Titelia

Holdings of Counterpoint Tactical Equity Fund

NORTHERN LIGHTS FUND TRUST III ·272 declared positions · as of Mar 31, 2026

Original filing · Net assets 595.7M $ · Ten largest lines: 36.6 % of the equity sleeve

Sector breakdown

  • Technology 4.2 %
  • Financials 2.2 %
  • Health care 1.4 %
  • Consumer discretionary 1.3 %
  • Materials 1.1 %
  • Industrials 1.0 %
  • Consumer staples 0.8 %
  • Communication 0.4 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 87.3 %

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 88.3 %
  • CA 2.9 %
  • BM 2.1 %
  • IL 1.2 %
  • GB 1.0 %
  • IE 1.0 %
  • KY 0.9 %
  • MH 0.7 %
  • CH 0.4 %
  • GG 0.3 %
  • NO 0.3 %
  • PR 0.3 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US229176.4M $88.28 %
CA105.8M $2.88 %
BM84.2M $2.08 %
IL52.3M $1.17 %
GB32.1M $1.04 %
IE31.9M $0.97 %
KY31.7M $0.86 %
MH31.4M $0.72 %
CH2824.3K $0.41 %
GG1585.5K $0.29 %
NO1574.8K $0.29 %
PR1570.2K $0.29 %

Positions

CompanySharesValueWeight
Jefferson Capital Inc 15,801303.9K $0.05 %
IDACORP Inc 2,125303.8K $0.05 %
Horizon Bancorp Inc/IN 18,329303.7K $0.05 %
WaterBridge Infrastructure LLC 11,328303.5K $0.05 %
ServiceNow Inc 2,900303.2K $0.05 %
Workday Inc 2,333303.1K $0.05 %
Hartford Insurance Group Inc/The 2,231301.7K $0.05 %
Veeva Systems Inc 1,713300.9K $0.05 %
Tiptree Inc 17,711299.7K $0.05 %
JPMorgan Chase & Co 1,018299.5K $0.05 %
Zebra Technologies Corp 1,430299K $0.05 %
GCI Liberty Inc 8,033298.9K $0.05 %
Genworth Financial Inc 36,784298.7K $0.05 %
Bank of America Corp 6,117298.2K $0.05 %
PNC Financial Services Group Inc/The 1,431297.8K $0.05 %
Navios Maritime Partners LP 4,395296.6K $0.05 %
ASGN Inc 7,648296.1K $0.05 %
Camtek Ltd/Israel 1,942294.4K $0.05 %
Mission Produce Inc 21,390294.3K $0.05 %
Globe Life Inc 2,112293.9K $0.05 %
Uranium Energy Corp 21,643292.2K $0.05 %
Qnity Electronics Inc 2,530291.9K $0.05 %
Hallador Energy Co 17,914291.6K $0.05 %
Fortrea Holdings Inc 30,860290.7K $0.05 %
Core Scientific Inc 19,394290.1K $0.05 %
Hinge Health Inc 7,496289K $0.05 %
Tenable Holdings Inc 17,069288.7K $0.05 %
Progressive Corp/The 1,452287.8K $0.05 %
Atlassian Corp 4,196286.4K $0.05 %
Urban Outfitters Inc 4,518286.2K $0.05 %
Comcast Corp 9,938285.3K $0.05 %
Ensign Group Inc/The 1,408283.7K $0.05 %
Equitable Holdings Inc 7,644283.7K $0.05 %
Sportradar Group AG 16,814281.5K $0.05 %
Quanex Building Products Corp 15,660281.4K $0.05 %
Garmin Ltd 1,211281K $0.05 %
Rapid7 Inc 50,534278.4K $0.05 %
Watts Water Technologies Inc 958278.1K $0.05 %
Dollar Tree Inc 2,538277.9K $0.05 %
Ryder System Inc 1,352276.8K $0.05 %
Aveanna Healthcare Holdings Inc 42,905276.3K $0.05 %
MP Materials Corp 5,724276.2K $0.05 %
Vistra Corp 1,824274.2K $0.05 %
Concentra Group Holdings Parent Inc 12,753273.6K $0.05 %
Molson Coors Beverage Co 6,333272.7K $0.05 %
Joby Aviation Inc 32,541268.8K $0.05 %
Ollie's Bargain Outlet Holdings Inc 2,908267.7K $0.04 %
TALEN ENERGY CORP 838267.5K $0.04 %
Amer Sports Inc 8,125267.5K $0.04 %
Kimberly-Clark Corp 2,755265.8K $0.04 %
Lithium Americas Corp 67,085265K $0.04 %
NCR Voyix Corp 41,348261.7K $0.04 %
Orthofix Medical Inc 22,782261.3K $0.04 %
Stratasys Ltd 33,105258.6K $0.04 %
IonQ Inc 8,807253.9K $0.04 %
Boston Scientific Corp 4,016252K $0.04 %
Kohl's Corp 19,407250.4K $0.04 %
RealReal Inc/The 27,299247.9K $0.04 %
Tandem Diabetes Care Inc 12,679243.1K $0.04 %
Digital Turbine Inc 84,339242.9K $0.04 %
Pangaea Logistics Solutions Ltd 34,200242.1K $0.04 %
TMC the metals co Inc 51,262239.4K $0.04 %
Victoria's Secret & Co 5,153238.9K $0.04 %
Herbalife Ltd 16,090236.8K $0.04 %
Archer Aviation Inc 45,768236.6K $0.04 %
Super Micro Computer Inc 9,784222.8K $0.04 %
Titan International Inc 31,899220.4K $0.04 %
Yext Inc 56,914218.5K $0.04 %
Alaska Air Group Inc 5,816213.9K $0.04 %
TaskUS Inc 29,628198.8K $0.03 %
KinderCare Learning Cos Inc 86,494190.3K $0.03 %
ICAHN ENTERPRISES LP 7,20754.4K $0.01 %