Titelia

Portefeuille de Gotham Index Plus Fund

FundVantage Trust · 262 positions déclarées · au 31 mars 2026

Document d'origine · Actif net 1,1 Md $ · Dix premières lignes : 77.6 % de la poche actions

Répartition par secteur

  • Technologie 4,5 %
  • Communication 2,5 %
  • Finance 2,2 %
  • Santé 1,9 %
  • Énergie 1,5 %
  • Industrie 1,5 %
  • Consommation cyclique 1,4 %
  • Immobilier 1,2 %
  • Consommation de base 0,5 %
  • Matériaux 0,2 %
  • Services publics 0,1 %
  • Non attribué 82,6 %

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 99,5 %
  • NL 0,3 %
  • IE 0,2 %

Parts calculées sur la poche actions.

PaysLignesValeurPart
US259719,7 M $99,51 %
NL12,4 M $0,33 %
IE21,2 M $0,17 %

Positions

SociétéTitresValeurPoids
Gotham Enhanced 500 ETF 14 210 300502,8 M $46,02 %
NVIDIA Corp 60 78610,6 M $0,97 %
Microsoft Corp 25 2439,3 M $0,86 %
Alphabet Inc 28 9408,3 M $0,76 %
Valero Energy Corp 30 2607,5 M $0,68 %
Meta Platforms Inc 10 9416,3 M $0,57 %
Regeneron Pharmaceuticals, Inc. 6 1564,8 M $0,44 %
Amazon.com Inc 20 8274,3 M $0,40 %
Simon Property Group Inc 20 9423,9 M $0,36 %
JPMorgan Chase & Co 12 5043,7 M $0,34 %
Cardinal Health, Inc. 16 4103,5 M $0,32 %
Gen Digital Inc 178 1163,4 M $0,31 %
PTC Inc 21 7983,1 M $0,28 %
EMCOR Group Inc 4 0463 M $0,27 %
Roper Technologies Inc 8 0272,8 M $0,26 %
ON Semiconductor Corp 40 5652,5 M $0,23 %
Exxon Mobil Corp 14 7202,5 M $0,23 %
Broadcom Inc 8 0062,5 M $0,23 %
Target Corp 19 8572,4 M $0,22 %
LyondellBasell Industries NV 29 5102,4 M $0,22 %
Kenvue Inc 130 7432,3 M $0,21 %
Ventas Inc 26 9422,2 M $0,20 %
Textron Inc 25 1472,2 M $0,20 %
Deckers Outdoor Corp 21 8832,2 M $0,20 %
CF Industries Holdings Inc 16 5102,1 M $0,20 %
GoDaddy Inc 24 6172 M $0,19 %
Devon Energy Corp 39 1672 M $0,18 %
Biogen Inc 10 7092 M $0,18 %
Lockheed Martin Corp 3 2432 M $0,18 %
Adobe Inc 7 4861,8 M $0,17 %
Halliburton Co 46 3061,8 M $0,17 %
Solventum Corp 27 6251,8 M $0,17 %
Tyson Foods Inc 27 7591,8 M $0,16 %
Occidental Petroleum Corp 27 2051,8 M $0,16 %
Johnson & Johnson 6 8651,7 M $0,15 %
DuPont de Nemours Inc 33 9341,6 M $0,14 %
Kraft Heinz Co/The 69 0101,6 M $0,14 %
Goldman Sachs Group Inc/The 1 7821,5 M $0,14 %
Veralto Corp 17 0311,5 M $0,14 %
Verizon Communications Inc 29 1181,5 M $0,13 %
Berkshire Hathaway Inc 3 0431,5 M $0,13 %
Cummins Inc 2 6971,5 M $0,13 %
Gilead Sciences Inc 10 2581,4 M $0,13 %
Pfizer Inc 49 7371,4 M $0,13 %
Bristol-Myers Squibb Co 22 4581,4 M $0,12 %
Digital Realty Trust Inc 7 5281,4 M $0,12 %
Apple Inc 5 2701,3 M $0,12 %
Caterpillar Inc 1 7821,3 M $0,12 %
Bank of America Corp 25 8601,3 M $0,12 %
Loews Corp 11 7171,3 M $0,11 %
PayPal Holdings Inc 26 8921,2 M $0,11 %
PPG Industries Inc 11 3741,2 M $0,11 %
