Titelia

Holdings of LSV Conservative Value Equity Fund

ADVISORS' INNER CIRCLE FUND · 197 declared positions · as of Apr 30, 2026

Original filing · Net assets 157.6M $ · Ten largest lines: 18.8 % of the equity sleeve

Sector breakdown

  • Financials 15.2 %
  • Health care 10.0 %
  • Communication 9.0 %
  • Technology 6.5 %
  • Energy 5.8 %
  • Industrials 4.9 %
  • Consumer discretionary 3.8 %
  • Consumer staples 3.6 %
  • Materials 0.9 %
  • Utilities 0.8 %
  • Unattributed 39.4 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 98.0 %
  • IE 0.5 %
  • SG 0.5 %
  • NL 0.3 %
  • BM 0.2 %
  • MC 0.2 %
  • GG 0.2 %
  • JE 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US190151.7M $97.99 %
IE1771.5K $0.50 %
SG1769K $0.50 %
NL1420.9K $0.27 %
BM1382.8K $0.25 %
MC1349.7K $0.23 %
GG1323.4K $0.21 %
JE186.2K $0.06 %

Positions

CompanySharesValue (USD)Weight
Alphabet Inc 12,5004.8M $3.05 %
JPMorgan Chase & Co 12,2003.8M $2.42 %
Exxon Mobil Corp 23,5003.6M $2.30 %
Berkshire Hathaway Inc 6,6003.1M $1.98 %
Amazon.com Inc 9,9002.6M $1.67 %
Alphabet Inc 6,2002.4M $1.50 %
Cisco Systems, Inc. 25,8002.4M $1.50 %
Micron Technology Inc 4,4002.3M $1.44 %
Wells Fargo & Co 24,8002M $1.29 %
Goldman Sachs Group Inc/The 2,2002M $1.29 %
Citigroup Inc 15,5002M $1.26 %
Morgan Stanley 10,4002M $1.26 %
Bank of America Corp 32,9001.8M $1.12 %
Verizon Communications Inc 36,5001.8M $1.11 %
Johnson & Johnson 7,6001.7M $1.11 %
AT&T Inc 63,6001.7M $1.05 %
Walmart Inc 12,3001.6M $1.03 %
Merck & Co Inc 14,8001.6M $1.03 %
Walt Disney Co/The 15,5001.6M $1.02 %
Pfizer Inc 57,4001.5M $0.97 %
Bank of New York Mellon Corp/The 10,9001.5M $0.93 %
Altria Group, Inc. 20,0001.5M $0.92 %
FedEx Corp 3,6001.5M $0.92 %
QUALCOMM Inc 7,9001.4M $0.90 %
Bristol-Myers Squibb Co 23,0001.4M $0.88 %
CVS Health Corp 16,2001.3M $0.86 %
Newmont Corp 12,1001.3M $0.85 %
ConocoPhillips 10,6001.3M $0.85 %
UnitedHealth Group Inc 3,5001.3M $0.82 %
Dell Technologies Inc 6,2001.3M $0.82 %
Marathon Petroleum Corp 5,2001.3M $0.82 %
General Motors Co 16,2001.2M $0.79 %
Western Digital Corp 2,8001.2M $0.77 %
Gilead Sciences Inc 8,8001.2M $0.73 %
Cummins Inc 1,6001.1M $0.68 %
Caterpillar Inc 1,2001.1M $0.68 %
Valero Energy Corp 4,2001.1M $0.67 %
Delta Air Lines Inc 15,6001.1M $0.67 %
US Bancorp 18,6001.1M $0.67 %
State Street Corp 6,8001M $0.66 %
eBay Inc 10,0001M $0.66 %
Procter & Gamble Co/The 7,0001M $0.65 %
Comcast Corp 37,4001M $0.64 %
Hewlett Packard Enterprise Co 34,600995.4K $0.63 %
Regeneron Pharmaceuticals, Inc. 1,400989.9K $0.63 %
Cigna Group/The 3,300958.9K $0.61 %
Allstate Corp/The 4,400955.9K $0.61 %
HCA Healthcare Inc 2,200955.8K $0.61 %
Salesforce Inc 5,300935.6K $0.59 %
Phillips 66 5,200931.6K $0.59 %
Ford Motor Co 76,100919.3K $0.58 %
Target Corp 7,000908.3K $0.58 %
PayPal Holdings Inc 17,700887.5K $0.56 %
