Titelia

Holdings of Reflection Asset Management

462 declared positions · as of Dec 31, 2025

Original filing · Ten largest lines: 35.6 % of the equity sleeve

Sector breakdown

  • Technology 34.8 %
  • Communication 10.9 %
  • Financials 7.7 %
  • Health care 7.7 %
  • Consumer discretionary 7.1 %
  • Funds 5.6 %
  • Industrials 5.2 %
  • Consumer staples 3.0 %
  • Real estate 1.0 %
  • Materials 0.6 %
  • Unattributed 16.3 %

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 99.9 %
  • IN 0.0 %
  • GB 0.0 %
  • DK 0.0 %
  • NL 0.0 %
  • ES 0.0 %
  • KY 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US452132.9M $99.89 %
2IN249.8K $0.04 %
3GB335.6K $0.03 %
4DK121.5K $0.02 %
5NL114K $0.01 %
6ES19.2K $0.01 %
7KY15.4K $0.00 %
8FR14.5K $0.00 %

Positions

RankCompanySharesValueWeight
401Pinterest Inc 56914.7K $
402Deckers Outdoor Corp 14114.6K $
403NVR Inc 214.6K $
404Lennox International Inc 3014.6K $
405Reliance Inc 5014.4K $
406iShares Trust 29114.3K $
407Koninklijke Philips NV 50414K $
408Chevron Corp 8513.9K $
409Okta Inc 16013.8K $
410F5 Inc 5413.8K $
411Fidelity National Financial Inc 25213.8K $
412Ares Capital Corp 67113.6K $
413Schwab U.S. REIT ETF 64413.4K $
414Vanguard S&P 500 ETF 2113.3K $
415CSX Corp 34112.2K $
416Vanguard Index Funds 3912.1K $
417Viking Therapeutics Inc 35011.7K $
418ISHARES TRUST 7311.6K $
419American Eagle Outfitters Inc 41811.1K $
420Vanguard Charlotte Funds 23011.1K $
421Kohl's Corp 51010.9K $
422ConocoPhillips 10710.1K $
423Blackrock Science & Technology Trust 2439.9K $
424National Health Investors Inc 1309.9K $
425Masco Corp 1519.8K $
426Exxon Mobil Corp 799.6K $
427Enterprise Products Partners LP 3009.5K $
428Telefonica SA 2,3119.2K $
429Occidental Petroleum Corp 2008.1K $
430Vanguard Index Funds 378K $
431RELX PLC 1817.5K $
432Prudential PLC 2287.3K $
433Devon Energy Corp 1736.2K $
434State Street SPDR S&P 600 Smal 636.1K $
435NIO Inc 1,1005.4K $
436Constellation Energy Corp. 155.3K $
437Sanofi SA 964.5K $
438Vanguard International Equity Index Funds 784.3K $
439Sprouts Farmers Market Inc 483.8K $
440Best Buy Co Inc 533.7K $
441MiMedx Group Inc 5403.4K $
442Tencent Music Entertainment Group 1713.1K $
443Element Solutions Inc 1163.1K $
444ManpowerGroup Inc 862.6K $
445Archer Aviation Inc 2502.1K $
446CF Industries Holdings Inc 262.1K $
447Paycom Software Inc 132K $
448iShares Trust 161.7K $
449Franklin Resources Inc 501.2K $
450Quantum Computing Inc 1001.2K $
451Lands' End Inc 691K $
452United Natural Foods Inc 26850 $
453SolarEdge Technologies Inc 25802 $
454iShares U.S. Real Estate ETF 7655 $
455Vornado Realty Trust 15500 $
456F&G Annuities & Life Inc 15466 $
457Moderna Inc 7222 $
458Novavax Inc 25183 $
459HNI Corp 143 $
460Altria Group, Inc. 1 $
461American Electric Power Co Inc 1 $
462Duke Energy Corp 1 $