Titelia

Holdings of Optimize Strategy Index ETF

Advisor Managed Portfolios · Original filing · Compare with another fund · Report an error

Net assets
208.5M $ including 208.1M $ in equities, 99.8 %
Positions
334 in 10 countries
Top ten
14.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201GE Vernova Inc 445388.4K $0.19 %
202Dave Inc 2,191381.4K $0.18 %
203Trevi Therapeutics Inc 31,890380.4K $0.18 %
204TD SYNNEX Corp 2,246378.9K $0.18 %
205Advanced Energy Industries Inc 1,172378.2K $0.18 %
206Biohaven Ltd 44,679378K $0.18 %
207Soleno Therapeutics Inc 11,169373.9K $0.18 %
208Tutor Perini Corp 4,823372.3K $0.18 %
209AppLovin Corp 935372.1K $0.18 %
210Nova Ltd 853370.4K $0.18 %
211EMCOR Group Inc 497366.9K $0.18 %
212Kirby Corp 2,752365.7K $0.18 %
213Hubbell Inc 744365.1K $0.18 %
214Gold.com Inc 9,087364.2K $0.17 %
215Maximus Inc 5,681364.2K $0.17 %
216Comfort Systems USA Inc 264364.1K $0.17 %
217Quanex Building Products Corp 20,246363.8K $0.17 %
218Eaton Corp PLC 1,010361.2K $0.17 %
219Phinia Inc 5,226357.7K $0.17 %
220Quanta Services Inc 650356.9K $0.17 %
221Ferguson Enterprises Inc 1,525355.7K $0.17 %
222ManpowerGroup Inc 12,070355.6K $0.17 %
223AAR Corp 3,237354.3K $0.17 %
224Tenet Healthcare Corp 1,870352.9K $0.17 %
225Regal Rexnord Corp 1,883352.6K $0.17 %
226Cummins Inc 651350.3K $0.17 %
227Vertiv Holdings Co 1,394349.3K $0.17 %
228JB Hunt Transport Services Inc 1,645348.6K $0.17 %
229Johnson Controls International plc 2,653347.4K $0.17 %
230FedEx Corp 969345.1K $0.17 %
231SPX Technologies Inc 1,716343.1K $0.16 %
232Frontier Group Holdings Inc 97,037342.5K $0.16 %
233Nordson Corp 1,287342.4K $0.16 %
234Rockwell Automation Inc 950340.9K $0.16 %
235TransMedics Group Inc 3,419339.9K $0.16 %
236Woodward Inc 934334.3K $0.16 %
237Dycom Industries Inc 983333.1K $0.16 %
238LCI Industries 2,708333K $0.16 %
239Construction Partners Inc 2,974330.5K $0.16 %
240FTAI Aviation Ltd 1,341328.5K $0.16 %
241AGCO Corp 2,835328.5K $0.16 %
242TriNet Group Inc 9,005328.1K $0.16 %
243Waste Management Inc 1,427327.9K $0.16 %
244Jacobs Solutions Inc 2,567326.7K $0.16 %
245BrightView Holdings Inc 27,615325.6K $0.16 %
246Hexcel Corp 3,965320.9K $0.15 %
247HEICO Corp 1,157317.2K $0.15 %
248ASGN Inc 8,190317K $0.15 %
249Northrop Grumman Corp 464316.6K $0.15 %
250Paylocity Holding Corp 2,925316K $0.15 %
251Intuit Inc 730315.6K $0.15 %
252Lockheed Martin Corp 522315.5K $0.15 %
253Automatic Data Processing Inc 1,552315.3K $0.15 %
254Crane Co 1,838314.3K $0.15 %
255Huntington Ingalls Industries, Inc. 818310.8K $0.15 %
256Astronics Corp 4,623308.5K $0.15 %
257General Electric Co 1,086308.2K $0.15 %
258Leidos Holdings Inc 1,974307K $0.15 %
259Olema Pharmaceuticals Inc 20,567306.7K $0.15 %
