Titelia

Holdings of Large-Cap Core Portfolio

PACIFIC SELECT FUND ·55 declared positions · as of Mar 31, 2026

Original filing · Net assets 2B $ · Ten largest lines: 45.7 % of the equity sleeve

Sector breakdown

  • Technology 32.0 %
  • Financials 14.4 %
  • Consumer discretionary 13.8 %
  • Communication 10.1 %
  • Health care 9.2 %
  • Industrials 8.3 %
  • Utilities 4.6 %
  • Consumer staples 2.8 %
  • Energy 1.2 %
  • Materials 1.1 %
  • Real estate 0.8 %
  • Unattributed 1.8 %

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 97.5 %
  • NL 2.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US531.9B $97.54 %
2NL248.5M $2.46 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,029,843179.6M $9.03 %
2Apple Inc 559,513142M $7.14 %
3Amazon.com Inc 514,912107.2M $5.39 %
4Alphabet Inc 324,87393.4M $4.70 %
5Microsoft Corp 207,76376.9M $3.87 %
6Meta Platforms Inc 117,54567.3M $3.38 %
7Broadcom Inc 208,62564.6M $3.25 %
8Wells Fargo & Co 789,24062.8M $3.16 %
9Mastercard Inc 117,59658.8M $2.96 %
10Lowe's Cos Inc 209,42349.5M $2.49 %
11NextEra Energy Inc 527,15249M $2.46 %
12American Express Co 157,81447.7M $2.40 %
13McDonald's Corp. 150,28046.7M $2.35 %
14Walmart Inc 327,37240.7M $2.05 %
15Walt Disney Co/The 395,82638.1M $1.92 %
16Baker Hughes Co 586,09235.8M $1.80 %
17Eli Lilly & Co 38,65035.5M $1.79 %
18Northrop Grumman Corp 51,49835.1M $1.77 %
19Eaton Corp PLC 95,67934.2M $1.72 %
20Arthur J Gallagher & Co 154,87333.5M $1.69 %
21Morgan Stanley 203,70233.5M $1.69 %
22AbbVie Inc 153,74833.4M $1.68 %
23Intuit Inc 77,20833.4M $1.68 %
24NXP Semiconductors NV 164,25132.3M $1.63 %
25Trane Technologies PLC 73,41030.6M $1.54 %
26Stryker Corp 91,38030M $1.51 %
27Oracle Corp 198,15529.2M $1.47 %
28Tesla Inc 69,30625.8M $1.30 %
29Medtronic PLC 278,63024.1M $1.21 %
30Howmet Aerospace Inc 104,11924M $1.21 %
31ConocoPhillips 175,70723.2M $1.17 %
32Entergy Corp 193,30521.7M $1.09 %
33Vulcan Materials Co 76,66820.9M $1.05 %
34Blackstone Inc 176,44120.3M $1.02 %
35Southern Co/The 209,67120.2M $1.02 %
36AutoZone Inc 5,90319.9M $1.00 %
37Edwards Lifesciences Corp 234,48218.8M $0.94 %
38Amphenol Corp 147,84118.7M $0.94 %
39Progressive Corp/The 92,50918.3M $0.92 %
40United Rentals Inc 24,06117.5M $0.88 %
41Prologis Inc 124,71716.5M $0.83 %
42Regeneron Pharmaceuticals, Inc. 21,18016.4M $0.82 %
43ASML Holding NV 12,25116.2M $0.81 %
44Western Digital Corp 59,63416.1M $0.81 %
45Vertex Pharmaceuticals Inc 33,89515.1M $0.76 %
46Deere & Co 26,45414.9M $0.75 %
47Mondelez International Inc 252,28614.5M $0.73 %
48Micron Technology Inc 40,55713.7M $0.69 %
49Boston Scientific Corp 145,8069.1M $0.46 %
50US Bancorp 173,4749M $0.45 %
51ServiceNow Inc 82,6168.6M $0.43 %
52DoorDash Inc 54,5988.2M $0.41 %
53Marriott International Inc/MD 23,6027.7M $0.39 %
54Carrier Global Corp 131,6847.4M $0.37 %
55Chipotle Mexican Grill Inc 216,3266.9M $0.35 %