Titelia

Holdings of Global Atlantic BlackRock Disciplined Growth Portfolio

Forethought Variable Insurance Trust ·169 declared positions · as of Mar 31, 2026

Original filing · Net assets 90M $ · Ten largest lines: 54.9 % of the equity sleeve

Sector breakdown

  • Technology 48.5 %
  • Communication 12.9 %
  • Consumer discretionary 12.7 %
  • Health care 8.2 %
  • Industrials 6.8 %
  • Financials 5.8 %
  • Consumer staples 2.8 %
  • Materials 0.4 %
  • Energy 0.1 %
  • 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 99.3 %
  • BM 0.4 %
  • NL 0.1 %
  • SG 0.1 %
  • KY 0.0 %
  • IL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US16487.7M $99.29 %
2BM1368.3K $0.42 %
3NL1125K $0.14 %
4SG167.5K $0.08 %
5KY138.8K $0.04 %
6IL127K $0.03 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 52,1669.1M $10.10 %
2Apple Inc 33,6638.5M $9.49 %
3Microsoft Corp 18,7827M $7.72 %
4Broadcom Inc 15,4274.8M $5.30 %
5Amazon.com Inc 21,3044.4M $4.93 %
6Alphabet Inc 11,6273.3M $3.71 %
7Meta Platforms Inc 5,5633.2M $3.53 %
8Tesla Inc 8,0003M $3.30 %
9Alphabet Inc 9,7932.8M $3.12 %
10Eli Lilly & Co 2,5682.4M $2.62 %
11Visa Inc 6,0081.8M $2.02 %
12Costco Wholesale Corp 1,7921.8M $1.98 %
13Netflix Inc 15,5521.5M $1.66 %
14Mastercard Inc 2,9141.5M $1.62 %
15General Electric Co 4,1551.2M $1.31 %
16AbbVie Inc 5,3551.2M $1.29 %
17Lam Research Corp 5,3091.1M $1.26 %
18Palantir Technologies Inc 7,5141.1M $1.22 %
19Advanced Micro Devices Inc 5,3571.1M $1.21 %
20Oracle Corp 6,223915.5K $1.02 %
21GE Vernova Inc 912796.1K $0.88 %
22Applied Materials Inc 2,163739.3K $0.82 %
23Booking Holdings Inc 169711.5K $0.79 %
24Amphenol Corp 5,089643K $0.71 %
25KLA Corp 391575.7K $0.64 %
26TJX Cos Inc/The 3,571570.3K $0.63 %
273M Co 3,897566K $0.63 %
28Intuitive Surgical Inc 1,219561.9K $0.62 %
29ServiceNow Inc 5,296553.7K $0.61 %
30Vertex Pharmaceuticals Inc 1,223546.1K $0.61 %
31Home Depot Inc/The 1,638538.7K $0.60 %
32Adobe Inc 2,054499.3K $0.55 %
33McKesson Corp 573495.9K $0.55 %
34Arista Networks Inc 3,753460.8K $0.51 %
35Coca-Cola Co/The 5,697433.3K $0.48 %
36Palo Alto Networks Inc 2,665427.3K $0.47 %
37Amgen Inc 1,177414.1K $0.46 %
38Spotify Technology SA 814394.7K $0.44 %
39O'Reilly Automotive Inc 4,234390.8K $0.43 %
40Trane Technologies PLC 893372.1K $0.41 %
41Texas Instruments Inc 1,902369.3K $0.41 %
42Viking Holdings Ltd 5,012368.3K $0.41 %
43Crowdstrike Holdings Inc 886345.9K $0.38 %
44Morgan Stanley 2,088343.6K $0.38 %
45Intuit Inc 778336.4K $0.37 %
46Bank of America Corp 6,859334.4K $0.37 %
47QUALCOMM Inc 2,565330.3K $0.37 %
48Caterpillar Inc 452320.2K $0.36 %
49Illinois Tool Works Inc 1,228319.6K $0.36 %
50Motorola Solutions Inc 719312K $0.35 %
51Chipotle Mexican Grill Inc 9,072290.4K $0.32 %
52American Express Co 958289.8K $0.32 %
53Comfort Systems USA Inc 205282.7K $0.31 %
54Howmet Aerospace Inc 1,204277.5K $0.31 %
55Vertiv Holdings Co 1,091273.4K $0.30 %
56Stryker Corp 819269.1K $0.30 %
57Cadence Design Systems Inc 953264.8K $0.29 %
58Dell Technologies Inc 1,571257.8K $0.29 %
59Synopsys Inc 649257.3K $0.29 %
60Procter & Gamble Co/The 1,756253.6K $0.28 %
61Bristol-Myers Squibb Co 4,133250.7K $0.28 %
62Boston Scientific Corp 3,819239.6K $0.27 %
63Fortinet Inc 2,823230.7K $0.26 %
64Parker-Hannifin Corp 250223.8K $0.25 %
65Jabil Inc 842223.7K $0.25 %
66Airbnb Inc 1,718216.9K $0.24 %
67Lockheed Martin Corp 357215.8K $0.24 %
68Marvell Technology Inc 2,072205.2K $0.23 %
69Micron Technology Inc 584197.3K $0.22 %
70RTX Corp 998192.5K $0.21 %
71MercadoLibre Inc 111191.9K $0.21 %
72Freeport-McMoRan Inc 3,193187.7K $0.21 %
73Rockwell Automation Inc 514184.5K $0.20 %
74Veralto Corp 2,079183.8K $0.20 %
75Monolithic Power Systems Inc 165180.4K $0.20 %
76HEICO Corp 818172.7K $0.19 %
77Autodesk Inc 712170.5K $0.19 %
78Coupang Inc 9,017170.2K $0.19 %
79Goldman Sachs Group Inc/The 198167.5K $0.19 %
80Uber Technologies Inc 2,302165.6K $0.18 %
81Keysight Technologies Inc 585165.2K $0.18 %
82Alnylam Pharmaceuticals Inc 491162.5K $0.18 %
83NVR Inc 23151.6K $0.17 %
84DoorDash Inc 994149.2K $0.17 %
85Analog Devices Inc 464147.6K $0.16 %
86Salesforce Inc 788147.1K $0.16 %
87Waste Management Inc 599137.6K $0.15 %
88Waste Connections Inc 837136K $0.15 %
89Cardinal Health, Inc. 628132.7K $0.15 %
90Charles Schwab Corp/The 1,399131.5K $0.15 %
91Everpure Inc 2,138126.2K $0.14 %
92NXP Semiconductors NV 635125K $0.14 %
93TE Connectivity PLC 597124.8K $0.14 %
94T-Mobile US Inc 592124.3K $0.14 %
95Cloudflare Inc 596123K $0.14 %
96Citigroup Inc 1,028116.6K $0.13 %
97HCA Healthcare Inc 241114.1K $0.13 %
98NU Holdings Ltd/Cayman Islands 7,831112.5K $0.13 %
99First Solar Inc 551108.7K $0.12 %
100AppLovin Corp 272108.3K $0.12 %