Titelia

Holdings of Ilmarinen Mutual Pension Insurance Co

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Net assets
-
Positions
426 in 4 countries
Top ten
52.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Westinghouse Air Brake Technologies Corp 25,0006.2K $
202Sysco Corp 86,5176.2K $
203EQT Corp 96,0006.1K $
204Rockwell Automation Inc 17,0006.1K $
205Veeva Systems Inc 34,7166.1K $
206Chipotle Mexican Grill Inc 190,0006.1K $
207Equinix Inc 6,2006.1K $
208Motorola Solutions Inc 13,9276K $
209Ball Corp 102,0006K $
210PG&E Corp 340,0006K $
211Hubbell Inc 12,1406K $
212Diamondback Energy Inc 30,0005.9K $
213US Bancorp 113,0005.9K $
214Digital Realty Trust Inc 32,6005.9K $
215MONOLITHIC POWER SYSTEMS INC 5,3455.8K $
216Yum! Brands Inc 37,2165.8K $
217AutoZone Inc 1,7005.7K $
218DuPont de Nemours Inc 125,0005.7K $
219Becton Dickinson & Co 36,2005.7K $
220Agilent Technologies Inc 49,3215.6K $
221Electronic Arts Inc 26,9185.5K $
222IDEXX Laboratories Inc 9,7005.5K $
223Corteva Inc 65,0005.4K $
224Kroger Co/The 75,0005.4K $
225Carvana Co 17,2525.4K $
226Ingersoll Rand Inc 67,5005.4K $
227IQVIA Holdings Inc 31,7005.4K $
228Teradyne Inc 18,1335.4K $
229Blackstone Inc 46,5005.3K $
230Vulcan Materials Co 19,6005.3K $
231eBay Inc 58,6125.3K $
232Edwards Lifesciences Corp 66,0005.3K $
233Prudential Financial Inc 53,7985.3K $
234Keysight Technologies Inc 18,1895.1K $
235Expeditors International of Washington Inc 35,5565.1K $
236Snowflake Inc 33,7315.1K $
237Cardinal Health Inc 24,0005.1K $
238HALLIBURTON COMPANY 130,0005.1K $
239Taiwan Semiconductor Manufacturing Co Ltd 14,9895.1K $
240Welltower Inc 25,5005K $
241Dollar General Corp 42,1305K $
242Tractor Supply Co 109,5625K $
243DR Horton Inc 35,9924.9K $
244Xylem Inc/NY 40,7504.9K $
245Rocket Lab Corp 75,0004.8K $
246Williams-Sonoma Inc 26,3224.8K $
247Extra Space Storage Inc 36,3004.8K $
248Fiserv Inc 85,0004.7K $
249Nucor Corp 28,0004.7K $
250Axon Enterprise Inc 11,0004.7K $
251Devon Energy Corp 90,0004.5K $
252Copart Inc 135,0004.5K $
253Archer-Daniels-Midland Co 61,5304.5K $
254Bloom Energy Corp 33,0004.5K $
255Otis Worldwide Corp 58,0004.5K $
256Verisk Analytics Inc 23,5004.5K $
257Corpay Inc 15,2614.4K $
258Kenvue Inc 257,1204.4K $
259Microchip Technology Inc 66,8304.3K $
260CENTERPOINT ENERGY INC 100,0004.3K $
261Ford Motor Co 370,0004.3K $
262Fidelity National Information Services Inc 91,0004.3K $
263ISHARES INC 34,5894.3K $
264Atmos Energy Corp 23,0004.2K $
265PulteGroup Inc 35,8824.2K $
266American Water Works Co Inc 31,0004.2K $
267Carlisle Cos Inc 12,4884.2K $
268NVR Inc 6304.2K $
269Hershey Co/The 19,9084.1K $
270ALNYLAM PHARMACEUTICALS INC 12,5004.1K $
271Take-Two Interactive Software Inc 20,8894.1K $
272EXPAND ENERGY CORP 37,0004.1K $
273Eversource Energy 58,5004.1K $
274ResMed Inc 18,0004K $
275Fortinet Inc 48,8194K $
276Waters Corp 13,3464K $
277RPM International Inc 39,3013.9K $
278PPG Industries Inc 36,5003.9K $
279Coterra Energy Inc 110,0003.9K $
280GoDaddy Inc 46,7123.9K $
281Macerich Co/The 203,5003.8K $
282Tapestry Inc 27,0573.8K $
283Equity Residential 63,6003.8K $
284Equifax Inc 20,7503.7K $
285EMCOR Group Inc 5,0003.7K $
286West Pharmaceutical Services Inc 14,7163.7K $
287Best Buy Co Inc 57,1953.7K $
288Veralto Corp 41,5003.7K $
289CDW Corp/DE 29,7543.6K $
290PNC Financial Services Group Inc/The 17,2753.6K $
291Expedia Group Inc 15,3333.5K $
292Martin Marietta Materials Inc 6,0003.5K $
293Truist Financial Corp 72,2243.3K $
294Realty Income Corp 54,0003.3K $
295Casey's General Stores Inc 4,5003.3K $
296Lululemon Athletica Inc 21,2543.3K $
297Roper Technologies Inc 9,1433.2K $
298Biogen Inc 17,4003.2K $
299Broadridge Financial Solutions Inc 19,5003.2K $
300Cognizant Technology Solutions Corp 51,5983.2K $

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Sector breakdown

  • Technology 22.5 %
  • Financials 8.4 %
  • Consumer discretionary 7.2 %
  • Communication 7.2 %
  • Health care 6.6 %
  • Industrials 5.7 %
  • Funds 5.0 %
  • Consumer staples 3.4 %
  • Energy 2.2 %
  • Utilities 1.2 %
  • Materials 0.9 %
  • Real estate 0.5 %
  • Unattributed 29.2 %

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 99.8 %
  • Netherlands 0.1 %
  • Uruguay 0.1 %
  • Taiwan 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States42310.3M $99.76 %
2Netherlands110.1K $0.10 %
3Uruguay19.5K $0.09 %
4Taiwan15.1K $0.05 %
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Titelia. "Holdings of Ilmarinen Mutual Pension Insurance Co". https://titelia.com/en/funds/US13F1661580