260NANO Nuclear Energy Inc 14,922305.6K $0.15 %
261Tronox Holdings PLC 31,174304.6K $0.15 %
262Boeing Co/The 1,520302.5K $0.15 %
263Eve Holding Inc 120,299298.3K $0.14 %
264Herc Holdings Inc 2,924291.1K $0.14 %
265HubSpot Inc 1,184289K $0.14 %
266Blackbaud Inc 7,294281.6K $0.14 %
267Insight Enterprises Inc 4,133277K $0.13 %
268Celanese Corp 4,134271.9K $0.13 %
269MillerKnoll Inc 17,821257.7K $0.12 %
270NextDecade Corp 32,267247.2K $0.12 %
271Warrior Met Coal Inc 2,635245.5K $0.12 %
272Cheniere Energy Inc 845239.8K $0.12 %
273Par Pacific Holdings Inc 3,710232.4K $0.11 %
274CF Industries Holdings Inc 1,761228.6K $0.11 %
275Edison International 3,022221.1K $0.11 %
276National Fuel Gas Co 2,334219.3K $0.11 %
277Atmos Energy Corp 1,172216.5K $0.10 %
278Ameren Corp 1,944213.7K $0.10 %
279Pinnacle West Capital Corp. 2,117213.3K $0.10 %
280Spire Inc 2,351212.9K $0.10 %
281DTE Energy Co 1,445211.3K $0.10 %
282Sable Offshore Corp 12,618208.4K $0.10 %
283Sonoco Products Co 3,822206.7K $0.10 %
284Ovintiv Inc 3,478206.5K $0.10 %
285Nucor Corp 1,208204.3K $0.10 %
286Reliance Inc 672204.2K $0.10 %
287PPG Industries Inc 1,910204.1K $0.10 %
288Veralto Corp 2,298203.2K $0.10 %
289Valaris Ltd 2,072203.1K $0.10 %
290Steel Dynamics Inc 1,122202K $0.10 %
291Eversource Energy 2,914201.9K $0.10 %
292HF Sinclair Corp 3,225201.2K $0.10 %
293Marathon Petroleum Corp 819200K $0.10 %
294Valero Energy Corp 806199.1K $0.10 %
295Phillips 66 1,092198.9K $0.10 %
296Nabors Industries Ltd 2,302198.1K $0.10 %
297Sherwin-Williams Co/The 618198.1K $0.10 %
298Martin Marietta Materials Inc 334196.6K $0.09 %
299Primoris Services Corp 1,361194.7K $0.09 %
300Commercial Metals Co 3,127192.1K $0.09 %

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Sector breakdown

  • Technology 30.0 %
  • Financials 4.5 %
  • Health care 4.5 %
  • Industrials 3.8 %
  • Consumer discretionary 2.7 %
  • Consumer staples 1.8 %
  • Materials 0.9 %
  • Energy 0.8 %
  • Communication 0.7 %
  • Utilities 0.5 %
  • Real estate 0.2 %
  • Unattributed 49.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 93.0 %
  • Cayman Islands 1.9 %
  • Jersey 1.2 %
  • Canada 1.2 %
  • Bermuda 0.8 %
  • Ireland 0.7 %
  • British Virgin Islands 0.6 %
  • Netherlands 0.2 %
  • Israel 0.2 %
  • United Kingdom 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States316193.4M $92.96 %
2Cayman Islands34M $1.94 %
3Jersey12.6M $1.24 %
4Canada12.4M $1.17 %
5Bermuda41.7M $0.84 %
6Ireland31.6M $0.75 %
7British Virgin Islands31.2M $0.56 %
8Netherlands1480.1K $0.23 %
9Israel1370.4K $0.18 %
10United Kingdom1304.6K $0.15 %
Cite this page

Titelia. "Holdings of Optimize Strategy Index ETF". https://titelia.com/en/funds/S000084701