Titelia

Holdings of ABSOLUTE CAPITAL OPPORTUNITIES FUND

Unified Series Trust · 38 declared positions · as of Mar 31, 2026

Original filing · Net assets 54M $ · Ten largest lines: 41.2 % of the equity sleeve

Sector breakdown

  • Technology 25.9 %
  • Financials 17.9 %
  • Consumer discretionary 10.5 %
  • Health care 8.6 %
  • Communication 8.5 %
  • Industrials 7.7 %
  • Consumer staples 5.1 %
  • Energy 1.7 %
  • Unattributed 14.1 %

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 95.8 %
  • CH 2.4 %
  • NL 1.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3644M $95.79 %
2CH11.1M $2.38 %
3NL1840.2K $1.83 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 11,8512.5M $4.57 %
2Philip Morris International Inc. 14,2892.4M $4.37 %
3Alphabet Inc 6,9982M $3.73 %
4Apple Inc 7,7892M $3.66 %
5Meta Platforms Inc 3,3121.9M $3.51 %
6Intercontinental Exchange Inc 11,7851.9M $3.43 %
7Charles Schwab Corp/The 17,7311.7M $3.09 %
8Berkshire Hathaway Inc 3,2991.6M $2.93 %
9Aon PLC 4,8711.6M $2.91 %
10Keysight Technologies Inc 5,5041.6M $2.88 %
11Visa Inc 5,1171.5M $2.86 %
12Motorola Solutions Inc 3,3351.4M $2.68 %
13Becton Dickinson & Co 9,0391.4M $2.63 %
14PACCAR Inc 12,2461.4M $2.62 %
15Thermo Fisher Scientific Inc 2,7991.4M $2.55 %
16Microsoft Corp 3,6851.4M $2.53 %
17Analog Devices Inc 4,2431.3M $2.50 %
18Advanced Micro Devices Inc 5,8991.2M $2.22 %
19Waters Corp 3,9041.2M $2.15 %
20Jacobs Solutions Inc 9,1051.2M $2.15 %
21Sunbelt Rentals Holdings Inc 17,2441.1M $2.08 %
22Arista Networks Inc 8,9141.1M $2.03 %
23Alcon AG 14,5231.1M $2.03 %
24Lowe's Cos Inc 4,4511.1M $1.95 %
25Carrier Global Corp 17,520986.6K $1.83 %
26Copart Inc 29,300972.8K $1.80 %
27Salesforce Inc 5,151961.5K $1.78 %
28Applied Materials Inc 2,757942.3K $1.74 %
29Cooper Cos Inc/The 12,417887.8K $1.64 %
30UNIVERSAL MUSIC GROUP NV 87,521840.2K $1.56 %
31Occidental Petroleum Corp 12,266797.3K $1.48 %
32Amentum Holdings Inc 25,341660.9K $1.22 %
33CarMax Inc 13,551563.5K $1.04 %
34Ryan Specialty Holdings Inc 13,516456K $0.84 %
35Floor & Decor Holdings Inc 8,210417.1K $0.77 %
36Hayward Holdings Inc 30,990414.6K $0.77 %
37Carvana Co 1,000314.4K $0.58 %
38Fisker Inc 7,4805.2 $