Titelia

Portefeuille de BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND

Ultimus Managers Trust · 293 positions déclarées · au 28 févr. 2026

Document d’origine · Actif net 233,7 M $ · Dix premières lignes : 28 % de la poche actions

Répartition par pays

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

PaysLignesValeur (USD)Part
US 219189 M $81,85 %
GB 137 M $3,05 %
DE 85,4 M $2,34 %
JP 85,3 M $2,30 %
CA 105,2 M $2,27 %
FR 84,4 M $1,90 %
AU 53 M $1,31 %
CH 52,6 M $1,14 %
ES 31,9 M $0,80 %
SG 21,3 M $0,57 %
IT 21,1 M $0,50 %
NL 2994,5 k $0,43 %

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
NVIDIA Corp 79 33714,1 M $6,02 %
Apple Inc 39 31210,4 M $4,44 %
Ishares Gold Trust 71 7327,1 M $3,04 %
Direxion Shares ETF Trust 31 5006,9 M $2,96 %
iShares MSCI South Korea ETF 43 2576,5 M $2,80 %
Alphabet Inc 16 6575,2 M $2,22 %
Alphabet Inc 13 3544,2 M $1,78 %
iShares Trust 28 8313,5 M $1,49 %
iShares Trust 41 5923,5 M $1,48 %
DBX ETF Trust 100 2543,4 M $1,46 %
Invesco Short Term Treasury ETF 28 0003 M $1,27 %
Ishares Inc 62 4962,7 M $1,16 %
Berkshire Hathaway Inc 5 1922,6 M $1,12 %
Welltower Inc 12 0972,5 M $1,07 %
WisdomTree Trust 49 0002,5 M $1,06 %
Prologis Inc 16 9882,4 M $1,04 %
Eli Lilly & Co 2 2942,4 M $1,03 %
Walmart Inc 17 3952,2 M $0,95 %
ProShares Ultra S&P500 37 8942,2 M $0,94 %
Broadcom Inc 6 8372,2 M $0,93 %
Equinix Inc 2 2422,2 M $0,93 %
Comfort Systems USA Inc 1 4012 M $0,86 %
Exxon Mobil Corp 13 0692 M $0,85 %
Johnson & Johnson 7 1601,8 M $0,76 %
Clearshares Ultra-Short Maturi 17 6661,8 M $0,76 %
iShares MSCI China ETF 29 3511,7 M $0,74 %
iShares China Large-Cap ETF 46 4551,7 M $0,74 %
iShares MSCI Taiwan ETF 20 4661,5 M $0,66 %
Digital Realty Trust Inc 8 3341,5 M $0,63 %
General Electric Co 4 2231,4 M $0,62 %
Ciena Corp 4 1061,4 M $0,61 %
Simon Property Group Inc 6 9991,4 M $0,61 %
Realty Income Corp 20 7781,4 M $0,60 %
Sumitomo Metal Mining Co Ltd 67 1741,4 M $0,58 %
Costco Wholesale Corp 1 2971,3 M $0,56 %
Allianz SE 28 0261,3 M $0,54 %
Linde PLC 2 4291,2 M $0,53 %
American Tower Corp 6 2311,2 M $0,51 %
AbbVie Inc 5 1431,2 M $0,51 %
Ishares Inc 15 7601,2 M $0,51 %
iShares MSCI Brazil ETF 30 4051,2 M $0,50 %
Interactive Brokers Group Inc 16 4711,2 M $0,50 %
Curtiss-Wright Corp 1 6301,1 M $0,49 %
JPMorgan Chase & Co 3 7581,1 M $0,48 %
Ishares Inc 13 0691,1 M $0,45 %
Lumentum Holdings Inc 1 5081,1 M $0,45 %
Ventas Inc 11 6491 M $0,43 %
Caterpillar Inc 1 333990,2 k $0,42 %
Cisco Systems, Inc. 12 448989,1 k $0,42 %
US Foods Holding Corp 10 084974,2 k $0,42 %
Coca-Cola Co/The 11 361926,6 k $0,40 %
Chevron Corp 4 797895,9 k $0,38 %
Woodward Inc 2 293886,8 k $0,38 %
RTX Corp 4 202851,4 k $0,36 %
Iron Mountain Inc 7 742838,7 k $0,36 %
Merck & Co Inc 6 743834,9 k $0,36 %
Carpenter Technology Corp 2 018803,3 k $0,34 %
Direxion Shares ETF Trust 53 822791,2 k $0,34 %
Goldman Sachs Group Inc/The 910782,2 k $0,33 %
Siemens Energy AG 3 945768,7 k $0,33 %
Flex Ltd 12 039758,7 k $0,32 %
BWX Technologies Inc 3 592739,9 k $0,32 %
Sterling Infrastructure Inc 1 720736,4 k $0,32 %