Kroger Co/The 12,900878.1K $0.56 %
Jabil Inc 2,600877.5K $0.56 %
Ryder System Inc 3,400862.8K $0.55 %
Synchrony Financial 10,800823K $0.52 %
Hartford Insurance Group Inc/The 6,000820.9K $0.52 %
Textron Inc 8,500815.7K $0.52 %
EOG Resources Inc 5,700801.2K $0.51 %
TD SYNNEX Corp 3,500798.6K $0.51 %
MetLife Inc 9,900793K $0.50 %
Elevance Health Inc 2,100790.5K $0.50 %
American Electric Power Co Inc 5,700781.5K $0.50 %
American International Group Inc 10,400777.9K $0.49 %
Philip Morris International Inc. 4,700775.8K $0.49 %
Incyte Corp 8,100771.7K $0.49 %
Jazz Pharmaceuticals PLC 3,800771.5K $0.49 %
Flex Ltd 8,400769K $0.49 %
Snap-on Inc 2,000766.8K $0.49 %
United Parcel Service Inc 7,000761.6K $0.48 %
Allison Transmission Holdings Inc 5,600752.4K $0.48 %
Archer-Daniels-Midland Co 9,900737.9K $0.47 %
Meta Platforms Inc 1,200734.3K $0.47 %
Steel Dynamics Inc 3,200731.7K $0.46 %
Adobe Inc 2,900713.7K $0.45 %
PepsiCo Inc 4,500713.2K $0.45 %
United Airlines Holdings Inc 7,900711K $0.45 %
RingCentral Inc 17,500703.9K $0.45 %
UGI Corp 19,400700.1K $0.44 %
Cognizant Technology Solutions Corp. 13,200698.3K $0.44 %
DR Horton Inc 4,500692.4K $0.44 %
Edison International 9,900688K $0.44 %
RTX Corp 3,900686.7K $0.44 %
Amkor Technology Inc 9,700676.6K $0.43 %
PulteGroup Inc 5,500673K $0.43 %
Centene Corp 12,500671.1K $0.43 %
CF Industries Holdings Inc 5,400670.7K $0.43 %
Arrow Electronics Inc 3,500657.4K $0.42 %
Chubb Ltd 2,000654K $0.42 %
Cirrus Logic Inc 3,900636K $0.40 %
Old Republic International Corp 15,900635.2K $0.40 %
General Dynamics Corp 1,800619.7K $0.39 %
Citizens Financial Group Inc 9,500618K $0.39 %
Dollar General Corp 5,300614.2K $0.39 %
Pitney Bowes Inc 39,700613.8K $0.39 %
Unum Group 7,600610.9K $0.39 %
Zoom Communications Inc 6,100592.6K $0.38 %
Fox Corp 9,300590.5K $0.37 %
Eversource Energy 8,300586.8K $0.37 %
APA Corp 14,300582.4K $0.37 %
BorgWarner Inc 10,200581.1K $0.37 %
Travelers Cos Inc/The 1,900579.8K $0.37 %
Owens Corning 4,700579.7K $0.37 %
Oshkosh Corp 3,600562.7K $0.36 %
Amgen Inc 1,600554K $0.35 %
Applied Materials Inc 1,400552.3K $0.35 %
NetApp Inc 4,900542.8K $0.34 %
Viatris Inc 35,900536.3K $0.34 %
Illumina Inc 4,200532.3K $0.34 %
Axis Capital Holdings Ltd 5,300532.2K $0.34 %
Sabra Health Care REIT Inc 25,700531K $0.34 %
Prudential Financial, Inc. 5,400529.8K $0.34 %
Align Technology Inc 3,000528K $0.34 %
Nexstar Media Group Inc 2,500520.4K $0.33 %
Host Hotels & Resorts Inc 24,500517.7K $0.33 %
Coterra Energy Inc 14,300513.5K $0.33 %
Regions Financial Corp 17,900511K $0.32 %
Devon Energy Corp 9,700498.3K $0.32 %
Kraft Heinz Co/The 21,860495.3K $0.31 %
Fiserv Inc 7,800488.7K $0.31 %
AutoNation Inc 2,300488.5K $0.31 %
Match Group Inc 12,800479K $0.30 %
NewMarket Corp 700472.9K $0.30 %
AGCO Corp 3,900472K $0.30 %
Molson Coors Beverage Co 11,000470.1K $0.30 %
