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.

RankCountryLinesValueShare
1US723167.1M $93.08 %
2CA92.8M $1.54 %
3IE62.6M $1.46 %
4GB62M $1.10 %
5BM81.3M $0.75 %
6SG1982.9K $0.55 %
7IL2666.5K $0.37 %
8NL3560.1K $0.31 %
9FI1535.5K $0.30 %
10FR1299K $0.17 %
11JE3262.8K $0.15 %
12DE1162.2K $0.09 %

Positions

RankCompanySharesValueWeight
301Citizens Financial Group Inc 2,629157.7K $0.09 %
302Mettler-Toledo International Inc 125157.7K $0.09 %
303United Therapeutics Corp 262155.4K $0.09 %
304Curtiss-Wright Corp 226153.9K $0.08 %
305Cardinal Health, Inc. 727153.6K $0.08 %
306ResMed Inc 683153.3K $0.08 %
307ON Semiconductor Corp 2,466152.7K $0.08 %
308Pegasystems Inc 3,535150.4K $0.08 %
309Cincinnati Financial Corp 943148.4K $0.08 %
310PPG Industries Inc 1,388148.3K $0.08 %
311Take-Two Interactive Software Inc 738145.8K $0.08 %
312AvalonBay Communities, Inc. 870142.1K $0.08 %
313Casey's General Stores Inc 194141.2K $0.08 %
314Church & Dwight Co Inc 1,484138.5K $0.08 %
315NiSource Inc 2,928136.6K $0.08 %
316Steel Dynamics Inc 756136.1K $0.07 %
317Quest Diagnostics Inc 687134.6K $0.07 %
318Zoom Communications Inc 1,642132K $0.07 %
319EMCOR Group Inc 178131.4K $0.07 %
320Woodward Inc 366131K $0.07 %
321Constellation Brands Inc 870130.5K $0.07 %
322Albemarle Corp 724130K $0.07 %
323Royal Gold Inc 502127.8K $0.07 %
324LyondellBasell Industries NV 1,580127.3K $0.07 %
325Smurfit Westrock PLC 3,186127K $0.07 %
326VeriSign Inc 508126.2K $0.07 %
327Dollar Tree Inc 1,152126.2K $0.07 %
328Carnival Corp 4,862125.8K $0.07 %
329Paychex Inc 1,357125K $0.07 %
330CF Industries Holdings Inc 952123.6K $0.07 %
331First Solar Inc 625123.3K $0.07 %
332General Mills, Inc. 3,293122.6K $0.07 %
333Newell Brands Inc 35,407121.4K $0.07 %
334Principal Financial Group Inc 1,347121.4K $0.07 %
335ATI Inc 830120.7K $0.07 %
336MSCI Inc 222119.7K $0.07 %
337T Rowe Price Group Inc 1,324119.3K $0.07 %
338CH Robinson Worldwide Inc 718119.2K $0.07 %
339Kraft Heinz Co/The 5,233117.7K $0.06 %
340Expeditors International of Washington Inc 818117.2K $0.06 %
341Illumina Inc 939115.7K $0.06 %
342Packaging Corp of America 544115.4K $0.06 %
343Markel Group Inc 60114.8K $0.06 %
344Snap-on Inc 316114.8K $0.06 %
345Royalty Pharma PLC 2,359113.2K $0.06 %
346Moderna Inc 2,214112.5K $0.06 %
347Equifax Inc 623112.2K $0.06 %
348Quanta Services Inc 204112K $0.06 %
349SBA Communications Corp 650111.9K $0.06 %
350West Pharmaceutical Services Inc 442110.8K $0.06 %
351Lennar Corp 1,266109.9K $0.06 %
352Loews Corp 1,029109.8K $0.06 %
353Williams-Sonoma Inc 600109.4K $0.06 %
354XPO Inc 561109.1K $0.06 %
355Weyerhaeuser Co 4,462109K $0.06 %
356Estee Lauder Cos Inc/The 1,513108.6K $0.06 %
357Charter Communications, Inc. 502108.4K $0.06 %
358HP Inc 5,635108.2K $0.06 %
359MongoDB Inc 439107.5K $0.06 %
360Ulta Beauty Inc 204106.6K $0.06 %
361Alcoa Corp 1,595105.8K $0.06 %
362NVR Inc 16105.4K $0.06 %
363Hologic Inc 1,361102.9K $0.06 %
364RB Global Inc 1,071102.7K $0.06 %
365First Citizens BancShares Inc/NC 54101.8K $0.06 %
366SoFi Technologies Inc 6,403101.7K $0.06 %
367Bunge Global SA 799101.6K $0.06 %
368Revolution Medicines Inc 1,044101.5K $0.06 %
369Tenet Healthcare Corp 533100.6K $0.06 %
370F5 Inc 347100.4K $0.06 %
371Akamai Technologies Inc 86799.6K $0.05 %
372Reliance Inc 32197.6K $0.05 %
373Ball Corp 1,64597.2K $0.05 %
374MasTec Inc 30196.8K $0.05 %
375Carpenter Technology Corp 24496.2K $0.05 %
376Trimble Inc 1,47095.9K $0.05 %
377BWX Technologies Inc 46394.7K $0.05 %
378Central BanCo Inc 3,94294.4K $0.05 %
379Invitation Homes Inc 3,77593.8K $0.05 %
380Kimco Realty Corp 4,12392.6K $0.05 %
381Huntington Ingalls Industries, Inc. 24191.6K $0.05 %
382W R Berkley Corp 1,38091.5K $0.05 %
383APA Corp 2,15391.4K $0.05 %
384PTC Inc 64091.2K $0.05 %
385CoStar Group Inc 2,26091.2K $0.05 %
386Twilio Inc 72190.7K $0.05 %
387Genuine Parts Co 85390.2K $0.05 %
388Clean Harbors Inc 31088.9K $0.05 %
389Medline Inc 1,98988.5K $0.05 %
390IDEX Corp 46488K $0.05 %
391Graco Inc 1,02486.7K $0.05 %
392DT Midstream Inc 62584.2K $0.05 %
393Reinsurance Group of America Inc 40682.9K $0.05 %
394Rocket Cos Inc 5,78382.4K $0.05 %
395New York Times Co/The 98382.3K $0.05 %
396Lincoln Electric Holdings Inc 33082.2K $0.05 %
397RBC Bearings Inc 15182K $0.05 %
398Host Hotels & Resorts Inc 4,20780.6K $0.04 %
399WESCO International Inc 29380.2K $0.04 %
400Omega Healthcare Investors Inc 1,81179.4K $0.04 %