Titelia

Holdings of Polen Focus Growth ETF

FundVantage Trust · 25 declared positions · as of Apr 30, 2026

Original filing · Net assets 97.5M $ · Ten largest lines: 61.2 % of the equity sleeve

Sector breakdown

  • Technology 41.9 %
  • Financials 13.1 %
  • Consumer discretionary 12.5 %
  • Health care 10.8 %
  • Communication 9.2 %
  • Industrials 1.4 %
  • Unattributed 11.1 %

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 95.1 %
  • CA 4.9 %

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

CountryLinesValueShare
US2490.3M $95.14 %
CA14.6M $4.86 %

Positions

CompanySharesValueWeight
Microsoft Corp 18,1057.4M $7.57 %
Broadcom Inc 17,2247.2M $7.37 %
Alphabet Inc 18,0956.9M $7.09 %
Amazon.com Inc 23,8306.3M $6.48 %
Eli Lilly & Co 5,9555.6M $5.71 %
Oracle Corp 33,1955.4M $5.49 %
Visa Inc 15,3185.1M $5.18 %
Mastercard Inc 9,7594.9M $5.03 %
NVIDIA Corp 23,9614.8M $4.90 %
Shopify Inc 38,1184.6M $4.74 %
ServiceNow Inc 48,5324.3M $4.40 %
MSCI Inc 5,9573.5M $3.61 %
Starbucks Corp 32,1783.4M $3.48 %
Zoetis Inc 27,8073.2M $3.28 %
CoStar Group Inc 83,2962.9M $2.96 %
IDEXX Laboratories Inc 4,7062.6M $2.71 %
Aon PLC 7,9482.5M $2.54 %
Synopsys Inc 4,8432.3M $2.40 %
Airbnb Inc 15,6052.2M $2.25 %
Lam Research Corp 8,0832.1M $2.14 %
Intuitive Surgical Inc 4,5092.1M $2.12 %
Meta Platforms Inc 2,9401.8M $1.85 %
Accenture PLC 9,6341.7M $1.77 %
Uber Technologies Inc 18,2401.4M $1.40 %
Rollins Inc 16,136899.3K $0.92 %