Titelia

Portefeuille de HUSSMAN STRATEGIC ALLOCATION FUND

Hussman Investment Trust · 240 positions déclarées · au 31 mars 2026

Document d'origine · Actif net 26 M $ · Dix premières lignes : 9.4 % de la poche actions

Répartition par secteur

  • Santé 1,7 %
  • Énergie 1,2 %
  • Consommation de base 1,1 %
  • Finance 0,9 %
  • Communication 0,6 %
  • Technologie 0,6 %
  • Consommation cyclique 0,4 %
  • Matériaux 0,2 %
  • Non attribué 93,4 %

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 89,4 %
  • BM 2,5 %
  • KY 2,0 %
  • CA 1,6 %
  • IL 1,0 %
  • IE 0,6 %
  • UY 0,6 %
  • VG 0,5 %
  • PA 0,5 %
  • GB 0,5 %
  • DK 0,4 %
  • LU 0,3 %

Parts calculées sur la poche actions.

PaysLignesValeurPart
US20519,4 M $89,41 %
BM7543,3 k $2,51 %
KY6435,5 k $2,01 %
CA8336,3 k $1,55 %
IL3225,6 k $1,04 %
IE2137,8 k $0,64 %
UY1129,7 k $0,60 %
VG2118,1 k $0,55 %
PA2107,9 k $0,50 %
GB2107,9 k $0,50 %
DK191,5 k $0,42 %
LU160 k $0,28 %

