filing · Net assets 28.7M $ · Ten largest lines: 32.3 % of the equity sleeve

Sector breakdown

  • Health care 8.0 %
  • Technology 5.9 %
  • Communication 5.8 %
  • Financials 5.7 %
  • Industrials 4.1 %
  • Consumer staples 3.7 %
  • Energy 3.7 %
  • Consumer discretionary 3.2 %
  • Unattributed 59.9 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 48.6 %
  • JPY 18.3 %
  • EUR 15.7 %
  • CAD 4.7 %
  • GBP 3.9 %
  • SGD 3.5 %
  • HKD 2.0 %
  • CHF 1.8 %
  • SEK 1.5 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 46.2 %
  • JP 18.3 %
  • DE 6.1 %
  • FR 4.9 %
  • CA 4.7 %
  • GB 3.9 %
  • SG 3.5 %
  • CH 2.7 %
  • AT 2.6 %
  • IE 2.4 %
  • HK 2.0 %
  • SE 1.5 %
  • Other countries 1.2 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US2212.5M $46.17 %
JP95M $18.33 %
DE31.6M $6.09 %
FR21.3M $4.88 %
CA21.3M $4.70 %
GB21.1M $3.94 %
SG1944.3K $3.49 %
CH2741.3K $2.74 %
AT1702.2K $2.60 %
IE1652.2K $2.41 %
HK1530.5K $1.96 %
SE1413.2K $1.53 %

Positions

CompanySharesValueWeight
FirstCash Holdings Inc 5,4001M $3.53 %
TotalEnergies SE 10,800991.2K $3.45 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1,517958.1K $3.34 %
DBS Group Holdings Ltd 21,220944.3K $3.29 %
Alphabet Inc 3,090886.4K $3.09 %
Martin Marietta Materials Inc 1,439847.1K $2.95 %
Microsoft Corp 2,250832.9K $2.90 %
Otsuka Holdings Co Ltd 11,700830.4K $2.89 %
Amgen Inc 2,058724.1K $2.52 %
Erste Group Bank AG 6,500702.2K $2.44 %
Brookfield Corp 17,300701K $2.44 %
Tokyo Century Corp 53,700695.1K $2.42 %
Sony Group Corp 33,300694.1K $2.42 %
Oshkosh Corp 4,680688.9K $2.40 %
Lennar Corp 7,650664.3K $2.31 %
Jazz Pharmaceuticals PLC 3,450652.2K $2.27 %
GSK PLC 23,239640.1K $2.23 %
Coca-Cola Co/The 7,900600.8K $2.09 %
General Dynamics Corp 1,674574.6K $2.00 %
Cameco Corp 5,236569.4K $1.98 %
Daikin Industries Ltd 4,700563.8K $1.96 %
Lowe's Cos Inc 2,300543.4K $1.89 %
AIA Group Ltd 47,740530.5K $1.85 %
Chevron Corp 2,563530.3K $1.85 %
Uber Technologies Inc 7,300525.1K $1.83 %
Mitsubishi UFJ Financial Group Inc 31,000525K $1.83 %
Microchip Technology Inc 8,000516.9K $1.80 %
Capital One Financial Corp 2,700492.6K $1.71 %
RPM International Inc 4,900487.1K $1.70 %
Alcon AG 6,400483.8K $1.68 %
Pan Pacific International Holdings Corp. 78,000475.8K $1.66 %
QUALCOMM Inc 3,400437.9K $1.52 %
Nemetschek SE 5,800434.2K $1.51 %
MonotaRO Co Ltd 39,500428.2K $1.49 %
Rentokil Initial PLC 68,700426.3K $1.48 %
FANUC Corp 12,100421.8K $1.47 %
Danaher Corp 2,200417.1K $1.45 %
Assa Abloy AB 11,430413.2K $1.44 %
Procter & Gamble Co/The 2,850411.7K $1.43 %
Medtronic PLC 4,400381.3K $1.33 %
LVMH Moet Hennessy Louis Vuitton SE 600328K $1.14 %
ITOCHU Corp 25,500324.4K $1.13 %
Adobe Inc 1,300316K $1.10 %
Heineken NV 4,100315.4K $1.10 %
Dolby Laboratories Inc 5,150309.3K $1.08 %
Norwegian Cruise Line Holdings Ltd 15,300286.1K $1.00 %
DSM-Firmenich AG 3,600257.5K $0.90 %
Symrise AG 3,000256.2K $0.89 %