McDonald's Corp. 2 159736,3 k $0,32 %
TALEN ENERGY CORP 1 984736 k $0,32 %
Rio Tinto PLC 7 328728 k $0,31 %
ASML Holding NV 498722,4 k $0,31 %
Banco Santander SA 56 737701,3 k $0,30 %
Public Storage 2 244689 k $0,29 %
Mizuho Financial Group Inc 77 437686,9 k $0,29 %
BHP Group Ltd 8 395684,8 k $0,29 %
GSK PLC 11 539682,3 k $0,29 %
PepsiCo Inc 4 012681 k $0,29 %
Philip Morris International Inc. 3 645681 k $0,29 %
Casey's General Stores Inc 989678 k $0,29 %
AstraZeneca PLC 3 249677,3 k $0,29 %
Volvo AB 17 285671,5 k $0,29 %
HSBC Holdings PLC 7 194670,2 k $0,29 %
Deutsche Post AG 11 091653,5 k $0,28 %
National Australia Bank Ltd 36 915646,4 k $0,28 %
Anheuser-Busch InBev SA/NV 7 950643,6 k $0,28 %
Novartis AG 3 795639,9 k $0,27 %
Toyota Motor Corp 2 637639,2 k $0,27 %
Roche Holding AG 10 722638,5 k $0,27 %
National Grid PLC 6 786636,3 k $0,27 %
Fast Retailing Co Ltd 14 254629,3 k $0,27 %
Sompo Holdings Inc 31 736628,1 k $0,27 %
Amgen Inc 1 617627,7 k $0,27 %
TotalEnergies SE 7 788625,7 k $0,27 %
BNP Paribas SA 10 992616,4 k $0,26 %
Enel SpA 51 233614,3 k $0,26 %
Canadian National Railway Co 5 410606,9 k $0,26 %
Toronto-Dominion Bank/The 6 226606,2 k $0,26 %
Industria de Diseno Textil SA 36 232605,8 k $0,26 %
Schneider Electric SE 9 263604 k $0,26 %
Brambles Ltd 16 943603 k $0,26 %
Bank of Nova Scotia/The 7 955602,6 k $0,26 %
Morgan Stanley 3 611601,3 k $0,26 %
Deutsche Telekom AG 14 822597 k $0,26 %
MasTec Inc 1 990593,1 k $0,25 %
Nestle SA 5 412590,1 k $0,25 %
NextEra Energy Inc 6 287589,5 k $0,25 %
Munich Reinsurance AG 44 822588,5 k $0,25 %
Canadian Pacific Kansas City Ltd 6 717588,3 k $0,25 %
Performance Food Group Co 6 057587,9 k $0,25 %
Verizon Communications Inc 11 721587,7 k $0,25 %
Lloyds Banking Group PLC 105 613586,2 k $0,25 %
AXA SA 11 968584,4 k $0,25 %
AT&T Inc 20 821583,2 k $0,25 %
Shell PLC 6 966581,7 k $0,25 %
Unilever PLC 7 869580,3 k $0,25 %
Mitsubishi UFJ Financial Group Inc 31 009578 k $0,25 %
Geberit AG 6 876577,6 k $0,25 %
Citigroup Inc 5 240577,4 k $0,25 %
Haleon PLC 52 144577,2 k $0,25 %
Bank of Montreal 4 003576,2 k $0,25 %
Tokio Marine Holdings Inc 13 826573,2 k $0,25 %
Rolls-Royce Holdings PLC 30 770572,9 k $0,25 %
AIA Group Ltd 12 898569,7 k $0,24 %
Commonwealth Bank of Australia 4 571568,2 k $0,24 %
Kering S.A. 16 931568 k $0,24 %
Royal Bank of Canada 3 396567,9 k $0,24 %
BAE Systems PLC 4 892567,5 k $0,24 %
Gilead Sciences Inc 3 801566,2 k $0,24 %
EMCOR Group Inc 777563 k $0,24 %
Sun Communities Inc 4 125562,9 k $0,24 %
Enbridge Inc 10 569561,6 k $0,24 %
Safran SA 5 574560,7 k $0,24 %
L'Oreal SA 5 986559,5 k $0,24 %
Cie Financiere Richemont SA 27 416556,5 k $0,24 %
Intel Corp 12 114552,5 k $0,24 %
Iberdrola, S.A. 5 829550,8 k $0,24 %
Barclays PLC 22 648549,9 k $0,24 %
DBS Group Holdings Ltd 3 052548,7 k $0,23 %
BP PLC 14 084547,3 k $0,23 %
Siemens AG 3 759547,3 k $0,23 %
VICI Properties Inc 18 026544,6 k $0,23 %
Procter & Gamble Co/The 3 249543,2 k $0,23 %
InterDigital Inc 1 480542,5 k $0,23 %
TTM Technologies Inc 5 202542,3 k $0,23 %
