Titelia

Holdings of U.S. Small and Mid Cap Equity Fund

AMERICAN FUNDS INSURANCE SERIES · Original filing · Compare with another fund · Report an error

Net assets
97M $ including 96.8M $ in equities, 99.8 %
Positions
174 in 5 countries
Top ten
18.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1US Foods Holding Corp 26,4592.4M $2.52 %
2Exelon Corp 39,4091.9M $1.99 %
3Vail Resorts Inc 14,3891.8M $1.90 %
4RenaissanceRe Holdings Ltd 6,1701.8M $1.89 %
5Comfort Systems USA Inc 1,2801.8M $1.82 %
6Brown & Brown Inc 26,2491.7M $1.77 %
7LKQ Corp 57,0781.7M $1.73 %
8Yum! Brands Inc 9,1511.4M $1.47 %
9Ciena Corp 3,6551.4M $1.46 %
10Ingram Micro Holding Corp 59,7081.4M $1.44 %
11INVESCO - SHORT-TERM INVESTMENTS TRUST - GOVERNMENT AND AGENCY PORTFOLIO 1,342,9401.3M $1.38 %
12Keysight Technologies Inc 4,6591.3M $1.36 %
13Capital One Financial Corp 6,6641.2M $1.25 %
14Bloom Energy Corp 8,6181.2M $1.20 %
15Fabrinet 2,2381.2M $1.20 %
16Align Technology Inc 6,7631.2M $1.20 %
17Simon Property Group Inc 6,1761.2M $1.19 %
18Ionis Pharmaceuticals Inc 15,0071.1M $1.16 %
19Monster Beverage Corp 15,4821.1M $1.16 %
20XPO Inc 5,4861.1M $1.10 %
21Diamondback Energy Inc 5,3011M $1.08 %
22Akamai Technologies Inc 8,9351M $1.06 %
23WEX Inc 6,313966.1K $1.00 %
24Karman Holdings Inc 12,020962.2K $0.99 %
25Procore Technologies Inc 16,681950.8K $0.98 %
26Core & Main Inc 18,874932.4K $0.96 %
27AGCO Corp 7,899915.3K $0.94 %
28Five Below Inc 3,989911.4K $0.94 %
29KeyCorp 44,153885.3K $0.91 %
30Aptiv PLC 12,587874K $0.90 %
31elf Beauty Inc 13,827838.1K $0.86 %
32Crane Co 4,867832.3K $0.86 %
33ATI Inc 5,699829K $0.85 %
34Texas Roadhouse Inc 4,905810K $0.84 %
35Tradeweb Markets Inc 6,874808.8K $0.83 %
36Fifth Third Bancorp 17,315804.5K $0.83 %
37Flex Ltd 12,217799.7K $0.82 %
38Covista Inc 6,840788.3K $0.81 %
39StepStone Group Inc 16,395782.4K $0.81 %
40Cloudflare Inc 3,764776.7K $0.80 %
41Expand Energy Corp 7,051774.1K $0.80 %
42Casey's General Stores Inc 1,052765.7K $0.79 %
43General Motors Co 10,180758.4K $0.78 %
44ROBLOX Corp 13,325753.7K $0.78 %
45New York Times Co/The 8,733731.2K $0.75 %
46Hilton Worldwide Holdings Inc 2,400729.8K $0.75 %
47Westlake Corp 6,221726.7K $0.75 %
48LPL Financial Holdings Inc 2,320697.9K $0.72 %
49United Rentals Inc 957697.2K $0.72 %
50FTAI Aviation Ltd 2,845697K $0.72 %
51API Group Corp 16,807681K $0.70 %
52Corteva Inc 7,987668.6K $0.69 %
53Victory Capital Holdings Inc 9,721636.5K $0.66 %
54Ingersoll Rand Inc 7,883631.6K $0.65 %
55Perpetua Resources Corp 21,739611.3K $0.63 %
56Charter Communications, Inc. 2,825609.9K $0.63 %
57Illumina Inc 4,929607.5K $0.63 %
58SLB Ltd 11,702601.4K $0.62 %
59Medline Inc 13,482599.9K $0.62 %
60CSX Corp 14,540596.9K $0.62 %
61Fiserv Inc 10,247571.8K $0.59 %
62Newamsterdam Pharma Co NV 17,766568.7K $0.59 %
63PG&E Corp 32,329568K $0.59 %
64GQG Partners Inc 463,726559.5K $0.58 %
65CENTESSA PHARMACEUTICALS PLC 13,879551.3K $0.57 %
66Humana Inc 3,165548.8K $0.57 %
67Element Solutions Inc 15,675535.1K $0.55 %
68Kinsale Capital Group Inc 1,533523.8K $0.54 %
69Live Nation Entertainment Inc 3,396517.9K $0.53 %
70MongoDB Inc 2,100514K $0.53 %
71Copart Inc 15,225505.5K $0.52 %
72Principal Financial Group Inc 5,600504.6K $0.52 %
73Generate Biomedicines Inc 39,715496.4K $0.51 %
74Essex Property Trust Inc 2,048495.6K $0.51 %
75Generac Holdings Inc 2,493487K $0.50 %
76Cava Group Inc 5,998485.2K $0.50 %
77PACCAR Inc 4,187483.6K $0.50 %
78Affirm Holdings Inc 10,518481.9K $0.50 %
79Block Inc 7,959479K $0.49 %
80Chipotle Mexican Grill Inc 14,830474.7K $0.49 %
81Toro Co/The 5,043471.2K $0.49 %
82Essent Group Ltd 7,913462.4K $0.48 %
83Veeva Systems Inc 2,624460.9K $0.48 %
84Applied Industrial Technologies Inc 1,718455.8K $0.47 %
85Bio-Techne Corp 8,686453.9K $0.47 %
86NRG Energy Inc 3,090451.6K $0.47 %
87Cooper Cos Inc/The 6,280449K $0.46 %
88Louisiana-Pacific Corp 6,014437.5K $0.45 %
89Alaska Air Group Inc 11,833435.2K $0.45 %
90Lumentum Holdings Inc 619435K $0.45 %
91Elanco Animal Health Inc 17,919428.8K $0.44 %
92Royal Gold Inc 1,679427.3K $0.44 %
93Baker Hughes Co 6,985426.4K $0.44 %
94TTM Technologies Inc 4,224411.5K $0.42 %
95Halozyme Therapeutics Inc 6,271405.3K $0.42 %
96TopBuild Corp 1,143401.5K $0.41 %
97Ameriprise Financial Inc 893396.8K $0.41 %
98Ally Financial Inc 9,884387.7K $0.40 %
99Zillow Group Inc 9,346386.8K $0.40 %
100DR Horton Inc 2,805384.9K $0.40 %

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Sector breakdown

  • Industrials 10.2 %
  • Technology 8.0 %
  • Consumer discretionary 6.9 %
  • Financials 6.3 %
  • Health care 4.6 %
  • Consumer staples 4.1 %
  • Utilities 3.2 %
  • Energy 2.9 %
  • Real estate 2.1 %
  • Materials 2.0 %
  • Communication 1.9 %
  • Unattributed 47.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.4 %
  • AUD 0.6 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.6 %
  • Bermuda 2.4 %
  • Cayman Islands 1.6 %
  • Singapore 0.8 %
  • Netherlands 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States16791.6M $94.62 %
2Bermuda22.3M $2.37 %
3Cayman Islands31.5M $1.60 %
4Singapore1799.7K $0.83 %
5Netherlands1568.7K $0.59 %
Cite this page

Titelia. "Holdings of U.S. Small and Mid Cap Equity Fund". https://titelia.com/en/funds/S000088658