Titelia

Holdings of CAMBIAR INVESTORS LLC

126 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.7 % of the equity sleeve

Sector breakdown

  • Financials 16.7 %
  • Industrials 16.4 %
  • Health care 11.3 %
  • Technology 10.2 %
  • Consumer staples 8.8 %
  • Communication 5.5 %
  • Consumer discretionary 4.9 %
  • Utilities 2.5 %
  • Funds 2.1 %
  • Materials 1.6 %
  • Energy 0.1 %
  • Unattributed 19.9 %

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 93.0 %
  • GB 2.9 %
  • NL 2.1 %
  • IE 0.7 %
  • DK 0.7 %
  • DE 0.6 %
  • IT 0.0 %
  • BM 0.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1151.7B $92.97 %
2GB352.1M $2.88 %
3NL238.1M $2.11 %
4IE113.4M $0.74 %
5DK112.2M $0.68 %
6DE110M $0.55 %
7IT1593.3K $0.03 %
8BM1461.7K $0.03 %
9TW1364K $0.02 %

Positions

RankCompanySharesValueWeight
101Alamo Group Inc 8,6701.4M $
102Eagle Materials Inc 7,4691.4M $
103US Physical Therapy Inc 18,6211.4M $
104HealthStream Inc 67,2291.4M $
105United Bankshares Inc/WV 33,4781.4M $
106Banner Corp 21,8521.3M $
107Hub Group Inc 34,8151.3M $
108iShares Trust 9,6861.1M $
109RTX Corp 5,3671M $
110WisdomTree Trust 19,269970K $
111iShares Aaa - A Rated Corporate Bond ETF 18,083860.6K $
112Goldman Sachs Group Inc/The 779659K $
113Eni SpA 10,480593.3K $
114Haleon PLC 51,017510.7K $
115iShares Trust 4,139490.9K $
116Marvell Technology Inc 4,847480.1K $
117Aegon Ltd 63,600461.7K $
118iShares Trust 4,740452.4K $
119Vanguard Value ETF 2,056403.4K $
120Taiwan Semiconductor Manufacturing Co Ltd 1,077364K $
121iShares Core MSCI Europe ETF 4,711331K $
122Welltower Inc 1,661328.4K $
123Williams Cos Inc/The 4,319314.3K $
124Vanguard FTSE Developed Markets ETF 3,843246.3K $
125Novartis AG 1,426217.8K $
126Corteva Inc 2,578215.8K $