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
101Crown Castle Inc 4,633376.7K $0.39 %
102Permian Resources Corp 17,483372.7K $0.38 %
103GPGI INC 21,424366.4K $0.38 %
104TPG Inc 9,039366.2K $0.38 %
105VSE Corp 1,984365.8K $0.38 %
106L3Harris Technologies Inc 1,056364.5K $0.38 %
107Arthur J Gallagher & Co 1,662360K $0.37 %
108Viper Energy Inc 7,543354.4K $0.37 %
109Penumbra Inc 1,073352.3K $0.36 %
110CSW Industrials Inc 1,325345.3K $0.36 %
111Artisan Partners Asset Management Inc 9,461344.3K $0.36 %
112O'Reilly Automotive Inc 3,607333K $0.34 %
113Builders FirstSource Inc 4,037332.4K $0.34 %
114Hewlett Packard Enterprise Co 13,414319.4K $0.33 %
115Toll Brothers Inc 2,275310.5K $0.32 %
116Natera Inc 1,551310.2K $0.32 %
117Darden Restaurants Inc 1,582310.1K $0.32 %
118Fair Isaac Corp 290309.6K $0.32 %
119Alignment Healthcare Inc 17,563309.5K $0.32 %
120Wingstop Inc 1,920297.5K $0.31 %
121Hamilton Lane Inc 2,968295K $0.30 %
122Charles River Laboratories International Inc 1,686290.8K $0.30 %
123Apollo Global Management Inc 2,529281.8K $0.29 %
124Royal Caribbean Cruises Ltd 1,018280.1K $0.29 %
125HEICO Corp 1,015278.3K $0.29 %
126SPX Technologies Inc 1,370273.9K $0.28 %
127Regeneron Pharmaceuticals, Inc. 349269.7K $0.28 %
128Century Communities Inc 4,651266.9K $0.28 %
129Alnylam Pharmaceuticals Inc 787260.4K $0.27 %
130Tenet Healthcare Corp 1,379260.2K $0.27 %
131IDEXX Laboratories Inc 460258.5K $0.27 %
132AutoZone Inc 73246.6K $0.25 %
133Constellation Brands Inc 1,624243.6K $0.25 %
134Datadog Inc 2,053242.4K $0.25 %
135Cavco Industries Inc 494239.2K $0.25 %
136Maplebear Inc 6,356238.1K $0.25 %
137Aon PLC 734236.9K $0.24 %
138Brinker International Inc 1,649235.4K $0.24 %
139SharkNinja Inc 2,219235K $0.24 %
140DoorDash Inc 1,551232.9K $0.24 %
141CH Robinson Worldwide Inc 1,390230.8K $0.24 %
142IQVIA Holdings Inc 1,345229.4K $0.24 %
143CoreWeave Inc 2,907225.2K $0.23 %
144Chewy Inc 8,167220.5K $0.23 %
145Polaris Inc 4,036220K $0.23 %
146Carnival Corp 8,387217.1K $0.22 %
147SiteOne Landscape Supply Inc 1,590211.6K $0.22 %
148American Healthcare REIT Inc 4,459210.3K $0.22 %
149Krystal Biotech Inc 811209.5K $0.22 %
150Figma Inc 9,536201.6K $0.21 %
151Estee Lauder Cos Inc/The 2,779199.4K $0.21 %
152Fluor Corp 4,233197.5K $0.20 %
153Doximity Inc 8,267192.6K $0.20 %
154Impinj Inc 1,733178K $0.18 %
155Bright Horizons Family Solutions Inc 2,138175.6K $0.18 %
156Sunrun Inc 12,571170.5K $0.18 %
157Figure Technology Solutions Inc 5,018170.4K $0.18 %
158EPAM Systems Inc 1,245168.6K $0.17 %
159Zimmer Biomet Holdings Inc 1,845166.8K $0.17 %
160Snowflake Inc 1,065160.6K $0.17 %
161United Parcel Service Inc 1,590156.4K $0.16 %
162Matador Resources Co 2,447154.6K $0.16 %
163Accelerant Holdings 10,758143.7K $0.15 %
164Citizens Financial Group Inc 2,376142.5K $0.15 %
165Alexandria Real Estate Equities, Inc. 2,694125.1K $0.13 %
166Northern Oil & Gas Inc 4,152121.4K $0.13 %
167RingCentral Inc 2,998111.5K $0.12 %
168EquipmentShare.com Inc 5,216106.2K $0.11 %
169USA Rare Earth Inc 7,55399.5K $0.10 %
170FirstEnergy Corp 1,92297.4K $0.10 %
171Campbell's Company/The 4,12691.9K $0.09 %
172AMETEK Inc 42390.7K $0.09 %
173Blue Owl Capital Inc 5,82753.2K $0.05 %
174Via Transportation Inc 2,34035.1K $0.04 %

Download this table: CSV, JSON

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