Titelia

Portefeuille de Timothy Plan US Large/Mid Cap Core ETF

Timothy Plan · 270 positions déclarées · au 31 mars 2026

Document d’origine · Actif net 333,5 M $ · Dix premières lignes : 6.9 % de la poche actions

Répartition par pays

Parts calculées sur la poche actions, seule partie couverte par ce site.

PaysLignesValeur (USD)Part
US 267328,9 M $98,82 %
NL 22,4 M $0,71 %
BM 11,6 M $0,47 %

La répartition sectorielle n’est publiée dans aucun document réglementaire : ni les formulaires N-PORT ni le référentiel LEI ne portent de code d’activité. Elle est absente plutôt qu’estimée.

Positions

SociétéTitresValeur (USD)Poids
CenterPoint Energy Inc 57 7202,5 M $0,75 %
Evergy Inc 29 0392,4 M $0,71 %
Atmos Energy Corp 12 5302,3 M $0,69 %
Ameren Corp 20 9162,3 M $0,69 %
CMS Energy Corp 29 5502,3 M $0,69 %
CME Group Inc 7 6432,3 M $0,68 %
American Electric Power Co Inc 17 1532,2 M $0,67 %
DTE Energy Co 15 3382,2 M $0,67 %
Waste Management Inc 9 6272,2 M $0,66 %
WEC Energy Group Inc 19 1052,2 M $0,66 %
Alliant Energy Corp 30 8082,2 M $0,66 %
Linde PLC 4 4252,2 M $0,66 %
Ross Stores Inc 9 9952,2 M $0,65 %
Southern Co/The 22 2882,2 M $0,65 %
Intercontinental Exchange Inc 13 5972,1 M $0,64 %
Keysight Technologies Inc 7 4312,1 M $0,63 %
Consolidated Edison Inc 18 3692,1 M $0,62 %
AMETEK Inc 9 6042,1 M $0,62 %
Entergy Corp 18 0082 M $0,61 %
Cboe Global Markets Inc 7 1532 M $0,60 %
Republic Services Inc 9 0992 M $0,60 %
US Foods Holding Corp 21 4272 M $0,59 %
NiSource Inc 42 1162 M $0,59 %
Coterra Energy Inc 55 5262 M $0,59 %
Bunge Global SA 15 2061,9 M $0,58 %
Caterpillar Inc 2 6331,9 M $0,56 %
Graco Inc 21 8641,9 M $0,55 %
Costco Wholesale Corp 1 8381,8 M $0,55 %
Western Digital Corp 6 7691,8 M $0,55 %
WW Grainger Inc 1 6731,8 M $0,55 %
Ball Corp 30 8401,8 M $0,55 %
Kinder Morgan, Inc. 54 1851,8 M $0,54 %
General Dynamics Corp 5 2341,8 M $0,54 %
Avery Dennison Corp 10 3391,8 M $0,54 %
Woodward Inc 4 9721,8 M $0,53 %
Quest Diagnostics Inc 9 0631,8 M $0,53 %
Dover Corp 8 5081,8 M $0,53 %
CSX Corp 43 1361,8 M $0,53 %
Public Service Enterprise Group Inc 21 7471,8 M $0,53 %
Teledyne Technologies Inc 2 9071,8 M $0,53 %
Union Pacific Corp 7 2451,8 M $0,53 %
Illinois Tool Works Inc 6 7421,8 M $0,53 %
Edwards Lifesciences Corp 21 8981,8 M $0,53 %
Expeditors International of Washington Inc 12 1841,7 M $0,52 %
Rollins Inc 32 4901,7 M $0,52 %
Aflac Inc 15 7641,7 M $0,52 %
Casey's General Stores Inc 2 3741,7 M $0,52 %
Targa Resources Corp 6 8031,7 M $0,51 %
O'Reilly Automotive Inc 18 3241,7 M $0,51 %
EOG Resources Inc 11 6771,7 M $0,51 %
Deere & Co 2 9741,7 M $0,50 %
CF Industries Holdings Inc 12 8111,7 M $0,50 %
Westinghouse Air Brake Technologies Corp 6 6341,7 M $0,50 %
SLB Ltd 31 9111,6 M $0,49 %
PACCAR Inc 14 1821,6 M $0,49 %
