Titelia

Holdings of Strategic Investment Advisors / MI

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Net assets
-
Positions
348 in 12 countries
Top ten
46.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Intuit Inc 368160.5K $
302Constellation Energy Corp. 568158.8K $
303Nexstar Media Group Inc 853154.2K $
304Dimensional ETF Trust 3,872150.5K $
305Warner Music Group Corp 5,834149K $
306Arista Networks Inc 1,175144.3K $
307State Street Spdr Dow Jones Industrial Average Etf Trust 307142K $
308iShares S&P Mid-Cap 400 Growth ETF 1,386139.4K $
309Genmab A/S 5,113137.2K $
310Crowdstrike Holdings Inc 350136.6K $
311State Street SPDR Portfolio Long Term Corporate Bond ETF 6,144136.5K $
312Docusign Inc 2,856135.4K $
313Grupo Cibest SA 1,837133.8K $
314iShares J.P. Morgan EM High Yi 3,396133.7K $
315Yum China Holdings Inc 2,706132.6K $
316ARM Holdings PLC 865130.9K $
317ISHARES TRUST 1,925130.8K $
318State Street SPDR Bloomberg Emerg Mkts USD Bd ETF 5,267130.6K $
319iShares Russell 2000 ETF 518128.5K $
320General Dynamics Corp 371127.4K $
321Quanta Services Inc 231126.9K $
322Otis Worldwide Corp 1,611124.2K $
323Stryker Corp 372122.3K $
324General Motors Co 1,630121.4K $
325Progressive Corp/The 612121.3K $
326State Street Blackstone Senior Loan ETF 2,952118.5K $
327Gold Fields Ltd 2,606118.3K $
328Entergy Corp 1,044117.3K $
329Select Sector Spdr Trust 1,911117.1K $
330NetEase Inc 1,040116.4K $
331iShares Trust 596114.4K $
332iShares Core MSCI Europe ETF 1,613113.4K $
333Salesforce Inc 595111.1K $
334Automatic Data Processing Inc 542110.1K $
335EOG Resources Inc 754109K $
336Shell PLC 1,164108.2K $
337State Street SPDR S&P International Small Cap ETF 2,537107.1K $
338American Electric Power Co Inc 817107.1K $
339Becton Dickinson & Co 679106.7K $
340Starbucks Corp 1,190106.6K $
341Snowflake Inc 697105.1K $
342Vanguard FTSE All-World ex-US ETF 1,398105K $
343TopBuild Corp 297104.8K $
344Select Sector Spdr Trust 949103.5K $
345CSX Corp 2,509103K $
346iShares Trust 483102K $
347Kroger Co/The 1,396101K $
348Bristol-Myers Squibb Co 1,658100.5K $

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Sector breakdown

  • Funds 18.0 %
  • Technology 7.0 %
  • Communication 3.2 %
  • Financials 2.9 %
  • Health care 1.9 %
  • Consumer staples 1.6 %
  • Industrials 1.4 %
  • Consumer discretionary 1.3 %
  • Utilities 1.2 %
  • Materials 0.4 %
  • Real estate 0.4 %
  • Energy 0.4 %
  • Unattributed 60.4 %

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 99.4 %
  • United Kingdom 0.2 %
  • Taiwan 0.1 %
  • France 0.1 %
  • Brazil 0.1 %
  • Luxembourg 0.0 %
  • Netherlands 0.0 %
  • Spain 0.0 %
  • Ireland 0.0 %
  • Denmark 0.0 %
  • South Africa 0.0 %
  • Cayman Islands 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States3311.4B $99.39 %
2United Kingdom63.5M $0.25 %
3Taiwan11.4M $0.10 %
4France11.4M $0.10 %
5Brazil2713.9K $0.05 %
6Luxembourg1495.6K $0.03 %
7Netherlands1334.2K $0.02 %
8Spain1262.2K $0.02 %
9Ireland1229.7K $0.02 %
10Denmark1137.2K $0.01 %
11South Africa1118.3K $0.01 %
12Cayman Islands1116.4K $0.01 %
Cite this page

Titelia. "Holdings of Strategic Investment Advisors / MI". https://titelia.com/en/funds/US13F1760540