Skyworks Solutions Inc 22 5781,2 M $0,11 %
Allegion plc 8 3011,2 M $0,11 %
Wells Fargo & Co 14 9291,2 M $0,11 %
Honeywell International Inc 5 1181,2 M $0,11 %
Nordson Corp 4 2321,1 M $0,10 %
FedEx Corp 3 0711,1 M $0,10 %
Las Vegas Sands Corp 20 1331,1 M $0,10 %
QUALCOMM Inc 8 3441,1 M $0,10 %
Fiserv Inc 19 0441,1 M $0,10 %
Bath & Body Works Inc 55 8121 M $0,10 %
GE HealthCare Technologies Inc 14 5881 M $0,10 %
NRG Energy Inc 7 0741 M $0,09 %
Dollar Tree Inc 9 2781 M $0,09 %
T-Mobile US Inc 4 7661 M $0,09 %
Newmont Corp 9 2451 M $0,09 %
Yum! Brands Inc 6 349987,1 k $0,09 %
Carnival Corp 38 085985,6 k $0,09 %
United Parcel Service Inc 9 762960,4 k $0,09 %
Smurfit Westrock PLC 23 841950,1 k $0,09 %
ResMed Inc 4 222947,8 k $0,09 %
Vulcan Materials Co 3 279892,9 k $0,08 %
Procter & Gamble Co/The 6 103881,5 k $0,08 %
Snap-on Inc 2 424880,4 k $0,08 %
AMETEK Inc 4 107880,4 k $0,08 %
Fox Corp 14 849867,2 k $0,08 %
PepsiCo Inc 5 584867,1 k $0,08 %
Duke Energy Corp 6 595863,5 k $0,08 %
EPAM Systems Inc 6 287851,3 k $0,08 %
DaVita Inc 5 535850,7 k $0,08 %
Paychex Inc 9 205848 k $0,08 %
Johnson Controls International plc 6 454845,2 k $0,08 %
Dollar General Corp 7 081840,7 k $0,08 %
McDonald's Corp. 2 701839,4 k $0,08 %
F5 Inc 2 846823,4 k $0,08 %
Campbell's Company/The 36 270807,7 k $0,07 %
Realty Income Corp 13 122802,8 k $0,07 %
Medtronic PLC 9 233800 k $0,07 %
Kinder Morgan, Inc. 23 468786,9 k $0,07 %
Avery Dennison Corp 4 505777,9 k $0,07 %
Progressive Corp/The 3 784750,1 k $0,07 %
Cisco Systems, Inc. 9 612745,8 k $0,07 %
Altria Group, Inc. 11 239741,7 k $0,07 %
Cincinnati Financial Corp 4 695738,8 k $0,07 %
Hasbro Inc 7 826732,5 k $0,07 %
Huntington Ingalls Industries, Inc. 1 924730,9 k $0,07 %
Cboe Global Markets Inc 2 590728 k $0,07 %
Marriott International Inc/MD 2 180713 k $0,07 %
Franklin Resources Inc 29 940707,2 k $0,06 %
Micron Technology Inc 2 083703,7 k $0,06 %
Citigroup Inc 6 182701,1 k $0,06 %
Keysight Technologies Inc 2 450691,8 k $0,06 %
T Rowe Price Group Inc 7 639688,6 k $0,06 %
JB Hunt Transport Services Inc 3 204678,9 k $0,06 %
Kimberly-Clark Corp 7 030678,2 k $0,06 %
Lam Research Corp 3 154673,9 k $0,06 %
Erie Indemnity Co 2 595652,1 k $0,06 %
Delta Air Lines Inc 9 381623,6 k $0,06 %
Marsh & McLennan Cos Inc 3 560617,5 k $0,06 %
McKesson Corp 706610,9 k $0,06 %
Charles Schwab Corp/The 6 470608,1 k $0,06 %
Keurig Dr Pepper Inc 22 358588,7 k $0,05 %
State Street SPDR S&P 500 ETF Trust 890578,8 k $0,05 %
Genuine Parts Co 5 311561,6 k $0,05 %
Constellation Brands Inc 3 736560,4 k $0,05 %
Accenture PLC 2 754546,1 k $0,05 %
Corpay Inc 1 875545,6 k $0,05 %
VICI Properties Inc 19 537533,8 k $0,05 %
Jacobs Solutions Inc 4 073518,4 k $0,05 %
Visa Inc 1 689510,5 k $0,05 %