ConocoPhillips 12 3981,6 M $0,49 %
Williams Cos Inc/The 22 4601,6 M $0,49 %
Snap-on Inc 4 4881,6 M $0,49 %
Sysco Corp 22 6281,6 M $0,48 %
Fastenal Co 34 7111,6 M $0,48 %
Fortive Corp 29 1091,6 M $0,48 %
LyondellBasell Industries NV 19 8011,6 M $0,48 %
HCA Healthcare Inc 3 3671,6 M $0,48 %
Motorola Solutions Inc 3 6711,6 M $0,48 %
Stryker Corp 4 8441,6 M $0,48 %
Kimberly-Clark Corp 16 3451,6 M $0,47 %
Cintas Corp 9 2771,6 M $0,47 %
Reliance Inc 5 1511,6 M $0,47 %
Ciena Corp 4 0261,6 M $0,47 %
Occidental Petroleum Corp 24 0061,6 M $0,47 %
Seagate Technology Holdings PLC 3 9781,6 M $0,47 %
Markel Group Inc 8131,6 M $0,47 %
Arch Capital Group Ltd 16 1901,6 M $0,47 %
STERIS PLC 7 0051,5 M $0,46 %
Valero Energy Corp 6 2451,5 M $0,46 %
Everest Group Ltd 4 7201,5 M $0,46 %
Halliburton Co 39 5291,5 M $0,46 %
ONEOK Inc 17 0211,5 M $0,46 %
Teradyne Inc 5 1771,5 M $0,46 %
Cincinnati Financial Corp 9 6701,5 M $0,46 %
CH Robinson Worldwide Inc 9 0811,5 M $0,45 %
Martin Marietta Materials Inc 2 5611,5 M $0,45 %
Sherwin-Williams Co/The 4 6931,5 M $0,45 %
W R Berkley Corp 22 5991,5 M $0,45 %
API Group Corp 36 7961,5 M $0,45 %
Nasdaq Inc 17 5551,5 M $0,45 %
Principal Financial Group Inc 16 3961,5 M $0,44 %
American Water Works Co Inc 10 8271,5 M $0,44 %
NextEra Energy Inc 15 8511,5 M $0,44 %
Tradeweb Markets Inc 12 4761,5 M $0,44 %
Phillips 66 8 0201,5 M $0,44 %
Curtiss-Wright Corp 2 1281,4 M $0,43 %
Cheniere Energy Inc 5 0691,4 M $0,43 %
Parker-Hannifin Corp 1 6061,4 M $0,43 %
Eversource Energy 20 7261,4 M $0,43 %
Hubbell Inc 2 9211,4 M $0,43 %
Hormel Foods Corp 63 0821,4 M $0,43 %
Vulcan Materials Co 5 1761,4 M $0,42 %
Textron Inc 16 0941,4 M $0,42 %
Expand Energy Corp 12 7851,4 M $0,42 %
Progressive Corp/The 7 0311,4 M $0,42 %
Baker Hughes Co 22 8031,4 M $0,42 %
ITT Inc 7 2481,4 M $0,41 %
Packaging Corp of America 6 5051,4 M $0,41 %
MSCI Inc 2 5481,4 M $0,41 %
Old Dominion Freight Line Inc 6 9921,4 M $0,41 %
Cognizant Technology Solutions Corp. 22 2441,4 M $0,41 %
Newmont Corp 12 5221,4 M $0,41 %
Verisk Analytics Inc 7 1341,4 M $0,41 %
PPG Industries Inc 12 6131,3 M $0,40 %
BJ's Wholesale Club Holdings Inc 13 6541,3 M $0,40 %
Howmet Aerospace Inc 5 8251,3 M $0,40 %
MasTec Inc 4 1711,3 M $0,40 %
Kenvue Inc 77 8321,3 M $0,40 %
Devon Energy Corp 26 6251,3 M $0,40 %
KLA Corp 9081,3 M $0,40 %
Analog Devices Inc 4 1461,3 M $0,40 %
Jabil Inc 4 9471,3 M $0,39 %
Diamondback Energy Inc 6 6361,3 M $0,39 %
Trane Technologies PLC 3 1391,3 M $0,39 %
TD SYNNEX Corp 7 7491,3 M $0,39 %
Reinsurance Group of America Inc 6 3941,3 M $0,39 %
Viper Energy Inc 27 7201,3 M $0,39 %
Steel Dynamics Inc 7 2261,3 M $0,39 %
SS&C Technologies Holdings Inc 19 0891,3 M $0,39 %
Lincoln Electric Holdings Inc 5 1661,3 M $0,39 %
Otis Worldwide Corp 16 6761,3 M $0,39 %
