Titelia

Holdings of Nationwide Large Cap Equity Portfolio

Nationwide Mutual Funds ·270 declared positions · as of Apr 30, 2026

Original filing · Net assets 2B $ · Ten largest lines: 32 % of the equity sleeve

Sector breakdown

  • Technology 24.2 %
  • Communication 10.2 %
  • Consumer discretionary 7.0 %
  • Industrials 6.6 %
  • Financials 6.4 %
  • Energy 5.7 %
  • Health care 4.8 %
  • Utilities 3.2 %
  • Materials 3.2 %
  • Real estate 3.1 %
  • Consumer staples 0.2 %
  • Unattributed 25.4 %

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

  • US 96.9 %
  • GB 1.4 %
  • BM 0.5 %
  • LU 0.4 %
  • KY 0.3 %
  • JE 0.3 %
  • IE 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2601.8B $96.95 %
2GB326.4M $1.39 %
3BM18.9M $0.47 %
4LU18.2M $0.43 %
5KY15.2M $0.27 %
6JE24.9M $0.26 %
7IE24.5M $0.24 %

Positions

RankCompanySharesValueWeight
201Janus Henderson Group PLC 39,1102M $0.10 %
202Generac Holdings Inc 7,7302M $0.10 %
203EQT Corp 32,3301.9M $0.10 %
204Robert Half Inc 72,2401.9M $0.10 %
205nVent Electric PLC 13,4101.9M $0.10 %
206Invesco Ltd 72,4801.9M $0.10 %
207Omnicom Group Inc 24,6901.9M $0.10 %
208Leonardo DRS Inc 44,9301.8M $0.09 %
209CRH PLC 15,4101.8M $0.09 %
210Duolingo Inc 16,4901.8M $0.09 %
211Royal Caribbean Cruises Ltd 6,7201.8M $0.09 %
212Ross Stores Inc 7,7101.8M $0.09 %
213Robinhood Markets Inc 23,9601.7M $0.09 %
214Sandisk Corp/DE 1,5401.7M $0.09 %
215OneMain Holdings Inc 28,5901.7M $0.09 %
216GXO Logistics Inc 28,9301.7M $0.08 %
217UiPath Inc 158,5101.6M $0.08 %
218CVS Health Corp 19,2401.6M $0.08 %
219Teledyne Technologies Inc 2,4801.6M $0.08 %
220Axon Enterprise Inc 3,9601.6M $0.08 %
221H&R Block Inc 48,2301.5M $0.08 %
222Affiliated Managers Group Inc 5,0801.5M $0.08 %
223Western Digital Corp 3,3701.5M $0.08 %
224Carvana Co 3,6901.5M $0.07 %
225First Horizon Corp 58,3001.5M $0.07 %
226TPG Inc 32,3901.4M $0.07 %
227Zscaler Inc 10,7601.4M $0.07 %
228Amkor Technology Inc 19,9501.4M $0.07 %
229Invitation Homes Inc 48,2401.4M $0.07 %
230HubSpot Inc 6,2301.4M $0.07 %
231Fidelity National Information Services Inc 29,4901.4M $0.07 %
232Mastercard Inc 2,7001.4M $0.07 %
233SLM Corp 58,6601.4M $0.07 %
234Travel + Leisure Co 20,8001.3M $0.07 %
235Oshkosh Corp 8,5401.3M $0.07 %
236AvalonBay Communities, Inc. 7,2301.3M $0.07 %
237Zebra Technologies Corp 5,7701.3M $0.07 %
238Citizens Financial Group Inc 19,7801.3M $0.07 %
239Ollie's Bargain Outlet Holdings Inc 14,7401.3M $0.07 %
240RBC Bearings Inc 2,0901.3M $0.06 %
241Comfort Systems USA Inc 6801.3M $0.06 %
242Humana Inc 5,2401.2M $0.06 %
243TransDigm Group Inc 1,0401.2M $0.06 %
244CDW Corp/DE 8,6401.2M $0.06 %
245Guidewire Software Inc 8,4801.2M $0.06 %
246Huntington Ingalls Industries, Inc. 3,1501.1M $0.06 %
247Trade Desk Inc/The 48,3301.1M $0.06 %
248DaVita Inc 7,3361.1M $0.06 %
249Equity Residential 17,3401.1M $0.06 %
250Insulet Corp 6,5301.1M $0.06 %
251Weatherford International PLC 10,0701.1M $0.06 %
252Global Payments Inc 15,3721.1M $0.06 %
253Paycom Software Inc 8,4601.1M $0.05 %
254Boston Beer Co Inc/The 4,3861M $0.05 %
255Dutch Bros Inc 17,170987.4K $0.05 %
256Rubrik Inc 18,240970K $0.05 %
257Grand Canyon Education Inc 5,720967.1K $0.05 %
258ROBLOX Corp 17,280954.9K $0.05 %
259Sotera Health Co 60,700944.5K $0.05 %
260Thor Industries Inc 11,900940.6K $0.05 %
261M&T Bank Corp 4,250929.2K $0.05 %
262Sensata Technologies Holding PLC 22,260926.9K $0.05 %
263Armstrong World Industries Inc 5,390918.4K $0.05 %
264MSC Industrial Direct Co Inc 8,890909.2K $0.05 %
265Vornado Realty Trust 30,150901.2K $0.05 %
266Teradata Corp 33,250876.1K $0.04 %
267Fidelity National Financial Inc 16,720874.5K $0.04 %
268Veeva Systems Inc 5,570868.8K $0.04 %
269Tenet Healthcare Corp 3,301584.7K $0.03 %
270Nexstar Media Group Inc 2,178453.3K $0.02 %