Titelia

Holdings of NVWM, LLC

659 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.2 % of the equity sleeve

Sector breakdown

  • Technology 22.9 %
  • Financials 8.0 %
  • Consumer discretionary 6.7 %
  • Communication 6.2 %
  • Industrials 5.3 %
  • Funds 5.2 %
  • Health care 5.0 %
  • Consumer staples 2.8 %
  • Utilities 1.6 %
  • Materials 1.2 %
  • Real estate 0.7 %
  • Energy 0.2 %
  • Unattributed 34.2 %

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 98.5 %
  • NL 0.9 %
  • TW 0.4 %
  • IN 0.2 %
  • GB 0.0 %
  • MX 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US648424.7M $98.47 %
2NL23.7M $0.85 %
3TW11.8M $0.42 %
4IN1816.3K $0.19 %
5GB2137.3K $0.03 %
6MX191.7K $0.02 %
7JP223K $0.01 %
8AU13.5K $0.00 %
9DK11.2K $0.00 %

Positions

RankCompanySharesValueWeight
401Vanguard Large-Cap ETF 82.4K $
402Kinder Morgan, Inc. 712.4K $
403Nasdaq Inc 282.4K $
404Texas Instruments Inc 122.3K $
405Boston Beer Co Inc/The 102.3K $
406Zebra Technologies Corp 112.3K $
407Live Nation Entertainment Inc 152.3K $
408Marsh & McLennan Cos Inc 132.3K $
409Simon Property Group Inc 122.2K $
410VeraDermics Inc 352.2K $
411Revvity Inc 252.2K $
412FedEx Corp 62.1K $
413Ecolab Inc 82.1K $
414S&P Global Inc 52.1K $
415Northern Trust Corp 152.1K $
416Bio-Techne Corp 402.1K $
417Verisk Analytics Inc 112.1K $
418Estee Lauder Cos Inc/The 292.1K $
419Teradyne Inc 72.1K $
420NetApp Inc 202K $
421Consolidated Edison Inc 182K $
422Air Products and Chemicals Inc 72K $
423American International Group Inc 272K $
424Chewy Inc 752K $
425Corteva Inc 242K $
426ONEOK Inc 222K $
427United Parcel Service Inc 202K $
428Dexcom Inc 311.9K $
429Sempra 201.9K $
430YETI Holdings Inc 531.9K $
431GXO Logistics Inc 371.9K $
432Humana Inc 111.9K $
433Fastenal Co 411.9K $
434EOG Resources Inc 131.9K $
435IQVIA Holdings Inc 111.9K $
436Nordson Corp 71.9K $
437PACCAR Inc 161.8K $
438Fifth Third Bancorp 391.8K $
439Viatris Inc 1341.8K $
440Principal Financial Group Inc 201.8K $
441Diamondback Energy Inc 91.8K $
442Ameriprise Financial Inc 41.8K $
443Monster Beverage Corp 241.7K $
444Motorola Solutions Inc 41.7K $
445Valero Energy Corp 71.7K $
446Gladstone Land Corp 1691.7K $
447Charter Communications, Inc. 81.7K $
448Illumina Inc 141.7K $
449Align Technology Inc 101.7K $
450Agilent Technologies Inc 151.7K $
451Fox Corp 291.7K $
452Centene Corp 521.7K $
453Southwest Airlines Co 441.7K $
454Ares Management Corp 151.6K $
455American Water Works Co Inc 121.6K $
456MetLife Inc 231.6K $
457Strategy Inc 131.6K $
458EQT Corp 251.6K $
459Take-Two Interactive Software Inc 81.6K $
460Energy Transfer LP 801.5K $
461Cognizant Technology Solutions Corp. 251.5K $
462Baker Hughes Co 251.5K $
463Rivian Automotive Inc 1001.5K $
464KeyCorp 751.5K $
465Rocket Cos Inc 1051.5K $
466Trex Co Inc 411.5K $
467PG&E Corp 841.5K $
468Marathon Petroleum Corp 61.5K $
469Edison International 201.5K $
470Electronic Arts Inc 71.4K $
471Huntington Bancshares Inc/OH 901.4K $
472Hasbro Inc 151.4K $
473Expedia Group Inc 61.4K $
474DuPont de Nemours Inc 301.4K $
475iShares Silver Trust 201.4K $
476Hartford Insurance Group Inc/The 101.4K $
477Grayscale Bitcoin Mini Trust E 451.4K $
478ResMed Inc 61.3K $
479Extra Space Storage Inc 101.3K $
480ICAHN ENTERPRISES LP 1731.3K $
481Unity Software Inc 581.3K $
482Global X Lithium & Battery Tec 171.3K $
483Mettler-Toledo International Inc 11.3K $
484Cencora Inc 41.3K $
485Dover Corp 61.3K $
486Allstate Corp/The 61.2K $
487M&T Bank Corp 61.2K $
488Ventas Inc 151.2K $
489Moderna Inc 241.2K $
490DoorDash Inc 81.2K $
491Autodesk Inc 51.2K $
492AppLovin Corp 31.2K $
493Dollar General Corp 101.2K $
494UDR Inc 351.2K $
495Invesco S&P MidCap Momentum ET 81.2K $
496Workday Inc 91.2K $
497Corpay Inc 41.2K $
498Archer-Daniels-Midland Co 161.2K $
499Novo Nordisk A/S 321.2K $
500Kroger Co/The 161.2K $