Titelia

Holdings of AQR CVX Fusion Fund

AQR Funds · Original filing · Compare with another fund · Report an error

Net assets
28.5M $ including 18.7M $ in equities, 65.5 %
Positions
780 in 24 countries
Top ten
3.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Otsuka Holdings Co Ltd 70049.7K $0.17 %
102Fujikura Ltd. 1,80049.5K $0.17 %
103New York Times Co/The 58248.7K $0.17 %
104Deutsche Lufthansa AG 5,66048.2K $0.17 %
105Newmont Corp 44448.1K $0.17 %
106Mettler-Toledo International Inc 3847.9K $0.17 %
107Citigroup Inc 42247.9K $0.17 %
108Macy's Inc 2,62247.4K $0.17 %
109Reinsurance Group of America Inc 23147.2K $0.17 %
110Tokyo Gas Co Ltd 1,00047.1K $0.17 %
111American Electric Power Co Inc 35947.1K $0.17 %
112Kawasaki Heavy Industries Ltd 2,50047K $0.16 %
113Vertiv Holdings Co 18646.6K $0.16 %
114Westinghouse Air Brake Technologies Corp 18646.5K $0.16 %
115NN Group NV 59546.5K $0.16 %
116RenaissanceRe Holdings Ltd 15546.1K $0.16 %
117Isetan Mitsukoshi Holdings Ltd. 2,50046.1K $0.16 %
118Holcim AG 55746K $0.16 %
119Veeva Systems Inc 26145.8K $0.16 %
120Thales SA 15645.7K $0.16 %
121Aegon Ltd 6,21345.4K $0.16 %
122Honeywell International Inc 20045.2K $0.16 %
123First Solar Inc 22945.2K $0.16 %
124ExlService Holdings Inc 1,47745K $0.16 %
125Truist Financial Corp 97644.9K $0.16 %
126Shimizu Corp. 2,50044.9K $0.16 %
127Versant Media Group Inc 1,20944.8K $0.16 %
128Sumitomo Mitsui Trust Group Inc 1,40044.6K $0.16 %
129ORIX Corp 1,50044.5K $0.16 %
130OneMain Holdings Inc 83244.5K $0.16 %
131Mosaic Co/The 1,73644.3K $0.16 %
132Ally Financial Inc 1,11843.9K $0.15 %
133Eversource Energy 63343.9K $0.15 %
134TechnipFMC PLC 63143.6K $0.15 %
135Panasonic Holdings Corp. 2,60043.6K $0.15 %
136United Therapeutics Corp 7343.3K $0.15 %
137Telia Company AB 8,41643.1K $0.15 %
138Taylor Morrison Home Corp 72642.3K $0.15 %
139Heidelberg Materials AG 19741.6K $0.15 %
140Shizuoka Financial Group Inc 2,50041.5K $0.15 %
141Advantest Corp 30041.4K $0.15 %
142Warner Music Group Corp 1,61541.2K $0.14 %
143CF Industries Holdings Inc 31741.2K $0.14 %
1443M Co 28341.1K $0.14 %
145Atmos Energy Corp 22241K $0.14 %
146Yangzijiang Shipbuilding Holdings Ltd 13,80041K $0.14 %
147Regeneron Pharmaceuticals, Inc. 5340.9K $0.14 %
148Iridium Communications Inc 1,47640.9K $0.14 %
149ABN AMRO Bank NV 1,28440.7K $0.14 %
150NVIDIA Corp 23240.5K $0.14 %
151Garmin Ltd 17440.4K $0.14 %
152Axis Capital Holdings Ltd 39840.4K $0.14 %
153Jacobs Solutions Inc 31740.3K $0.14 %
154Illinois Tool Works Inc 15540.3K $0.14 %
155Ovintiv Inc 66639.5K $0.14 %
156Bank of New York Mellon Corp/The 33339.5K $0.14 %
157Celestica Inc 14039.5K $0.14 %
158Docusign Inc 83339.5K $0.14 %
159ArcelorMittal SA 74038.4K $0.13 %
160Akamai Technologies Inc 33338.2K $0.13 %
161Poste Italiane SpA 1,61938.1K $0.13 %
162Deutsche Bank AG 1,27437.9K $0.13 %
163Constellation Energy Corp. 13437.4K $0.13 %
164Applied Industrial Technologies Inc 14137.4K $0.13 %
165Pfizer Inc 1,33237.4K $0.13 %
166HCA Healthcare Inc 7937.4K $0.13 %
167Zoom Communications Inc 46537.4K $0.13 %
168CarMax Inc 89837.3K $0.13 %
169Jazz Pharmaceuticals PLC 19737.2K $0.13 %
170Amphenol Corp 29337K $0.13 %
171NTT Inc 36,90036.9K $0.13 %
172Arrow Electronics Inc 25736.9K $0.13 %
173MS&AD Insurance Group Holdings Inc 1,40036.5K $0.13 %
174Enel SpA 3,33436.5K $0.13 %
175Nordea Bank Abp 2,09636.1K $0.13 %
176Nutanix Inc 94435.9K $0.13 %
177Arista Networks Inc 29035.6K $0.12 %
178Principal Financial Group Inc 39135.2K $0.12 %
179Burlington Stores Inc 10835.1K $0.12 %
180AT&T Inc 1,21235.1K $0.12 %
181Boliden AB 67035.1K $0.12 %
182Huntsman Corp 2,63035K $0.12 %
183ADT Inc 5,32135K $0.12 %
184Eli Lilly & Co 3835K $0.12 %
185Kajima Corp 90034.3K $0.12 %
186Phillips 66 18834.2K $0.12 %
187Selective Insurance Group Inc 45434.2K $0.12 %
188Amkor Technology Inc 75634K $0.12 %
189Align Technology Inc 19633.6K $0.12 %
190Park Hotels & Resorts Inc 3,16833.4K $0.12 %
191Viking Holdings Ltd 45333.3K $0.12 %
192Mitsui OSK Lines Ltd 80033.2K $0.12 %
193Neurocrine Biosciences Inc 25233.2K $0.12 %
194Bank of Nova Scotia/The 47733.1K $0.12 %
195Ryder System Inc 16133K $0.12 %
196Saab AB 50232.9K $0.12 %
197Albemarle Corp 18132.5K $0.11 %
198Indra Sistemas SA 58132.5K $0.11 %
199Exelixis Inc 75732.5K $0.11 %
200WEX Inc 21032.1K $0.11 %

