Titelia

Holdings of UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO

280 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 61.4 % of the equity sleeve

Sector breakdown

  • Technology 18.4 %
  • Communication 7.2 %
  • Consumer discretionary 6.2 %
  • Financials 6.0 %
  • Industrials 4.0 %
  • Health care 3.6 %
  • Energy 2.6 %
  • Consumer staples 2.3 %
  • Utilities 1.9 %
  • Materials 1.3 %
  • Funds 0.8 %
  • Real estate 0.5 %
  • Unattributed 45.2 %

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 99.4 %
  • TW 0.5 %
  • KY 0.1 %
  • NL 0.0 %
  • IE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US276655.4M $99.36 %
2TW13.5M $0.53 %
3KY1646.6K $0.10 %
4NL129.1K $0.00 %
5IE128.4K $0.00 %

Positions

RankCompanySharesValueWeight
201Northrop Grumman Corp 4530.7K $
202Hasbro Inc 32530.4K $
203Expand Energy Corp 27229.9K $
204Darden Restaurants Inc 15229.8K $
205Global X Funds 38829.6K $
206Cigna Group/The 11129.6K $
207Cboe Global Markets Inc 10429.2K $
208ASML Holding NV 2229.1K $
209L3Harris Technologies Inc 8429K $
210United Natural Foods Inc 64028.8K $
211Sony Group Corp 1,37528.5K $
212Ryanair Holdings PLC 49128.4K $
213United Parcel Service Inc 28427.9K $
214Tempus AI Inc 61627.9K $
215Kroger Co/The 37827.4K $
216Union Pacific Corp 11126.9K $
217McKesson Corp 3126.8K $
218Citizens Financial Group Inc 44526.7K $
219Cardinal Health, Inc. 12626.6K $
220Rambus Inc 30826.5K $
221Northern Oil & Gas Inc 90026.3K $
222Diamondback Energy Inc 13326.3K $
223Dover Corp 12526.1K $
224EOG Resources Inc 17925.9K $
225Astera Labs Inc 23525.8K $
226National Fuel Gas Co 26224.6K $
227MongoDB Inc 9924.2K $
228Green Brick Partners Inc 36023.2K $
229PulteGroup Inc 19322.7K $
230Monster Beverage Corp 31022.5K $
231Interparfums Inc 24522.3K $
232Gilead Sciences Inc 15521.6K $
233Campbell's Company/The 95821.3K $
234Solaris Energy Infrastructure Inc 37121K $
235Sanmina Corp 15620.2K $
236Omnicom Group Inc 26319.8K $
237Dollar General Corp 16519.6K $
238La-Z-Boy Inc 60519.4K $
239Harrow Inc 53318.8K $
240Bloom Energy Corp 12617.1K $
241Welltower Inc 8516.8K $
242Comfort Systems USA Inc 1216.5K $
243Mister Car Wash Inc 2,34516.3K $
244Cheniere Energy Inc 5615.9K $
245Gulfport Energy Corp 7415.7K $
246Cal-Maine Foods Inc 19515.4K $
247CME Group Inc 5215.4K $
248Circle Internet Group Inc 16015.3K $
249S&P Global Inc 3514.9K $
250Mondelez International Inc 25814.9K $
251Newmont Corp 13414.5K $
252Materion Corp 10014.5K $
253Sysco Corp 19914.2K $
254ConocoPhillips 10714.1K $
255Corebridge Financial Inc 55013.1K $
256Lululemon Athletica Inc 8112.4K $
257Driven Brands Holdings Inc 95612.1K $
258Centrus Energy Corp 6912K $
259NRG Energy Inc 8011.7K $
260Realty Income Corp 18911.6K $
261Nasdaq Inc 13511.5K $
262Blue Bird Corp 1739.8K $
263Halliburton Co 2369.2K $
264Chevron Corp 438.9K $
265ACM Research Inc 2248.8K $
266Kimberly-Clark Corp 878.4K $
267Vertiv Holdings Co 307.5K $
268Blackstone Inc 576.6K $
269Portland General Electric Co 1186.2K $
270iShares Trust 204.2K $
271Occidental Petroleum Corp 523.4K $
272Comcast Corp 1043K $
273Warner Bros Discovery Inc 722K $
274Electronic Arts Inc 71.4K $
275TKO Group Holdings Inc 61.2K $
276Live Nation Entertainment Inc 71.1K $
277Devon Energy Corp 201K $
278Charter Communications, Inc. 4864 $
279Fox Corp 13690 $
280elf Beauty Inc 10606 $