Titelia

Holdings of Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund

Touchstone Strategic Trust · 91 declared positions · as of Mar 31, 2026

Original filing · Net assets 139.9M $ · Ten largest lines: 57.6 % of the equity sleeve

Sector breakdown

  • Technology 50.9 %
  • Communication 9.1 %
  • Health care 6.9 %
  • Consumer discretionary 6.0 %
  • Industrials 4.5 %
  • Financials 1.7 %
  • Energy 1.4 %
  • Utilities 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 19.3 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 99.5 %
  • GB 0.5 %
  • BM 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US89139.1M $99.48 %
GB1648.5K $0.46 %
BM177.5K $0.06 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 113,06219.7M $14.09 %
Apple Inc 69,84217.7M $12.67 %
Microsoft Corp 33,65612.5M $8.90 %
Broadcom Inc 26,2498.1M $5.81 %
Alphabet Inc 15,3224.4M $3.15 %
Eli Lilly & Co 4,5594.2M $3.00 %
Meta Platforms Inc 7,3274.2M $3.00 %
Amazon.com Inc 17,6343.7M $2.62 %
Alphabet Inc 11,8073.4M $2.42 %
AbbVie Inc 12,4192.7M $1.93 %
Booking Holdings Inc 5872.5M $1.77 %
Tesla Inc 6,0342.2M $1.60 %
Exelixis Inc 51,3962.2M $1.58 %
Morningstar Inc 12,8112.2M $1.55 %
Phillips 66 10,9372M $1.42 %
Trane Technologies PLC 4,7102M $1.40 %
Amphenol Corp 14,6321.8M $1.32 %
Popular Inc 12,0921.6M $1.16 %
Sysco Corp 22,1881.6M $1.13 %
Lam Research Corp 7,1311.5M $1.09 %
Palantir Technologies Inc 10,1411.5M $1.06 %
Hamilton Lane Inc 14,0301.4M $1.00 %
Arista Networks Inc 11,3191.4M $0.99 %
Marvell Technology Inc 13,4721.3M $0.95 %
Howmet Aerospace Inc 5,7611.3M $0.95 %
Bank of America Corp 26,0371.3M $0.91 %
NU Holdings Ltd/Cayman Islands 85,6651.2M $0.88 %
Spotify Technology SA 2,4171.2M $0.84 %
NRG Energy Inc 7,9971.2M $0.84 %
HCA Healthcare Inc 2,3391.1M $0.79 %
Texas Instruments Inc 5,3461M $0.74 %
Advanced Micro Devices Inc 4,9911M $0.73 %
Domino's Pizza Inc 2,765992.1K $0.71 %
General Electric Co 3,399964.5K $0.69 %
Incyte Corp 10,072948K $0.68 %
GE Vernova Inc 1,077940.1K $0.67 %
Oracle Corp 6,158905.9K $0.65 %
Tapestry Inc 6,162869.5K $0.62 %
Ameriprise Financial Inc 1,896842.6K $0.60 %
Cintas Corp 4,934834.5K $0.60 %
Cheniere Energy Inc 2,802795.1K $0.57 %
Caris Life Sciences Inc 42,387757.9K $0.54 %
Cadence Design Systems Inc 2,658738.6K $0.53 %
Visa Inc 2,392723K $0.52 %
Netflix Inc 7,377709.3K $0.51 %
Lockheed Martin Corp 1,161701.7K $0.50 %
Lazard Inc 16,033681.1K $0.49 %
ExlService Holdings Inc 21,645659.1K $0.47 %
Bristol-Myers Squibb Co 10,828656.7K $0.47 %
Anglogold Ashanti Plc 6,661648.5K $0.46 %
KLA Corp 407599.3K $0.43 %
HEICO Corp 2,705571K $0.41 %
Applied Materials Inc 1,662568.1K $0.41 %
Amgen Inc 1,477519.7K $0.37 %
Pegasystems Inc 11,970509.4K $0.36 %
IDEXX Laboratories Inc 851478.2K $0.34 %
Dell Technologies Inc 2,749451.2K $0.32 %
Moody's Corp 883385.2K $0.28 %
Teradata Corp 14,678376.2K $0.27 %
Lyft Inc 27,491365.6K $0.26 %
Carnival Corp 13,772356.4K $0.25 %
Wingstop Inc 2,197340.5K $0.24 %
Comfort Systems USA Inc 239329.6K $0.24 %
H&R Block Inc 9,778310.4K $0.22 %
Deckers Outdoor Corp 2,905290.8K $0.21 %
Ralph Lauren Corp 844290.3K $0.21 %
ServiceNow Inc 2,621274K $0.20 %
Adobe Inc 1,032250.9K $0.18 %
Halozyme Therapeutics Inc 3,334215.5K $0.15 %
Expedia Group Inc 884204.1K $0.15 %
Rockwell Automation Inc 542194.5K $0.14 %
Sprouts Farmers Market Inc 2,443188.4K $0.13 %
TPG Inc 4,628187.5K $0.13 %
NetApp Inc 1,718175.9K $0.13 %
Autodesk Inc 692165.7K $0.12 %
Vistra Corp 1,074161.5K $0.12 %
Insulet Corp 762159.9K $0.11 %
Travel + Leisure Co 2,047141.6K $0.10 %
Monster Beverage Corp 1,909138.3K $0.10 %
Cardinal Health, Inc. 608128.5K $0.09 %
Reddit Inc 937126.2K $0.09 %
Inspire Medical Systems Inc 2,327120K $0.09 %
StandardAero Inc 4,425114.3K $0.08 %
Carpenter Technology Corp 23793.4K $0.07 %
Vertiv Holdings Co 34887.2K $0.06 %
Iridium Communications Inc 3,02784K $0.06 %
Roku Inc 86381.7K $0.06 %
FactSet Research Systems Inc 36278.6K $0.06 %
Viking Holdings Ltd 1,05577.5K $0.06 %
Lululemon Athletica Inc 50076.6K $0.05 %
Super Micro Computer Inc 2,54858K $0.04 %