British American Tobacco PLC 8 547535,5 k $0,23 %
Kone Oyj 14 169534,3 k $0,23 %
Intesa Sanpaolo SpA 12 901529,6 k $0,23 %
Wesfarmers Ltd 18 279522 k $0,22 %
Hitachi Ltd 15 360512,6 k $0,22 %
Mercedes-Benz Group AG 29 278507,4 k $0,22 %
Ishares Inc 12 423504,7 k $0,22 %
Home Depot Inc/The 1 319502,2 k $0,21 %
Tidal Trust II 25 000501,4 k $0,21 %
RBC Bearings Inc 865498,2 k $0,21 %
Palantir Technologies Inc 3 606494,7 k $0,21 %
Rheinmetall AG 1 245491,5 k $0,21 %
Extra Space Storage Inc 3 245490,1 k $0,21 %
Brookfield Corp 11 135488,2 k $0,21 %
Bank of America Corp 9 731484,9 k $0,21 %
Somnigroup International Inc 5 395482,9 k $0,21 %
United Therapeutics Corp 958482,7 k $0,21 %
Advanced Micro Devices Inc 2 355471,5 k $0,20 %
API Group Corp 10 315458,6 k $0,20 %
nVent Electric PLC 3 850455,7 k $0,20 %
Pfizer Inc 16 249449,3 k $0,19 %
Regency Centers Corp 5 674448,2 k $0,19 %
Boeing Co/The 1 948443,2 k $0,19 %
Twilio Inc 3 627438,7 k $0,19 %
Union Pacific Corp 1 643435,4 k $0,19 %
Equity LifeStyle Properties Inc 6 478435,1 k $0,19 %
Host Hotels & Resorts Inc 21 713425,4 k $0,18 %
Banco BBVA Argentina SA 27 849417,5 k $0,18 %
RB Global Inc 3 972401 k $0,17 %
Deere & Co 636400,5 k $0,17 %
Texas Instruments Inc 1 860394,5 k $0,17 %
DT Midstream Inc 2 825392,2 k $0,17 %
WP Carey Inc 5 220389,7 k $0,17 %
SBA Communications Corp 1 885379,2 k $0,16 %
Lamar Advertising Co 2 738377,1 k $0,16 %
Five Below Inc 1 663371,7 k $0,16 %
Omega Healthcare Investors Inc 7 674370,4 k $0,16 %
Wells Fargo & Co 4 475364,5 k $0,16 %
Honeywell International Inc 1 483361,2 k $0,15 %
Medtronic PLC 3 671358,5 k $0,15 %
EastGroup Properties Inc 1 804354,1 k $0,15 %
Equity Residential 5 455344,8 k $0,15 %
Dycom Industries Inc 819344 k $0,15 %
ConocoPhillips 3 008341,3 k $0,15 %
International Business Machines Corp. 1 413339,4 k $0,15 %
Sanmina Corp 2 180338,5 k $0,14 %
Lowe's Cos Inc 1 252331,2 k $0,14 %
ESCO Technologies Inc 1 191330,3 k $0,14 %
Penumbra Inc 938323 k $0,14 %
Bristol-Myers Squibb Co 5 139320,5 k $0,14 %
Federal Realty Investment Trust 2 897315,1 k $0,13 %
Southern Co/The 3 132305 k $0,13 %
Mueller Industries Inc 2 569303 k $0,13 %
Altria Group, Inc. 4 387302,9 k $0,13 %
Exelixis Inc 6 722296,2 k $0,13 %
First Horizon Corp 12 415295,4 k $0,13 %
Zurn Elkay Water Solutions Corp 5 753293,3 k $0,13 %
IDACORP Inc 2 014290 k $0,12 %
iShares Trust 13 470287,6 k $0,12 %
Diageo PLC 3 203286,7 k $0,12 %
UGI Corp 7 616284,9 k $0,12 %
Vestas Wind Systems A/S 33 601283,9 k $0,12 %
CareTrust REIT Inc 6 948282,2 k $0,12 %
OGE Energy Corp 5 731281,6 k $0,12 %
Kimco Realty Corp 11 955281,5 k $0,12 %
HKEX 5 217281,4 k $0,12 %
Thermo Fisher Scientific Inc 538280,4 k $0,12 %
Starbucks Corp 2 851279,5 k $0,12 %
Unicharm Corp 79 752277,5 k $0,12 %
UBS Group AG 6 639275,1 k $0,12 %
Airbus SE 5 023272,1 k $0,12 %
LVMH Moet Hennessy Louis Vuitton SE 2 120270,7 k $0,12 %
General Dynamics Corp 756269,9 k $0,12 %
Fifth Third Bancorp 5 451269,7 k $0,12 %
iShares Trust 9 625268,6 k $0,12 %
Aramark 6 391267,5 k $0,11 %
Intuitive Surgical Inc 528265,9 k $0,11 %
