Titelia

Holdings of JNL/Mellon Industrials Sector Fund

JNL Series Trust · 195 declared positions · as of Mar 31, 2026

Original filing · Net assets 570.1M $ · Ten largest lines: 33.9 % of the equity sleeve

Sector breakdown

  • Industrials 78.6 %
  • Technology 1.7 %
  • Materials 1.0 %
  • Consumer discretionary 0.5 %
  • Health care 0.4 %
  • Consumer staples 0.3 %
  • Communication 0.3 %
  • Unattributed 17.2 %

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 98.0 %
  • IE 1.7 %
  • NL 0.2 %
  • GB 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US191557.7M $98.03 %
IE29.7M $1.71 %
NL1952.2K $0.17 %
GB1551.5K $0.10 %

Positions

CompanySharesValueWeight
Caterpillar Inc 45,72032.4M $5.68 %
General Electric Co 102,85329.2M $5.12 %
RTX Corp 131,52825.4M $4.45 %
GE Vernova Inc 26,48523.1M $4.06 %
Boeing Co/The 76,96615.3M $2.69 %
Union Pacific Corp 58,19314.1M $2.48 %
Honeywell International Inc 62,36214.1M $2.47 %
Deere & Co 24,49913.8M $2.42 %
Eaton Corp PLC 38,14813.6M $2.39 %
Lockheed Martin Corp 19,22711.6M $2.04 %
Parker-Hannifin Corp 11,89310.6M $1.87 %
Northrop Grumman Corp 13,9049.5M $1.66 %
Vertiv Holdings Co 36,8419.2M $1.62 %
Trane Technologies PLC 21,7039M $1.59 %
Howmet Aerospace Inc 38,0838.8M $1.54 %
Waste Management Inc 36,0528.3M $1.45 %
General Dynamics Corp 23,8758.2M $1.44 %
Quanta Services Inc 14,4577.9M $1.39 %
Johnson Controls International plc 59,9697.9M $1.38 %
FedEx Corp 21,6917.7M $1.36 %
3M Co 52,3797.6M $1.33 %
CSX Corp 182,9197.5M $1.32 %
Illinois Tool Works Inc 28,4437.4M $1.30 %
Cummins Inc 13,5197.3M $1.28 %
Emerson Electric Co. 55,2657.2M $1.27 %
United Parcel Service Inc 72,4997.1M $1.25 %
TransDigm Group Inc 5,5486.4M $1.13 %
Norfolk Southern Corp 22,2386.4M $1.12 %
L3Harris Technologies Inc 18,3296.3M $1.11 %
PACCAR Inc 50,5655.8M $1.02 %
Cintas Corp 33,6835.7M $1.00 %
Fastenal Co 112,3115.2M $0.91 %
AMETEK Inc 22,6524.9M $0.85 %
WW Grainger Inc 4,3914.8M $0.84 %
Comfort Systems USA Inc 3,4624.8M $0.84 %
Ferguson Enterprises Inc 19,7164.6M $0.81 %
United Rentals Inc 6,2344.5M $0.80 %
Carrier Global Corp 77,3574.4M $0.76 %
Republic Services Inc 19,7184.3M $0.76 %
Delta Air Lines Inc 64,0194.3M $0.75 %
Westinghouse Air Brake Technologies Corp 16,8024.2M $0.74 %
Rockwell Automation Inc 11,1204M $0.70 %
Old Dominion Freight Line Inc 17,9723.5M $0.62 %
Bloom Energy Corp 25,7773.5M $0.61 %
EMCOR Group Inc 4,3743.2M $0.57 %
Axon Enterprise Inc 7,4373.2M $0.55 %
Ingersoll Rand Inc 38,7793.1M $0.55 %
Rocket Lab Corp 48,0123.1M $0.54 %
United Airlines Holdings Inc 32,1283M $0.52 %
Otis Worldwide Corp 38,2272.9M $0.52 %
Xylem Inc/NY 23,6842.8M $0.50 %
Dover Corp 13,5012.8M $0.49 %
Copart Inc 82,6262.7M $0.48 %
Verisk Analytics Inc 13,7952.6M $0.46 %
Hubbell Inc 5,2572.6M $0.45 %
Curtiss-Wright Corp 3,6192.5M $0.43 %
XPO Inc 11,5722.3M $0.39 %
Equifax Inc 12,1052.2M $0.38 %
Woodward Inc 5,7972.1M $0.36 %
Veralto Corp 23,2522.1M $0.36 %
MasTec Inc 6,0151.9M $0.34 %
CH Robinson Worldwide Inc 11,5801.9M $0.34 %
ATI Inc 13,2011.9M $0.34 %
Expeditors International of Washington Inc 13,1141.9M $0.33 %
nVent Electric PLC 15,7891.9M $0.33 %
Carpenter Technology Corp 4,6691.8M $0.32 %
BWX Technologies Inc 8,9901.8M $0.32 %
Snap-on Inc 5,0041.8M $0.32 %
Southwest Airlines Co 45,0881.7M $0.30 %
RBC Bearings Inc 3,0401.7M $0.29 %
ITT Inc 8,5161.6M $0.28 %
JB Hunt Transport Services Inc 7,5471.6M $0.28 %
HEICO Corp 7,5691.6M $0.28 %
Global Payments Inc 23,1031.6M $0.27 %
Textron Inc 17,7371.6M $0.27 %
API Group Corp 37,1831.5M $0.26 %
Lennox International Inc 3,2121.5M $0.26 %
Jacobs Solutions Inc 11,5381.5M $0.26 %
Huntington Ingalls Industries, Inc. 3,8511.5M $0.26 %
Clean Harbors Inc 5,0101.4M $0.25 %
Pentair PLC 16,2391.4M $0.25 %
Graco Inc 16,5661.4M $0.25 %
Lincoln Electric Holdings Inc 5,5051.4M $0.24 %
Nordson Corp 5,1081.4M $0.24 %
Carlisle Cos Inc 4,0321.3M $0.24 %
IDEX Corp 7,0581.3M $0.23 %
WESCO International Inc 4,7081.3M $0.23 %
QXO Inc 65,9751.3M $0.22 %
Kratos Defense & Security Solutions, Inc. 17,8121.3M $0.22 %
Masco Corp 20,7231.3M $0.22 %
Watsco Inc 3,4171.2M $0.22 %
Allegion plc 8,4541.2M $0.22 %
Regal Rexnord Corp 6,5121.2M $0.21 %
Sterling Infrastructure Inc 2,9911.2M $0.21 %
Mueller Industries Inc 10,8711.2M $0.21 %
Advanced Energy Industries Inc 3,7101.2M $0.21 %
Generac Holdings Inc 5,8571.1M $0.20 %
HEICO Corp 4,1651.1M $0.20 %
Stanley Black & Decker Inc 15,0311.1M $0.19 %
AECOM 12,5791.1M $0.19 %