Positions

SociétéTitresValeurPoids
Corcept Therapeutics Inc 6 000241,9 k $0,93 %
United Natural Foods Inc 5 000225,3 k $0,86 %
Campbell's Company/The 10 000222,7 k $0,85 %
APA Corp 5 000212,2 k $0,81 %
Etsy Inc 4 000199,9 k $0,77 %
ANI Pharmaceuticals Inc 2 500192,3 k $0,74 %
Concentrix Corp 7 000191,5 k $0,74 %
Sezzle Inc 3 000189,9 k $0,73 %
Ulta Beauty Inc 350182,9 k $0,70 %
Power Solutions International Inc 3 000182,6 k $0,70 %
Dollar General Corp 1 500178,1 k $0,68 %
ACADIA Pharmaceuticals Inc 8 000178,1 k $0,68 %
Qualys Inc 2 000175,7 k $0,67 %
Progyny Inc 10 000169,8 k $0,65 %
American Eagle Outfitters Inc 10 000167 k $0,64 %
Collegium Pharmaceutical Inc 5 000165,4 k $0,63 %
IRhythm Holdings Inc 1 400165,2 k $0,63 %
Innoviva Inc 7 000163,1 k $0,63 %
Halozyme Therapeutics Inc 2 500161,6 k $0,62 %
Viasat Inc 3 500160,3 k $0,62 %
QIAGEN NV 4 000160,2 k $0,61 %
TALEN ENERGY CORP 500159,6 k $0,61 %
Ubiquiti Inc 200158,1 k $0,61 %
SolarEdge Technologies Inc 3 000153,2 k $0,59 %
Ameresco Inc 6 000153 k $0,59 %
TransMedics Group Inc 1 500149,1 k $0,57 %
Healthcare Services Group Inc 8 000148,4 k $0,57 %
Restaurant Brands International Inc 2 000147,8 k $0,57 %
Archer-Daniels-Midland Co 2 000145,4 k $0,56 %
Fastly Inc 5 000145,3 k $0,56 %
Allegion plc 1 000145,3 k $0,56 %
Cirrus Logic Inc 1 000144,6 k $0,56 %
BROOKFIELD INFRASTRUCTURE PARTNERS LP 4 000144,5 k $0,55 %
Medpace Holdings Inc 300144,1 k $0,55 %
CVS Health Corp 2 000143,6 k $0,55 %
Check Point Software Technologies Ltd 1 000142,9 k $0,55 %
Proto Labs Inc 2 500142,6 k $0,55 %
Incyte Corp 1 500141,2 k $0,54 %
Sally Beauty Holdings Inc 10 000138,5 k $0,53 %
Fluence Energy Inc 10 000137,6 k $0,53 %
Five Below Inc 600137,1 k $0,53 %
Visteon Corp 1 500136,7 k $0,52 %
Steven Madden Ltd 4 000135,7 k $0,52 %
EPAM Systems Inc 1 000135,4 k $0,52 %
Lyft Inc 10 000133 k $0,51 %
Tootsie Roll Industries Inc 3 090132 k $0,51 %
Neurocrine Biosciences Inc 1 000131,7 k $0,51 %
Shoals Technologies Group Inc 20 000131,6 k $0,51 %
Stoke Therapeutics Inc 4 000130,2 k $0,50 %
Dlocal Ltd/Uruguay 10 000129,7 k $0,50 %
National Vision Holdings Inc 5 000129,5 k $0,50 %
Cheniere Energy Partners LP 2 000129,3 k $0,50 %
Kohl's Corp 10 000129 k $0,50 %
UL Solutions Inc 1 500128,6 k $0,49 %
Maximus Inc 2 000128,2 k $0,49 %
Signet Jewelers Ltd 1 500127 k $0,49 %
Urban Outfitters Inc 2 000126,7 k $0,49 %
Verizon Communications Inc 2 500125,5 k $0,48 %
Par Pacific Holdings Inc 2 000125,3 k $0,48 %
Aptiv PLC 1 800125 k $0,48 %
Wingstop Inc 800124 k $0,48 %
MongoDB Inc 500122,4 k $0,47 %
Adobe Inc 500121,5 k $0,47 %
Clear Secure Inc 2 500121 k $0,46 %
Gap Inc/The 5 000121 k $0,46 %
Essential Utilities Inc 3 000120,8 k $0,46 %
Septerna Inc 5 000120,2 k $0,46 %
Cal-Maine Foods Inc 1 500118,7 k $0,46 %
ACM Research Inc 3 000118,1 k $0,45 %
Amprius Technologies Inc 7 000118 k $0,45 %
Ingram Micro Holding Corp 5 000116,6 k $0,45 %
Flywire Corp 10 000116,4 k $0,45 %
Bread Financial Holdings Inc 1 500112,3 k $0,43 %
Harmony Biosciences Holdings Inc 4 000112 k $0,43 %
General Mills, Inc. 3 000111,7 k $0,43 %
Savers Value Village Inc 15 000111,6 k $0,43 %
UiPath Inc 10 000111 k $0,43 %
