Titelia

Holdings of Addison Advisors LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
820 in 15 countries
Top ten
40.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

Download this table: CSV, JSON

Sector breakdown

  • Technology 7.6 %
  • Financials 4.9 %
  • Health care 4.0 %
  • Funds 3.4 %
  • Industrials 3.0 %
  • Communication 1.9 %
  • Consumer staples 1.6 %
  • Consumer discretionary 1.6 %
  • Energy 1.4 %
  • Utilities 0.7 %
  • Materials 0.3 %
  • Real estate 0.1 %
  • Unattributed 69.6 %

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 98.8 %
  • United Kingdom 0.4 %
  • Taiwan 0.4 %
  • Japan 0.2 %
  • Germany 0.1 %
  • Netherlands 0.1 %
  • Spain 0.0 %
  • Italy 0.0 %
  • Denmark 0.0 %
  • Australia 0.0 %
  • Belgium 0.0 %
  • France 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States785377.1M $98.81 %
2United Kingdom131.5M $0.38 %
3Taiwan11.4M $0.36 %
4Japan5615.8K $0.16 %
5Germany1278.9K $0.07 %
6Netherlands3269.7K $0.07 %
7Spain2188K $0.05 %
8Italy196.2K $0.03 %
9Denmark278.8K $0.02 %
10Australia269.1K $0.02 %
11Belgium161.6K $0.02 %
12France151K $0.01 %
Cite this page

Titelia. "Holdings of Addison Advisors LLC". https://titelia.com/en/funds/US13F1843745