Titelia

Holdings of Scharf ETF

Advisors Series Trust · 31 declared positions · as of Mar 31, 2026

Original filing · Net assets 674.4M $ · Ten largest lines: 50 % of the equity sleeve

Sector breakdown

  • Financials 20.3 %
  • Health care 14.4 %
  • Technology 8.6 %
  • Industrials 7.7 %
  • Communication 6.4 %
  • Consumer discretionary 2.2 %
  • Unattributed 40.3 %

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 99.2 %
  • KRW 0.8 %

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 90.3 %
  • CA 8.8 %
  • KR 0.9 %

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

CountryLinesValueShare
US27557.9M $90.27 %
CA254.5M $8.81 %
KR25.7M $0.92 %

Positions

CompanySharesValueWeight
Occidental Petroleum Corp 783,18950.9M $7.55 %
McKesson Corp 45,27839.2M $5.81 %
Union Pacific Corp 140,02634M $5.04 %
Franco-Nevada Corp 122,78930.3M $4.50 %
Microsoft Corp 76,25428.2M $4.19 %
Meta Platforms Inc 45,30025.9M $3.84 %
Zoetis Inc 217,53625.7M $3.81 %
Chubb Ltd 77,33225.2M $3.74 %
Markel Group Inc 13,14725.2M $3.73 %
Visa Inc 80,55524.3M $3.61 %
Otis Worldwide Corp 313,45424.2M $3.58 %
Brookfield Corp 596,05024.1M $3.58 %
Berkshire Hathaway Inc 47,98823M $3.41 %
Novartis AG 149,65122.9M $3.39 %
Agilent Technologies Inc 179,66020.5M $3.04 %
CME Group Inc 65,99319.5M $2.89 %
Adobe Inc 79,10419.2M $2.85 %
Aon PLC 54,24717.5M $2.60 %
Marsh & McLennan Cos Inc 92,74116.1M $2.39 %
Hershey Co/The 76,49815.9M $2.36 %
Thermo Fisher Scientific Inc 30,77915.1M $2.24 %
U-Haul Holding Co 321,61414.4M $2.13 %
Walt Disney Co/The 143,93913.9M $2.06 %
Booking Holdings Inc 3,26413.7M $2.04 %
Lockheed Martin Corp 22,28413.5M $2.00 %
UnitedHealth Group Inc 43,65311.8M $1.75 %
Centene Corp 345,59511.3M $1.68 %
Samsung Electronics Co Ltd 46,9545.1M $0.76 %
SPDR Gold MiniShares Trust 45,3544.2M $0.62 %
iShares Silver Trust 38,3702.6M $0.39 %
Samsung Electronics Co Ltd 300582K $0.09 %