Titelia

Portefeuille de Dynamic Allocation Fund

Meeder Funds · 218 positions déclarées · au 31 mars 2026

Document d'origine · Actif net 502,9 M $ · Dix premières lignes : 39.6 % de la poche actions

Répartition par secteur

  • Technologie 29,8 %
  • Santé 10,6 %
  • Industrie 10,4 %
  • Finance 9,7 %
  • Communication 9,2 %
  • Énergie 3,8 %
  • Consommation cyclique 1,9 %
  • Matériaux 0,8 %
  • Services publics 0,5 %
  • Non attribué 23,3 %

Classification Titelia, société par société. La part non attribuée reste affichée.

Répartition par devise

  • USD 100,0 %

Devise de cotation de chaque ligne, telle que déclarée.

Répartition par pays

  • US 99,2 %
  • GB 0,4 %
  • IE 0,3 %
  • BM 0,1 %

Parts calculées sur la poche actions.

PaysLignesValeurPart
US213302,2 M $99,18 %
GB21,4 M $0,45 %
IE1873,7 k $0,29 %
BM2268,5 k $0,09 %

Positions

SociétéTitresValeurPoids
Apple Inc 82 12320,8 M $4,14 %
NVIDIA Corp 111 32619,4 M $3,86 %
Microsoft Corp 48 42417,9 M $3,56 %
Alphabet Inc 60 52217,4 M $3,45 %
Mastercard Inc 21 03410,5 M $2,09 %
Meta Platforms Inc 14 0198 M $1,59 %
Johnson & Johnson 29 9737,3 M $1,46 %
General Dynamics Corp 21 2117,3 M $1,45 %
Berkshire Hathaway Inc 14 5487 M $1,39 %
Amgen Inc 14 6665,2 M $1,03 %
Eli Lilly & Co 5 5495,1 M $1,01 %
Broadcom Inc 16 2355 M $1,00 %
Chevron Corp 22 0434,6 M $0,91 %
Caterpillar Inc 6 2864,5 M $0,89 %
Exxon Mobil Corp 25 0794,3 M $0,85 %
Baird Core Plus Bond Fund 409 1764,2 M $0,83 %
Bank of New York Mellon Corp/The 29 9443,6 M $0,71 %
AbbVie Inc 15 9793,5 M $0,69 %
Gilead Sciences Inc 23 8723,3 M $0,66 %
QUALCOMM Inc 25 1783,2 M $0,64 %
Jack Henry & Associates Inc 20 2463,2 M $0,64 %
Applied Materials Inc 9 3513,2 M $0,64 %
Ameriprise Financial Inc 7 1873,2 M $0,64 %
Motorola Solutions Inc 7 3583,2 M $0,63 %
TJX Cos Inc/The 18 7993 M $0,60 %
GE Vernova Inc 3 3062,9 M $0,57 %
Micron Technology Inc 8 4902,9 M $0,57 %
Lockheed Martin Corp 4 6772,8 M $0,56 %
Intercontinental Exchange Inc 17 9662,8 M $0,56 %
Northrop Grumman Corp 4 1192,8 M $0,56 %
Ralph Lauren Corp 7 2122,5 M $0,49 %
Texas Instruments Inc 12 4722,4 M $0,48 %
Cisco Systems, Inc. 30 9152,4 M $0,48 %
Allstate Corp/The 10 9802,3 M $0,45 %
State Street SPDR Bloomberg High Yield Bond ETF 23 3562,2 M $0,44 %
Analog Devices Inc 6 7932,2 M $0,43 %
Chubb Ltd 6 5312,1 M $0,42 %
Tapestry Inc 14 5472,1 M $0,41 %
Equifax Inc 11 3862,1 M $0,41 %
FedEx Corp 5 7052 M $0,40 %
United Airlines Holdings Inc 21 5272 M $0,39 %
Quanta Services Inc 3 5542 M $0,39 %
Cheniere Energy Inc 6 7771,9 M $0,38 %
Alphabet Inc 6 3091,8 M $0,36 %
Trane Technologies PLC 4 2721,8 M $0,35 %
Casey's General Stores Inc 2 4221,8 M $0,35 %
Amphenol Corp 13 8961,8 M $0,35 %
Cummins Inc 3 1211,7 M $0,33 %
Photronics Inc 40 7091,6 M $0,33 %
Morningstar Inc 9 7171,6 M $0,33 %
Newmont Corp 14 8871,6 M $0,32 %
Boyd Gaming Corp 19 5501,6 M $0,32 %
Ross Stores Inc 7 3671,6 M $0,32 %
Rockwell Automation Inc 4 2041,5 M $0,30 %
American Electric Power Co Inc 11 3931,5 M $0,30 %
Lam Research Corp 6 9121,5 M $0,29 %
Delta Air Lines Inc 22 1161,5 M $0,29 %
