Titelia

Holdings of STRATEGY ASSET MANAGERS LLC

239 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32.2 % of the equity sleeve

Sector breakdown

  • Technology 21.9 %
  • Industrials 11.4 %
  • Financials 9.5 %
  • Health care 9.2 %
  • Communication 6.6 %
  • Consumer staples 5.5 %
  • Consumer discretionary 4.6 %
  • Utilities 4.4 %
  • Funds 3.0 %
  • Materials 2.6 %
  • Energy 2.5 %
  • Real estate 0.4 %
  • Unattributed 18.4 %

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 97.8 %
  • AU 1.5 %
  • GB 0.7 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US236565.9M $97.77 %
2AU18.6M $1.48 %
3GB14M $0.70 %
4TW1303.5K $0.05 %

Positions

RankCompanySharesValueWeight
201Medpace Holdings Inc 619297.2K $
202Danaher Corp 1,561296K $
203Brown & Brown Inc 4,450290.2K $
204UnitedHealth Group Inc 1,070289.4K $
205Broadridge Financial Solutions Inc 1,777288.8K $
206NIKE Inc 5,345282.3K $
207Motorola Solutions Inc 650282.1K $
208iShares J.P. Morgan USD Emerging Markets Bond ETF 2,990280.9K $
209Tenet Healthcare Corp 1,483279.9K $
210iShares Core S&P Mid-Cap ETF 4,045273.1K $
211iShares MSCI Emerging Markets ETF 4,802272.7K $
212iShares TIPS Bond ETF 2,447270.1K $
213Ensign Group Inc/The 1,308263.6K $
214Snap-on Inc 723262.6K $
215iShares Trust 2,575257.4K $
216Becton Dickinson & Co 1,633256.8K $
217PPG Industries Inc 2,394255.8K $
218Intuit Inc 581251.1K $
219BlackRock ETF Trust 6,924250.8K $
220Roper Technologies Inc 707250.2K $
221DT Midstream Inc 1,824245.6K $
222Hope Bancorp Inc 21,797243.5K $
223iShares Silver Trust 3,550241.9K $
224CNX Resources Corp 6,170237.9K $
225FactSet Research Systems Inc 1,093237.2K $
226iShares Trust 2,720235.8K $
227QuantumScape Corp 36,310231.7K $
228McCormick & Co Inc/MD 4,512227.6K $
229Somnigroup International Inc 3,062226.3K $
230ProShares Trust 2,100222.6K $
231State Street Health Care Select Sector SPDR ETF 1,507220.9K $
232Invesco S&P 500 High Dividend Low Volatility ETF 4,340215.3K $
233Verizon Communications Inc 4,243213K $
234SPDR Series Trust 2,321212.7K $
235First Trust Exchange-Traded AlphaDEX Fund 1,608206.2K $
236Bristol-Myers Squibb Co 3,391205.7K $
237iShares Trust 2,307205.3K $
238Curtiss-Wright Corp 299203.7K $
239VanEck Pharmaceutical ETF 1,941201.6K $
Cite this page

Titelia. "Holdings of STRATEGY ASSET MANAGERS LLC". https://titelia.com/en/funds/US13F1166716