Titelia

Holdings of JNL/T. Rowe Price Capital Appreciation Equity Fund

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

Net assets
904M $ including 901.6M $ in equities, 99.7 %
Positions
91 in 6 countries
Top ten
45.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Microsoft Corp 175,78365.1M $7.20 %
2Amazon.com Inc 280,64358.4M $6.47 %
3Apple Inc 213,98854.3M $6.01 %
4NVIDIA Corp 278,92048.6M $5.38 %
5Alphabet Inc 128,20936.9M $4.08 %
6Meta Platforms Inc 62,82735.9M $3.98 %
7CenterPoint Energy Inc 727,10731.4M $3.47 %
8NiSource Inc 624,82829.2M $3.23 %
9Broadcom Inc 91,27528.3M $3.13 %
10Keurig Dr Pepper Inc 830,25221.9M $2.42 %
11Advanced Micro Devices Inc 100,20820.4M $2.25 %
12PTC Inc 140,91220.1M $2.22 %
13Cencora Inc 62,00419.5M $2.15 %
14UnitedHealth Group Inc 67,99418.4M $2.04 %
15Becton Dickinson & Co 116,32618.3M $2.02 %
16JPMorgan Chase & Co 51,36215.1M $1.67 %
17Waters Corp 50,17114.9M $1.65 %
18Yum! Brands Inc 95,41414.8M $1.64 %
19Revvity Inc 158,37313.9M $1.53 %
20Ameren Corp 125,35413.8M $1.52 %
21Visa Inc 43,07713M $1.44 %
22Mastercard Inc 26,05613M $1.44 %
23Eli Lilly & Co 14,09513M $1.43 %
24Taiwan Semiconductor Manufacturing Co Ltd 38,13612.9M $1.43 %
25Starbucks Corp 142,37712.8M $1.41 %
26Ingersoll Rand Inc 154,28012.4M $1.37 %
27PPL Corp 298,23511.4M $1.26 %
28Ascendis Pharma A/S 48,65811.1M $1.23 %
29Canadian Natural Resources Ltd 208,49910.2M $1.12 %
30Cytokinetics Inc 152,89610.1M $1.11 %
31General Electric Co 27,1217.7M $0.85 %
32Apogee Therapeutics Inc 89,5267.5M $0.83 %
33Danaher Corp 39,7327.5M $0.83 %
34Thermo Fisher Scientific Inc 15,1377.4M $0.82 %
35Alnylam Pharmaceuticals Inc 21,6927.2M $0.79 %
36DoorDash Inc 42,1416.3M $0.70 %
37Micron Technology Inc 18,5556.3M $0.69 %
38Arthur J Gallagher & Co 28,5406.2M $0.68 %
39Willis Towers Watson PLC 20,8246.1M $0.67 %
40Abbott Laboratories 57,3165.9M $0.65 %
41US Foods Holding Corp 61,3445.7M $0.63 %
42Workday Inc 43,3665.6M $0.62 %
43Bentley Systems Inc 151,4175.3M $0.59 %
44KLA Corp 3,3945M $0.55 %
45S&P Global Inc 11,3104.8M $0.53 %
46WEC Energy Group Inc 40,4684.7M $0.52 %
47Aurora Innovation Inc 1,047,8814.3M $0.48 %
48Philip Morris International Inc. 25,9364.3M $0.47 %
49Vaxcyte Inc 65,5333.8M $0.42 %
50BioNTech SE 41,5443.7M $0.41 %
51Veralto Corp 39,4243.5M $0.39 %
52West Pharmaceutical Services Inc 13,6223.4M $0.38 %
53Hilton Worldwide Holdings Inc 11,1793.4M $0.38 %
54Equifax Inc 18,5513.3M $0.37 %
55Gilead Sciences Inc 23,1533.2M $0.36 %
56Booking Holdings Inc 7603.2M $0.35 %
57SPX Technologies Inc 15,9763.2M $0.35 %
58SLB Ltd 61,9433.2M $0.35 %
59ConocoPhillips 23,9083.2M $0.35 %
60MSCI Inc 5,8083.1M $0.35 %
61SAP SE 17,6503M $0.33 %
62Chevron Corp 14,2322.9M $0.33 %
63TransDigm Group Inc 2,5172.9M $0.32 %
64Arcellx Inc 24,7712.8M $0.31 %
65Acuity Inc 10,1322.8M $0.31 %
66Arista Networks Inc 20,6712.5M $0.28 %
67Biogen Inc 13,6992.5M $0.28 %
68CG oncology Inc 35,3802.4M $0.26 %
69Blackrock Inc 2,3892.3M $0.25 %
70Entergy Corp 20,3022.3M $0.25 %
71Republic Services Inc 9,8052.1M $0.24 %
72Otis Worldwide Corp 27,7032.1M $0.24 %
73Marriott International Inc/MD 5,6091.8M $0.20 %
74ITT Inc 9,5831.8M $0.20 %
75Ciena Corp 4,6101.8M $0.20 %
76Cadence Design Systems Inc 6,3821.8M $0.20 %
77Service Corp International/US 20,9551.7M $0.19 %
78NIKE Inc 30,3661.6M $0.18 %
79Kymera Therapeutics Inc 18,3291.5M $0.17 %
80Madison Square Garden Sports Corp 4,1201.3M $0.15 %
81Erasca Inc 80,1331.3M $0.14 %
82Vulcan Materials Co 4,7061.3M $0.14 %
83Chipotle Mexican Grill Inc 38,5271.2M $0.14 %
84Booz Allen Hamilton Holding Corp 14,1951.1M $0.12 %
85AMETEK Inc 5,1141.1M $0.12 %
86Waste Connections Inc 6,7451.1M $0.12 %
87Dyne Therapeutics Inc 50,900922.8K $0.10 %
88Alphabet Inc 2,811806.4K $0.09 %
89Ryan Specialty Holdings Inc 23,031777.1K $0.09 %
90American Tower Corp 2,648457K $0.05 %
91Tyler Technologies Inc 1,046358.1K $0.04 %

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Sector breakdown

  • Technology 30.7 %
  • Health care 13.8 %
  • Consumer discretionary 11.5 %
  • Utilities 10.3 %
  • Communication 8.2 %
  • Financials 7.1 %
  • Consumer staples 3.5 %
  • Industrials 3.4 %
  • Energy 1.8 %
  • Materials 0.1 %
  • Real estate 0.1 %
  • Unattributed 9.5 %

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 94.8 %
  • Taiwan 1.4 %
  • Denmark 1.2 %
  • Canada 1.1 %
  • Germany 0.7 %
  • Ireland 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States85854.7M $94.79 %
2Taiwan112.9M $1.43 %
3Denmark111.1M $1.23 %
4Canada110.2M $1.13 %
5Germany26.7M $0.74 %
6Ireland16.1M $0.67 %
Cite this page

Titelia. "Holdings of JNL/T. Rowe Price Capital Appreciation Equity Fund". https://titelia.com/en/funds/S000086556