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
601Avnet Inc 48930.1K $0.02 %
602Jefferies Financial Group Inc 72630K $0.02 %
603Chemed Corp 7929.8K $0.02 %
604Amer Sports Inc 90629.8K $0.02 %
605Cleveland-Cliffs Inc 3,50329.6K $0.02 %
606Bank OZK 64529.6K $0.02 %
607Fortune Brands Innovations Inc 75929.6K $0.02 %
608Primo Brands Corp 1,54729.1K $0.02 %
609WEX Inc 18928.9K $0.02 %
610Aurora Innovation Inc 6,95828.7K $0.02 %
611Ralliant Corp 68628.5K $0.02 %
612Boyd Gaming Corp 34728.5K $0.02 %
613Liberty Broadband Corp 56228.3K $0.02 %
614RLI Corp 48827.8K $0.02 %
615Post Holdings Inc 28127.8K $0.02 %
616Louisiana-Pacific Corp 38127.7K $0.02 %
617GLOBALFOUNDRIES Inc 62127.6K $0.02 %
618Sirius XM Holdings Inc 1,19127.5K $0.02 %
619Mattel Inc 1,87327.2K $0.01 %
620Lyft Inc 2,03527.1K $0.01 %
621UiPath Inc 2,43727.1K $0.01 %
622Millrose Properties Inc 96527K $0.01 %
623Liberty Live Holdings Inc 28727K $0.01 %
624Fair Isaac Corp 2526.7K $0.01 %
625MDU Resources Group Inc 1,27826.5K $0.01 %
626Crocs Inc 31726.3K $0.01 %
627Science Applications International Corp 27526.1K $0.01 %
628Envista Holdings Corp 1,02225.9K $0.01 %
629Bright Horizons Family Solutions Inc 31225.6K $0.01 %
630MSC Industrial Direct Co Inc 27725.6K $0.01 %
631Universal Display Corp 27625.3K $0.01 %
632Thor Industries Inc 31625.2K $0.01 %
633Amentum Holdings Inc 96025K $0.01 %
634Core & Main Inc 50224.8K $0.01 %
635Trex Co Inc 67324.5K $0.01 %
636Allegro MicroSystems Inc 77224.3K $0.01 %
637Bath & Body Works Inc 1,29924.3K $0.01 %
638Ameriprise Financial Inc 5424K $0.01 %
639Cousins Properties Inc 1,05223.7K $0.01 %
640Bruker Corp 65123.5K $0.01 %
641EPR Properties 47023.5K $0.01 %
642Floor & Decor Holdings Inc 45823.3K $0.01 %
643Dolby Laboratories Inc 38122.9K $0.01 %
644News Corp 79922.8K $0.01 %
645NewMarket Corp 3522.4K $0.01 %
646Virtu Financial Inc 49821.9K $0.01 %
647Olin Corp 72921.7K $0.01 %
648Brighthouse Financial Inc 36021.6K $0.01 %
649Assured Guaranty Ltd 26421.5K $0.01 %
650Silgan Holdings Inc 55421.5K $0.01 %
651Grand Canyon Education Inc 12521.3K $0.01 %
652ADT Inc 3,21821.1K $0.01 %
653H&R Block Inc 66421.1K $0.01 %
654elf Beauty Inc 34520.9K $0.01 %
655Kilroy Realty Corp 73620.8K $0.01 %
656Viking Therapeutics Inc 63320.6K $0.01 %
657Americold Realty Trust Inc 1,79720.6K $0.01 %
658Clearway Energy Inc 51020K $0.01 %
659PVH Corp 27919.5K $0.01 %
660BILL Holdings Inc 50519.3K $0.01 %
661First Hawaiian Inc 77719.1K $0.01 %
662Whirlpool Corp 33818.2K $0.01 %
663Parsons Corp 33318K $0.01 %
664Travel + Leisure Co 25917.9K $0.01 %
665Kyndryl Holdings Inc 1,35717.8K $0.01 %
666IPG Photonics Corp 15517.8K $0.01 %
667Paycom Software Inc 14617.7K $0.01 %
668Dropbox Inc 77917.7K $0.01 %
669U-Haul Holding Co 39317.6K $0.01 %
670Flutter Entertainment PLC 17217.5K $0.01 %
671YETI Holdings Inc 47617.4K $0.01 %
672Western Union Co/The 1,99217.4K $0.01 %
673QuantumScape Corp 2,68217.1K $0.01 %
674Penske Automotive Group Inc 11417K $0.01 %
675Scotts Miracle-Gro Co/The 27816.9K $0.01 %
676Hayward Holdings Inc 1,25116.7K $0.01 %
677Sotera Health Co 1,15816.6K $0.01 %
678Rubrik Inc 33816.6K $0.01 %
679Everpure Inc 27916.5K $0.01 %
680National Storage Affiliates Trust 43116.3K $0.01 %
681Euronet Worldwide Inc 24516.3K $0.01 %
682IAC Inc 39515.8K $0.01 %
683Tyler Technologies Inc 4615.7K $0.01 %
684Robert Half Inc 61815.7K $0.01 %
685Tapestry Inc 10615K $0.01 %
686BOK Financial Corp 11514.7K $0.01 %
687Highwoods Properties Inc 68114.6K $0.01 %
688DENTSPLY SIRONA Inc 1,25014.5K $0.01 %
689Medical Properties Trust Inc 3,13014.5K $0.01 %
690Lineage Inc 44214.5K $0.01 %
691Iridium Communications Inc 51914.4K $0.01 %
692WillScot Holdings Corp 82914.4K $0.01 %
693Harley-Davidson Inc 68713.9K $0.01 %
694Huntsman Corp 1,03613.8K $0.01 %
695DXC Technology Co 1,08313.6K $0.01 %
696Exelixis Inc 31513.5K $0.01 %
697Acadia Healthcare Co Inc 57413.4K $0.01 %
698Insmed Inc 8013.1K $0.01 %
699FMC Corp 75513K $0.01 %
700Park Hotels & Resorts Inc 1,22012.8K $0.01 %