Titelia

Holdings of AMF LARGE CAP EQUITY FUND

Asset Management Fund ·56 declared positions · as of Mar 31, 2026

Original filing · Net assets 50.5M $ · Ten largest lines: 35.9 % of the equity sleeve

Sector breakdown

  • Technology 32.7 %
  • Financials 13.7 %
  • Health care 10.4 %
  • Communication 8.7 %
  • Industrials 8.7 %
  • Consumer discretionary 7.1 %
  • Consumer staples 5.7 %
  • Energy 4.6 %
  • Utilities 2.2 %
  • Materials 2.2 %
  • Real estate 1.5 %
  • Unattributed 2.5 %

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 99.0 %
  • NL 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5548.1M $99.00 %
2NL1483.4K $1.00 %

Positions

RankCompanySharesValueWeight
1KLA Corp 1,5002.2M $4.37 %
2CSX Corp 48,0002M $3.90 %
3Alphabet Inc 6,6001.9M $3.76 %
4Apple Inc 7,2001.8M $3.62 %
5HCA Healthcare Inc 3,8001.8M $3.56 %
6NVIDIA Corp 9,5001.7M $3.28 %
7Broadcom Inc 5,2501.6M $3.22 %
8Mastercard Inc 3,0001.5M $2.97 %
9Arista Networks Inc 12,0001.5M $2.92 %
10Microsoft Corp 3,9501.5M $2.89 %
11Cummins Inc 2,6001.4M $2.77 %
12Accenture PLC 7,0001.4M $2.75 %
13Home Depot Inc/The 4,2001.4M $2.73 %
14EOG Resources Inc 9,0001.3M $2.58 %
15Costco Wholesale Corp 1,3001.3M $2.56 %
16Progressive Corp/The 6,0001.2M $2.35 %
17TJX Cos Inc/The 7,0001.1M $2.21 %
18AbbVie Inc 5,0001.1M $2.15 %
19NextEra Energy Inc 11,7001.1M $2.15 %
20Microchip Technology Inc 16,8001.1M $2.15 %
21ConocoPhillips 7,000924K $1.83 %
22JPMorgan Chase & Co 3,000882.5K $1.75 %
23Motorola Solutions Inc 2,000867.9K $1.72 %
24Medtronic PLC 10,000866.5K $1.72 %
25FedEx Corp 2,400854.8K $1.69 %
26Las Vegas Sands Corp 15,000808.2K $1.60 %
27Goldman Sachs Group Inc/The 900761.4K $1.51 %
28CME Group Inc 2,500738.4K $1.46 %
29McKesson Corp 800692.3K $1.37 %
30Aflac Inc 6,000658.3K $1.30 %
31Procter & Gamble Co/The 4,400635.5K $1.26 %
32Comcast Corp 22,000631.6K $1.25 %
33Colgate-Palmolive Co 7,000596.6K $1.18 %
34Bristol-Myers Squibb Co 9,700588.3K $1.16 %
35Freeport-McMoRan Inc 10,000587.8K $1.16 %
36Meta Platforms Inc 1,000572.1K $1.13 %
37Booking Holdings Inc 130547.3K $1.08 %
38Citigroup Inc 4,800544.4K $1.08 %
39T-Mobile US Inc 2,500525.1K $1.04 %
40LyondellBasell Industries NV 6,000483.4K $0.96 %
41Cisco Systems, Inc. 6,000465.5K $0.92 %
42Garmin Ltd 2,000464K $0.92 %
43QUALCOMM Inc 3,500450.7K $0.89 %
44Intuit Inc 1,000432.4K $0.86 %
45Public Storage 1,500406.3K $0.80 %
46Bank of America Corp 8,000390K $0.77 %
47Verizon Communications Inc 7,500376.5K $0.75 %
48Salesforce Inc 2,000373.3K $0.74 %
49American Tower Corp 2,000345.2K $0.68 %
50McDonald's Corp. 1,000310.8K $0.62 %
51Prologis Inc 2,000264.4K $0.52 %
52Altria Group, Inc. 3,500231K $0.46 %
53Omnicom Group Inc 3,000225.9K $0.45 %
54Simon Property Group Inc 637118.8K $0.24 %
55Tractor Supply Co 2,500113.3K $0.22 %
56Texas Instruments Inc 40077.7K $0.15 %