Titelia

Holdings of Employees Retirement System of Texas

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

Net assets
-
Positions
432 in 14 countries
Top ten
37.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 3,537,789617K $
2Apple Inc 2,044,472518.9K $
3Microsoft Corp 1,375,556509.2K $
4Amazon.com Inc 1,852,307385.8K $
5Ishares Gold Trust 3,293,500290.4K $
6Broadcom Inc 846,858262.1K $
7Alphabet Inc 879,180252.2K $
8Exxon Mobil Corp 1,173,657199.1K $
9Meta Platforms Inc 318,392182.2K $
10Vanguard FTSE Europe ETF 1,997,090164.6K $
11Eli Lilly & Co 172,900159K $
12JPMorgan Chase & Co 513,400151K $
13Alphabet Inc 486,408139.9K $
14Visa Inc 441,840133.5K $
15Walmart Inc 1,066,400132.5K $
16Tesla Inc 351,756130.8K $
17Mastercard Inc 260,521130.2K $
18Newmont Corp 1,115,975120.8K $
19Home Depot Inc/The 357,675117.6K $
20Costco Wholesale Corp 116,761116.3K $
21Vanguard FTSE Developed Markets ETF 1,798,331115.2K $
22Parker-Hannifin Corp 126,436113.2K $
23Bank of America Corp 2,303,387112.3K $
24Freeport-McMoRan Inc 1,851,433108.8K $
25Netflix Inc 1,097,470105.5K $
26Charles Schwab Corp/The 1,076,867101.2K $
27Palo Alto Networks Inc 628,126100.7K $
28AbbVie Inc 455,80099.1K $
29Coca-Cola Co/The 1,300,00098.9K $
30Motorola Solutions Inc 218,84795K $
31SPDR Series Trust 688,27287.9K $
32Cadence Design Systems Inc 314,71787.5K $
33Intuitive Surgical Inc 175,13280.7K $
34Thermo Fisher Scientific Inc 163,73380.5K $
35TJX Cos Inc/The 494,97179K $
36Arista Networks Inc 635,19178K $
37Fifth Third Bancorp 1,627,20075.6K $
38Advanced Micro Devices Inc 371,17575.5K $
39Entergy Corp 671,17575.4K $
40Morgan Stanley 457,90075.4K $
41Fastenal Co 1,619,61775.2K $
42Danaher Corp 395,13874.9K $
43T-Mobile US Inc 356,24674.8K $
44Equinix Inc 74,53973.1K $
45AMETEK Inc 340,38873K $
46Ally Financial Inc 1,855,64672.8K $
47WEC Energy Group Inc 625,93372.5K $
48Intercontinental Exchange Inc 458,40372.1K $
49Old Dominion Freight Line Inc 366,68671.7K $
50Ventas Inc 832,03868K $
51Energy Transfer LP 3,349,80864.7K $
52Stryker Corp 195,90264.4K $
53Hartford Insurance Group Inc/The 470,50763.6K $
54ServiceNow Inc 589,13161.6K $
55Waste Management Inc 253,61858.3K $
56Prologis Inc 438,56758K $
57Cheniere Energy Inc 197,26656K $
58American Express Co 183,80855.6K $
59VanEck Pharmaceutical ETF 531,60055.2K $
60iShares MSCI Japan ETF 592,40050K $
61Vertiv Holdings Co 198,13849.6K $
62Monster Beverage Corp 679,04949.2K $
63TransDigm Group Inc 38,58744.7K $
64Caterpillar Inc 61,44843.5K $
65State Street SPDR S&P Retail E 526,60042.4K $
66Boston Scientific Corp 671,69542.1K $
67Western Digital Corp 155,54842.1K $
68Watsco Inc 107,20139K $
69NiSource Inc 832,92938.9K $
70Public Storage 138,65837.6K $
71Arthur J Gallagher & Co 165,20035.8K $
72Boeing Co/The 179,60135.7K $
73Select Sector Spdr Trust 219,86535.6K $
74Dexcom Inc 547,89334.4K $
75Amphenol Corp 223,95428.3K $
76Toast Inc 1,057,80828K $
77Adobe Inc 89,67521.8K $
78ASML Holding NV 14,53919.2K $
79Lam Research Corp 75,56016.1K $
80Walt Disney Co/The 150,62314.5K $
81Sandisk Corp/DE 20,29112.9K $
82Las Vegas Sands Corp 238,09712.8K $
83Taiwan Semiconductor Manufacturing Co Ltd 35,25011.9K $
84Chevron Corp 53,61811.1K $
85Ishares Inc 137,00010.8K $
86Bristol-Myers Squibb Co 167,64510.2K $
87Fortinet Inc 123,46710.1K $
88Salesforce Inc 53,57010K $
89Booking Holdings Inc 2,2619.5K $
90ResMed Inc 38,1198.6K $
91Edwards Lifesciences Corp 106,2148.5K $
92O'Reilly Automotive Inc 88,0058.1K $
93Philip Morris International Inc. 44,6247.4K $
94Rio Tinto PLC 78,2627.3K $
95Ferguson Enterprises Inc 30,6007.1K $
96Intuit Inc 16,2887K $
97KLA Corp 4,6966.9K $
98Micron Technology Inc 20,4046.9K $
99Cloudflare Inc 33,1746.8K $
100McDonald's Corp. 21,8946.8K $

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Sector breakdown

  • Technology 29.8 %
  • Financials 11.4 %
  • Communication 8.6 %
  • Consumer discretionary 8.4 %
  • Health care 7.8 %
  • Industrials 5.7 %
  • Consumer staples 4.6 %
  • Energy 3.0 %
  • Materials 2.7 %
  • Real estate 2.3 %
  • Utilities 2.1 %
  • Unattributed 13.6 %

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

  • United States 99.3 %
  • Netherlands 0.2 %
  • Taiwan 0.1 %
  • Finland 0.1 %
  • Brazil 0.1 %
  • Mexico 0.1 %
  • South Africa 0.0 %
  • India 0.0 %
  • Cayman Islands 0.0 %
  • Italy 0.0 %
  • Indonesia 0.0 %
  • Luxembourg 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States4119M $99.35 %
2Netherlands219.4K $0.21 %
3Taiwan111.9K $0.13 %
4Finland16.7K $0.07 %
5Brazil35.9K $0.07 %
6Mexico35K $0.05 %
7South Africa23K $0.03 %
8India12.2K $0.02 %
9Cayman Islands21.9K $0.02 %
10Italy11.8K $0.02 %
11Indonesia1590 $0.01 %
12Luxembourg1381 $0.00 %
Cite this page

Titelia. "Holdings of Employees Retirement System of Texas". https://titelia.com/en/funds/US13F1398739