Titelia

Holdings of The Disciplined Growth Investors Fund

Elevation Series Trust · Original filing · Compare with another fund · Report an error

Net assets
615.2M $ including 439.2M $ in equities, 71.4 %
Positions
43 in 3 countries
Bond lines
59 from 58 companies
Top ten
37.1 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Arista Networks Inc 175,18830.3M $4.92 %
2Plexus Corp 109,94327.5M $4.48 %
3Everpure Inc 373,71026.7M $4.34 %
4Garmin Ltd 101,02925.4M $4.12 %
5Cognex Corp 422,45823.5M $3.81 %
6Coterra Energy Inc 626,29522.5M $3.66 %
7Viasat Inc 320,31021.1M $3.43 %
8Akamai Technologies Inc 179,05518.4M $3.00 %
9Semtech Corp 165,50917.4M $2.83 %
10Proto Labs Inc 234,55915.2M $2.47 %
11Generac Holdings Inc 56,87114.7M $2.40 %
12Expand Energy Corp 128,26013.1M $2.13 %
13Alarm.com Holdings Inc 288,82912.8M $2.09 %
14Power Integrations Inc 165,16112M $1.95 %
15Snap-on Inc 30,23711.6M $1.88 %
16Microchip Technology Inc 123,59011.5M $1.87 %
17Gentex Corp 466,64910.8M $1.75 %
18Align Technology Inc 60,83210.7M $1.74 %
19InterDigital Inc 33,67510M $1.62 %
20Zeta Global Holdings Corp 490,5499M $1.47 %
21SharkNinja Inc 75,6268.7M $1.42 %
22Dolby Laboratories Inc 135,7008.7M $1.41 %
23Autodesk Inc 29,1886.9M $1.12 %
24IPG Photonics Corp 52,5876.3M $1.02 %
25Take-Two Interactive Software Inc 26,3765.6M $0.92 %
26Gartner Inc 36,4855.4M $0.88 %
27Floor & Decor Holdings Inc 111,2735.4M $0.88 %
28Core Laboratories Inc 363,1115.3M $0.86 %
29Celsius Holdings Inc 156,4025.3M $0.85 %
30Simpson Manufacturing Co Inc 26,3925M $0.82 %
31Intuitive Surgical Inc 10,7174.9M $0.80 %
32Stitch Fix Inc 1,140,7224.2M $0.67 %
33SPS Commerce Inc 66,1233.7M $0.60 %
34LGI Homes Inc 59,9212.9M $0.48 %
35Dynatrace Inc 65,7462.4M $0.39 %
36Trex Co Inc 60,5962.4M $0.39 %
37Graco Inc 28,5912.3M $0.37 %
38DoubleVerify Holdings Inc 205,2842.3M $0.37 %
39Intuit Inc 5,5582.2M $0.35 %
40Gitlab Inc 80,7151.8M $0.29 %
41Paychex Inc 14,8441.4M $0.22 %
42Monday.com Ltd 15,126996.3K $0.16 %
43Progyny Inc 50,536939K $0.15 %

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The bonds it holds

58 companies, 59 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1WEC Energy Group Inc11.7M $0.28 %
2Agilent Technologies Inc11.7M $0.28 %
3Phillips 6611.7M $0.28 %
4Black Hills Corp11.7M $0.28 %
5US Bancorp11.7M $0.28 %
6Xcel Energy Inc11.7M $0.28 %
7FedEx Corp11.7M $0.28 %
8MPLX LP11.7M $0.28 %
9Union Pacific Corp11.7M $0.28 %
10NiSource Inc11.7M $0.28 %
11CVS Health Corp11.7M $0.27 %
12Republic Services Inc11.7M $0.27 %
13Public Service Enterprise Group Inc11.7M $0.27 %
14GATX Corp11.7M $0.27 %
15Williams Cos Inc/The11.6M $0.27 %
16Costco Wholesale Corp11.6M $0.27 %
17Bank of America Corp11.6M $0.27 %
18Canadian Natural Resources Ltd11.6M $0.27 %
19Enbridge Inc11.6M $0.27 %
20Keurig Dr Pepper Inc11.6M $0.27 %
21AT&T Inc11.6M $0.27 %
22Hubbell Inc11.6M $0.27 %
23Quest Diagnostics Inc11.6M $0.26 %
24Energy Transfer LP11.6M $0.26 %
25Emerson Electric Co.11.6M $0.26 %
26Citigroup Inc11.6M $0.26 %
27United Parcel Service Inc11.6M $0.26 %
28Lowe's Cos Inc11.6M $0.26 %
29Northern Trust Corp11.6M $0.26 %
30Ameren Corp21.6M $0.26 %
31RTX Corp11.6M $0.25 %
32Valero Energy Corp11.6M $0.25 %
33Starbucks Corp11.6M $0.25 %
34L3Harris Technologies Inc11.5M $0.25 %
35Waste Management Inc11.5M $0.25 %
36Amazon.com Inc11.5M $0.25 %
37Devon Energy Corp11.5M $0.24 %
38Dominion Energy Inc11.5M $0.24 %
39Royal Bank of Canada11.5M $0.24 %
40GE HealthCare Technologies Inc11.5M $0.24 %
41Southern Co/The11.5M $0.24 %
42Capital One Financial Corp11.5M $0.24 %
43CMS Energy Corp11.4M $0.22 %
44JPMorgan Chase & Co11.3M $0.22 %
45Verizon Communications Inc11.3M $0.22 %
46Toronto-Dominion Bank/The11.3M $0.22 %
47Hormel Foods Corp11.3M $0.22 %
48Southwest Airlines Co11.3M $0.21 %
49Clorox Co/The11.3M $0.21 %
50Principal Financial Group Inc11.3M $0.21 %
51CenterPoint Energy Inc11.3M $0.21 %
52American Express Co11.2M $0.20 %
53ONEOK Inc11.2M $0.19 %
54Bristol-Myers Squibb Co11M $0.16 %
55Fluor Corp1806.7K $0.13 %
56DuPont de Nemours Inc114.1K $0.00 %
57Ford Motor Co19K $0.00 %
58Blackrock Inc18.9K $0.00 %

Sector breakdown

  • Technology 17.3 %
  • Energy 8.1 %
  • Materials 6.1 %
  • Industrials 3.0 %
  • Communication 1.3 %
  • Health care 1.1 %
  • Unattributed 63.1 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.8 %
  • Cayman Islands 2.0 %
  • Israel 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States41429.4M $97.78 %
2Cayman Islands18.7M $1.99 %
3Israel1996.3K $0.23 %
Cite this page

Titelia. "Holdings of The Disciplined Growth Investors Fund". https://titelia.com/en/funds/S000093392