Titelia

Holdings of SA Multi-Managed Mid Cap Value Portfolio

SEASONS SERIES TRUST · 772 declared positions · as of Mar 31, 2026

Original filing · Net assets 182.1M $ · Ten largest lines: 8.4 % of the equity sleeve

Sector breakdown

  • Technology 8.7 %
  • Financials 8.1 %
  • Industrials 8.0 %
  • Utilities 7.1 %
  • Energy 6.6 %
  • Materials 3.4 %
  • Health care 3.4 %
  • Real estate 3.2 %
  • Consumer discretionary 2.8 %
  • Consumer staples 2.5 %
  • Communication 1.4 %
  • Funds 0.2 %
  • Unattributed 44.7 %

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

Currency breakdown

  • USD 98.7 %
  • CAD 0.6 %
  • EUR 0.5 %
  • GBP 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.1 %
  • CA 1.5 %
  • IE 1.5 %
  • GB 1.1 %
  • BM 0.8 %
  • SG 0.5 %
  • IL 0.4 %
  • NL 0.3 %
  • FI 0.3 %
  • FR 0.2 %
  • JE 0.1 %
  • DE 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US723167.1M $93.08 %
CA92.8M $1.54 %
IE62.6M $1.46 %
GB62M $1.10 %
BM81.3M $0.75 %
SG1982.9K $0.55 %
IL2666.5K $0.37 %
NL3560.1K $0.31 %
FI1535.5K $0.30 %
FR1299K $0.17 %
JE3262.8K $0.15 %
DE1162.2K $0.09 %