Dell Technologies Inc 2 999492,2 k $0,05 %
Seagate Technology Holdings PLC 1 246488,1 k $0,04 %
Walt Disney Co/The 5 044486,1 k $0,04 %
Brown & Brown Inc 7 329477,9 k $0,04 %
Welltower Inc 2 329460,5 k $0,04 %
Stanley Black & Decker Inc 6 459459 k $0,04 %
Masco Corp 7 335442,8 k $0,04 %
Capital One Financial Corp 2 343427,4 k $0,04 %
Rockwell Automation Inc 1 157415,2 k $0,04 %
Expedia Group Inc 1 783411,7 k $0,04 %
US Bancorp 7 587394,6 k $0,04 %
KKR & Co Inc 4 102379,4 k $0,03 %
Blackrock Inc 394378,9 k $0,03 %
General Mills, Inc. 10 071374,8 k $0,03 %
Merck & Co Inc 3 069369,2 k $0,03 %
Mastercard Inc 732365,8 k $0,03 %
Molson Coors Beverage Co 8 392361,4 k $0,03 %
Cognizant Technology Solutions Corp. 5 851359 k $0,03 %
Bank of New York Mellon Corp/The 3 016357,8 k $0,03 %
Philip Morris International Inc. 2 149355,3 k $0,03 %
Willis Towers Watson PLC 1 220354,7 k $0,03 %
Union Pacific Corp 1 444350,3 k $0,03 %
VeriSign Inc 1 393346 k $0,03 %
Automatic Data Processing Inc 1 693344 k $0,03 %
Edison International 4 551333 k $0,03 %
CDW Corp/DE 2 721329,3 k $0,03 %
Principal Financial Group Inc 3 651329 k $0,03 %
American Express Co 1 080326,7 k $0,03 %
Ford Motor Co 27 746320,2 k $0,03 %
Incyte Corp 3 380318,1 k $0,03 %
Charles River Laboratories International Inc 1 793309,3 k $0,03 %
Omnicom Group Inc 4 086307,7 k $0,03 %
IQVIA Holdings Inc 1 800307 k $0,03 %
Abbott Laboratories 2 944302,3 k $0,03 %
Cigna Group/The 1 082288,6 k $0,03 %
Expand Energy Corp 2 612286,7 k $0,03 %
Lowe's Cos Inc 1 203284,2 k $0,03 %
News Corp 11 367283,4 k $0,03 %
Analog Devices Inc 885281,6 k $0,03 %
Comcast Corp 9 532273,7 k $0,03 %
Applied Materials Inc 788269,3 k $0,02 %
Warner Bros Discovery Inc 9 729267,2 k $0,02 %
Linde PLC 538266,7 k $0,02 %
AvalonBay Communities, Inc. 1 612263,3 k $0,02 %
Coca-Cola Co/The 3 448262,2 k $0,02 %
UnitedHealth Group Inc 960259,8 k $0,02 %
Sysco Corp 3 548253,1 k $0,02 %
PNC Financial Services Group Inc/The 1 189247,4 k $0,02 %
Truist Financial Corp 5 341245,5 k $0,02 %
Illinois Tool Works Inc 941244,9 k $0,02 %
Prologis Inc 1 805238,6 k $0,02 %
Robinhood Markets Inc 3 375233,9 k $0,02 %
Western Digital Corp 861232,9 k $0,02 %
Conagra Brands Inc 14 214223,4 k $0,02 %
Baxter International Inc 13 023218,8 k $0,02 %
Otis Worldwide Corp 2 769213,4 k $0,02 %
Aptiv PLC 2 826196,2 k $0,02 %
General Motors Co 2 589192,9 k $0,02 %
Nasdaq Inc 2 151182,6 k $0,02 %
Hewlett Packard Enterprise Co 7 570180,2 k $0,02 %
State Street Corp 1 380174,7 k $0,02 %
NetApp Inc 1 607164,5 k $0,02 %
APA Corp 3 705157,2 k $0,01 %
Zebra Technologies Corp 752157,2 k $0,01 %
Jabil Inc 579153,8 k $0,01 %
Ball Corp 2 493147,4 k $0,01 %
General Dynamics Corp 422144,8 k $0,01 %