Roper Technologies Inc 3 6191,3 M $0,38 %
Incyte Corp 13 5751,3 M $0,38 %
Nucor Corp 7 5181,3 M $0,38 %
Dollar General Corp 10 6751,3 M $0,38 %
Texas Pacific Land Corp 2 6531,3 M $0,38 %
Franklin Resources Inc 53 2601,3 M $0,38 %
First Citizens BancShares Inc/NC 6641,3 M $0,38 %
Domino's Pizza Inc 3 4861,3 M $0,38 %
Quanta Services Inc 2 2451,2 M $0,37 %
Xylem Inc/NY 10 2181,2 M $0,37 %
McCormick & Co Inc/MD 24 2061,2 M $0,37 %
TE Connectivity PLC 5 8101,2 M $0,36 %
Zoetis Inc 10 2451,2 M $0,36 %
Genuine Parts Co 11 3941,2 M $0,36 %
RPM International Inc 12 0831,2 M $0,36 %
TransDigm Group Inc 1 0341,2 M $0,36 %
EQT Corp 18 8221,2 M $0,36 %
Allegion plc 8 2381,2 M $0,36 %
East West Bancorp Inc 11 1301,2 M $0,36 %
Ingersoll Rand Inc 14 8251,2 M $0,36 %
NVR Inc 1801,2 M $0,36 %
Copart Inc 35 7051,2 M $0,36 %
Rockwell Automation Inc 3 2951,2 M $0,35 %
Intuitive Surgical Inc 2 5531,2 M $0,35 %
Watsco Inc 3 1871,2 M $0,35 %
Illumina Inc 9 3971,2 M $0,35 %
Arthur J Gallagher & Co 5 3421,2 M $0,35 %
ResMed Inc 5 1171,1 M $0,34 %
Toll Brothers Inc 8 4031,1 M $0,34 %
Paychex Inc 12 4221,1 M $0,34 %
Tractor Supply Co 24 7391,1 M $0,34 %
F5 Inc 3 8501,1 M $0,33 %
Encompass Health Corp 11 4651,1 M $0,33 %
Ferguson Enterprises Inc 4 7101,1 M $0,33 %
Masco Corp 18 0181,1 M $0,33 %
Carrier Global Corp 19 3111,1 M $0,33 %
Carlisle Cos Inc 3 2491,1 M $0,33 %
HEICO Corp 3 9491,1 M $0,32 %
Solventum Corp 16 5791,1 M $0,32 %
Amphenol Corp 8 5281,1 M $0,32 %
Mettler-Toledo International Inc 8541,1 M $0,32 %
Brown & Brown Inc 16 4941,1 M $0,32 %
Trimble Inc 16 4781,1 M $0,32 %
Bentley Systems Inc 30 4371,1 M $0,32 %
Freeport-McMoRan Inc 18 1191,1 M $0,32 %
Comfort Systems USA Inc 7721,1 M $0,32 %
AECOM 12 5161,1 M $0,32 %
Corpay Inc 3 6281,1 M $0,32 %
PulteGroup Inc 8 8651 M $0,31 %
Somnigroup International Inc 14 0861 M $0,31 %
Houlihan Lokey Inc 7 0821 M $0,31 %
Texas Instruments Inc 5 2291 M $0,30 %
GE HealthCare Technologies Inc 14 0541 M $0,30 %
EMCOR Group Inc 1 351997,5 k $0,30 %
CDW Corp/DE 8 236996,7 k $0,30 %
Tyler Technologies Inc 2 883987,1 k $0,30 %
Garmin Ltd 4 237983 k $0,29 %
Agilent Technologies Inc 8 622982,7 k $0,29 %
LPL Financial Holdings Inc 3 265982,2 k $0,29 %
United Therapeutics Corp 1 656982 k $0,29 %
CRH PLC 9 315979,2 k $0,29 %
BWX Technologies Inc 4 762973,8 k $0,29 %
GE Vernova Inc 1 103962,8 k $0,29 %
Neurocrine Biosciences Inc 7 297961,3 k $0,29 %
Lennox International Inc 2 058955,2 k $0,29 %
NetApp Inc 8 896910,9 k $0,27 %
Waters Corp 3 052908,9 k $0,27 %
Tenet Healthcare Corp 4 800905,8 k $0,27 %
DR Horton Inc 6 590904,3 k $0,27 %
Aptiv PLC 12 974900,9 k $0,27 %
Chipotle Mexican Grill Inc 28 098899,4 k $0,27 %
Williams-Sonoma Inc 4 863886,7 k $0,27 %
Entegris Inc 7 554885,6 k $0,27 %
Dynatrace Inc 23 876882,9 k $0,26 %
