Titelia

Holdings of AQR Trend Total Return Fund

AQR Funds · 852 declared positions · as of Mar 31, 2026

Original filing · Net assets 205.9M $ · Ten largest lines: 5.5 % of the equity sleeve

Sector breakdown

  • Industrials 8.2 %
  • Financials 7.5 %
  • Technology 6.8 %
  • Consumer discretionary 4.6 %
  • Health care 4.4 %
  • Materials 3.3 %
  • Energy 3.0 %
  • Communication 2.4 %
  • Consumer staples 2.2 %
  • Utilities 1.9 %
  • Real estate 0.7 %
  • Unattributed 55.0 %

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

Currency breakdown

  • USD 65.1 %
  • EUR 12.4 %
  • JPY 11.6 %
  • CAD 2.5 %
  • CHF 1.9 %
  • GBP 1.7 %
  • AUD 1.5 %
  • SEK 1.3 %
  • DKK 0.9 %
  • NOK 0.7 %
  • HKD 0.2 %
  • SGD 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 62.8 %
  • JP 11.6 %
  • FR 3.4 %
  • DE 2.8 %
  • CA 2.4 %
  • GB 2.4 %
  • NL 2.3 %
  • CH 1.9 %
  • IT 1.6 %
  • AU 1.5 %
  • SE 1.3 %
  • ES 1.2 %
  • Other countries 4.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US471116.4M $62.77 %
JP11721.5M $11.58 %
FR266.3M $3.41 %
DE215.2M $2.83 %
CA394.5M $2.45 %
GB344.5M $2.43 %
NL134.3M $2.33 %
CH163.4M $1.86 %
IT152.9M $1.58 %
AU232.8M $1.54 %
SE132.5M $1.35 %
ES122.3M $1.23 %

