Titelia

Holdings of TRIBUTARY BALANCED FUND

TRIBUTARY CAPITAL MANAGEMENT, LLC · 73 declared positions · as of Mar 31, 2026

Original filing · Net assets 78.6M $ · Ten largest lines: 42.4 % of the equity sleeve

Sector breakdown

  • Technology 29.6 %
  • Financials 11.3 %
  • Communication 9.3 %
  • Consumer discretionary 8.7 %
  • Health care 6.4 %
  • Energy 4.6 %
  • Industrials 4.2 %
  • Consumer staples 4.0 %
  • Utilities 2.0 %
  • Materials 1.0 %
  • Real estate 0.9 %
  • Unattributed 18.2 %

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 98.6 %
  • IE 0.8 %
  • KY 0.6 %

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

CountryLinesValueShare
US7145.8M $98.57 %
IE1390.3K $0.84 %
KY1272.2K $0.59 %

Positions

CompanySharesValueWeight
NVIDIA Corp 21,0953.7M $4.68 %
Apple Inc 12,9253.3M $4.17 %
Alphabet Inc 9,3502.7M $3.41 %
Microsoft Corp 6,4152.4M $3.02 %
Amazon.com Inc 8,8351.8M $2.34 %
Broadcom Inc 4,9501.5M $1.95 %
Meta Platforms Inc 2,3401.3M $1.70 %
JPMorgan Chase & Co 3,5701.1M $1.34 %
Exxon Mobil Corp 5,675962.8K $1.23 %
Eli Lilly & Co 1,010929K $1.18 %
RTX Corp 4,237817.3K $1.04 %
Tesla Inc 2,120788.1K $1.00 %
Mastercard Inc 1,420709.5K $0.90 %
Walmart Inc 5,605696.6K $0.89 %
Costco Wholesale Corp 630627.8K $0.80 %
CSX Corp 15,100619.9K $0.79 %
AbbVie Inc 2,805610.1K $0.78 %
Wells Fargo & Co 7,280579.6K $0.74 %
Amgen Inc 1,605564.7K $0.72 %
Chubb Ltd 1,705555.7K $0.71 %
MasTec Inc 1,715551.8K $0.70 %
AMETEK Inc 2,530542.3K $0.69 %
Charles Schwab Corp/The 5,650531K $0.68 %
Waste Management Inc 2,290526.2K $0.67 %
Coca-Cola Co/The 6,770514.9K $0.66 %
Morgan Stanley 3,080506.9K $0.65 %
Amphenol Corp 3,985503.5K $0.64 %
CME Group Inc 1,675494.7K $0.63 %
Oracle Corp 3,360494.3K $0.63 %
Mueller Water Products Inc 17,800489.3K $0.62 %
NextEra Energy Inc 5,260488.5K $0.62 %
Corning Inc 3,490474.5K $0.60 %
Bank of New York Mellon Corp/The 3,975471.6K $0.60 %
Linde PLC 930461.1K $0.59 %
Home Depot Inc/The 1,385455.5K $0.58 %
Arista Networks Inc 3,630445.7K $0.57 %
United Therapeutics Corp 730432.9K $0.55 %
Southern Co/The 4,475431.9K $0.55 %
Monolithic Power Systems Inc 390426.4K $0.54 %
Thermo Fisher Scientific Inc 865425.2K $0.54 %
Abbott Laboratories 4,125423.5K $0.54 %
Microchip Technology Inc 6,405413.8K $0.53 %
American Tower Corp 2,345404.7K $0.51 %
Napco Security Technologies Inc 10,248403.7K $0.51 %
EOG Resources Inc 2,725394K $0.50 %
Phillips 66 2,155392.6K $0.50 %
Edwards Lifesciences Corp 4,890391.6K $0.50 %
Cintas Corp 2,310390.7K $0.50 %
nVent Electric PLC 3,300390.3K $0.50 %
Balchem Corp 2,200372.9K $0.47 %
Diamondback Energy Inc 1,880371.8K $0.47 %
Atmos Energy Corp 1,995368.5K $0.47 %
First Industrial Realty Trust Inc 6,320365.6K $0.47 %
Kennametal Inc 10,000361.3K $0.46 %
Moody's Corp 800349K $0.44 %
Sun Communities Inc 2,710341.4K $0.43 %
First American Financial Corp 5,625339.1K $0.43 %
Fair Isaac Corp 312333.1K $0.42 %
Booking Holdings Inc 79332.6K $0.42 %
Royal Caribbean Cruises Ltd 1,185326.1K $0.41 %
Dollar General Corp 2,590307.5K $0.39 %
Church & Dwight Co Inc 3,090288.4K $0.37 %
O'Reilly Automotive Inc 3,070283.4K $0.36 %
Texas Roadhouse Inc 1,715283.2K $0.36 %
Mirion Technologies Inc 14,800275.1K $0.35 %
T-Mobile US Inc 1,305274.1K $0.35 %
SharkNinja Inc 2,570272.2K $0.35 %
UFP Technologies Inc 1,225237.2K $0.30 %
Nicolet Bankshares Inc 1,550230.4K $0.29 %
Equitable Holdings Inc 6,135227.7K $0.29 %
Pool Corp 870176K $0.22 %
PureCycle Technologies Inc 24,251125.9K $0.16 %
Humana Inc 40570.2K $0.09 %