Titelia

Holdings of Morningstar Alternatives Fund

Morningstar Funds Trust · 414 declared positions · as of Apr 30, 2026

Original filing · Net assets 258M $ · Ten largest lines: 49.2 % of the equity sleeve

Sector breakdown

  • Communication 12.5 %
  • Industrials 5.0 %
  • Technology 3.5 %
  • Consumer staples 2.4 %
  • Utilities 1.6 %
  • Health care 1.3 %
  • Energy 1.0 %
  • Consumer discretionary 0.8 %
  • Materials 0.4 %
  • Financials 0.3 %
  • Unattributed 71.2 %

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

Currency breakdown

  • USD 95.0 %
  • GBP 5.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 85.1 %
  • JE 6.0 %
  • GB 5.0 %
  • CA 2.4 %
  • IL 1.3 %
  • GG 0.2 %
  • IE 0.0 %
  • BM 0.0 %
  • NL 0.0 %
  • CH 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US37054.8M $85.11 %
JE13.9M $5.99 %
GB23.2M $5.02 %
CA331.5M $2.39 %
IL1817K $1.27 %
GG1114.5K $0.18 %
IE211.9K $0.02 %
BM28.3K $0.01 %
NL15.4K $0.01 %
CH14.5K $0.01 %

Positions

CompanySharesValueWeight
Electronic Arts Inc 20,7574.2M $1.63 %
Janus Henderson Group PLC 74,6543.9M $1.49 %
Penumbra Inc 11,0043.6M $1.39 %
Chart Industries Inc 15,4343.2M $1.24 %
Warner Bros Discovery Inc 118,4353.2M $1.24 %
Masimo Corp 17,1283.1M $1.18 %
Tri Pointe Homes Inc 58,4622.7M $1.06 %
Norfolk Southern Corp 8,5482.7M $1.05 %
National Storage Affiliates Trust 62,7902.7M $1.04 %
TXNM Energy Inc 41,0242.4M $0.94 %
DigitalBridge Group Inc 148,2962.3M $0.89 %
Schroders PLC 291,4242.3M $0.89 %
Terns Pharmaceuticals Inc 34,3001.8M $0.70 %
Veris Residential Inc 84,1661.6M $0.62 %
Soleno Therapeutics Inc 26,1001.4M $0.53 %
Enhabit Inc 99,8281.4M $0.53 %
Sila Realty Trust Inc 44,9961.4M $0.53 %
Stellar Bancorp Inc 35,3581.3M $0.51 %
TopBuild Corp 2,9601.3M $0.51 %
KalVista Pharmaceuticals Inc 42,2901.1M $0.44 %
Silicon Laboratories Inc 4,400957.9K $0.37 %
Beazley PLC 53,913936.4K $0.36 %
Avanos Medical Inc 36,994910.8K $0.35 %
XOMA Royalty Corp 22,094904.5K $0.35 %
Webster Financial Corp 12,481903.1K $0.35 %
CENTESSA PHARMACEUTICALS PLC 22,700894.8K $0.35 %
ZIM Integrated Shipping Services Ltd 30,900817K $0.32 %
Kenvue Inc 36,899646.8K $0.25 %
Apellis Pharmaceuticals Inc 14,400589.7K $0.23 %
Organon & Co 37,612498.4K $0.19 %
Johnson & Johnson 621142.7K $0.06 %
Cisco Systems, Inc. 1,472134.7K $0.05 %
PepsiCo Inc 826130.9K $0.05 %
Canadian National Railway Co 1,151129.1K $0.05 %
Sun Life Financial Inc 1,790129K $0.05 %
Mondelez International Inc 2,092128.5K $0.05 %
TC Energy Corp 1,910127.8K $0.05 %
Suncor Energy Inc 1,843126.2K $0.05 %
Enbridge Inc 2,275126.1K $0.05 %
Verizon Communications Inc 2,588124.3K $0.05 %
Pembina Pipeline Corp 2,660123.7K $0.05 %
Southern Co/The 1,237119.6K $0.05 %
Fortis Inc/Canada 2,071118.5K $0.05 %
WEC Energy Group Inc 1,003118.3K $0.05 %
Kimberly-Clark Corp 1,197117.8K $0.05 %
AT&T Inc 4,500117.6K $0.05 %
Duke Energy Corp 907117.5K $0.05 %
Consolidated Edison Inc 1,030114.8K $0.04 %
Amdocs Ltd 1,771114.5K $0.04 %
Medtronic PLC 1,408114K $0.04 %
Hormel Foods Corp 5,245112.6K $0.04 %
FirstEnergy Corp 2,233106.1K $0.04 %
Gilead Sciences Inc 808105.7K $0.04 %
Manulife Financial Corp 2,689105.7K $0.04 %
BCE Inc 4,441105.6K $0.04 %
Abbott Laboratories 1,149104.3K $0.04 %
Accenture PLC 572102.2K $0.04 %
Canadian Natural Resources Ltd 2,141102.1K $0.04 %
Automatic Data Processing Inc 46398.1K $0.04 %
Broadcom Inc 23497.7K $0.04 %
Colgate-Palmolive Co 1,12195.7K $0.04 %
Alphabet Inc 24594.3K $0.04 %
Comcast Corp 3,41092.2K $0.04 %
Mid-America Apartment Communities, Inc. 70591.1K $0.04 %
Amazon.com Inc 34290.7K $0.04 %
Rogers Communications Inc 2,44889.2K $0.03 %
Kroger Co/The 1,30789K $0.03 %
Sysco Corp 1,13484.7K $0.03 %
Public Storage 27984.4K $0.03 %
Skyworks Solutions Inc 1,18783.3K $0.03 %
NVIDIA Corp 41783.2K $0.03 %
T-Mobile US Inc 42583.1K $0.03 %
CMS Energy Corp 1,07382.3K $0.03 %
Microsoft Corp 19479.1K $0.03 %
American Water Works Co Inc 61078.3K $0.03 %
Meta Platforms Inc 12878.3K $0.03 %
Kinder Morgan, Inc. 2,37177.9K $0.03 %
Chevron Corp 39275.8K $0.03 %
Apple Inc 27975.7K $0.03 %
International Business Machines Corp. 31973.7K $0.03 %
Tesla Inc 19172.9K $0.03 %
Exelon Corp 1,55671.6K $0.03 %
Darden Restaurants Inc 35671.4K $0.03 %
Merck & Co Inc 63969.8K $0.03 %
American Electric Power Co Inc 50369K $0.03 %
Walmart Inc 51067.3K $0.03 %
Target Corp 51767.1K $0.03 %
RESOLUTE FOREST PRODUCTS INC 44,10066.7K $0.03 %
Berkshire Hathaway Inc 13965.8K $0.03 %
Old Republic International Corp 1,60364K $0.02 %
Bristol-Myers Squibb Co 1,04063K $0.02 %
Union Pacific Corp 22961.7K $0.02 %
Paychex Inc 64359.6K $0.02 %
Eli Lilly & Co 6056.1K $0.02 %
H&R Block Inc 1,70954.2K $0.02 %
Thomson Reuters Corp 55252.8K $0.02 %
Genuine Parts Co 44747.9K $0.02 %
OGE Energy Corp 97647.6K $0.02 %
QUALCOMM Inc 24644.2K $0.02 %
Tyson Foods Inc 68443.8K $0.02 %