Titelia

Holdings of TODD ASSET MANAGEMENT LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
154 in 14 countries
Top ten
18.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101KT Corp 262,1475.6M $
102Vodafone Group PLC 372,9145.6M $
103Aegon Ltd 648,5754.7M $
104Gold Fields Ltd 100,8904.6M $
105Banco Bilbao Vizcaya Argentaria SA 207,9044.5M $
106Microsoft Corp 11,9834.4M $
107Apple Inc 17,2264.4M $
108Autoliv Inc 39,2564.1M $
109NVIDIA Corp 20,0103.5M $
110Chevron Corp 15,2693.2M $
111Exxon Mobil Corp 16,6252.8M $
112PulteGroup Inc 23,4382.8M $
113Philip Morris International Inc. 14,0222.3M $
114Texas Roadhouse Inc 14,0222.3M $
115NVR Inc 3262.1M $
116ON Semiconductor Corp 31,6602M $
117Phillips 66 9,8111.8M $
118Home Depot Inc/The 5,2711.7M $
119iShares National Muni Bond ETF 15,6481.7M $
120Lincoln National Corp 39,5481.4M $
121ConocoPhillips 10,2441.4M $
122McDonald's Corp. 4,3081.3M $
123Omega Healthcare Investors Inc 29,6251.3M $
124J M Smucker Co/The 12,4611.2M $
125Union Pacific Corp 4,9051.2M $
1263M Co 7,0751M $
127Elevance Health Inc 3,182931.5K $
128Truist Financial Corp 19,459894.5K $
129IQVIA Holdings Inc 5,208888.2K $
130Huntington Bancshares Inc/OH 54,071846.2K $
131Johnson & Johnson 3,288803.7K $
132Pfizer Inc 27,801780.7K $
133Ross Stores Inc 3,544767.7K $
134RTX Corp 3,785730.1K $
135UnitedHealth Group Inc 2,641714.6K $
136Illinois Tool Works Inc 2,700702.8K $
137Equinor ASA 15,944672.8K $
138Koninklijke Philips NV 22,027603.5K $
139Blackrock Inc 528507.8K $
140State Street SPDR S&P 500 ETF Trust 700455.2K $
141Prudential Financial, Inc. 4,416431.4K $
142National Grid PLC 5,042426.6K $
143Vanguard Short-term Bond Etf 5,192407.1K $
144Procter & Gamble Co/The 2,754397.8K $
145Conagra Brands Inc 24,755389.1K $
146Bristol-Myers Squibb Co 6,350385.1K $
147Emerson Electric Co. 2,918382.3K $
148General Mills, Inc. 7,836291.7K $
149Stock Yards Bancorp Inc 3,518233.2K $
150SPDR Index Shares Funds 6,285230K $
151iShares TIPS Bond ETF 2,060227.3K $
152Merck & Co Inc 1,880226.1K $
153Eaton Vance Municipal Bond Fund 23,000224.7K $
154Carrier Global Corp 3,785213.1K $

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Sector breakdown

  • Financials 21.5 %
  • Technology 13.0 %
  • Health care 11.1 %
  • Energy 5.6 %
  • Consumer discretionary 5.5 %
  • Consumer staples 4.7 %
  • Industrials 4.7 %
  • Materials 4.4 %
  • Communication 3.4 %
  • Utilities 2.0 %
  • Real estate 0.4 %
  • Funds 0.1 %
  • Unattributed 23.7 %

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

Currency breakdown

  • USD 100.0 %

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

Country breakdown

  • United States 74.1 %
  • United Kingdom 7.3 %
  • Brazil 4.3 %
  • Israel 2.6 %
  • Cayman Islands 1.9 %
  • Spain 1.8 %
  • Netherlands 1.6 %
  • Taiwan 1.6 %
  • South Korea 1.6 %
  • Japan 1.3 %
  • China 1.0 %
  • France 0.7 %
  • Other countries 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1263.3B $74.14 %
2United Kingdom8320M $7.26 %
3Brazil3190.9M $4.33 %
4Israel1113.6M $2.58 %
5Cayman Islands385.7M $1.95 %
6Spain278.4M $1.78 %
7Netherlands272.4M $1.64 %
8Taiwan169.5M $1.58 %
9South Korea368.3M $1.55 %
10Japan155.2M $1.25 %
11China143.1M $0.98 %
12France132.9M $0.75 %
Cite this page

Titelia. "Holdings of TODD ASSET MANAGEMENT LLC". https://titelia.com/en/funds/US13F1071483