Titelia

Holdings of The Frontier Economic Fund

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Net assets
3.6M $ including 3.6M $ in equities, 99.3 %
Positions
136 in 7 countries
Top ten
22.5 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Domino's Pizza Inc 3212.9K $0.35 %
102Bombardier Inc 6212.8K $0.35 %
103Lululemon Athletica Inc 6912.8K $0.35 %
104United Rentals Inc 1512.6K $0.35 %
105U-Haul Holding Co 24612.5K $0.34 %
106Ameriprise Financial Inc 2612.2K $0.34 %
107WSP Global Inc 6911.7K $0.32 %
108Best Buy Co Inc 18811.7K $0.32 %
109AutoZone Inc 311.3K $0.31 %
110AECOM 11211K $0.30 %
111Trilogy Metals Inc 2,44510.8K $0.30 %
112Builders FirstSource Inc 10110.5K $0.29 %
113Major Drilling Group International Inc 77010.3K $0.28 %
114GCI Liberty Inc 26010.2K $0.28 %
115Booz Allen Hamilton Holding Corp 12910.2K $0.28 %
116Viasat Inc 21810K $0.27 %
117MDU Resources Group Inc 4308.9K $0.24 %
118Universal Health Services Inc 408.2K $0.23 %
119North West Co Inc/The 1958K $0.22 %
120Yamaha Motor Co Ltd 1,0008K $0.22 %
121Northrim BanCorp Inc 2987K $0.19 %
122Tetra Tech Inc 1916.8K $0.19 %
123Iridium Communications Inc 2836.8K $0.19 %
124Buckle Inc/The 1246.6K $0.18 %
125Pursuit Attractions and Hospitality Inc 1906.6K $0.18 %
126Choice Hotels International Inc 596.2K $0.17 %
127Canada Goose Holdings Inc 5036.2K $0.17 %
128Lithia Motors Inc 226.2K $0.17 %
129Stantec Inc 656K $0.17 %
130Hertz Global Holdings Inc 1,2185.5K $0.15 %
131Pantheon Resources PLC 50,9825.1K $0.14 %
132GoldMining Inc 2,8374.9K $0.13 %
133Harley-Davidson Inc 2434.4K $0.12 %
134H&R Block Inc 1404.3K $0.12 %
135Freegold Ventures Ltd 1,8482.2K $0.06 %
136Solstice Advanced Materials Inc 241.9K $0.05 %

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Sector breakdown

  • Industrials 22.4 %
  • Consumer discretionary 12.6 %
  • Energy 8.8 %
  • Materials 8.4 %
  • Consumer staples 4.0 %
  • Technology 3.8 %
  • Health care 2.3 %
  • Communication 2.1 %
  • Financials 1.9 %
  • Unattributed 33.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 80.1 %
  • CAD 9.9 %
  • AUD 4.2 %
  • JPY 2.6 %
  • EUR 1.7 %
  • DKK 1.4 %
  • GBP 0.1 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 76.5 %
  • Canada 13.6 %
  • Australia 4.2 %
  • Japan 2.6 %
  • Spain 1.7 %
  • Denmark 1.4 %
  • United Kingdom 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1102.8M $76.49 %
2Canada16490.2K $13.56 %
3Australia3151.7K $4.20 %
4Japan494.1K $2.60 %
5Spain159.9K $1.66 %
6Denmark148.8K $1.35 %
7United Kingdom15.1K $0.14 %
Cite this page

Titelia. "Holdings of The Frontier Economic Fund". https://titelia.com/en/funds/S000093209