Positions

CompanySharesValueWeight
Perrigo Co PLC 30,897331.8K $0.18 %
OR Royalties Inc 8,500323.7K $0.18 %
Zebra Technologies Corp 1,546323.2K $0.18 %
Corebridge Financial Inc 13,469321.4K $0.18 %
Electronic Arts Inc 1,545315K $0.17 %
Revvity Inc 3,591314.6K $0.17 %
Viasat Inc 6,824312.5K $0.17 %
Darden Restaurants Inc 1,590311.7K $0.17 %
Main Street Capital Corp. 5,840309.3K $0.17 %
Entergy Corp 2,744308.3K $0.17 %
Exelon Corp 6,218304.8K $0.17 %
Norwegian Cruise Line Holdings Ltd 16,274304.3K $0.17 %
AMETEK Inc 1,417303.7K $0.17 %
Mohawk Industries Inc 3,081303.4K $0.17 %
Pernod Ricard SA 4,006299K $0.16 %
Installed Building Products Inc 1,123297.8K $0.16 %
Verra Mobility Corp 20,765296.7K $0.16 %
Prosperity Bancshares Inc 4,415296.6K $0.16 %
Xcel Energy Inc 3,638289K $0.16 %
Simon Property Group Inc 1,549288.9K $0.16 %
GoDaddy Inc 3,485288.1K $0.16 %
Rambus Inc 3,304284.2K $0.16 %
United Rentals Inc 389283.4K $0.16 %
Molina Healthcare Inc 2,118282.3K $0.16 %
Occidental Petroleum Corp 4,341282.2K $0.16 %
Lumentum Holdings Inc 400281.1K $0.15 %
Robinhood Markets Inc 4,032279.4K $0.15 %
Ford Motor Co 24,023277.2K $0.15 %
Brown-Forman Corp 10,354273.8K $0.15 %
State Street Institutional US Government Money Market Fund 272,660272.7K $0.15 %
Alaska Air Group Inc 7,282267.8K $0.15 %
Anglogold Ashanti Plc 2,723265.1K $0.15 %
KBR Inc 7,115262.3K $0.14 %
FTI Consulting Inc 1,482262K $0.14 %
Check Point Software Technologies Ltd 1,829261.3K $0.14 %
EquipmentShare.com Inc 12,713259K $0.14 %
Alkermes PLC 7,318258.8K $0.14 %
Kroger Co/The 3,563257.8K $0.14 %
London Stock Exchange Group PLC 2,171256.6K $0.14 %
Horace Mann Educators Corp 6,005256.3K $0.14 %
Pinterest Inc 13,947255.8K $0.14 %
Nexstar Media Group Inc 1,343242.9K $0.13 %
James Hardie Industries PLC 12,801242.5K $0.13 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1,086241.2K $0.13 %
MiniMed Group Inc 16,029239.2K $0.13 %
Nasdaq Inc 2,787236.6K $0.13 %
EQT Corp 3,697235.3K $0.13 %
Builders FirstSource Inc 2,842234K $0.13 %
Garmin Ltd 1,003232.7K $0.13 %
WEC Energy Group Inc 2,004232K $0.13 %
Rockwell Automation Inc 640229.7K $0.13 %
Vulcan Materials Co 813221.4K $0.12 %
CBRE Group Inc 1,629220.7K $0.12 %
Birkenstock Holding Plc 6,085218K $0.12 %
DR Horton Inc 1,588217.9K $0.12 %
Skyworks Solutions Inc 4,060217.4K $0.12 %
Crown Castle Inc 2,670217.1K $0.12 %
State Street Corp 1,715217.1K $0.12 %
Martin Marietta Materials Inc 367216K $0.12 %
Coinbase Global Inc 1,236215.8K $0.12 %
TPG Inc 5,326215.8K $0.12 %
Archer-Daniels-Midland Co 2,940213.7K $0.12 %
Prudential Financial, Inc. 2,152210.2K $0.12 %
Microchip Technology Inc 3,248209.9K $0.12 %
Old Dominion Freight Line Inc 1,064207.9K $0.11 %
Terex Corp 3,515207.7K $0.11 %
Arch Capital Group Ltd 2,161207.4K $0.11 %
Graphic Packaging Holding Co 20,588204.6K $0.11 %
ICON PLC 1,828202.3K $0.11 %
TALEN ENERGY CORP 633202.1K $0.11 %
Halliburton Co 5,153200.9K $0.11 %
Group 1 Automotive Inc 604199.7K $0.11 %
Colliers International Group Inc 1,861198.9K $0.11 %
Brightstar Lottery PLC 15,559198.2K $0.11 %
Peabody Energy Corp 5,972196.8K $0.11 %
Equitable Holdings Inc 5,242194.5K $0.11 %
Huntington Bancshares Inc/OH 12,339193.1K $0.11 %
Hewlett Packard Enterprise Co 8,103192.9K $0.11 %
Devon Energy Corp 3,720187.2K $0.10 %
DTE Energy Co 1,273186.1K $0.10 %
United Airlines Holdings Inc 2,001184.2K $0.10 %
Iron Mountain Inc 1,801184K $0.10 %
Cboe Global Markets Inc 643180.7K $0.10 %
Dow Inc 4,332180.4K $0.10 %
Xylem Inc/NY 1,496178.8K $0.10 %
Yum! Brands Inc 1,137176.8K $0.10 %
IQVIA Holdings Inc 1,036176.7K $0.10 %
Gap Inc/The 7,225174.8K $0.10 %
Dover Corp 833173.6K $0.10 %
PPL Corp 4,541173.5K $0.10 %
Teledyne Technologies Inc 286173K $0.10 %
Edison International 2,338171.1K $0.09 %
Apartment Investment and Management Co 41,478168.8K $0.09 %
Campbell's Company/The 7,455166K $0.09 %
Hershey Co/The 786163.4K $0.09 %
American Water Works Co Inc 1,194162.5K $0.09 %
Coterra Energy Inc 4,621162.4K $0.09 %
BioNTech SE 1,825162.2K $0.09 %
Dollar General Corp 1,350160.3K $0.09 %
Eversource Energy 2,279157.9K $0.09 %