Titelia

Holdings of Mohr Company NAV ETF

Collaborative Investment Series Trust · 29 declared positions · as of Mar 31, 2026

Original filing · Net assets 33.6M $ · Ten largest lines: 44.2 % of the equity sleeve

Sector breakdown

  • Technology 24.1 %
  • Industrials 16.9 %
  • Utilities 6.5 %
  • Consumer staples 3.4 %
  • Consumer discretionary 2.6 %
  • Unattributed 46.6 %

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 100.0 %

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 97.3 %
  • IE 2.7 %

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

CountryLinesValueShare
US2830.8M $97.28 %
IE1858.6K $2.72 %

Positions

CompanySharesValueWeight
Western Digital Corp 8,0042.2M $6.44 %
Tapestry Inc 10,8001.5M $4.54 %
Baker Hughes Co 23,6291.4M $4.29 %
Corning Inc 10,4911.4M $4.25 %
Comfort Systems USA Inc 1,0331.4M $4.24 %
Applied Materials Inc 3,7341.3M $3.80 %
American Electric Power Co Inc 9,2941.2M $3.63 %
Woodward Inc 3,3471.2M $3.57 %
Tradeweb Markets Inc 9,9391.2M $3.48 %
Caterpillar Inc 1,5981.1M $3.37 %
XPO Inc 5,7361.1M $3.32 %
Southern Copper Corp 6,3841.1M $3.27 %
Micron Technology Inc 3,2201.1M $3.24 %
Walmart Inc 8,6611.1M $3.20 %
Curtiss-Wright Corp 1,4771M $2.99 %
Vertiv Holdings Co 3,879972K $2.89 %
GE Vernova Inc 1,093954.1K $2.84 %
Sandisk Corp/DE 1,493948.6K $2.82 %
Cheniere Energy Inc 3,224914.8K $2.72 %
MasTec Inc 2,827909.6K $2.71 %
FTAI Aviation Ltd 3,598881.5K $2.62 %
nVent Electric PLC 7,259858.6K $2.56 %
Honeywell International Inc 3,785855.5K $2.55 %
Entergy Corp 7,462838.4K $2.50 %
Dell Technologies Inc 5,080833.8K $2.48 %
Lumentum Holdings Inc 1,179828.6K $2.47 %
Teledyne Technologies Inc 1,356820.4K $2.44 %
Ciena Corp 2,107818K $2.43 %
Ross Stores Inc 3,760814.5K $2.42 %