Titelia

Holdings of New Covenant Growth Fund

NEW COVENANT FUNDS · 1496 declared positions · as of Mar 31, 2026

Original filing · Net assets 518.5M $ · Ten largest lines: 32.6 % of the equity sleeve

Sector breakdown

  • Technology 29.5 %
  • Financials 11.4 %
  • Consumer discretionary 9.3 %
  • Health care 9.3 %
  • Communication 9.2 %
  • Industrials 6.3 %
  • Consumer staples 3.9 %
  • Energy 2.7 %
  • Utilities 2.2 %
  • Materials 2.0 %
  • Real estate 1.2 %
  • Unattributed 13.0 %

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 98.9 %
  • IE 0.3 %
  • BM 0.2 %
  • CA 0.1 %
  • GB 0.1 %
  • KY 0.1 %
  • LU 0.1 %
  • NL 0.1 %
  • JE 0.0 %
  • PR 0.0 %
  • SG 0.0 %
  • MH 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1,432506.9M $98.91 %
IE91.8M $0.34 %
BM151.2M $0.23 %
CA7451.6K $0.09 %
GB6398.7K $0.08 %
KY5370.3K $0.07 %
LU3331.6K $0.06 %
NL2258.8K $0.05 %
JE4166.6K $0.03 %
PR3147.5K $0.03 %
SG1136.5K $0.03 %
MH3129.1K $0.03 %

Positions

CompanySharesValueWeight
NVIDIA Corp 196,52634.3M $6.61 %
Apple Inc 120,55030.6M $5.90 %
Microsoft Corp 63,77323.6M $4.55 %
Amazon.com Inc 80,65416.8M $3.24 %
Alphabet Inc 46,96713.5M $2.60 %
Broadcom Inc 38,90012M $2.32 %
Alphabet Inc 37,92810.9M $2.10 %
Meta Platforms Inc 16,9829.7M $1.87 %
Tesla Inc 24,3399M $1.75 %
Eli Lilly & Co 7,3596.8M $1.31 %
Berkshire Hathaway Inc 14,0696.7M $1.30 %
JPMorgan Chase & Co 22,5146.6M $1.28 %
Johnson & Johnson 24,5956M $1.16 %
Visa Inc 17,3595.2M $1.01 %
Walmart Inc 33,7034.2M $0.81 %
AbbVie Inc 18,3534M $0.77 %
Mastercard Inc 7,4913.7M $0.72 %
Merck & Co Inc 30,4813.7M $0.71 %
Cisco Systems, Inc. 46,7343.6M $0.70 %
Netflix Inc 33,8203.3M $0.63 %
Goldman Sachs Group Inc/The 3,7463.2M $0.61 %
Costco Wholesale Corp 3,1233.1M $0.60 %
Micron Technology Inc 9,1943.1M $0.60 %
Lam Research Corp 14,5033.1M $0.60 %
Linde PLC 6,1643.1M $0.59 %
Advanced Micro Devices Inc 14,7893M $0.58 %
McDonald's Corp. 9,4152.9M $0.56 %
PepsiCo Inc 18,8252.9M $0.56 %
Applied Materials Inc 8,2682.8M $0.55 %
General Electric Co 9,8552.8M $0.54 %
Coca-Cola Co/The 36,3802.8M $0.53 %
Home Depot Inc/The 8,2492.7M $0.52 %
Procter & Gamble Co/The 18,3852.7M $0.51 %
ConocoPhillips 19,2622.5M $0.49 %
NextEra Energy Inc 26,3672.4M $0.47 %
Bank of America Corp 49,7632.4M $0.47 %
Oracle Corp 16,4062.4M $0.47 %
Palantir Technologies Inc 15,3792.2M $0.43 %
American Express Co 7,3322.2M $0.43 %
International Business Machines Corp. 9,1112.2M $0.43 %
Deere & Co 3,8082.1M $0.41 %
GE Vernova Inc 2,4502.1M $0.41 %
Walt Disney Co/The 21,9582.1M $0.41 %
S&P Global Inc 4,8312.1M $0.40 %
Gilead Sciences Inc 14,2282M $0.38 %
KLA Corp 1,3221.9M $0.38 %
Intuitive Surgical Inc 4,2091.9M $0.37 %
Intel Corp 43,4131.9M $0.37 %
Newmont Corp 17,6301.9M $0.37 %
Pfizer Inc 67,8741.9M $0.37 %
Amgen Inc 5,3071.9M $0.36 %
Howmet Aerospace Inc 8,0101.8M $0.36 %
Williams Cos Inc/The 25,2241.8M $0.35 %
Prologis Inc 13,7271.8M $0.35 %
Hilton Worldwide Holdings Inc 5,7741.8M $0.34 %
Lowe's Cos Inc 7,2731.7M $0.33 %
Cummins Inc 3,1791.7M $0.33 %
Wells Fargo & Co 21,4811.7M $0.33 %
Morgan Stanley 10,3831.7M $0.33 %
Kinder Morgan, Inc. 50,1771.7M $0.32 %
UnitedHealth Group Inc 6,1671.7M $0.32 %
Verizon Communications Inc 32,9591.7M $0.32 %
AT&T Inc 56,7661.6M $0.32 %
Cheniere Energy Inc 5,7581.6M $0.32 %
Accenture PLC 8,1891.6M $0.31 %
Duke Energy Corp 11,8331.5M $0.30 %
Charles Schwab Corp/The 16,4321.5M $0.30 %
Bank of New York Mellon Corp/The 12,6561.5M $0.29 %
Waste Management Inc 6,4671.5M $0.29 %
Keysight Technologies Inc 5,2471.5M $0.29 %
SLB Ltd 28,7941.5M $0.29 %
Progressive Corp/The 7,4591.5M $0.29 %
Uber Technologies Inc 20,4461.5M $0.28 %
Intuit Inc 3,3091.4M $0.28 %
Thermo Fisher Scientific Inc 2,8921.4M $0.27 %
Starbucks Corp 15,7981.4M $0.27 %
Automatic Data Processing Inc 6,9651.4M $0.27 %
CBRE Group Inc 9,8381.3M $0.26 %
Danaher Corp 6,9941.3M $0.26 %
Medtronic PLC 15,2591.3M $0.26 %
QUALCOMM Inc 10,2181.3M $0.25 %
Elevance Health Inc 4,4371.3M $0.25 %
Citigroup Inc 11,3071.3M $0.25 %
WW Grainger Inc 1,1751.3M $0.25 %
Regions Financial Corp 47,5191.2M $0.24 %
Abbott Laboratories 11,9931.2M $0.24 %
Palo Alto Networks Inc 7,6721.2M $0.24 %
Regency Centers Corp 16,1241.2M $0.24 %
Freeport-McMoRan Inc 20,4221.2M $0.23 %
CSX Corp 29,0821.2M $0.23 %
Adobe Inc 4,8821.2M $0.23 %
Marriott International Inc/MD 3,5991.2M $0.23 %
Travelers Cos Inc/The 4,0331.2M $0.23 %
ServiceNow Inc 11,2151.2M $0.23 %
Booking Holdings Inc 2761.2M $0.22 %
Vertex Pharmaceuticals Inc 2,5991.2M $0.22 %
American Electric Power Co Inc 8,8251.2M $0.22 %
Omnicom Group Inc 15,1111.1M $0.22 %
Yum! Brands Inc 7,3141.1M $0.22 %
State Street Corp 8,9411.1M $0.22 %