Titelia

Holdings of Blue Sparrow, LLC /DE

165 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.6 % of the equity sleeve

Sector breakdown

  • Technology 36.7 %
  • Funds 17.4 %
  • Communication 12.3 %
  • Financials 12.2 %
  • Consumer discretionary 6.7 %
  • Health care 4.5 %
  • Industrials 3.0 %
  • Consumer staples 2.9 %
  • Real estate 0.6 %
  • Energy 0.6 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Unattributed 2.2 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1655B $100.00 %

Positions

RankCompanySharesValueWeight
101PNC Financial Services Group Inc/The 17,8003.7M $
102eBay Inc 33,1603M $
103Truist Financial Corp 61,1002.8M $
104Intuit Inc 6,4002.8M $
105GE Vernova Inc 3,1002.7M $
106Marvell Technology Inc 26,9832.7M $
107CenterPoint Energy Inc 61,8602.7M $
108KLA Corp 1,7492.6M $
109Booking Holdings Inc 6002.5M $
110EOG Resources Inc 17,2902.5M $
111FedEx Corp 6,9232.5M $
112AvalonBay Communities, Inc. 15,0202.5M $
113Sempra 23,5902.3M $
114Crown Castle Inc 27,9702.3M $
115Ecolab Inc 8,1202.2M $
116Regency Centers Corp 27,6002.1M $
117Waste Management Inc 9,0402.1M $
118Wells Fargo & Co 24,6102M $
119Iron Mountain Inc 19,1302M $
120Mid-America Apartment Communities, Inc. 15,9001.9M $
121Consolidated Edison Inc 16,9701.9M $
122O'Reilly Automotive Inc 20,7301.9M $
123Extra Space Storage Inc 13,6701.8M $
124Amgen Inc 5,0201.8M $
125Republic Services Inc 8,0501.8M $
126Waters Corp 5,7661.7M $
127CMS Energy Corp 21,5201.7M $
128Lululemon Athletica Inc 10,9001.7M $
129Camden Property Trust 16,9001.7M $
130PPL Corp 42,5501.6M $
131Valero Energy Corp 6,3101.6M $
132DTE Energy Co 9,7101.4M $
133Phillips 66 7,4101.3M $
134IQVIA Holdings Inc 7,7601.3M $
135Equity Residential 22,1101.3M $
136Tyson Foods Inc 19,8401.3M $
137Loews Corp 11,3801.2M $
138SBA Communications Corp 6,9201.2M $
139Devon Energy Corp 23,2601.2M $
140Yum! Brands Inc 7,5201.2M $
141Intercontinental Exchange Inc 7,4001.2M $
142Aflac Inc 10,5801.2M $
143Hartford Insurance Group Inc/The 8,5701.2M $
144PTC Inc 8,0401.1M $
145American International Group Inc 14,8101.1M $
146Sysco Corp 15,5801.1M $
147AT&T Inc 37,2001.1M $
148Humana Inc 6,1801.1M $
149Public Service Enterprise Group Inc 13,0001.1M $
150US Bancorp 19,150996K $
151W R Berkley Corp 14,430956.4K $
152Universal Health Services Inc 5,200930.6K $
153Constellation Brands Inc 6,000900K $
154Texas Instruments Inc 3,700718.3K $
155UDR Inc 20,120679.7K $
156Delta Air Lines Inc 10,220679.4K $
157S&P Global Inc 1,300552.9K $
158Baker Hughes Co 7,500457.9K $
159Halliburton Co 11,730457.4K $
160Lamb Weston Holdings Inc 8,780371K $
161Alexandria Real Estate Equities, Inc. 7,020325.9K $
162Molson Coors Beverage Co 6,460278.2K $
163CoStar Group Inc 6,160248.5K $
164News Corp 5,500156.8K $
165International Flavors & Fragrances Inc 1,00072.6K $