Positions

CompanySharesValueWeight
Bristol-Myers Squibb Co 21,3961.3M $0.63 %
ASML Holding NV 8621.1M $0.56 %
Adobe Inc 4,4791.1M $0.53 %
Costco Wholesale Corp 1,0641.1M $0.51 %
Deutsche Bank AG 35,3761.1M $0.51 %
Micron Technology Inc 2,749928.7K $0.45 %
Novartis AG 6,014923.1K $0.45 %
BNP Paribas SA 9,524907.3K $0.44 %
Netflix Inc 9,028868K $0.42 %
FedEx Corp 2,434866.9K $0.42 %
Lockheed Martin Corp 1,409851.6K $0.41 %
International Business Machines Corp. 3,494846.9K $0.41 %
Hewlett Packard Enterprise Co 35,044834.4K $0.41 %
Astellas Pharma Inc 50,600824.9K $0.40 %
Stifel Financial Corp 11,135823.1K $0.40 %
Edison International 11,226821.5K $0.40 %
Dow Inc 19,366806.6K $0.39 %
TJX Cos Inc/The 5,030803.3K $0.39 %
Siemens Energy AG 4,546784K $0.38 %
Gartner Inc 4,916778.4K $0.38 %
Cummins Inc 1,438773.7K $0.38 %
PG&E Corp 42,972755K $0.37 %
Abercrombie & Fitch Co 8,256754.4K $0.37 %
Merck & Co Inc 6,247751.5K $0.36 %
McDonald's Corp. 2,363734.4K $0.36 %
TotalEnergies SE 7,750711.2K $0.35 %
ABB Ltd 8,611700.1K $0.34 %
Sumitomo Mitsui Trust Group Inc 21,400681.7K $0.33 %
Travelers Cos Inc/The 2,324677.9K $0.33 %
CF Industries Holdings Inc 5,207676.1K $0.33 %
JB Hunt Transport Services Inc 3,096656K $0.32 %
Credit Agricole SA 34,911651.6K $0.32 %
EMCOR Group Inc 878648.2K $0.31 %
Occidental Petroleum Corp 9,972648.2K $0.31 %
Fortinet Inc 7,928647.9K $0.31 %
United Airlines Holdings Inc 7,013645.7K $0.31 %
Carrefour SA 34,414637.2K $0.31 %
Medpace Holdings Inc 1,319633.4K $0.31 %
Stryker Corp 1,918630.2K $0.31 %
Advantest Corp 4,500621K $0.30 %
Domino's Pizza Inc 1,720617.1K $0.30 %
Texas Roadhouse Inc 3,708612.3K $0.30 %
Mizuho Financial Group Inc 14,800599.2K $0.29 %
United Parcel Service Inc 5,989589.2K $0.29 %
Eni SpA 20,670587.7K $0.29 %
Chubu Electric Power Co Inc 35,600586.9K $0.29 %
ASM International NV 774586.7K $0.28 %
AT&T Inc 19,992579.6K $0.28 %
adidas AG 3,509568K $0.28 %
T-Mobile US Inc 2,686564.1K $0.27 %
Mitsui OSK Lines Ltd 13,500561.1K $0.27 %
General Motors Co 7,498558.6K $0.27 %
Mueller Industries Inc 5,007554.8K $0.27 %
Veeva Systems Inc 3,145552.5K $0.27 %
Tapestry Inc 3,915552.4K $0.27 %
Waste Connections Inc 3,350544.2K $0.26 %
Landstar System Inc 3,375541K $0.26 %
Comfort Systems USA Inc 392540.6K $0.26 %
Ameriprise Financial Inc 1,194530.6K $0.26 %
Kroger Co/The 7,332530.5K $0.26 %
Target Corp 4,367529.3K $0.26 %
Science Applications International Corp 5,571528.8K $0.26 %
Thales SA 1,789524.6K $0.25 %
LyondellBasell Industries NV 6,447519.4K $0.25 %
General Dynamics Corp 1,513519.3K $0.25 %
Las Vegas Sands Corp 9,637519.2K $0.25 %
Societe Generale SA 7,100518.4K $0.25 %
Aegon Ltd 70,882518.4K $0.25 %
Williams-Sonoma Inc 2,839517.6K $0.25 %
Centene Corp 15,708514.3K $0.25 %
KBC Group NV 4,168510.1K $0.25 %
Sprouts Farmers Market Inc 6,609509.8K $0.25 %
Textron Inc 5,821509.7K $0.25 %
Banco Bilbao Vizcaya Argentaria SA 23,281502.9K $0.24 %
Bank of America Corp 10,314502.8K $0.24 %
Danske Bank A/S 10,199502.6K $0.24 %
TechnipFMC PLC 7,253501.4K $0.24 %
Isetan Mitsukoshi Holdings Ltd. 27,000497.5K $0.24 %
Procter & Gamble Co/The 3,443497.3K $0.24 %
Saia Inc 1,386486.9K $0.24 %
Macy's Inc 26,866486K $0.24 %
Citigroup Inc 4,282485.6K $0.24 %
Viking Holdings Ltd 6,589484.2K $0.24 %
Lloyds Banking Group PLC 390,481484K $0.24 %
Illinois Tool Works Inc 1,858483.6K $0.23 %
Meta Platforms Inc 843482.3K $0.23 %
Kirin Holdings Co Ltd 30,300482K $0.23 %
Wartsila OYJ Abp 12,751474.9K $0.23 %
Akamai Technologies Inc 4,109471.9K $0.23 %
Mercedes-Benz Group AG 7,670471.4K $0.23 %
Goldman Sachs Group Inc/The 556470.4K $0.23 %
Crown Holdings Inc 4,683469.5K $0.23 %
Arrow Electronics Inc 3,265468.2K $0.23 %
Cooper Cos Inc/The 6,428459.6K $0.22 %
Portland General Electric Co 8,708459.5K $0.22 %
Honeywell International Inc 2,022457K $0.22 %
Owens Corning 4,200454.5K $0.22 %
Amkor Technology Inc 10,040452.1K $0.22 %
Resona Holdings Inc 39,500450.6K $0.22 %
Goodyear Tire & Rubber Co/The 67,515447.6K $0.22 %