CVS Health Corp 1 994143,2 k $0,01 %
Chubb Ltd 432140,8 k $0,01 %
Raymond James Financial Inc 956138,4 k $0,01 %
M&T Bank Corp 667137,9 k $0,01 %
Northrop Grumman Corp 201137,1 k $0,01 %
IDEXX Laboratories Inc 228128,1 k $0,01 %
PG&E Corp 7 163125,9 k $0,01 %
Citizens Financial Group Inc 2 079124,7 k $0,01 %
Synchrony Financial 1 710116,3 k $0,01 %
Best Buy Co Inc 1 782114,4 k $0,01 %
Equity Residential 1 930114,2 k $0,01 %
Leidos Holdings Inc 724112,6 k $0,01 %
Take-Two Interactive Software Inc 544107,4 k $0,01 %
Ralph Lauren Corp 296101,8 k $0,01 %
Amphenol Corp 75194,9 k $0,01 %
Ameriprise Financial Inc 20892,4 k $0,01 %
Dover Corp 43590,7 k $0,01 %
Hartford Insurance Group Inc/The 66289,5 k $0,01 %
Regions Financial Corp 3 32386,8 k $0,01 %
Broadridge Financial Solutions Inc 51183 k $0,01 %
Centene Corp 2 48481,3 k $0,01 %
Ulta Beauty Inc 15380 k $0,01 %
Host Hotels & Resorts Inc 4 14679,4 k $0,01 %
TJX Cos Inc/The 49378,7 k $0,01 %
Elevance Health Inc 22365,3 k $0,01 %
Colgate-Palmolive Co 69559,2 k $0,01 %
Charter Communications, Inc. 27459,2 k $0,01 %
Constellation Energy Corp. 19755 k $0,01 %
Salesforce Inc 29254,5 k $0,01 %
Viatris Inc 3 68349,8 k $0,00 %
Thermo Fisher Scientific Inc 9948,7 k $0,00 %
Tapestry Inc 33246,8 k $0,00 %
American Tower Corp 27046,6 k $0,00 %
Booking Holdings Inc 1146,3 k $0,00 %
Align Technology Inc 24642,2 k $0,00 %
Northern Trust Corp 29541,2 k $0,00 %
Xylem Inc/NY 32739,1 k $0,00 %
Corteva Inc 42335,4 k $0,00 %
Baker Hughes Co 46928,6 k $0,00 %
CME Group Inc 9327,5 k $0,00 %
Invesco Ltd 1 10226,8 k $0,00 %
Morgan Stanley 15525,5 k $0,00 %
Universal Health Services Inc 13824,7 k $0,00 %
Gartner Inc 15224,1 k $0,00 %
Clorox Co/The 20120,8 k $0,00 %
CBRE Group Inc 15220,6 k $0,00 %
Garmin Ltd 8519,7 k $0,00 %
Intercontinental Exchange Inc 12018,9 k $0,00 %
Expeditors International of Washington Inc 12918,5 k $0,00 %
A O Smith Corp 27918,4 k $0,00 %
Agilent Technologies Inc 12714,5 k $0,00 %
Advanced Micro Devices Inc 5912 k $0,00 %
United Rentals Inc 1410,2 k $0,00 %
Ingersoll Rand Inc 1219,7 k $0,00 %
Uber Technologies Inc 1319,4 k $0,00 %
Danaher Corp 438,2 k $0,00 %
Blackstone Inc 667,6 k $0,00 %
General Electric Co 246,8 k $0,00 %
Apollo Global Management Inc 566,2 k $0,00 %
Electronic Arts Inc 265,3 k $0,00 %
Wynn Resorts Ltd 363,7 k $0,00 %
Interactive Brokers Group Inc 543,6 k $0,00 %
Fifth Third Bancorp 592,7 k $0,00 %
RTX Corp 122,3 k $0,00 %
Vistra Corp 142,1 k $0,00 %
Qnity Electronics Inc 161,8 k $0,00 %
Fortive Corp 301,7 k $0,00 %
Williams-Sonoma Inc 61,1 k $0,00 %
Emerson Electric Co. 3393,1 $
Huntington Bancshares Inc/OH 15234,8 $
Howmet Aerospace Inc 1230,5 $
Palantir Technologies Inc 1146,3 $
3M Co 1145,2 $
Evergy Inc 181,9 $