Canadian Solar Inc 8 000110,8 k $0,43 %
Phibro Animal Health Corp 2 000110,6 k $0,42 %
YETI Holdings Inc 3 000109,8 k $0,42 %
Upwork Inc 10 000109,6 k $0,42 %
Acadian Asset Management Inc 2 000108,8 k $0,42 %
Domino's Pizza Inc 300107,6 k $0,41 %
American Airlines Group Inc 10 000107,4 k $0,41 %
Sysco Corp 1 500107 k $0,41 %
Advance Auto Parts Inc 2 000105,5 k $0,41 %
Ziff Davis Inc 2 500104,9 k $0,40 %
SLB Ltd 2 000102,8 k $0,39 %
Synchrony Financial 1 500102 k $0,39 %
Mosaic Co/The 4 000102 k $0,39 %
Wynn Resorts Ltd 1 000101,6 k $0,39 %
Buckle Inc/The 2 000100,7 k $0,39 %
Devon Energy Corp 2 000100,6 k $0,39 %
Pagseguro Digital Ltd 10 000100,2 k $0,38 %
Dole PLC 7 000100 k $0,38 %
Brookfield Renewable Corp 2 50099,6 k $0,38 %
Catalyst Pharmaceuticals Inc 4 00099 k $0,38 %
Diamondback Energy Inc 50098,9 k $0,38 %
First Solar Inc 50098,6 k $0,38 %
Noble Corp PLC 2 00098,1 k $0,38 %
Northern Trust Corp 70097,7 k $0,38 %
Paycom Software Inc 80097,2 k $0,37 %
Nextpower Inc 80096,4 k $0,37 %
XP Inc 5 00095,2 k $0,37 %
Nutex Health Inc 1 00095 k $0,36 %
Credo Technology Group Holding Ltd 1 00093,9 k $0,36 %
Axcelis Technologies Inc 1 00093,1 k $0,36 %
Match Group Inc 3 00092,1 k $0,35 %
Ollie's Bargain Outlet Holdings Inc 1 00092 k $0,35 %
Ascendis Pharma A/S 40091,5 k $0,35 %
InterDigital Inc 30090,6 k $0,35 %
Immunocore Holdings PLC 3 00090,5 k $0,35 %
Macy's Inc 5 00090,5 k $0,35 %
Starbucks Corp 1 00089,6 k $0,34 %
Hamilton Insurance Group Ltd 3 00089,5 k $0,34 %
Universal Health Services Inc 50089,5 k $0,34 %
Planet Fitness Inc 1 20089,3 k $0,34 %
Mercury General Corp 1 00088,2 k $0,34 %
Amgen Inc 25088 k $0,34 %
Humana Inc 50086,7 k $0,33 %
Valley National Bancorp 7 00086 k $0,33 %
Exelixis Inc 2 00085,8 k $0,33 %
Align Technology Inc 50085,7 k $0,33 %
Colgate-Palmolive Co 1 00085,2 k $0,33 %
Reynolds Consumer Products Inc 4 00084,7 k $0,33 %
StoneX Group Inc 1 05084,7 k $0,33 %
Hershey Co/The 40083,2 k $0,32 %
Allstate Corp/The 40082,9 k $0,32 %
Fresh Del Monte Produce Inc 2 00080,5 k $0,31 %
Frontdoor Inc 1 50079,3 k $0,30 %
PepsiCo Inc 50077,6 k $0,30 %
Nomad Foods Ltd 8 00076,9 k $0,30 %
Coca-Cola Co/The 1 00076,1 k $0,29 %
Adecoagro SA 5 00075,1 k $0,29 %
BlackLine Inc 2 00074 k $0,28 %
Astrana Health Inc 3 00073,6 k $0,28 %
Teekay Tankers Ltd 1 00073,3 k $0,28 %
Cimpress PLC 1 00073 k $0,28 %
Garrett Motion Inc 4 00072,7 k $0,28 %
Expeditors International of Washington Inc 50071,6 k $0,27 %
Alexander's Inc 30070,9 k $0,27 %
Western Alliance Bancorp 1 00070,9 k $0,27 %
AES Corp/The 5 00070,5 k $0,27 %
Sensata Technologies Holding PLC 2 00070,4 k $0,27 %
Coterra Energy Inc 2 00070,3 k $0,27 %
PVH Corp 1 00069,8 k $0,27 %
Gilead Sciences Inc 50069,7 k $0,27 %
Hertz Global Holdings Inc 15 00069,2 k $0,27 %
SBA Communications Corp 40068,8 k $0,26 %
GigaCloud Technology Inc 1 50068,1 k $0,26 %
Sunrun Inc 5 00067,8 k $0,26 %
BankUnited Inc 1 50067,7 k $0,26 %
Gentex Corp 3 00065,6 k $0,25 %
Flowers Foods Inc 8 00065,2 k $0,25 %
Praxis Precision Medicines Inc 20064,4 k $0,25 %
Concentra Group Holdings Parent Inc 3 00064,4 k $0,25 %
Pediatrix Medical Group Inc 3 00064,2 k $0,25 %
10X Genomics Inc 3 00063,7 k $0,24 %
State Street Corp 50063,3 k $0,24 %
