Titelia

Holdings of Plancorp, LLC

332 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 70.4 % of the equity sleeve

Sector breakdown

  • Technology 2.4 %
  • Funds 2.4 %
  • Industrials 2.0 %
  • Health care 1.2 %
  • Financials 1.1 %
  • Communication 0.8 %
  • Consumer discretionary 0.8 %
  • Consumer staples 0.6 %
  • Materials 0.4 %
  • Energy 0.3 %
  • Real estate 0.2 %
  • Utilities 0.1 %
  • Unattributed 87.8 %

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 99.7 %
  • ZA 0.2 %
  • GB 0.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3283.1B $99.69 %
2ZA17.8M $0.25 %
3GB21M $0.03 %
4TW1910.4K $0.03 %

Positions

RankCompanySharesValueWeight
301AppLovin Corp 563220.3K $
302Unum Group 2,857219K $
303Boston Scientific Corp 3,538218.6K $
304FS Specialty Lending Fund 17,722218.3K $
305Ford Motor Co 17,977218.1K $
306Cheniere Energy Inc 813215.9K $
307PPG Industries Inc 1,955215.7K $
308United Rentals Inc 277213.8K $
309Vanguard World Fund 1,035210K $
310Schwab High Yield Bond ETF 8,000209.2K $
311S&P Global Inc 500207.7K $
312Lincoln National Corp 6,045206.7K $
313Starbucks Corp 2,133206K $
314Principal Financial Group Inc 2,242205.8K $
315Parker-Hannifin Corp 209205.7K $
316Carrier Global Corp 3,220204K $
317Ares Capital Corp 11,135201.4K $
318iShares iBonds Dec 2029 Term C 8,665201.4K $
319iShares iBonds Dec 2030 Term C 9,190201.2K $
320iShares iBonds Dec 2031 Term C 9,594201.1K $
321CSX Corp 4,752200.7K $
322Northern Trust Corp 1,318200.6K $
323Invesco RAFI US 1500 Small-Mid ETF 4,186200.1K $
324BlackRock Enhanced Equity Dividend Trust 22,000198.7K $
325Aurora Innovation Inc 31,144129.2K $
326BLACKROCK MUNIHOLDINGS FD INC 10,000117.1K $
327BNY MELLON MUN BD INFRASTRUCTURE FD INC 10,000108.7K $
328BlackRock Corporate High Yield Fund Inc. 10,00085.8K $
329BlackRock Technology & Private Equity Term Trust 10,00072.3K $
330Ellington Credit Company 15,00069.2K $
331Genelux Corp 10,01025.4K $
332Gabelli Equity Trust Inc. 47,9002.7K $