Titelia

Holdings of Semus Wealth Partners LLC

107 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 47.9 % of the equity sleeve

Sector breakdown

  • Technology 31.1 %
  • Communication 9.8 %
  • Funds 7.9 %
  • Consumer discretionary 7.0 %
  • Health care 5.5 %
  • Financials 4.3 %
  • Consumer staples 1.8 %
  • Industrials 1.6 %
  • Utilities 0.5 %
  • Energy 0.3 %
  • Unattributed 30.2 %

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 99.6 %
  • NL 0.3 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US105176.1M $99.63 %
2NL1449.1K $0.25 %
3TW1206.5K $0.12 %

Positions

RankCompanySharesValueWeight
101Intuitive Surgical Inc 450207.4K $
102Taiwan Semiconductor Manufacturing Co Ltd 611206.5K $
103Blackrock Multi-Sector Income Tr 14,469181.2K $
104Eaton Vance Risk Managed Diversified Equity Income Fund 16,586135.5K $
105Uranium Energy Corp 10,000135K $
106Ford Motor Co 11,045127.5K $
107PIMCO Income Strategy Fund 10,14981.2K $