Titelia

Holdings of Clearwater Select Equity Fund

Clearwater Investment Trust ·835 declared positions · as of Mar 31, 2026

Original filing · Net assets 434.8M $ · Ten largest lines: 12.4 % of the equity sleeve

Sector breakdown

  • Technology 1.1 %
  • Industrials 1.0 %
  • Unattributed 97.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.9 %
  • CAD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 90.8 %
  • BM 2.7 %
  • IL 2.1 %
  • KY 1.0 %
  • IE 0.9 %
  • VG 0.8 %
  • GG 0.5 %
  • FR 0.4 %
  • LU 0.3 %
  • CA 0.2 %
  • GB 0.1 %
  • JE 0.1 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US792388.6M $90.78 %
2BM611.4M $2.65 %
3IL59.2M $2.14 %
4KY64.4M $1.03 %
5IE43.7M $0.88 %
6VG33.2M $0.76 %
7GG12M $0.47 %
8FR11.5M $0.36 %
9LU11.5M $0.35 %
10CA3647.9K $0.15 %
11GB2580.1K $0.14 %
12JE1403.3K $0.09 %

Positions

RankCompanySharesValueWeight
801Orchestra BioMed Holdings Inc 3,91216.6K $0.00 %
802La-Z-Boy Inc 50916.4K $0.00 %
803Allegiant Travel Co 20016.2K $0.00 %
804Fresh Del Monte Produce Inc 40016.1K $0.00 %
805Fulgent Genetics Inc 99515.8K $0.00 %
806MarineMax Inc 57515.6K $0.00 %
807Alpha & Omega Semiconductor Ltd 70015.5K $0.00 %
808Getty Realty Corp 47815.2K $0.00 %
809Heartland Express Inc 1,43414.9K $0.00 %
810Koppers Holdings Inc 38214.8K $0.00 %
811KKR Real Estate Finance Trust Inc 2,40014.7K $0.00 %
812Northern Oil & Gas Inc 50014.6K $0.00 %
813American Assets Trust Inc 79114.6K $0.00 %
814Independent Bank Corp 19114.4K $0.00 %
815Huntington Bancshares Inc/OH 90914.2K $0.00 %
816LTC Properties Inc 38214.2K $0.00 %
817Gogo Inc 3,50014.1K $0.00 %
818Bristow Group Inc 30014.1K $0.00 %
819OneSpaWorld Holdings Ltd 60013.8K $0.00 %
820Fulton Financial Corp 66913.6K $0.00 %
821Outset Medical Inc 3,52513.5K $0.00 %
822First Commonwealth Financial Corp 76513.4K $0.00 %
823GEO Group Inc/The 80013.4K $0.00 %
824CoreCivic Inc 70013.2K $0.00 %
825Fox Factory Holding Corp 80013.2K $0.00 %
826Xenia Hotels & Resorts Inc 86012.8K $0.00 %
827Trustmark Corp 28712.1K $0.00 %
828Sun Country Airlines Holdings Inc 70011.6K $0.00 %
829RingCentral Inc 30011.2K $0.00 %
830Mueller Water Products Inc 40011K $0.00 %
831Rogers Corp 10010.7K $0.00 %
832Sylvamo Corp 25210.6K $0.00 %
833StepStone Group Inc 21410.2K $0.00 %
834Tennant Co 1469.7K $0.00 %
835Olin Corp 3259.7K $0.00 %