Merck & Co Inc 11 8201,4 M $0,28 %
McKesson Corp 1 5631,4 M $0,27 %
State Street Corp 10 6341,3 M $0,27 %
Targa Resources Corp 5 1691,3 M $0,26 %
TD SYNNEX Corp 7 4781,3 M $0,25 %
Huntington Ingalls Industries, Inc. 3 1421,2 M $0,24 %
Reliance Inc 3 8891,2 M $0,24 %
Williams Cos Inc/The 15 9361,2 M $0,23 %
Customers Bancorp Inc 16 5031,1 M $0,23 %
Natera Inc 5 6711,1 M $0,23 %
SLB Ltd 21 6091,1 M $0,22 %
Elevance Health Inc 3 6721,1 M $0,21 %
EOG Resources Inc 7 4271,1 M $0,21 %
KLA Corp 7161,1 M $0,21 %
TechnipFMC PLC 14 8491 M $0,20 %
Ally Financial Inc 25 8121 M $0,20 %
Synchrony Financial 14 8281 M $0,20 %
Diamondback Energy Inc 4 933975,7 k $0,19 %
Corning Inc 7 044957,8 k $0,19 %
UnitedHealth Group Inc 3 526954,1 k $0,19 %
Allegion plc 6 542950,5 k $0,19 %
Vertex Pharmaceuticals Inc 2 124948,5 k $0,19 %
Charter Communications, Inc. 4 311930,7 k $0,19 %
Nucor Corp 5 411915 k $0,18 %
Zoetis Inc 7 687908,7 k $0,18 %
Oracle Corp 6 175908,4 k $0,18 %
Visa Inc 2 972898,3 k $0,18 %
Regeneron Pharmaceuticals, Inc. 1 148887 k $0,18 %
Johnson Controls International plc 6 672873,7 k $0,17 %
Omnicom Group Inc 10 504791,1 k $0,16 %
Western Digital Corp 2 687726,8 k $0,14 %
CVS Health Corp 9 268665,6 k $0,13 %
Target Corp 5 454661 k $0,13 %
Comfort Systems USA Inc 468645,4 k $0,13 %
Freeport-McMoRan Inc 10 584622,1 k $0,12 %
Comcast Corp 21 320612,1 k $0,12 %
Mueller Industries Inc 4 847537 k $0,11 %
United Parcel Service Inc 5 258517,3 k $0,10 %
Alcoa Corp 7 796517,1 k $0,10 %
Valero Energy Corp 2 034502,6 k $0,10 %
Jackson Financial Inc 4 684495,2 k $0,10 %
O'Reilly Automotive Inc 5 352494 k $0,10 %
Phinia Inc 7 036481,5 k $0,10 %
Ciena Corp 1 228476,7 k $0,09 %
SM Energy Co 15 055469,4 k $0,09 %
Dollar General Corp 3 940467,8 k $0,09 %
HCA Healthcare Inc 987467,1 k $0,09 %
Phillips 66 2 466449,3 k $0,09 %
Universal Health Services Inc 2 510449,2 k $0,09 %
Ubiquiti Inc 554437,8 k $0,09 %
Consolidated Edison Inc 3 830433,5 k $0,09 %
AECOM 4 959420,6 k $0,08 %
Eversource Energy 5 907409,2 k $0,08 %
IDEX Corp 2 149407,3 k $0,08 %
Hubbell Inc 819401,9 k $0,08 %
Hut 8 Corp 8 490398,3 k $0,08 %
Frontdoor Inc 7 291385,4 k $0,08 %
Ulta Beauty Inc 733383,1 k $0,08 %
Five Below Inc 1 640374,7 k $0,07 %
Marsh & McLennan Cos Inc 2 069358,9 k $0,07 %
ConocoPhillips 2 608344,3 k $0,07 %
AMETEK Inc 1 595341,9 k $0,07 %
Avnet Inc 5 521340,2 k $0,07 %
Deckers Outdoor Corp 3 392339,5 k $0,07 %
Anglogold Ashanti Plc 3 397330,7 k $0,07 %
Encompass Health Corp 3 417330,5 k $0,07 %
BorgWarner Inc 5 957323,2 k $0,06 %
EverQuote Inc 20 634318,2 k $0,06 %
Expedia Group Inc 1 364314,9 k $0,06 %
Mettler-Toledo International Inc 247311,5 k $0,06 %
EnerSys 1 790311 k $0,06 %
Cal-Maine Foods Inc 3 926310,7 k $0,06 %
Marathon Petroleum Corp 1 264308,6 k $0,06 %
Skyworks Solutions Inc 5 687304,5 k $0,06 %
Steel Dynamics Inc 1 629293,2 k $0,06 %
Armstrong World Industries Inc 1 756289,4 k $0,06 %
Southern Copper Corp 1 669287,2 k $0,06 %
Teradyne Inc 942279,3 k $0,06 %
Lincoln Electric Holdings Inc 1 095272,7 k $0,05 %
American Public Education Inc 4 788272,3 k $0,05 %
