Titelia

Holdings of Larry Mathis Financial Planning, LLC

132 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.1 % of the equity sleeve

Sector breakdown

  • Financials 12.6 %
  • Technology 8.7 %
  • Health care 8.6 %
  • Industrials 6.8 %
  • Energy 6.3 %
  • Funds 5.9 %
  • Consumer discretionary 4.7 %
  • Consumer staples 3.8 %
  • Materials 3.4 %
  • Communication 2.3 %
  • Real estate 0.4 %
  • Unattributed 36.5 %

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 91.7 %
  • GB 1.7 %
  • TW 1.3 %
  • BR 1.0 %
  • AU 0.7 %
  • KY 0.6 %
  • DK 0.5 %
  • IT 0.5 %
  • NL 0.4 %
  • MX 0.4 %
  • JP 0.3 %
  • ZA 0.3 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US11377.5M $91.66 %
2GB31.4M $1.71 %
3TW11.1M $1.27 %
4BR3841K $1.00 %
5AU1599.9K $0.71 %
6KY2480.3K $0.57 %
7DK1405.3K $0.48 %
8IT1397.2K $0.47 %
9NL1348.7K $0.41 %
10MX1336.2K $0.40 %
11JP1262.7K $0.31 %
12ZA1251.2K $0.30 %

Positions

RankCompanySharesValueWeight
101Hershey Co/The 1,271264.2K $
102Takeda Pharmaceutical Co Ltd 14,187262.7K $
103eBay Inc 2,862260.5K $
104Nucor Corp 1,531258.9K $
105Gold Fields Ltd 5,533251.2K $
106Kroger Co/The 3,442249.1K $
107Halliburton Co 6,304245.8K $
108Bentley Systems Inc 6,987245.4K $
109M&T Bank Corp 1,180243.9K $
110Ames National Corp 8,443238.3K $
111Tapestry Inc 1,674236.2K $
112Atlassian Corp 3,413232.9K $
113Hartford Insurance Group Inc/The 1,681227.3K $
114Ambev SA 77,533226.4K $
115Moody's Corp 512223.4K $
116Nasdaq Inc 2,628223.1K $
117Becton Dickinson & Co 1,413222.2K $
118First American Financial Corp 3,666221K $
119Sanofi SA 4,486216.1K $
120State Street SPDR S&P Telecom 1,145215.3K $
121Sherwin-Williams Co/The 667213.8K $
122Fifth Third Bancorp 4,570212.3K $
123Telefonaktiebolaget LM Ericsson 18,516208.7K $
124Tenaris SA 3,573207.9K $
125Phillips Edison & Co Inc 5,544207.5K $
126Sysco Corp 2,875205.1K $
127Amphenol Corp 1,622204.9K $
128JD.COM INC 6,926204.8K $
129Haleon PLC 19,784198K $
130Ecopetrol SA 12,693190.3K $
131Huntington Bancshares Inc/OH 10,044157.2K $
132MannKind Corp 17,11941.9K $