Titelia

Holdings of One Global ETF

NORTHERN LIGHTS FUND TRUST II · 92 declared positions · as of Feb 28, 2026

Original filing · Net assets 92.3M $ · Ten largest lines: 23 % of the equity sleeve

Sector breakdown

  • Technology 15.8 %
  • Financials 8.6 %
  • Industrials 7.9 %
  • Consumer discretionary 7.4 %
  • Communication 7.4 %
  • Health care 5.8 %
  • Energy 2.4 %
  • Consumer staples 2.2 %
  • Utilities 2.0 %
  • Real estate 1.4 %
  • Unattributed 39.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 77.9 %
  • GB 8.9 %
  • FR 3.1 %
  • CH 2.0 %
  • NL 1.8 %
  • TW 1.7 %
  • BM 1.0 %
  • LU 0.9 %
  • MX 0.8 %
  • JP 0.7 %
  • GG 0.7 %
  • KY 0.5 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US6968.7M $77.90 %
GB97.9M $8.92 %
FR32.7M $3.06 %
CH21.8M $1.99 %
NL21.6M $1.79 %
TW11.5M $1.72 %
BM1909.6K $1.03 %
LU1787.6K $0.89 %
MX1708.5K $0.80 %
JP1640.2K $0.73 %
GG1617.3K $0.70 %
KY1401.1K $0.45 %

Positions

CompanySharesValue (USD)Weight
Apple Inc 13,5603.6M $3.88 %
NVIDIA Corp 19,3433.4M $3.71 %
Alphabet Inc 7,9652.5M $2.69 %
Amazon.com Inc 11,7382.5M $2.67 %
Vertex Pharmaceuticals Inc 3,1371.6M $1.69 %
Taiwan Semiconductor Manufacturing Co Ltd 4,0481.5M $1.64 %
BAE Systems PLC 12,4031.4M $1.56 %
Meta Platforms Inc 2,0451.3M $1.44 %
Broadcom Inc 4,0001.3M $1.39 %
Exxon Mobil Corp 8,0971.2M $1.34 %
General Dynamics Corp 3,4501.2M $1.34 %
Johnson & Johnson 4,9011.2M $1.32 %
Equinix Inc 1,2461.2M $1.32 %
Microsoft Corp 2,9681.2M $1.26 %
Halozyme Therapeutics Inc 15,8981.1M $1.20 %
JPMorgan Chase & Co 3,6741.1M $1.20 %
UBS Group AG 26,5451.1M $1.19 %
Rolls-Royce Holdings PLC 59,0251.1M $1.19 %
TechnipFMC PLC 16,5571.1M $1.19 %
Dominion Energy Inc 17,2521.1M $1.18 %
Chevron Corp 5,7051.1M $1.15 %
Spotify Technology SA 2,0641.1M $1.15 %
Unilever PLC 14,3291.1M $1.15 %
Schneider Electric SE 16,1931.1M $1.14 %
Lear Corp 8,0041.1M $1.14 %
Thermo Fisher Scientific Inc 2,0051M $1.13 %
Safran SA 9,9781M $1.09 %
Charles Schwab Corp/The 10,351985.4K $1.07 %
Bank of America Corp 19,644978.9K $1.06 %
Netflix Inc 9,966959.1K $1.04 %
NIKE Inc 15,153942.2K $1.02 %
Visa Inc 2,932938.7K $1.02 %
Citigroup Inc 8,504937.1K $1.02 %
DoorDash Inc 5,168912K $0.99 %
Credicorp Ltd 2,626909.6K $0.99 %
Block Inc 14,154901.6K $0.98 %
Caterpillar Inc 1,212900.3K $0.98 %
Tetra Tech Inc 25,104899.7K $0.98 %
BWX Technologies Inc 4,337893.3K $0.97 %
Sony Group Corp 38,661891.5K $0.97 %
T-Mobile US Inc 4,002868.8K $0.94 %
Norwegian Cruise Line Holdings Ltd 35,000867.7K $0.94 %
Applied Materials Inc 2,325865.6K $0.94 %
Walmart Inc 6,757864.6K $0.94 %
AeroVironment Inc 3,424863.7K $0.94 %
BP PLC 22,183862K $0.93 %
Edwards Lifesciences Corp 9,865853K $0.92 %
Home Depot Inc/The 2,214842.9K $0.91 %
YETI Holdings Inc 19,248841.3K $0.91 %
Argenx SE 1,085832.1K $0.90 %
London Stock Exchange Group PLC 27,395820.5K $0.89 %
Baidu Inc 6,564816.8K $0.89 %
Blackrock Inc 755802.7K $0.87 %
Millicom International Cellular SA 10,805787.6K $0.85 %
Palo Alto Networks Inc 5,274785.4K $0.85 %
Knife River Corp 8,674771.8K $0.84 %
Embraer SA 10,609766.2K $0.83 %
LPL Financial Holdings Inc 2,549765.7K $0.83 %
Abbott Laboratories 6,516758.1K $0.82 %
Cisco Systems, Inc. 9,494754.4K $0.82 %
Floor & Decor Holdings Inc 10,883751.9K $0.82 %
Celsius Holdings Inc 14,025751.9K $0.81 %
Airbus SE 13,850750.3K $0.81 %
MetLife Inc 10,351746K $0.81 %
Alibaba Group Holding Ltd 5,150742.2K $0.80 %
Haleon PLC 67,015741.9K $0.80 %
Aon PLC 2,182732K $0.79 %
ON Semiconductor Corp 11,000731.3K $0.79 %
Lazard Inc 14,423729.8K $0.79 %
InterDigital Inc 1,948714K $0.77 %
Fomento Economico Mexicano SAB de CV 6,308708.5K $0.77 %
Everpure Inc 11,000706.4K $0.77 %
Mercury Systems Inc 7,896703K $0.76 %
HealthEquity Inc 9,054692.5K $0.75 %
National Grid PLC 7,064662.4K $0.72 %
DR Horton Inc 4,106658.6K $0.71 %
Galderma Group AG 17,352657.3K $0.71 %
DraftKings Inc 27,443654.2K $0.71 %
Air Liquide SA 15,297642.5K $0.70 %
Nintendo Co Ltd 45,535640.2K $0.69 %
Universal Display Corp 5,844623.5K $0.68 %
Super Group SGHC Ltd 57,694617.3K $0.67 %
RH INC 3,714615.4K $0.67 %
ConvaTec Group PLC 41,387573.6K $0.62 %
Smiths Group PLC 15,261573.2K $0.62 %
ALLIANCEBERNSTEIN HOLDING LP 13,974548.6K $0.59 %
GeneDx Holdings Corp 6,820543.6K $0.59 %
Onto Innovation Inc 2,500539.7K $0.59 %
Gilead Sciences Inc 3,623539.6K $0.58 %
Coherent Corp 2,000517.9K $0.56 %
Uber Technologies Inc 6,343478.4K $0.52 %
Wynn Macau Ltd. 55,781401.1K $0.43 %