NRG Energy Inc 1 834268 k $0,05 %
V2X Inc 3 905267,5 k $0,05 %
Jones Lang LaSalle Inc 875266,3 k $0,05 %
Southwest Airlines Co 7 080266 k $0,05 %
ScanSource Inc 7 245263 k $0,05 %
CRH PLC 2 465259,1 k $0,05 %
SSR Mining Inc 8 638254 k $0,05 %
United Therapeutics Corp 402238,4 k $0,05 %
Arch Capital Group Ltd 2 440234,2 k $0,05 %
Viasat Inc 5 100233,6 k $0,05 %
Frost Total Return Bond Fund 23 680226,9 k $0,05 %
Coeur Mining Inc 11 826222 k $0,04 %
Acuity Inc 751210,4 k $0,04 %
Calix Inc 4 172204,4 k $0,04 %
CDW Corp/DE 1 637198,1 k $0,04 %
PACCAR Inc 1 697196 k $0,04 %
Devon Energy Corp 3 837193,1 k $0,04 %
Flowserve Corp 2 581189,7 k $0,04 %
ATI Inc 1 242180,7 k $0,04 %
Everpure Inc 3 008177,6 k $0,04 %
First American Financial Corp 2 880173,6 k $0,03 %
Commercial Metals Co 2 763169,7 k $0,03 %
Brinker International Inc 1 188169,6 k $0,03 %
Valmont Industries Inc 423169 k $0,03 %
RTX Corp 835161,1 k $0,03 %
New York Times Co/The 1 896158,8 k $0,03 %
Allison Transmission Holdings Inc 1 287150,7 k $0,03 %
Abercrombie & Fitch Co 1 592145,5 k $0,03 %
Champion Homes Inc 1 927143,3 k $0,03 %
Howmet Aerospace Inc 617142,2 k $0,03 %
Amkor Technology Inc 3 078138,6 k $0,03 %
Hasbro Inc 1 478138,3 k $0,03 %
Verizon Communications Inc 2 741137,6 k $0,03 %
Matador Resources Co 2 096132,4 k $0,03 %
Weatherford International PLC 1 398132,2 k $0,03 %
Cigna Group/The 487129,9 k $0,03 %
Generac Holdings Inc 654127,7 k $0,03 %
Graco Inc 1 500127 k $0,03 %
TTM Technologies Inc 1 287125,4 k $0,02 %
IDT Corp 2 216108,8 k $0,02 %
Bristol-Myers Squibb Co 1 57295,3 k $0,02 %
Sandisk Corp/DE 14994,7 k $0,02 %
Universal Display Corp 1 02894,2 k $0,02 %
Teradata Corp 3 60292,3 k $0,02 %
Visteon Corp 97688,9 k $0,02 %
General Motors Co 1 08080,5 k $0,02 %
Crocs Inc 94578,5 k $0,02 %
Blue Bird Corp 1 11663,4 k $0,01 %
EQT Corp 97562 k $0,01 %
Kaiser Aluminum Corp 50160,4 k $0,01 %
Black Hills Corp 86860,2 k $0,01 %
Edison International 78257,2 k $0,01 %
Tutor Perini Corp 69753,8 k $0,01 %
BrightSpring Health Services Inc 1 22952,4 k $0,01 %
NetScout Systems Inc 1 40744,7 k $0,01 %
CF Industries Holdings Inc 33743,8 k $0,01 %
JB Hunt Transport Services Inc 19942,2 k $0,01 %
American States Water Co 50938,5 k $0,01 %
Westamerica BanCorp 72337,7 k $0,01 %
PROG Holdings Inc 1 27836,7 k $0,01 %
Interactive Brokers Group Inc 52835,4 k $0,01 %
Essent Group Ltd 58734,3 k $0,01 %
Lumentum Holdings Inc 4632,3 k $0,01 %
National Fuel Gas Co 34332,2 k $0,01 %
Sensata Technologies Holding PLC 87830,9 k $0,01 %
Keysight Technologies Inc 10529,6 k $0,01 %
Invesco Ltd 1 15428 k $0,01 %
Argan Inc 4926,7 k $0,01 %
EMCOR Group Inc 3122,9 k $0,00 %
Vistance Networks Inc 1 22622,3 k $0,00 %
Wintrust Financial Corp 16022,2 k $0,00 %
Nextpower Inc 17020,5 k $0,00 %
ONE Gas Inc 23019,8 k $0,00 %
Antero Resources Corp 44118,7 k $0,00 %
Strattec Security Corp 23818,6 k $0,00 %
Range Resources Corp 31614,3 k $0,00 %
Stewart Information Services Corp 20612,7 k $0,00 %
Cognex Corp 24512 k $0,00 %
CareDx Inc 64611,2 k $0,00 %
Clear Secure Inc 1939,3 k $0,00 %
J Jill Inc 6437,4 k $0,00 %