Titelia

Holdings of Technology Fund

Rydex Variable Trust ·140 declared positions · as of Mar 31, 2026

Original filing · Net assets 22.3M $ · Ten largest lines: 33 % of the equity sleeve

Sector breakdown

  • Technology 69.6 %
  • Communication 10.0 %
  • Industrials 0.9 %
  • Health care 0.5 %
  • Consumer staples 0.4 %
  • Financials 0.4 %
  • Unattributed 18.3 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.8 %
  • NL 2.1 %
  • IL 1.3 %
  • CA 1.2 %
  • TW 0.8 %
  • GB 0.8 %
  • AU 0.5 %
  • IN 0.5 %
  • SG 0.4 %
  • DE 0.4 %
  • KY 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US12520.3M $91.80 %
2NL3471.2K $2.13 %
3IL3290.7K $1.31 %
4CA2255.5K $1.15 %
5TW1170.3K $0.77 %
6GB1166.4K $0.75 %
7AU1119.8K $0.54 %
8IN1105.7K $0.48 %
9SG196.4K $0.44 %
10DE196K $0.43 %
11KY144.7K $0.20 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 6,9771.2M $5.46 %
2Apple Inc 4,6591.2M $5.31 %
3Alphabet Inc 3,8961.1M $5.03 %
4Microsoft Corp 2,650981K $4.41 %
5Broadcom Inc 2,302712.5K $3.20 %
6Meta Platforms Inc 1,237707.7K $3.18 %
7Advanced Micro Devices Inc 1,791364.3K $1.64 %
8Micron Technology Inc 1,038350.7K $1.57 %
9Palantir Technologies Inc 2,363345.7K $1.55 %
10Applied Materials Inc 958327.4K $1.47 %
11Lam Research Corp 1,530326.9K $1.47 %
12Cisco Systems, Inc. 4,171323.6K $1.45 %
13Oracle Corp 2,038299.8K $1.35 %
14International Business Machines Corp. 1,196289.9K $1.30 %
15KLA Corp 190279.8K $1.26 %
16Texas Instruments Inc 1,372266.4K $1.20 %
17Intel Corp 6,003264.9K $1.19 %
18Analog Devices Inc 787250.4K $1.12 %
19Salesforce Inc 1,283239.5K $1.08 %
20Amphenol Corp 1,894239.3K $1.07 %
21QUALCOMM Inc 1,771228.1K $1.02 %
22Palo Alto Networks Inc 1,336214.2K $0.96 %
23Arista Networks Inc 1,736213.1K $0.96 %
24Intuit Inc 488211K $0.95 %
25Corning Inc 1,523207.1K $0.93 %
26Dell Technologies Inc 1,235202.7K $0.91 %
27ServiceNow Inc 1,890197.6K $0.89 %
28Sandisk Corp/DE 307195K $0.88 %
29Marvell Technology Inc 1,965194.6K $0.87 %
30AppLovin Corp 488194.2K $0.87 %
31Western Digital Corp 707191.2K $0.86 %
32Seagate Technology Holdings PLC 476186.5K $0.84 %
33Adobe Inc 762185.2K $0.83 %
34Crowdstrike Holdings Inc 458178.8K $0.80 %
35ASML Holding NV 130171.7K $0.77 %
36Taiwan Semiconductor Manufacturing Co Ltd 504170.3K $0.76 %
37Cadence Design Systems Inc 602167.3K $0.75 %
38Synopsys Inc 421166.9K $0.75 %
39ARM Holdings PLC 1,100166.4K $0.75 %
40NXP Semiconductors NV 845166.3K $0.75 %
41Cloudflare Inc 790163K $0.73 %
42Motorola Solutions Inc 366158.8K $0.71 %
43Electronic Arts Inc 754153.7K $0.69 %
44Shopify Inc 1,278151.6K $0.68 %
45Lumentum Holdings Inc 215151.1K $0.68 %
46Ciena Corp 389151K $0.68 %
47Teradyne Inc 465137.9K $0.62 %
48Autodesk Inc 565135.3K $0.61 %
49Fortinet Inc 1,642134.2K $0.60 %
50Nebius Group NV 1,283133.1K $0.60 %
51Monolithic Power Systems Inc 121132.3K $0.59 %
52Coherent Corp 549130.8K $0.59 %
53Snowflake Inc 826124.6K $0.56 %
54Accenture PLC 627124.3K $0.56 %
55ROBLOX Corp 2,192124K $0.56 %
56Datadog Inc 1,018120.2K $0.54 %
57IREN Ltd 3,495119.8K $0.54 %
58Strategy Inc 960119.8K $0.54 %
59Roper Technologies Inc 336118.9K $0.53 %
60Microchip Technology Inc 1,828118.1K $0.53 %
61Atlassian Corp 1,695115.7K $0.52 %
62Hewlett Packard Enterprise Co 4,788114K $0.51 %
63TE Connectivity PLC 545113.9K $0.51 %
64Take-Two Interactive Software Inc 572113K $0.51 %
65Workday Inc 854111K $0.50 %
66CoreWeave Inc 1,427110.5K $0.50 %
67Wix.com Ltd 1,221110K $0.49 %
68Cognizant Technology Solutions Corp. 1,732106.3K $0.48 %
69Infosys Ltd 7,825105.7K $0.47 %
70Celestica Inc 369103.9K $0.47 %
71Baidu Inc 919102.4K $0.46 %
72ON Semiconductor Corp 1,622100.4K $0.45 %
73Zoom Communications Inc 1,22898.7K $0.44 %
74Qnity Electronics Inc 85498.5K $0.44 %
75Reddit Inc 72898K $0.44 %
76Flex Ltd 1,47396.4K $0.43 %
77SAP SE 56196K $0.43 %
78Jabil Inc 35794.8K $0.43 %
79Check Point Software Technologies Ltd 65994.1K $0.42 %
80VeriSign Inc 36490.4K $0.41 %
81NetApp Inc 87789.8K $0.40 %
82First Solar Inc 44487.6K $0.39 %
83Entegris Inc 73986.6K $0.39 %
84Monday.com Ltd 1,25386.6K $0.39 %
85Twilio Inc 67184.4K $0.38 %
86MongoDB Inc 34384K $0.38 %
87Akamai Technologies Inc 71682.2K $0.37 %
88Circle Internet Group Inc 85681.7K $0.37 %
89CDW Corp/DE 66880.8K $0.36 %
90HP Inc 4,20580.8K $0.36 %
91F5 Inc 27780.1K $0.36 %
92Samsara Inc 2,49279K $0.35 %
93Astera Labs Inc 69876.5K $0.34 %
94PTC Inc 53676.4K $0.34 %
95Trimble Inc 1,16475.9K $0.34 %
96Lattice Semiconductor Corp 78773K $0.33 %
97Okta Inc 92672.9K $0.33 %
98Zscaler Inc 51372K $0.32 %
99Credo Technology Group Holding Ltd 76071.3K $0.32 %
100Pinterest Inc 3,73668.5K $0.31 %