ON Semiconductor Corp 14 004867,1 k $0,26 %
Fidelity National Information Services Inc 18 479866,8 k $0,26 %
Fortinet Inc 10 345845,4 k $0,25 %
Dexcom Inc 13 123824,1 k $0,25 %
Palo Alto Networks Inc 5 081814,6 k $0,24 %
Equitable Holdings Inc 21 755807,3 k $0,24 %
IQVIA Holdings Inc 4 714803,9 k $0,24 %
Equifax Inc 4 448801 k $0,24 %
Lennar Corp 9 163795,7 k $0,24 %
Cadence Design Systems Inc 2 846790,8 k $0,24 %
Vertiv Holdings Co 3 153790,1 k $0,24 %
Ryan Specialty Holdings Inc 23 314786,6 k $0,24 %
Interactive Brokers Group Inc 11 711785,5 k $0,24 %
United Rentals Inc 1 070779,6 k $0,23 %
PTC Inc 5 455777,3 k $0,23 %
IDEXX Laboratories Inc 1 372770,9 k $0,23 %
Sprouts Farmers Market Inc 9 987770,3 k $0,23 %
NXP Semiconductors NV 3 891766 k $0,23 %
Monolithic Power Systems Inc 696761 k $0,23 %
TransUnion 10 927756 k $0,23 %
Global Payments Inc 10 878732,1 k $0,22 %
Deckers Outdoor Corp 7 186719,2 k $0,22 %
Bloom Energy Corp 5 157698,7 k $0,21 %
Jefferies Financial Group Inc 16 853695,5 k $0,21 %
Broadcom Inc 2 237692,4 k $0,21 %
Coupang Inc 35 980679,3 k $0,20 %
Okta Inc 8 550673 k $0,20 %
Veeva Systems Inc 3 828672,4 k $0,20 %
CoStar Group Inc 16 177652,6 k $0,20 %
FTAI Aviation Ltd 2 661651,9 k $0,20 %
Datadog Inc 5 495648,7 k $0,19 %
Insulet Corp 3 080646,3 k $0,19 %
Toast Inc 24 089638,6 k $0,19 %
Zebra Technologies Corp 3 027632,9 k $0,19 %
West Pharmaceutical Services Inc 2 403602,3 k $0,18 %
NRG Energy Inc 4 081596,4 k $0,18 %
Chewy Inc 22 029594,8 k $0,18 %
Gartner Inc 3 748593,5 k $0,18 %
Centene Corp 17 658578,1 k $0,17 %
Synopsys Inc 1 451575,3 k $0,17 %
Humana Inc 3 212556,9 k $0,17 %
Guidewire Software Inc 3 701553,5 k $0,17 %
Builders FirstSource Inc 6 674549,5 k $0,16 %
Fair Isaac Corp 512546,6 k $0,16 %
Docusign Inc 11 325536,9 k $0,16 %
ServiceNow Inc 5 133536,7 k $0,16 %
Manhattan Associates Inc 4 016534,6 k $0,16 %
First Solar Inc 2 645521,8 k $0,16 %
Arista Networks Inc 4 163511,1 k $0,15 %
Carvana Co 1 607505,2 k $0,15 %
Medpace Holdings Inc 1 051504,7 k $0,15 %
Constellation Energy Corp. 1 800502,7 k $0,15 %
Blue Owl Capital Inc 54 290495,7 k $0,15 %
Nutanix Inc 12 780485,8 k $0,15 %
TALEN ENERGY CORP 1 471469,6 k $0,14 %
Palantir Technologies Inc 3 134458,4 k $0,14 %
Vistra Corp 2 822424,2 k $0,13 %
Axon Enterprise Inc 989420 k $0,13 %
SoFi Technologies Inc 23 834378,5 k $0,11 %
Celsius Holdings Inc 10 191361,6 k $0,11 %
AppLovin Corp 817325,2 k $0,10 %
Affirm Holdings Inc 6 994320,5 k $0,10 %
Credo Technology Group Holding Ltd 3 036285 k $0,09 %
Coinbase Global Inc 1 458254,6 k $0,08 %
Astera Labs Inc 2 058225,6 k $0,07 %
Doximity Inc 9 488221,1 k $0,07 %
Strategy Inc 1 708213,2 k $0,06 %
Trade Desk Inc/The 8 867201,2 k $0,06 %
Super Micro Computer Inc 8 185186,4 k $0,06 %