Titelia

Holdings of REXFORD CAPITAL INC

288 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 23.3 % of the equity sleeve

Sector breakdown

  • Technology 18.9 %
  • Financials 13.2 %
  • Industrials 12.9 %
  • Health care 10.7 %
  • Consumer staples 9.3 %
  • Energy 7.4 %
  • Consumer discretionary 5.5 %
  • Communication 3.8 %
  • Funds 3.2 %
  • Utilities 1.4 %
  • Materials 1.3 %
  • Real estate 1.1 %
  • Unattributed 11.2 %

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 96.3 %
  • GB 1.9 %
  • JP 0.6 %
  • FR 0.4 %
  • MX 0.2 %
  • BR 0.2 %
  • AU 0.2 %
  • DK 0.1 %
  • ID 0.1 %
  • BE 0.1 %
  • NL 0.0 %
  • IN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US267124.4M $96.32 %
2GB62.5M $1.92 %
3JP2762K $0.59 %
4FR1495.1K $0.38 %
5MX2275.2K $0.21 %
6BR1200.7K $0.16 %
7AU1197.2K $0.15 %
8DK195.6K $0.07 %
9ID179.8K $0.06 %
10BE174.9K $0.06 %
11NL138.8K $0.03 %
12IN120.3K $0.02 %

Positions

RankCompanySharesValueWeight
1KLA Corp 2,8824.2M $
2Vanguard S&P 500 ETF 6,9454.2M $
3Caterpillar Inc 5,5894M $
4Apple Inc 13,7703.5M $
5Berkshire Hathaway Inc 6,8953.3M $
6NVIDIA Corp 17,2303M $
7Walmart Inc 17,8112.2M $
8RTX Corp 10,2012M $
9Amgen Inc 5,4561.9M $
10Applied Materials Inc 5,4901.9M $
11Alphabet Inc 6,5171.9M $
12Valero Energy Corp 7,1761.8M $
13Exxon Mobil Corp 10,3141.7M $
14Oracle Corp 11,8771.7M $
15General Dynamics Corp 4,9601.7M $
16Motorola Solutions Inc 3,8751.7M $
17Corning Inc 11,9401.6M $
18Eli Lilly & Co 1,6561.5M $
19McDonald's Corp. 4,8851.5M $
20Johnson & Johnson 5,9201.4M $
21Berkshire Hathaway Inc 21.4M $
22ConocoPhillips 9,4961.3M $
23Vanguard Total Stock Market ETF 3,7601.2M $
24Meta Platforms Inc 2,0921.2M $
25Cisco Systems, Inc. 15,4091.2M $
26Chevron Corp 5,7501.2M $
27Apollo Global Management Inc 10,6681.2M $
28Waste Management Inc 5,1271.2M $
29Kinder Morgan, Inc. 34,8691.2M $
30Procter & Gamble Co/The 8,0011.2M $
31Bank of New York Mellon Corp/The 9,0751.1M $
32Altria Group, Inc. 16,2161.1M $
33Microsoft Corp 2,8871.1M $
34Amazon.com Inc 5,0691.1M $
35AutoZone Inc 3061M $
36American Express Co 3,4071M $
37Bank of America Corp 20,511999.9K $
38Home Depot Inc/The 2,919960K $
39Merck & Co Inc 7,902950.5K $
40Western Digital Corp 3,492944.6K $
41Philip Morris International Inc. 5,700942.4K $
42United Airlines Holdings Inc 10,166936K $
43Phillips 66 5,054920.7K $
44Gilead Sciences Inc 6,452899.2K $
45US Bancorp 16,553860.9K $
46Aflac Inc 7,649839.1K $
47Lockheed Martin Corp 1,345812.9K $
48QUALCOMM Inc 5,955766.9K $
49Wells Fargo & Co 9,630766.6K $
50Novartis AG 5,002764.1K $
513M Co 5,173751.3K $
52Union Pacific Corp 3,089749.5K $
53Coca-Cola Co/The 9,480721K $
54Carrier Global Corp 12,676713.8K $
55American Electric Power Co Inc 5,386706K $
56Cencora Inc 2,247705.9K $
57HF Sinclair Corp 11,246701.6K $
58Travelers Cos Inc/The 2,402700.6K $
59Markel Group Inc 362692.9K $
60JPMorgan Chase & Co 2,296675.4K $
61Capital One Financial Corp 3,669669.3K $
62Citigroup Inc 5,673643.4K $
63British American Tobacco PLC 10,870635.6K $
64International Business Machines Corp. 2,566622K $
65Toyota Motor Corp 2,939605.7K $
66Simon Property Group Inc 3,196596.2K $
67Allstate Corp/The 2,864593.8K $
68Akamai Technologies Inc 5,108586.7K $
69Marathon Petroleum Corp 2,384582.1K $
70Keurig Dr Pepper Inc 22,005579.4K $
71Packaging Corp of America 2,685569.8K $
72Sysco Corp 7,970568.5K $
73Abbott Laboratories 5,509565.6K $
74Hershey Co/The 2,614543.4K $
75Honeywell International Inc 2,388539.8K $
76Shell PLC 5,609521.6K $
77Sanofi SA 10,276495.1K $
78Pfizer Inc 17,578493.6K $
79AbbVie Inc 2,248488.9K $
80PepsiCo Inc 3,104482K $
81General Mills, Inc. 12,914480.7K $
82Southwest Airlines Co 12,732478.3K $
83Norfolk Southern Corp 1,655475K $
84Target Corp 3,895472.1K $
85EOG Resources Inc 3,264471.9K $
86UnitedHealth Group Inc 1,741471.1K $
87Fifth Third Bancorp 10,124470.4K $
88Dollar General Corp 3,887461.5K $
89Universal Corp/VA 8,725459.8K $
90Diageo PLC 5,918440.6K $
91Verizon Communications Inc 8,561429.8K $
92Walt Disney Co/The 4,450428.8K $
93Broadcom Inc 1,359420.6K $
94CVS Health Corp 5,832418.9K $
95General Electric Co 1,455412.9K $
96Vanguard Index Funds 1,900412.8K $
97Chipotle Mexican Grill Inc 12,867411.9K $
98Principal Financial Group Inc 4,556410.5K $
99Five Below Inc 1,780406.7K $
100Kimberly-Clark Corp 4,191404.3K $