Titelia

Holdings of Mid Cap Core Portfolio I

Multi-Select Securities Fund for Puerto Rico Residents ·32 declared positions · as of Mar 31, 2026

Original filing · Net assets 4.5M $ · Ten largest lines: 46 % of the equity sleeve

Sector breakdown

  • Technology 12.4 %
  • Industrials 8.3 %
  • Consumer discretionary 7.3 %
  • Financials 6.7 %
  • Materials 3.4 %
  • Real estate 2.9 %
  • Health care 2.3 %
  • Unattributed 56.7 %

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 94.1 %
  • NL 5.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US313.4M $94.15 %
2NL1212.5K $5.85 %

Positions

RankCompanySharesValueWeight
1AerCap Holdings NV 1,549212.5K $4.76 %
2Dollar Tree Inc 1,788195.8K $4.38 %
3Entegris Inc 1,592186.6K $4.18 %
4Keysight Technologies Inc 650183.5K $4.11 %
5Allison Transmission Holdings Inc 1,486174K $3.89 %
6Armstrong World Industries Inc 973160.4K $3.59 %
7Somnigroup International Inc 2,080153.8K $3.44 %
8M&T Bank Corp 689142.4K $3.19 %
9Churchill Downs Inc 1,560140.1K $3.14 %
10Vulcan Materials Co 453123.4K $2.76 %
11Ally Financial Inc 3,046119.5K $2.67 %
12STERIS PLC 523115.7K $2.59 %
13UniFirst Corp/MA 443111.5K $2.49 %
14CBRE Group Inc 776105.1K $2.35 %
15Ball Corp 1,778105.1K $2.35 %
16Cooper Cos Inc/The 1,469105K $2.35 %
17NewMarket Corp 162103.8K $2.32 %
18Lennox International Inc 221102.6K $2.30 %
19Domino's Pizza Inc 281100.8K $2.26 %
20Moelis & Co 1,764100.5K $2.25 %
21Cincinnati Financial Corp 636100.1K $2.24 %
22Post Holdings Inc 86485.4K $1.91 %
23Waters Corp 27782.5K $1.85 %
24AptarGroup Inc 64681.4K $1.82 %
25Old Dominion Freight Line Inc 41180.3K $1.80 %
26Fidelity National Information Services Inc 1,70079.7K $1.78 %
27Copart Inc 2,13370.8K $1.58 %
28Otis Worldwide Corp 87567.4K $1.51 %
29Avantor Inc 8,59067.3K $1.51 %
30Pool Corp 31363.3K $1.42 %
31Bruker Corp 1,73262.6K $1.40 %
32Lamb Weston Holdings Inc 1,16349.1K $1.10 %