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Sector breakdown

  • Industrials 9.1 %
  • Technology 7.5 %
  • Financials 7.3 %
  • Health care 6.3 %
  • Consumer discretionary 3.9 %
  • Materials 3.7 %
  • Utilities 3.4 %
  • Energy 2.6 %
  • Communication 2.3 %
  • Consumer staples 1.8 %
  • Real estate 0.6 %
  • Unattributed 51.5 %

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

Currency breakdown

  • USD 66.0 %
  • JPY 11.4 %
  • EUR 11.3 %
  • CAD 2.6 %
  • CHF 2.0 %
  • GBP 2.0 %
  • SEK 1.5 %
  • AUD 1.4 %
  • DKK 0.8 %
  • NOK 0.6 %
  • SGD 0.5 %
  • HKD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 64.4 %
  • Japan 11.4 %
  • France 3.2 %
  • Germany 2.5 %
  • Canada 2.5 %
  • United Kingdom 2.5 %
  • Switzerland 2.1 %
  • Netherlands 1.9 %
  • Italy 1.8 %
  • Sweden 1.5 %
  • Australia 1.4 %
  • Denmark 0.8 %
  • Other countries 4.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States44012M $64.35 %
2Japan932.1M $11.38 %
3France23594.3K $3.18 %
4Germany21473.1K $2.53 %
5Canada33472.5K $2.53 %
6United Kingdom29466.3K $2.50 %
7Switzerland22385.6K $2.06 %
8Netherlands13346.6K $1.85 %
9Italy17342.5K $1.83 %
10Sweden14274.6K $1.47 %
11Australia19255.8K $1.37 %
12Denmark7144.9K $0.78 %
Cite this page

Titelia. "Holdings of AQR CVX Fusion Fund". https://titelia.com/en/funds/S000093172