Titelia

Holdings of U.S. Quality ESG Fund

Northern Funds ·169 declared positions · as of Mar 31, 2026

Original filing · Net assets 322M $ · Ten largest lines: 36.5 % of the equity sleeve

Sector breakdown

  • Technology 32.1 %
  • Health care 10.6 %
  • Financials 10.3 %
  • Consumer discretionary 8.3 %
  • Communication 8.2 %
  • Industrials 7.7 %
  • Consumer staples 3.4 %
  • Materials 2.2 %
  • Energy 1.9 %
  • Utilities 1.4 %
  • Real estate 1.3 %
  • Unattributed 12.6 %

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 97.7 %
  • GB 0.7 %
  • LU 0.6 %
  • JE 0.4 %
  • IE 0.4 %
  • CA 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US164307.1M $97.70 %
2GB12.1M $0.66 %
3LU11.8M $0.58 %
4JE11.2M $0.39 %
5IE11.1M $0.35 %
6CA1974.4K $0.31 %

Positions

RankCompanySharesValueWeight
101Walmart Inc 8,2841M $0.32 %
102Cadence Design Systems Inc 3,6461M $0.31 %
103Kilroy Realty Corp 34,659977.7K $0.30 %
104Brookfield Renewable Corp 24,463974.4K $0.30 %
105PTC Inc 6,836974.1K $0.30 %
106Lennox International Inc 2,017936.2K $0.29 %
107Prudential Financial, Inc. 9,513929.3K $0.29 %
108Deckers Outdoor Corp 9,273928.1K $0.29 %
109Broadridge Financial Solutions Inc 5,667920.8K $0.29 %
110AvalonBay Communities, Inc. 5,524902.3K $0.28 %
111Crown Holdings Inc 8,869889.1K $0.28 %
112CH Robinson Worldwide Inc 5,306881.2K $0.27 %
113Dropbox Inc 38,494874.6K $0.27 %
114Verisk Analytics Inc 4,555864.3K $0.27 %
115Western Digital Corp 3,190862.9K $0.27 %
116Howmet Aerospace Inc 3,743862.6K $0.27 %
117Equitable Holdings Inc 22,501835K $0.26 %
118Acuity Inc 2,978834.5K $0.26 %
119SLM Corp 38,831831.4K $0.26 %
120Lowe's Cos Inc 3,460817.5K $0.25 %
121Crocs Inc 9,833816.3K $0.25 %
122QUALCOMM Inc 6,255805.5K $0.25 %
123Fidelity National Information Services Inc 17,074800.9K $0.25 %
124Spotify Technology SA 1,645797.7K $0.25 %
125Avery Dennison Corp 4,568788.8K $0.25 %
126SLB Ltd 15,210781.6K $0.24 %
127Veeva Systems Inc 4,415775.5K $0.24 %
128Duke Energy Corp 5,633737.6K $0.23 %
129Landstar System Inc 4,585735K $0.23 %
130Incyte Corp 7,372693.9K $0.22 %
131Exelon Corp 13,833678.1K $0.21 %
132ATI Inc 4,585666.9K $0.21 %
133First Hawaiian Inc 26,653656.7K $0.20 %
134Goldman Sachs Group Inc/The 757640.4K $0.20 %
135ExlService Holdings Inc 20,852634.9K $0.20 %
136Paylocity Holding Corp 5,872634.4K $0.20 %
137Etsy Inc 12,469623.2K $0.19 %
138Commerce Bancshares Inc/MO 11,148548.5K $0.17 %
139NetApp Inc 5,181530.5K $0.16 %
140VICI Properties Inc 18,359501.6K $0.16 %
141Masco Corp 7,969481.1K $0.15 %
142Ulta Beauty Inc 891465.7K $0.14 %
143Doximity Inc 18,571432.7K $0.13 %
144Ally Financial Inc 10,810424.1K $0.13 %
145Airbnb Inc 3,276413.7K $0.13 %
146Best Buy Co Inc 6,070389.7K $0.12 %
147Micron Technology Inc 1,004339.2K $0.11 %
148Palantir Technologies Inc 2,179318.7K $0.10 %
149American International Group Inc 3,817287.2K $0.09 %
150Ameriprise Financial Inc 644286.2K $0.09 %
151Parker-Hannifin Corp 317283.8K $0.09 %
152Bank of America Corp 5,745280.1K $0.09 %
153Cencora Inc 874274.6K $0.09 %
154Domino's Pizza Inc 701251.5K $0.08 %
155F5 Inc 836241.9K $0.08 %
156Affiliated Managers Group Inc 825228.3K $0.07 %
157DaVita Inc 1,471226.1K $0.07 %
158Teradata Corp 8,373214.6K $0.07 %
159Otis Worldwide Corp 2,687207.1K $0.06 %
160Rockwell Automation Inc 563202K $0.06 %
161HP Inc 10,126194.5K $0.06 %
162Cintas Corp 1,116188.8K $0.06 %
163Brixmor Property Group Inc 6,497187.1K $0.06 %
164Paychex Inc 2,005184.7K $0.06 %
165Clorox Co/The 1,677173.8K $0.05 %
166Advanced Micro Devices Inc 786159.9K $0.05 %
167Bentley Systems Inc 4,279150.3K $0.05 %
168Manhattan Associates Inc 999133K $0.04 %
169Paycom Software Inc 1,078131K $0.04 %