iShares Trust 13 596264,6 k $0,11 %
SPX Technologies Inc 1 151261,2 k $0,11 %
JBT Marel Corp 1 672257,5 k $0,11 %
Jackson Financial Inc 2 338256 k $0,11 %
Brinker International Inc 1 701252,1 k $0,11 %
Armstrong World Industries Inc 1 445250,7 k $0,11 %
TD SYNNEX Corp 1 595250,1 k $0,11 %
Granite Construction Inc 1 832246,3 k $0,11 %
Global X Funds 3 477245,8 k $0,11 %
US Bancorp 4 487245,3 k $0,11 %
FedEx Corp 618239,2 k $0,10 %
Bank of New York Mellon Corp/The 1 994237,5 k $0,10 %
Colgate-Palmolive Co 2 377235,7 k $0,10 %
Semtech Corp 2 610235,5 k $0,10 %
American Express Co 762235,4 k $0,10 %
Gates Industrial Corp PLC 8 468233,5 k $0,10 %
Shopify Inc 1 930233 k $0,10 %
Boot Barn Holdings Inc 1 227232,2 k $0,10 %
Applied Industrial Technologies Inc 812229,5 k $0,10 %
Charles Schwab Corp/The 2 395228 k $0,10 %
Tenet Healthcare Corp 951227,7 k $0,10 %
Watts Water Technologies Inc 692227,5 k $0,10 %
Blackrock Inc 211224,3 k $0,10 %
Rocket Cos Inc 11 943217,2 k $0,09 %
Telephone and Data Systems Inc 4 846216,9 k $0,09 %
Lockheed Martin Corp 329216,5 k $0,09 %
TXNM Energy Inc 3 662216,1 k $0,09 %
Antero Midstream Corp 9 521214 k $0,09 %
Ryder System Inc 943208,9 k $0,09 %
UDR Inc 5 494206 k $0,09 %
General Motors Co 2 614205,7 k $0,09 %
SiTime Corp 500198,9 k $0,09 %
National Fuel Gas Co 2 074188,8 k $0,08 %
Danaher Corp 887186,8 k $0,08 %
Federated Hermes Inc 3 327186,3 k $0,08 %
Acuity Inc 609183,7 k $0,08 %
Jones Lang LaSalle Inc 575181,4 k $0,08 %
FirstCash Holdings Inc 939181 k $0,08 %
OSI Systems Inc 632180,2 k $0,08 %
Viavi Solutions Inc 6 023178,9 k $0,08 %
Capital One Financial Corp 880172,2 k $0,07 %
Mercury Systems Inc 1 906169,7 k $0,07 %
Everus Construction Group Inc 1 401169,3 k $0,07 %
Duke Energy Corp 1 276167 k $0,07 %
Boyd Gaming Corp 1 880156,5 k $0,07 %
StoneX Group Inc 1 227156,4 k $0,07 %
Ishares Inc 1 913156,1 k $0,07 %
Evercore Inc 501154,7 k $0,07 %
Stifel Financial Corp 2 081154,1 k $0,07 %
Enpro Inc 587151,8 k $0,07 %
Target Corp 1 318150 k $0,06 %
BJ's Wholesale Club Holdings Inc 1 475145,7 k $0,06 %
CVS Health Corp 1 782142,4 k $0,06 %
3M Co 861142,3 k $0,06 %
Comcast Corp 4 510139,6 k $0,06 %
Protagonist Therapeutics Inc 1 514139,4 k $0,06 %
Spire Inc 1 508138,1 k $0,06 %
Archrock Inc 3 860136,4 k $0,06 %
SEI Investments Co 1 666135,5 k $0,06 %
MYR Group Inc 498134,4 k $0,06 %
United Parcel Service Inc 1 135131,6 k $0,06 %
Janus Henderson Group PLC 2 441127,2 k $0,05 %
Chefs' Warehouse Inc/The 1 758125,5 k $0,05 %
Cheesecake Factory Inc/The 1 927124,8 k $0,05 %
Mueller Water Products Inc 4 143124 k $0,05 %
AZZ Inc 897122 k $0,05 %
Emerson Electric Co. 806121,5 k $0,05 %
Travel + Leisure Co 1 592117,3 k $0,05 %
Sabra Health Care REIT Inc 5 638115,9 k $0,05 %
AeroVironment Inc 447112,8 k $0,05 %
Victory Capital Holdings Inc 1 599110,6 k $0,05 %
Federal Signal Corp 949110,5 k $0,05 %
Ameris Bancorp 1 422110,4 k $0,05 %
MDU Resources Group Inc 5 225108,1 k $0,05 %
Charter Communications, Inc. 13832,4 k $0,01 %
Sony Financial Group Inc 3 71218,8 k $0,01 %