Titelia

Holdings of Manchester Capital Management LLC

1151 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.4 % of the equity sleeve

Sector breakdown

  • Technology 18.9 %
  • Industrials 7.6 %
  • Consumer discretionary 6.9 %
  • Financials 6.7 %
  • Health care 5.8 %
  • Funds 5.6 %
  • Communication 5.3 %
  • Consumer staples 2.3 %
  • Energy 0.8 %
  • Utilities 0.8 %
  • Materials 0.5 %
  • Real estate 0.2 %
  • Unattributed 38.6 %

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 99.5 %
  • NL 0.1 %
  • GB 0.1 %
  • JP 0.1 %
  • DK 0.1 %
  • AU 0.0 %
  • ES 0.0 %
  • TW 0.0 %
  • FR 0.0 %
  • IT 0.0 %
  • FI 0.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,109655.6M $99.51 %
2NL4886.7K $0.13 %
3GB14588.2K $0.09 %
4JP6565K $0.09 %
5DK2435.7K $0.07 %
6AU2216.4K $0.03 %
7ES3204.8K $0.03 %
8TW1136.5K $0.02 %
9FR299.7K $0.02 %
10IT168.3K $0.01 %
11FI121.3K $0.00 %
12BR112.7K $0.00 %

Positions

RankCompanySharesValueWeight
601Block Inc 30818.5K $
602Owens Corning 16918.3K $
603Evercore Inc 6118.2K $
604Ares Capital Corp 1,00018K $
605Evergy Inc 21817.9K $
606Cheniere Energy Inc 6217.6K $
607Keurig Dr Pepper Inc 66617.5K $
608Broadridge Financial Solutions Inc 10717.4K $
609Ulta Beauty Inc 3317.3K $
610Insulet Corp 8117K $
611Trinity Industries Inc 52516.9K $
612Southwest Gas Holdings Inc 19416.9K $
613OneMain Holdings Inc 31516.9K $
614Ingersoll Rand Inc 21016.8K $
615Artesian Resources Corp 52616.8K $
616Mosaic Co/The 65316.7K $
617Banco Santander SA 1,47516.6K $
618Atmos Energy Corp 9016.6K $
619Trade Desk Inc/The 73016.6K $
620Loews Corp 15416.4K $
621Globe Life Inc 11816.4K $
622Nomura Holdings Inc 2,07816.4K $
623Eaton Vance Risk Managed Diversified Equity Income Fund 2,00016.3K $
624Cloudflare Inc 7916.3K $
625United Airlines Holdings Inc 17616.2K $
626United Natural Foods Inc 35516K $
627Main Street Capital Corp. 30015.9K $
628Granite Construction Inc 12915.5K $
629SPDR Series Trust 16615.2K $
630Vanguard Scottsdale Funds 25315.1K $
631Schwab US Broad Market ETF 60015.1K $
632Okta Inc 19115K $
633Vanguard Extended Market ETF 7315K $
634Lennox International Inc 3214.9K $
635EQT Corp 23314.8K $
636iShares Core S&P Mid-Cap ETF 21714.7K $
637GE HealthCare Technologies Inc 20214.4K $
638Tapestry Inc 10014.1K $
639Lumentum Holdings Inc 2014.1K $
640MSCI Inc 2614K $
641PG&E Corp 75713.3K $
642BXP Inc 25613.3K $
643TXNM Energy Inc 22513.2K $
644Revvity Inc 14813K $
645ON Semiconductor Corp 20912.9K $
646Veeva Systems Inc 7312.8K $
647M&T Bank Corp 6212.8K $
648Southwest Airlines Co 33812.7K $
649TIM SA/Brazil 47912.7K $
650Voya Financial Inc 18512.6K $
651Assurant Inc 5812.6K $
652Kenvue Inc 71912.4K $
653GATX Corp 7212.3K $
654Monolithic Power Systems Inc 1112K $
655STMicroelectronics NV 34511.9K $
656Tractor Supply Co 26311.9K $
657Taylor Morrison Home Corp 20411.9K $
658ROBLOX Corp 21011.9K $
659Align Technology Inc 6911.8K $
660Paychex Inc 12811.8K $
661Royal Gold Inc 4511.5K $
662Raymond James Financial Inc 7811.3K $
663American Financial Group Inc/OH 8711.1K $
664Ameren Corp 10111.1K $
665Qnity Electronics Inc 9611.1K $
666UDR Inc 31710.7K $
667Centene Corp 32210.5K $
668National Fuel Gas Co 11110.4K $
669Cabot Corp 13810.4K $
670Cousins Properties Inc 46010.4K $
671Nuveen Municipal High Income O 1,00010.4K $
672MillerKnoll Inc 71510.3K $
673Graco Inc 12110.2K $
674Gartner Inc 6410.1K $
675Radian Group Inc 30510.1K $
676Tyler Technologies Inc 299.9K $
677Rentokil Initial PLC 3159.9K $
678iShares MSCI EAFE ETF 1029.9K $
679Coupang Inc 5189.8K $
680Fox Corp 1849.8K $
681Hanover Insurance Group Inc/The 559.5K $
682Henry Schein Inc 1299.5K $
683Atlassian Corp 1379.4K $
684FNB Corp/PA 5579.3K $
685Kraft Heinz Co/The 4149.3K $
686Dexcom Inc 1489.3K $
687Trimble Inc 1419.2K $
688Federal Signal Corp 859.2K $
689DuPont de Nemours Inc 2009.2K $
690GameStop Corp 3969.1K $
691Genmab A/S 3369K $
692Ingredion Inc 809K $
693Zscaler Inc 649K $
694PIMCO ETF TR 938.9K $
695Aegon Ltd 1,2048.7K $
696Domino's Pizza Inc 248.6K $
697Natural Grocers by Vitamin Cottage Inc 3298.5K $
698Axon Enterprise Inc 208.5K $
699Burlington Stores Inc 268.5K $
700Bio-Techne Corp 1618.4K $