Titelia

Holdings of Portside Wealth Group, LLC

422 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 27.4 % of the equity sleeve

Sector breakdown

  • Technology 15.7 %
  • Financials 7.6 %
  • Communication 7.4 %
  • Health care 7.1 %
  • Industrials 6.0 %
  • Consumer discretionary 6.0 %
  • Consumer staples 4.5 %
  • Funds 3.2 %
  • Energy 2.7 %
  • Utilities 1.1 %
  • Materials 0.9 %
  • Real estate 0.5 %
  • Unattributed 37.2 %

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 97.7 %
  • GB 0.8 %
  • NL 0.4 %
  • DK 0.4 %
  • TW 0.2 %
  • ES 0.1 %
  • DE 0.1 %
  • IE 0.1 %
  • FR 0.0 %
  • JP 0.0 %
  • FI 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US404682.7M $97.75 %
2GB75.8M $0.83 %
3NL23.1M $0.44 %
4DK12.7M $0.39 %
5TW11.6M $0.23 %
6ES2981.5K $0.14 %
7DE1454.9K $0.07 %
8IE1397.3K $0.06 %
9FR1248.2K $0.04 %
10JP1214.1K $0.03 %
11FI1184.5K $0.03 %

Positions

RankCompanySharesValueWeight
401ORIX Corp 7,139214.1K $
402iShares iBoxx USD Investment Grade Corporate Bond ETF 1,961213.7K $
403Invesco DB Precious Metals Fun 1,938213.3K $
404Broadridge Financial Solutions Inc 1,308212.5K $
405Baxter International Inc 12,531210.5K $
406SPDR Series Trust 2,283208.9K $
407Encompass Health Corp 2,142207.2K $
408Stryker Corp 628206.4K $
409Constellation Energy Corp. 732204.4K $
410Danaher Corp 1,076204K $
411Yum China Holdings Inc 4,167203.3K $
412Vanguard Mid-Cap Growth ETF 787202.5K $
413Blackstone Inc 1,748201K $
414Lloyds Banking Group PLC 39,706199.7K $
415nCino Inc 12,992194.6K $
416Healthpeak Properties Inc 11,602190.6K $
417Ford Motor Co 16,230187.3K $
418Nokia Oyj 22,946184.5K $
419Vodafone Group PLC 10,136152.2K $
420Ellington Financial Inc 11,324134.2K $
421Under Armour Inc 11,31866.9K $
422JetBlue Airways Corp 10,00044.2K $