Paramount Skydance Corp. 7 00063,1 k $0,24 %
Cognizant Technology Solutions Corp. 1 00061,4 k $0,24 %
Harley-Davidson Inc 3 00060,7 k $0,23 %
Lear Corp 50060,5 k $0,23 %
Millicom International Cellular SA 80060 k $0,23 %
Palomar Holdings Inc 50059,8 k $0,23 %
RenaissanceRe Holdings Ltd 20059,4 k $0,23 %
FLEX LNG Ltd 2 00059,4 k $0,23 %
Aurinia Pharmaceuticals Inc 4 00059,3 k $0,23 %
Amphastar Pharmaceuticals Inc 3 00058,8 k $0,23 %
Travelers Cos Inc/The 20058,3 k $0,22 %
Akamai Technologies Inc 50057,4 k $0,22 %
PROG Holdings Inc 2 00057,4 k $0,22 %
Copa Holdings SA 50056,8 k $0,22 %
Citigroup Inc 50056,7 k $0,22 %
Pfizer Inc 2 00056,2 k $0,22 %
Tarsus Pharmaceuticals Inc 80056,1 k $0,22 %
AnaptysBio Inc 1 00055,5 k $0,21 %
Biogen Inc 30055 k $0,21 %
Protagonist Therapeutics Inc 50052,7 k $0,20 %
Clorox Co/The 50051,8 k $0,20 %
Carnival Corp 2 00051,8 k $0,20 %
Banco Latinoamericano de Comercio Exterior SA 1 00051,1 k $0,20 %
Patria Investments Ltd 4 00050,4 k $0,19 %
Monte Rosa Therapeutics Inc 3 00049,4 k $0,19 %
Duolingo Inc 50049,3 k $0,19 %
Forestar Group Inc 2 00048,9 k $0,19 %
Marathon Petroleum Corp 20048,8 k $0,19 %
Innovex International Inc 2 00048,8 k $0,19 %
Matrix IT Ltd 1 76348,2 k $0,19 %
J M Smucker Co/The 50048,2 k $0,19 %
Kiniksa Pharmaceuticals International Plc 1 00048,2 k $0,18 %
Royalty Pharma PLC 1 00048 k $0,18 %
MSC Industrial Direct Co Inc 50046,1 k $0,18 %
CNA Financial Corp 1 00045,9 k $0,18 %
Universal Display Corp 50045,8 k $0,18 %
Dropbox Inc 2 00045,4 k $0,17 %
Trade Desk Inc/The 2 00045,4 k $0,17 %
Rivian Automotive Inc 3 00045,2 k $0,17 %
Kraft Heinz Co/The 2 00045 k $0,17 %
Phathom Pharmaceuticals Inc 4 00044,4 k $0,17 %
Herbalife Ltd 3 00044,2 k $0,17 %
Western Union Co/The 5 00043,7 k $0,17 %
Lennar Corp 50043,4 k $0,17 %
SiriusPoint Ltd 2 00043,1 k $0,17 %
Arcos Dorados Holdings Inc 5 00041,3 k $0,16 %
IHS Holding Ltd 5 00041,2 k $0,16 %
Hilton Grand Vacations Inc 1 00039,1 k $0,15 %
Jazz Pharmaceuticals PLC 20037,8 k $0,15 %
Guardian Pharmacy Services Inc 1 00037,7 k $0,14 %
Teekay Corp Ltd 3 00036,6 k $0,14 %
TriNet Group Inc 1 00036,4 k $0,14 %
Carter's Inc 1 00035,8 k $0,14 %
RPC Inc 5 00035,4 k $0,14 %
Monday.com Ltd 50034,6 k $0,13 %
Diversified Healthcare Trust 5 00033,2 k $0,13 %
ICF International Inc 50032,6 k $0,13 %
Appfolio Inc 20031,6 k $0,12 %
Dexcom Inc 50031,4 k $0,12 %
elf Beauty Inc 50030,3 k $0,12 %
Post Holdings Inc 30029,7 k $0,11 %
Kimberly-Clark Corp 30028,9 k $0,11 %
Federated Hermes Inc 50028,4 k $0,11 %
Vital Farms Inc 2 00028,2 k $0,11 %
Haemonetics Corp 50028,2 k $0,11 %
SPS Commerce Inc 50027,8 k $0,11 %
Inspire Medical Systems Inc 50025,8 k $0,10 %
Aura Minerals Inc 30024,5 k $0,09 %
Doximity Inc 1 00023,3 k $0,09 %
Newmont Corp 20021,7 k $0,08 %
Nuvation Bio Inc 5 00021,5 k $0,08 %
Barrick Mining Corp 50020,4 k $0,08 %
Agnico Eagle Mines Ltd 10020,3 k $0,08 %
Novavax Inc 2 00016,3 k $0,06 %
SSR Mining Inc 50014,7 k $0,06 %
Royal Gold Inc 5012,7 k $0,05 %
Pan American Silver Corp 20010,9 k $0,04 %
Anglogold Ashanti Plc 1009,7 k $0,04 %
Alamos Gold Inc 2008,9 k $0,03 %
Kinross Gold Corp 2006,1 k $0,02 %
Hecla Mining Co 1001,9 k $0,01 %