Titelia

Holdings of Fjell Capital, LLC

61 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.9 % of the equity sleeve

Sector breakdown

  • Technology 27.1 %
  • Communication 8.2 %
  • Financials 7.1 %
  • Consumer discretionary 6.6 %
  • Industrials 6.3 %
  • Consumer staples 3.3 %
  • Utilities 2.2 %
  • Health care 2.2 %
  • Funds 1.3 %
  • Unattributed 35.6 %

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 99.7 %
  • NL 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US60100.7M $99.66 %
2NL1343.4K $0.34 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 36,6046.4M $
2iShares Broad USD Investment Grade Corporate Bond ETF 103,2195.3M $
3Alphabet Inc 18,1685.2M $
4Broadcom Inc 15,8574.9M $
5Apple Inc 19,0754.8M $
6Invesco Actively Managed Exchange-Traded Fund Trust 99,5004.7M $
7Microsoft Corp 11,5914.3M $
8Vanguard Mid-Cap ETF 14,8504.3M $
9Amazon.com Inc 19,2634M $
10SPDR Series Trust 38,0703.5M $
11Costco Wholesale Corp 3,3023.3M $
12KLA Corp 2,0743.1M $
13Capital Group Growth ETF 67,0692.7M $
14Meta Platforms Inc 3,9092.2M $
15Vanguard Growth ETF 4,9482.2M $
16JPMorgan Chase & Co 6,7812M $
17Waste Management Inc 8,4341.9M $
18Chevron Corp 8,6401.8M $
19PGIM ETF Trust 51,1661.8M $
20Advanced Micro Devices Inc 8,6961.8M $
21NextEra Energy Inc 18,7601.7M $
22Vanguard Value ETF 8,8171.7M $
23Merck & Co Inc 13,9291.7M $
24Deere & Co 2,9081.6M $
25RTX Corp 7,7781.5M $
26CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 57,5251.5M $
27SELECT SECTOR SPDR TRUST (THE) 10,3531.4M $
28Intercontinental Exchange Inc 8,6971.4M $
29Home Depot Inc/The 4,0101.3M $
30Vanguard S&P 500 ETF 2,1371.3M $
31Blackstone Inc 10,7601.2M $
32PIMCO ETF Trust 12,4741.2M $
33Ares Management Corp 9,3881M $
34Casey's General Stores Inc 1,252911.3K $
35Marsh & McLennan Cos Inc 5,098884.3K $
36Select Sector Spdr Trust 15,648772.5K $
37Select Sector Spdr Trust 6,021656.2K $
38Alphabet Inc 2,190628.1K $
39Salesforce Inc 3,072573.4K $
40Danaher Corp 2,959561.1K $
41Select Sector Spdr Trust 3,368544.7K $
42Union Pacific Corp 2,238543K $
43Southern Co/The 5,363517.6K $
44Select Sector Spdr Trust 5,715468.5K $
45Lowe's Cos Inc 1,937457.6K $
46Vanguard Information Technology ETF 650453.5K $
47Vanguard Total Bond Market ETF 6,068446.8K $
48KKR & Co Inc 4,353402.7K $
49Applied Materials Inc 1,126384.9K $
50Adobe Inc 1,525370.7K $
51ASML Holding NV 260343.4K $
52Enterprise Products Partners LP 8,868335.6K $
53Caterpillar Inc 442313.1K $
54Vanguard FTSE Developed Markets ETF 4,535290.6K $
55Micron Technology Inc 820277K $
56Honeywell International Inc 1,121253.4K $
57Netflix Inc 2,467237.2K $
58US Bancorp 4,506234.4K $
59Crowdstrike Holdings Inc 581226.8K $
60SELECT SECTOR SPDR TRUST (THE) 1,887209.2K $
61Northrop Grumman Corp 305208.1K $