Titelia

Holdings of Dunhill Financial, LLC

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

Net assets
-
Positions
1,704 in 14 countries
Top ten
57.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
701Sonos Inc 1522K $
702Target Corp 162K $
703Performance Food Group Co 232K $
704Tractor Supply Co 442K $
705MasTec Inc 62K $
706Exelixis Inc 462K $
707New York Times Co/The 232K $
708Wintrust Financial Corp 142K $
709Lamar Advertising Co 152K $
710W R Berkley Corp 291.9K $
711NetApp Inc 191.9K $
712KeyCorp 961.9K $
713Loews Corp 181.9K $
714Primerica Inc 71.9K $
715Somnigroup International Inc 251.9K $
716RPM International Inc 191.9K $
717First Trust Exchange-Traded Fund IV 381.9K $
718PDD Holdings Inc 181.9K $
719Regency Centers Corp 241.9K $
720Cloudflare Inc 91.9K $
721Incyte Corp 191.9K $
722Penumbra Inc 51.9K $
723Acuity Inc 61.9K $
724CACI International Inc 31.9K $
725Buckle Inc/The 361.8K $
726Lumen Technologies Inc 2641.8K $
727Unilever PLC 321.8K $
728Cullen/Frost Bankers Inc 131.8K $
729Associated Banc-Corp 701.8K $
730Beam Therapeutics Inc 751.8K $
731Grayscale Ethereum Staking Min 901.8K $
732PulteGroup Inc 151.8K $
733Watsco Inc 41.8K $
734AECOM 201.8K $
735Arrow Electronics Inc 121.7K $
736Timken Co/The 171.7K $
737Texas Roadhouse Inc 101.7K $
738Neurocrine Biosciences Inc 121.7K $
739Goldman Sachs Access Treasury 0-1 Year ETF 171.7K $
740NNN REIT Inc 391.7K $
741Alliant Energy Corp 231.7K $
742Travel + Leisure Co 241.7K $
743Commercial Metals Co 261.7K $
744Alnylam Pharmaceuticals Inc 51.7K $
745Service Corp International/US 201.7K $
746Eagle Materials Inc 81.7K $
747UMB Financial Corp 141.6K $
748MKS Inc 71.6K $
749Essex Property Trust Inc 61.6K $
750American Financial Group Inc/OH 121.6K $
751iShares MBS ETF 171.6K $
752SPDR Gold MiniShares Trust 171.6K $
753Toyota Motor Corp 71.6K $
754Chemours Co/The 711.6K $
755Globe Life Inc 111.6K $
756Bloom Energy Corp 111.6K $
757OGE Energy Corp 321.6K $
758TransDigm Group Inc 11.6K $
759Jacobs Solutions Inc 121.5K $
760AGCO Corp 131.5K $
761Host Hotels & Resorts Inc 801.5K $
762GameStop Corp 661.5K $
763ONEOK Inc 171.5K $
764MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 61.5K $
765Nucor Corp 91.5K $
766Darling Ingredients Inc 241.5K $
767TKO Group Holdings Inc 71.5K $
768Affiliated Managers Group Inc 51.5K $
769Hershey Co/The 71.5K $
770Voya Financial Inc 221.5K $
771Encompass Health Corp 151.5K $
772Ford Motor Co 1301.5K $
773VICI Properties Inc 551.5K $
774Assurant Inc 61.5K $
775Nextpower Inc 121.5K $
776Corpay Inc 51.5K $
777Archer-Daniels-Midland Co 201.5K $
778Equitable Holdings Inc 391.5K $
779Amkor Technology Inc 321.5K $
780Deckers Outdoor Corp 141.5K $
781Jefferies Financial Group Inc 351.5K $
782Kirby Corp 101.4K $
783iShares S&P Small-Cap 600 Growth ETF 101.4K $
784BWX Technologies Inc 61.4K $
785First Trust Exchange-Traded Fund 71.4K $
786Elevance Health Inc 41.4K $
787Manhattan Associates Inc 101.4K $
788EQT Corp 211.4K $
789EPR Properties 271.4K $
790Becton Dickinson & Co 81.4K $
791Brown & Brown Inc 201.4K $
792Guidewire Software Inc 91.4K $
793First Solar Inc 61.4K $
794Annaly Capital Management Inc 631.3K $
795Biogen Inc 71.3K $
796AptarGroup Inc 101.3K $
797Vornado Realty Trust 511.3K $
798Ameren Corp 111.3K $
799AutoNation Inc 61.3K $
800Fidelity Covington Trust 371.3K $

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Sector breakdown

  • Funds 21.0 %
  • Technology 7.5 %
  • Communication 5.0 %
  • Financials 3.1 %
  • Health care 2.2 %
  • Industrials 1.3 %
  • Consumer discretionary 1.2 %
  • Energy 0.4 %
  • Consumer staples 0.3 %
  • Utilities 0.2 %
  • Materials 0.1 %
  • Real estate 0.1 %
  • Unattributed 57.6 %

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 99.5 %
  • Taiwan 0.2 %
  • Netherlands 0.2 %
  • United Kingdom 0.1 %
  • Australia 0.0 %
  • France 0.0 %
  • Denmark 0.0 %
  • Finland 0.0 %
  • Italy 0.0 %
  • Germany 0.0 %
  • Spain 0.0 %
  • India 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1,680353.2M $99.50 %
2Taiwan1704.1K $0.20 %
3Netherlands3534.2K $0.15 %
4United Kingdom6372.1K $0.10 %
5Australia255.2K $0.02 %
6France120.1K $0.01 %
7Denmark119.8K $0.01 %
8Finland116.1K $0.00 %
9Italy114.2K $0.00 %
10Germany110.9K $0.00 %
11Spain27.4K $0.00 %
12India23.2K $0.00 %
Cite this page

Titelia. "Holdings of Dunhill Financial, LLC". https://titelia.com/en/funds/US13F1948904