Titelia

Holdings of Abacus FCF Advisors LLC

50 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.2 % of the equity sleeve

Sector breakdown

  • Technology 30.7 %
  • Health care 13.3 %
  • Industrials 10.7 %
  • Consumer staples 8.1 %
  • Consumer discretionary 6.3 %
  • Financials 3.4 %
  • Materials 2.6 %
  • Unattributed 24.8 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US50424.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Apple Inc 87,06322.1M $
2NVIDIA Corp 124,79221.8M $
3Vertiv Holdings Co 60,41515.1M $
4Bristol-Myers Squibb Co 224,00013.6M $
5Argan Inc 24,77313.5M $
6Lam Research Corp 60,99013M $
7KLA Corp 8,82813M $
8AbbVie Inc 59,26812.9M $
9Tapestry Inc 91,20612.9M $
10Gilead Sciences Inc 82,57411.5M $
11Colgate-Palmolive Co 132,90511.3M $
12Altria Group, Inc. 171,44511.3M $
13Antero Midstream Corp 466,74010.6M $
14Nextpower Inc 84,28110.2M $
15Lockheed Martin Corp 16,54310M $
16McKesson Corp 10,9889.5M $
17Broadcom Inc 30,3619.4M $
18Arista Networks Inc 75,7629.3M $
19Motorola Solutions Inc 20,2758.8M $
20Mastercard Inc 17,1878.6M $
21GE Vernova Inc 9,8058.6M $
22MYR Group Inc 27,5177.8M $
23Archer-Daniels-Midland Co 102,2627.4M $
24Booking Holdings Inc 1,7637.4M $
25AppLovin Corp 18,5427.4M $
26Autodesk Inc 29,2767M $
27VeriSign Inc 27,5526.8M $
28Broadridge Financial Solutions Inc 39,2496.4M $
29New York Times Co/The 75,7546.3M $
30EMCOR Group Inc 8,5746.3M $
31Expedia Group Inc 27,2506.3M $
32QUALCOMM Inc 48,8496.3M $
33Rollins Inc 116,2606.2M $
34NetApp Inc 60,5396.2M $
35Visa Inc 19,8346M $
36Medpace Holdings Inc 12,3335.9M $
37CF Industries Holdings Inc 45,5205.9M $
38Hasbro Inc 61,4975.8M $
39AZZ Inc 45,9905.8M $
40Tutor Perini Corp 73,0575.6M $
41Sterling Infrastructure Inc 13,3645.4M $
42Southern Copper Corp 30,7645.3M $
43Newmont Corp 47,2595.1M $
44Amgen Inc 13,8214.9M $
45Cheniere Energy Partners LP 75,0024.8M $
46Powell Industries Inc 8,5434.6M $
47Philip Morris International Inc. 26,6444.4M $
48Cardinal Health, Inc. 20,3704.3M $
49Hess Midstream LP 79,7953.1M $
50Chemed Corp 8,1113.1M $