Titelia

Holdings of Systematic Core Fund

VALIC Co I ·366 declared positions · as of Feb 28, 2026

Original filing · Net assets 682.6M $ · Ten largest lines: 34 % of the equity sleeve

Sector breakdown

  • Technology 25.4 %
  • Financials 12.1 %
  • Communication 10.2 %
  • Consumer discretionary 9.3 %
  • Health care 7.4 %
  • Consumer staples 5.0 %
  • Industrials 3.0 %
  • Energy 1.4 %
  • Materials 1.1 %
  • Utilities 0.2 %
  • Unattributed 24.9 %

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 98.2 %
  • IE 0.5 %
  • BM 0.5 %
  • LU 0.4 %
  • KY 0.2 %
  • GG 0.1 %
  • GB 0.1 %
  • CH 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US355669.4M $98.19 %
IE23.3M $0.48 %
BM33.1M $0.46 %
LU13M $0.44 %
KY21.4M $0.21 %
GG1877.7K $0.13 %
GB1402K $0.06 %
CH1241.7K $0.04 %

Positions

CompanySharesValueWeight
Abbott Laboratories 14,7461.7M $0.25 %
Newmont Corp 13,1721.7M $0.25 %
Affiliated Managers Group Inc 5,5671.7M $0.25 %
Performance Food Group Co 17,5391.7M $0.25 %
Teradata Corp 53,8081.7M $0.25 %
Chubb Ltd 4,9641.7M $0.25 %
BorgWarner Inc 29,3501.7M $0.25 %
Fox Corp 29,5081.7M $0.24 %
Grand Canyon Education Inc 10,4451.7M $0.24 %
CACI International Inc 2,7131.7M $0.24 %
Old Republic International Corp 38,4341.6M $0.24 %
Match Group Inc 52,0371.6M $0.24 %
RenaissanceRe Holdings Ltd 5,4271.6M $0.24 %
YETI Holdings Inc 37,2791.6M $0.24 %
MSC Industrial Direct Co Inc 17,2351.6M $0.24 %
Coca-Cola Co/The 19,8161.6M $0.24 %
Fox Corp 30,7241.6M $0.23 %
Caterpillar Inc 2,1311.6M $0.23 %
Lowe's Cos Inc 5,9621.6M $0.23 %
Sysco Corp 17,2241.6M $0.23 %
Vertex Pharmaceuticals Inc 3,1021.5M $0.23 %
NewMarket Corp 2,4551.5M $0.23 %
Warner Bros Discovery Inc 53,7151.5M $0.22 %
Charles Schwab Corp/The 15,7991.5M $0.22 %
Comfort Systems USA Inc 1,0331.5M $0.22 %
Ameriprise Financial Inc 3,1201.5M $0.21 %
Lincoln National Corp 42,6651.5M $0.21 %
Reliance Inc 4,5501.4M $0.21 %
Rollins Inc 23,3491.4M $0.21 %
F5 Inc 5,1781.4M $0.21 %
Mattel Inc 82,3611.4M $0.20 %
Builders FirstSource Inc 13,2981.4M $0.20 %
Genpact Ltd 34,5521.4M $0.20 %
MGIC Investment Corp 51,6101.4M $0.20 %
Ferguson Enterprises Inc 5,2301.4M $0.20 %
Mueller Industries Inc 11,5141.4M $0.20 %
Wayfair Inc 17,7451.4M $0.20 %
NRG Energy Inc 7,5681.4M $0.20 %
Halozyme Therapeutics Inc 19,3771.3M $0.20 %
Fastenal Co 28,9531.3M $0.20 %
Nexstar Media Group Inc 5,2461.3M $0.19 %
Donaldson Co Inc 14,1841.3M $0.19 %
SLM Corp 69,8771.3M $0.19 %
Rithm Capital Corp 129,8201.3M $0.19 %
eBay Inc 14,2961.3M $0.19 %
Core & Main Inc 23,9591.3M $0.19 %
Travel + Leisure Co 17,3021.3M $0.19 %
Boyd Gaming Corp 15,2541.3M $0.19 %
Vontier Corp 30,9181.3M $0.19 %
Chemed Corp 3,0781.3M $0.18 %
Primerica Inc 4,8951.2M $0.18 %
Envista Holdings Corp 41,9231.2M $0.18 %
EOG Resources Inc 9,8691.2M $0.18 %
BJ's Wholesale Club Holdings Inc 12,3701.2M $0.18 %
Uber Technologies Inc 16,0301.2M $0.18 %
Adobe Inc 4,5921.2M $0.18 %
Yum! Brands Inc 7,1021.2M $0.18 %
Humana Inc 6,1961.2M $0.17 %
Pegasystems Inc 26,8251.2M $0.17 %
Allegion plc 7,2761.2M $0.17 %
Best Buy Co Inc 18,5751.2M $0.17 %
Qorvo Inc 13,8761.2M $0.17 %
Lyft Inc 83,0751.1M $0.17 %
SharkNinja Inc 9,3091.1M $0.17 %
HCA Healthcare Inc 2,1451.1M $0.17 %
PepsiCo Inc 6,6681.1M $0.17 %
WESCO International Inc 3,9081.1M $0.17 %
Popular Inc 8,3391.1M $0.17 %
United Airlines Holdings Inc 10,5971.1M $0.17 %
Five Below Inc 5,0001.1M $0.16 %
T-Mobile US Inc 5,1421.1M $0.16 %
ADT Inc 138,6521.1M $0.16 %
Arch Capital Group Ltd 11,0361.1M $0.16 %
LKQ Corp 33,2541.1M $0.16 %
CME Group Inc 3,4361.1M $0.16 %
SEI Investments Co 13,4901.1M $0.16 %
Cboe Global Markets Inc 3,6511.1M $0.16 %
Maplebear Inc 27,6921M $0.15 %
Williams-Sonoma Inc 5,0221M $0.15 %
Armstrong World Industries Inc 5,9251M $0.15 %
H&R Block Inc 33,2561M $0.15 %
Amphenol Corp 6,9161M $0.15 %
Cognizant Technology Solutions Corp. 15,5771M $0.15 %
CVS Health Corp 12,464995.9K $0.15 %
WW Grainger Inc 865990.2K $0.15 %
Crocs Inc 10,838983.1K $0.14 %
Roku Inc 9,989983K $0.14 %
Toro Co/The 9,836972.4K $0.14 %
Boston Scientific Corp 12,590967.5K $0.14 %
Aon PLC 2,865961.1K $0.14 %
Sprouts Farmers Market Inc 12,934955.4K $0.14 %
American Financial Group Inc/OH 7,014932.7K $0.14 %
Robinhood Markets Inc 12,284931.7K $0.14 %
CF Industries Holdings Inc 9,303926K $0.14 %
Quest Diagnostics Inc 4,278906.6K $0.13 %
PVH Corp 12,980890.4K $0.13 %
Globus Medical Inc 9,279885.8K $0.13 %
Columbia Sportswear Co 14,268883.8K $0.13 %
Amdocs Ltd 12,574877.7K $0.13 %
Lazard Inc 17,228871.7K $0.13 %