Titelia

Holdings of D'Orazio & Associates, Inc.

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Net assets
-
Positions
263 in 14 countries
Top ten
61.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Ubiquiti Inc 330260.4K $
202Progressive Corp/The 1,304258.5K $
203Petroleo Brasileiro SA - Petrobras 12,444258.2K $
204Bel Fuse Inc 1,296256.6K $
205Marsh & McLennan Cos Inc 1,476256K $
206Vipshop Holdings Ltd 16,259255.6K $
207ConocoPhillips 1,915252.8K $
208BP PLC 5,345251.2K $
209American Electric Power Co Inc 1,912250.6K $
210Dimensional U S Targeted Value ETF 3,983248.7K $
211Nexstar Media Group Inc 1,368247.4K $
212Deere & Co 439247.3K $
213Charles Schwab Corp/The 2,629247.1K $
214Bank of America Corp 5,037245.6K $
215Coca-Cola Femsa SAB de CV 2,508244.7K $
216AutoZone Inc 72243.2K $
217ORIX Corp 8,089242.6K $
218Salesforce Inc 1,278238.6K $
219iShares Trust 2,103237.9K $
220Embraer SA 3,998237.2K $
221CH Robinson Worldwide Inc 1,418235.4K $
222Weibo Corp 26,787234.4K $
223Allstate Corp/The 1,111230.4K $
224Applied Industrial Technologies Inc 865229.5K $
225Ishares Inc 2,917229.4K $
226Republic Services Inc 1,047229.3K $
227Cencora Inc 724227.4K $
228Quad/Graphics Inc 34,369227.2K $
229Invesco S&P 500 Momentum ETF 2,011225.5K $
230FIDELITY COVINGTON TRUST 3,176223.4K $
231General Motors Co 2,995223.1K $
232Quanta Services Inc 405222.4K $
233KKR & Co Inc 2,400222K $
234WEC Energy Group Inc 1,914221.6K $
235KT Corp 10,327221.5K $
236Schwab US Dividend Equity ETF 7,142219.1K $
237SAP SE 1,276218.5K $
238Palo Alto Networks Inc 1,353216.9K $
239Monster Beverage Corp 2,968215.1K $
240Autodesk Inc 892213.5K $
241Ulta Beauty Inc 408213.3K $
242SPDR Gold MiniShares Trust 2,290212.3K $
243Graham Corp 2,672210.9K $
244iMGP DBi Managed Futures Strat 6,985210.6K $
245Cummins Inc 385207.1K $
246VanEck Semiconductor ETF 537205.9K $
247Schwab U.S. Large-Cap ETF 7,982204.7K $
248Sumitomo Mitsui Financial Group Inc 10,340204.2K $
249Tenaris SA 3,499203.6K $
250Prologis Inc 1,537203.2K $
251Fresenius Medical Care AG 8,905200.9K $
252BLACKROCK VA MUN BD TR 16,902175.1K $
253Innovage Holding Corp 18,206146K $
254Ocean Power Technologies Inc 404,677141.6K $
255Sasol Ltd 10,727139K $
256Global Net Lease Inc 13,244124K $
257FinVolution Group 25,556122.4K $
258Lloyds Banking Group PLC 21,190106.6K $
259Medallion Financial Corp. 11,27196.5K $
260EW Scripps Co/The 25,25393.9K $
261Ampco-Pittsburgh Corp 11,10374.6K $
262Turkcell Iletisim Hizmetleri AS 11,16167.3K $
263HEARTBEAM INC 48,98759.8K $

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Sector breakdown

  • Funds 9.4 %
  • Financials 6.8 %
  • Technology 6.3 %
  • Health care 3.6 %
  • Consumer discretionary 2.4 %
  • Industrials 2.3 %
  • Communication 1.9 %
  • Consumer staples 1.5 %
  • Energy 0.5 %
  • Utilities 0.3 %
  • Materials 0.2 %
  • Real estate 0.1 %
  • Unattributed 64.8 %

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 98.7 %
  • United Kingdom 0.4 %
  • Brazil 0.3 %
  • Spain 0.2 %
  • South Korea 0.1 %
  • Taiwan 0.1 %
  • Mexico 0.1 %
  • Indonesia 0.1 %
  • Japan 0.1 %
  • Germany 0.0 %
  • Luxembourg 0.0 %
  • South Africa 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States237719.8M $98.67 %
2United Kingdom63M $0.41 %
3Brazil42M $0.27 %
4Spain21.1M $0.15 %
5South Korea3798.2K $0.11 %
6Taiwan1611.4K $0.08 %
7Mexico2520.2K $0.07 %
8Indonesia1471.3K $0.06 %
9Japan2446.8K $0.06 %
10Germany1218.5K $0.03 %
11Luxembourg1203.6K $0.03 %
12South Africa1139K $0.02 %
Cite this page

Titelia. "Holdings of D'Orazio & Associates, Inc.". https://titelia.com/en/funds/US13F1646821