Titelia

Holdings of Large Cap Core Portfolio I

Multi-Select Securities Fund for Puerto Rico Residents ·45 declared positions · as of Mar 31, 2026

Original filing · Net assets 7M $ · Ten largest lines: 49.7 % of the equity sleeve

Sector breakdown

  • Technology 34.8 %
  • Financials 13.3 %
  • Industrials 11.5 %
  • Communication 11.1 %
  • Consumer discretionary 10.2 %
  • Health care 8.2 %
  • Consumer staples 5.1 %
  • Energy 2.6 %
  • Real estate 2.2 %
  • Materials 1.1 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US455.4M $100.00 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 2,775484K $6.92 %
2Apple Inc 1,829464.2K $6.64 %
3Alphabet Inc 1,398402K $5.75 %
4Microsoft Corp 697258K $3.69 %
5Amazon.com Inc 1,062221.2K $3.16 %
6Broadcom Inc 657203.3K $2.91 %
7JPMorgan Chase & Co 630185.3K $2.65 %
8RTX Corp 907175K $2.50 %
9Charles Schwab Corp/The 1,642154.3K $2.21 %
10Walmart Inc 1,214150.9K $2.16 %
11Eli Lilly & Co 159146.2K $2.09 %
12Exxon Mobil Corp 817138.6K $1.98 %
13McKesson Corp 155134.1K $1.92 %
14Goldman Sachs Group Inc/The 156132K $1.89 %
15Costco Wholesale Corp 124123.6K $1.77 %
16Caterpillar Inc 172121.9K $1.74 %
17CBRE Group Inc 888120.3K $1.72 %
18McDonald's Corp. 354110K $1.57 %
19GE Vernova Inc 122106.5K $1.52 %
20Meta Platforms Inc 185105.8K $1.51 %
21Tesla Inc 284105.6K $1.51 %
22Bank of America Corp 2,065100.7K $1.44 %
23Take-Two Interactive Software Inc 48896.4K $1.38 %
24Royal Caribbean Cruises Ltd 31285.9K $1.23 %
25General Electric Co 30185.4K $1.22 %
26Delta Air Lines Inc 1,16577.4K $1.11 %
27American Express Co 24574.1K $1.06 %
28Morgan Stanley 44673.4K $1.05 %
29AbbVie Inc 32670.9K $1.01 %
30Micron Technology Inc 19365.2K $0.93 %
31Cisco Systems, Inc. 82063.6K $0.91 %
32Freeport-McMoRan Inc 1,00759.2K $0.85 %
33PACCAR Inc 50458.2K $0.83 %
34Applied Materials Inc 17058.1K $0.83 %
35ServiceNow Inc 55558K $0.83 %
36Lam Research Corp 25554.5K $0.78 %
37Palantir Technologies Inc 34951.1K $0.73 %
38Arista Networks Inc 34642.5K $0.61 %
39UnitedHealth Group Inc 13536.5K $0.52 %
40TJX Cos Inc/The 20031.9K $0.46 %
41Merck & Co Inc 25530.7K $0.44 %
42Analog Devices Inc 9530.2K $0.43 %
43Snowflake Inc 18527.9K $0.40 %
44Amphenol Corp 22027.8K $0.40 %
45Boston Scientific Corp 41025.7K $0.37 %