Titelia

Holdings of Strategic Global Advisors, LLC

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Net assets
-
Positions
117 in 17 countries
Top ten
33.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Gaming and Leisure Properties Inc 20,301900.8K $
102Sanofi SA 17,868860.9K $
103EMCOR Group Inc 1,108818K $
104Telefonaktiebolaget LM Ericsson 66,235746.5K $
105Vipshop Holdings Ltd 39,985628.6K $
106Vodafone Group PLC 41,517623.6K $
107Smith & Nephew PLC 19,577622.2K $
108RELX PLC 15,640518.5K $
109Barclays PLC 20,644436.8K $
110Woori Financial Group Inc 6,412427K $
111BEONE MEDICINES LTD 1,397414.9K $
112H World Group Ltd 8,030403.8K $
113Anheuser-Busch InBev SA/NV 4,862337.3K $
114SAP SE 1,945333K $
115Infosys Ltd 16,430222K $
116Telefonica Brasil SA 11,295179.7K $
117Itau Unibanco Holding SA 10,91091.4K $

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Sector breakdown

  • Technology 29.4 %
  • Communication 13.6 %
  • Financials 11.6 %
  • Consumer discretionary 6.7 %
  • Health care 6.4 %
  • Industrials 5.3 %
  • Consumer staples 5.1 %
  • Real estate 1.6 %
  • Energy 1.5 %
  • Materials 0.9 %
  • Unattributed 18.0 %

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 92.1 %
  • Taiwan 2.0 %
  • Hong Kong SAR China 1.2 %
  • Cayman Islands 1.2 %
  • United Kingdom 1.0 %
  • Spain 0.5 %
  • Australia 0.5 %
  • Netherlands 0.5 %
  • Japan 0.4 %
  • Norway 0.3 %
  • France 0.2 %
  • South Korea 0.1 %
  • Other countries 0.3 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States93494.3M $92.10 %
2Taiwan110.7M $1.99 %
3Hong Kong SAR China16.4M $1.18 %
4Cayman Islands16.2M $1.16 %
5United Kingdom65.5M $1.02 %
6Spain22.6M $0.48 %
7Australia12.4M $0.46 %
8Netherlands12.4M $0.45 %
9Japan21.9M $0.36 %
10Norway11.4M $0.26 %
11France1860.9K $0.16 %
12South Korea1427K $0.08 %
Cite this page

Titelia. "Holdings of Strategic Global Advisors, LLC". https://titelia.com/en/funds/US13F1580212