Titelia

Holdings of Brandes U.S. Value ETF

2023 ETF Series Trust · Original filing · Compare with another fund · Report an error

Net assets
274.8M $ including 272M $ in equities, 99.0 %
Positions
64 in 8 countries
Top ten
24.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Merck & Co Inc 65,3127.9M $2.86 %
2Citigroup Inc 67,1837.6M $2.77 %
3Textron Inc 78,8556.9M $2.51 %
4Pfizer Inc 234,4756.6M $2.40 %
5FedEx Corp 18,4796.6M $2.39 %
6Bank of America Corp 134,1896.5M $2.38 %
7Halliburton Co 167,1976.5M $2.37 %
8Chevron Corp 30,9046.4M $2.33 %
9Cigna Group/The 23,0046.1M $2.23 %
10Becton Dickinson & Co 38,0446M $2.18 %
11Sanofi SA 119,7585.8M $2.10 %
12Wells Fargo & Co 72,1965.7M $2.09 %
13PNC Financial Services Group Inc/The 27,2615.7M $2.06 %
14SLB Ltd 106,3885.5M $1.99 %
15Amdocs Ltd 83,5395.5M $1.98 %
16Alphabet Inc 18,5575.3M $1.94 %
17Arch Capital Group Ltd 55,2315.3M $1.93 %
18Westlake Corp 44,8115.2M $1.90 %
19Johnson & Johnson 20,3455M $1.81 %
20Emerson Electric Co. 37,7714.9M $1.80 %
21Cognizant Technology Solutions Corp. 77,9024.8M $1.74 %
22Knight-Swift Transportation Holdings Inc 82,6284.8M $1.73 %
23Omnicom Group Inc 63,1054.8M $1.73 %
24Comcast Corp 164,4514.7M $1.72 %
25Willis Towers Watson PLC 16,2384.7M $1.72 %
26SS&C Technologies Holdings Inc 66,8274.5M $1.64 %
27HCA Healthcare Inc 9,3864.4M $1.62 %
28UnitedHealth Group Inc 15,8464.3M $1.56 %
29EPAM Systems Inc 31,1794.2M $1.54 %
30Labcorp Holdings Inc 15,1724M $1.47 %
31CVS Health Corp 55,5524M $1.45 %
32Corteva Inc 47,0083.9M $1.43 %
33ICON PLC 35,4883.9M $1.43 %
34Progressive Corp/The 19,7673.9M $1.43 %
35McKesson Corp 4,4623.9M $1.40 %
36National Grid PLC 44,7413.8M $1.38 %
37International Flavors & Fragrances Inc 51,3023.7M $1.35 %
38Hexcel Corp 45,7723.7M $1.35 %
39Allison Transmission Holdings Inc 31,6443.7M $1.35 %
40Sysco Corp 51,4763.7M $1.34 %
41Target Corp 29,6963.6M $1.31 %
42Arrow Electronics Inc 24,8013.6M $1.29 %
43Micron Technology Inc 10,4723.5M $1.29 %
44Equifax Inc 19,5163.5M $1.28 %
45Arthur J Gallagher & Co 15,8303.4M $1.25 %
46Entergy Corp 29,5103.3M $1.21 %
47Cardinal Health, Inc. 15,4273.3M $1.19 %
48Flex Ltd 49,5313.2M $1.18 %
49Evergy Inc 39,2283.2M $1.17 %
50LKQ Corp 102,8953M $1.10 %
51Bank of New York Mellon Corp/The 24,6722.9M $1.06 %
52AutoZone Inc 8522.9M $1.05 %
53Mohawk Industries Inc 28,9582.9M $1.04 %
54State Street Corp 22,4652.8M $1.03 %
55Ingredion Inc 24,2732.7M $1.00 %
56Kenvue Inc 155,1172.7M $0.97 %
57JPMorgan Chase & Co 8,9822.6M $0.96 %
58Fiserv Inc 46,7882.6M $0.95 %
59Truist Financial Corp 56,1632.6M $0.94 %
60World Kinect Corp 94,5272.2M $0.79 %
61W R Berkley Corp 30,5402M $0.74 %
62Qorvo Inc 23,9031.9M $0.67 %
63CAE Inc 70,0751.8M $0.66 %
64Waters Corp 4,2291.3M $0.46 %

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Sector breakdown

  • Health care 21.5 %
  • Financials 20.8 %
  • Industrials 8.1 %
  • Communication 5.4 %
  • Energy 4.4 %
  • Technology 4.2 %
  • Utilities 3.8 %
  • Materials 2.8 %
  • Consumer discretionary 2.4 %
  • Consumer staples 2.3 %
  • Unattributed 24.3 %

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

  • United States 87.5 %
  • Ireland 3.2 %
  • France 2.1 %
  • Guernsey 2.0 %
  • Bermuda 1.9 %
  • United Kingdom 1.4 %
  • Singapore 1.2 %
  • Canada 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States56238M $87.49 %
2Ireland28.6M $3.18 %
3France15.8M $2.12 %
4Guernsey15.5M $2.00 %
5Bermuda15.3M $1.95 %
6United Kingdom13.8M $1.39 %
7Singapore13.2M $1.19 %
8Canada11.8M $0.67 %
Cite this page

Titelia. "Holdings of Brandes U.S. Value ETF". https://titelia.com/en/funds/S000081644