Medtronic PLC 5,800469.6K $0.30 %
Truist Financial Corp 9,100468.7K $0.30 %
PNC Financial Services Group Inc/The 2,100468.3K $0.30 %
Halliburton Co 10,900461.1K $0.29 %
M&T Bank Corp 2,100459.1K $0.29 %
ABM Industries Inc 11,200457K $0.29 %
Zions Bancorp NA 7,200456.6K $0.29 %
Toll Brothers Inc 3,200454.8K $0.29 %
Ally Financial Inc 10,200452.8K $0.29 %
Aptiv PLC 7,400445.9K $0.28 %
Exelixis Inc 10,000444.6K $0.28 %
McDonald's Corp. 1,500440.4K $0.28 %
Science Applications International Corp 4,500435.5K $0.28 %
Thermo Fisher Scientific Inc 900431.1K $0.27 %
Ameriprise Financial Inc 900427.3K $0.27 %
MGIC Investment Corp 16,100426.3K $0.27 %
CNH Industrial NV 39,300420.9K $0.27 %
Capital One Financial Corp 2,200420.9K $0.27 %
Exelon Corp 9,100418.5K $0.27 %
Brixmor Property Group Inc 13,900418.3K $0.27 %
HF Sinclair Corp 6,220418K $0.27 %
International Business Machines Corp. 1,800415.8K $0.26 %
Deere & Co 700412.9K $0.26 %
Honeywell International Inc 1,900407.2K $0.26 %
Radian Group Inc 11,200401.3K $0.25 %
HP Inc 19,100398.4K $0.25 %
Brink's Co/The 3,700395K $0.25 %
J M Smucker Co/The 4,000392.1K $0.25 %
Ingredion Inc 3,500391.1K $0.25 %
Cardinal Health, Inc. 2,000385.8K $0.24 %
Worthington Enterprises Inc 7,100385.3K $0.24 %
Signet Jewelers Ltd 4,300382.8K $0.24 %
Harmony Biosciences Holdings Inc 12,200381.4K $0.24 %
GE HealthCare Technologies Inc 6,200377.2K $0.24 %
Expedia Group Inc 1,500372.6K $0.24 %
Universal Health Services Inc 2,200370.2K $0.23 %
DaVita Inc 2,300356.8K $0.23 %
Scorpio Tankers Inc 4,300349.7K $0.22 %
Eastman Chemical Co 4,700343.5K $0.22 %
Dropbox Inc 14,100342.5K $0.22 %
General Mills, Inc. 9,600339K $0.22 %
BXP Inc 5,600327.4K $0.21 %
Amdocs Ltd 5,000323.4K $0.21 %
Zimmer Biomet Holdings Inc 3,900321.5K $0.20 %
SS&C Technologies Holdings Inc 4,500311.9K $0.20 %
Lear Corp 2,400305.1K $0.19 %
Albertsons Cos Inc 17,700298.2K $0.19 %
Skyworks Solutions Inc 4,200294.7K $0.19 %
Abbott Laboratories 3,200290.5K $0.18 %
Best Buy Co Inc 4,500272.2K $0.17 %
PVH Corp 2,900265.2K $0.17 %
Sylvamo Corp 5,500235K $0.15 %
ZoomInfo Technologies Inc 36,600228.8K $0.15 %
Conagra Brands Inc 15,900228.2K $0.14 %
Organon & Co 17,000225.3K $0.14 %
Mosaic Co/The 9,500221.1K $0.14 %
Upwork Inc 20,100208K $0.13 %
Harley-Davidson Inc 8,400200.7K $0.13 %
Energizer Holdings Inc 9,800191.9K $0.12 %
Campbell's Company/The 8,900185K $0.12 %
Innovative Industrial Properties Inc 3,300179K $0.11 %
Accenture PLC 1,000178.7K $0.11 %
H&R Block Inc 5,400171.3K $0.11 %
Global Payments Inc 2,100151.1K $0.10 %
Phinia Inc 2,040147.2K $0.09 %
Solventum Corp 2,150144.8K $0.09 %
DXC Technology Co 12,508141.6K $0.09 %
Goodyear Tire & Rubber Co/The 17,465123.7K $0.08 %
Bloomin' Brands Inc 17,500106.8K $0.07 %
Western Union Co/The 10,80098.2K $0.06 %
Versigent PLC 2,46686.2K $0.05 %