Titelia

Holdings of Morningstar U.S. Equity Fund

Morningstar Funds Trust ·391 declared positions · as of Apr 30, 2026

Original filing · Net assets 1.9B $ · Ten largest lines: 27.6 % of the equity sleeve

Sector breakdown

  • Technology 26.3 %
  • Financials 13.2 %
  • Industrials 10.2 %
  • Health care 9.0 %
  • Communication 7.7 %
  • Consumer discretionary 5.2 %
  • Consumer staples 4.2 %
  • Energy 2.8 %
  • Utilities 2.5 %
  • Materials 2.1 %
  • Real estate 1.2 %
  • Unattributed 15.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.7 %
  • GBP 0.2 %
  • CHF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.5 %
  • NL 1.5 %
  • IL 0.5 %
  • TW 0.5 %
  • CH 0.3 %
  • GB 0.3 %
  • KY 0.2 %
  • CA 0.1 %
  • JE 0.1 %
  • IE 0.0 %
  • GG 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US3701.8B $96.48 %
NL527.8M $1.50 %
IL39.5M $0.51 %
TW19M $0.49 %
CH25.7M $0.31 %
GB34.9M $0.26 %
KY23.5M $0.19 %
CA12.2M $0.12 %
JE21.8M $0.10 %
IE1401.5K $0.02 %
GG1399.8K $0.02 %

Positions

CompanySharesValueWeight
Vita Coco Co Inc/The 35,7902.4M $0.13 %
Fifth Third Bancorp 46,4212.4M $0.13 %
United Parcel Service Inc 21,5752.3M $0.13 %
AutoZone Inc 6272.3M $0.12 %
Federated Hermes Inc 39,8952.3M $0.12 %
RBC Bearings Inc 3,7982.3M $0.12 %
Repligen Corp 19,2312.3M $0.12 %
Agilent Technologies Inc 19,6332.3M $0.12 %
Medpace Holdings Inc 5,3082.2M $0.12 %
Casella Waste Systems Inc 27,9702.2M $0.12 %
Campbell's Company/The 106,5872.2M $0.12 %
Novanta Inc 17,0982.2M $0.12 %
ESCO Technologies Inc 6,7492.2M $0.12 %
Global-e Online Ltd 67,7452.1M $0.11 %
SiteOne Landscape Supply Inc 16,8012.1M $0.11 %
Skyworks Solutions Inc 29,7822.1M $0.11 %
Align Technology Inc 11,8362.1M $0.11 %
SBA Communications Corp 9,3442.1M $0.11 %
American Electric Power Co Inc 15,0332.1M $0.11 %
Tyson Foods Inc 32,0792.1M $0.11 %
Truist Financial Corp 39,7132M $0.11 %
Coca-Cola Europacific Partners PLC 21,4182M $0.11 %
Paymentus Holdings Inc 70,1492M $0.11 %
Champion Homes Inc 25,4031.9M $0.10 %
Reckitt Benckiser Group PLC 30,3331.9M $0.10 %
Alnylam Pharmaceuticals Inc 6,1601.9M $0.10 %
UnitedHealth Group Inc 5,0881.9M $0.10 %
Prestige Consumer Healthcare Inc 33,4101.9M $0.10 %
Hamilton Lane Inc 20,4211.9M $0.10 %
Loar Holdings Inc 33,1391.9M $0.10 %
Freshpet Inc 27,5471.9M $0.10 %
Public Storage 6,1241.9M $0.10 %
CME Group Inc 6,4341.9M $0.10 %
Zimmer Biomet Holdings Inc 22,4531.9M $0.10 %
Moderna Inc 39,9301.8M $0.10 %
Kraft Heinz Co/The 80,5601.8M $0.10 %
Janus Henderson Group PLC 35,0011.8M $0.10 %
XPEL Inc 37,7651.8M $0.10 %
Copart Inc 54,2681.8M $0.10 %
Robert Half Inc 67,2331.8M $0.10 %
JFrog Ltd 38,4051.8M $0.10 %
Costco Wholesale Corp 1,7541.8M $0.10 %
Ollie's Bargain Outlet Holdings Inc 20,2921.8M $0.09 %
Valvoline Inc 52,7931.8M $0.09 %
T Rowe Price Group Inc 17,0221.8M $0.09 %
Procore Technologies Inc 30,8621.7M $0.09 %
PJT Partners Inc 11,2131.7M $0.09 %
UFP Industries Inc 18,7761.7M $0.09 %
Bank OZK 34,8821.7M $0.09 %
FactSet Research Systems Inc 7,2991.7M $0.09 %
Viper Energy Inc 33,3911.6M $0.09 %
Qnity Electronics Inc 11,5331.6M $0.09 %
CCC Intelligent Solutions Holdings Inc 304,7621.6M $0.09 %
Acuity Inc 5,2981.5M $0.08 %
Wingstop Inc 9,2841.5M $0.08 %
RLI Corp 29,3091.5M $0.08 %
Ares Management Corp 12,7881.5M $0.08 %
Ubiquiti Inc 1,4831.5M $0.08 %
Guidewire Software Inc 10,5801.5M $0.08 %
Nucor Corp 6,2471.4M $0.08 %
Charter Communications, Inc. 8,0791.3M $0.07 %
Floor & Decor Holdings Inc 27,3561.3M $0.07 %
TriNet Group Inc 27,9231.3M $0.07 %
Axcelis Technologies Inc 9,1791.3M $0.07 %
NetApp Inc 11,5061.3M $0.07 %
Trane Technologies PLC 2,5791.3M $0.07 %
Atkore Inc 16,1301.3M $0.07 %
Lululemon Athletica Inc 8,9511.2M $0.07 %
Shift4 Payments Inc 26,3221.2M $0.06 %
Allison Transmission Holdings Inc 8,5441.1M $0.06 %
Cactus Inc 20,0331.1M $0.06 %
Diamondback Energy Inc 5,2781.1M $0.06 %
StoneX Group Inc 10,1481.1M $0.06 %
Crocs Inc 10,4391.1M $0.06 %
AMETEK Inc 4,5141.1M $0.06 %
BorgWarner Inc 18,6251.1M $0.06 %
PulteGroup Inc 8,2591M $0.05 %
Eagle Materials Inc 4,7961M $0.05 %
Mettler-Toledo International Inc 759968.9K $0.05 %
CDW Corp/DE 6,973954.7K $0.05 %
DR Horton Inc 6,129943K $0.05 %
Regeneron Pharmaceuticals, Inc. 1,330940.4K $0.05 %
Diageo PLC 46,436938.9K $0.05 %
Cirrus Logic Inc 5,733934.9K $0.05 %
Trex Co Inc 23,829934.1K $0.05 %
Kenvue Inc 53,243933.3K $0.05 %
Medline Inc 20,851927.2K $0.05 %
United Therapeutics Corp 1,573898.7K $0.05 %
Curtiss-Wright Corp 1,208870K $0.05 %
Encompass Health Corp 8,547854.7K $0.05 %
Steel Dynamics Inc 3,711848.6K $0.05 %
Snap-on Inc 2,168831.2K $0.04 %
Fiserv Inc 13,257830.6K $0.04 %
Nordson Corp 2,841819.5K $0.04 %
Stifel Financial Corp 10,352815.8K $0.04 %
Evercore Inc 2,506805.2K $0.04 %
Graco Inc 9,919796.2K $0.04 %
Goosehead Insurance Inc 17,116766.6K $0.04 %
Intercontinental Exchange Inc 4,773754.6K $0.04 %
Plexus Corp 2,995750.5K $0.04 %