Titelia

Holdings of JNL/Morningstar SMID Moat Focus Index Fund

JNL Series Trust · 115 declared positions · as of Mar 31, 2026

Original filing · Net assets 71.8M $ · Ten largest lines: 15.3 % of the equity sleeve

Sector breakdown

  • Technology 5.1 %
  • Energy 3.4 %
  • Health care 3.2 %
  • Industrials 2.8 %
  • Materials 2.4 %
  • Consumer discretionary 1.9 %
  • Consumer staples 1.4 %
  • Financials 0.7 %
  • Funds 0.3 %
  • Unattributed 78.8 %

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 98.1 %
  • NL 1.9 %

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

CountryLinesValue (USD)Share
US11370.2M $98.13 %
NL21.3M $1.87 %

Positions

CompanySharesValue (USD)Weight
Devon Energy Corp 23,5631.2M $1.65 %
Akamai Technologies Inc 10,2881.2M $1.65 %
SLB Ltd 22,8241.2M $1.63 %
Albemarle Corp 6,4911.2M $1.62 %
Corteva Inc 13,4941.1M $1.57 %
Royalty Pharma PLC 22,9351.1M $1.53 %
DuPont de Nemours Inc 22,5821M $1.44 %
Marvell Technology Inc 10,2791M $1.42 %
Mondelez International Inc 17,148988.4K $1.38 %
Cigna Group/The 3,636969.9K $1.35 %
BioMarin Pharmaceutical Inc 17,045962.9K $1.34 %
Airbnb Inc 7,541952.3K $1.33 %
Biogen Inc 5,193952K $1.33 %
Zimmer Biomet Holdings Inc 10,427942.8K $1.31 %
Carnival Corp 36,406942.2K $1.31 %
Zoom Communications Inc 11,695940.2K $1.31 %
Amcor PLC 23,396930K $1.30 %
Vontier Corp 25,925919.6K $1.28 %
Masco Corp 15,168915.7K $1.28 %
T Rowe Price Group Inc 9,922894.4K $1.25 %
Kraft Heinz Co/The 39,525888.9K $1.24 %
Etsy Inc 17,630881.1K $1.23 %
Crown Castle Inc 10,726872.1K $1.21 %
NXP Semiconductors NV 4,420870.1K $1.21 %
Bio-Techne Corp 16,640869.6K $1.21 %
Jack Henry & Associates Inc 5,478865.7K $1.21 %
Otis Worldwide Corp 11,227865.4K $1.21 %
CF Industries Holdings Inc 6,655864.1K $1.20 %
Becton Dickinson & Co 5,483862.1K $1.20 %
ResMed Inc 3,839861.8K $1.20 %
SBA Communications Corp 5,001860.7K $1.20 %
GE HealthCare Technologies Inc 12,072859.3K $1.20 %
Acuity Inc 3,049854.4K $1.19 %
TransUnion 12,328853K $1.19 %
Equifax Inc 4,689844.3K $1.18 %
Datadog Inc 6,798802.5K $1.12 %
Lamb Weston Holdings Inc 18,657788.4K $1.10 %
EOG Resources Inc 4,432640.7K $0.89 %
Diamondback Energy Inc 3,113615.7K $0.86 %
Ball Corp 10,340611.2K $0.85 %
Celanese Corp 9,188604.3K $0.84 %
Air Products and Chemicals Inc 2,070601.3K $0.84 %
L3Harris Technologies Inc 1,735598.8K $0.83 %
Huntington Ingalls Industries, Inc. 1,561593K $0.83 %
Generac Holdings Inc 2,953576.8K $0.80 %
Dow Inc 13,782574K $0.80 %
Hershey Co/The 2,757573.2K $0.80 %
Oshkosh Corp 3,826563.2K $0.78 %
Nordson Corp 2,116563K $0.78 %
Hasbro Inc 5,979559.6K $0.78 %
FirstEnergy Corp 11,003557.4K $0.78 %
Evergy Inc 6,730551.3K $0.77 %
International Flavors & Fragrances Inc 7,593550.9K $0.77 %
Portland General Electric Co 10,336545.4K $0.76 %
Littelfuse Inc 1,541522.9K $0.73 %
Essential Utilities Inc 12,965522.1K $0.73 %
PACCAR Inc 4,491518.7K $0.72 %
Sensata Technologies Holding PLC 14,562512.9K $0.71 %
Labcorp Holdings Inc 1,888503.7K $0.70 %
Brown-Forman Corp 19,023503K $0.70 %
US Bancorp 9,608499.7K $0.70 %
ON Semiconductor Corp 7,951492.3K $0.69 %
Monolithic Power Systems Inc 445486.5K $0.68 %
Cloudflare Inc 2,337482.2K $0.67 %
Fortinet Inc 5,883480.8K $0.67 %
Stifel Financial Corp 6,477478.8K $0.67 %
Brunswick Corp/DE 6,545476.2K $0.66 %
West Pharmaceutical Services Inc 1,899476K $0.66 %
Kimberly-Clark Corp 4,931475.7K $0.66 %
Gentex Corp 21,754475.3K $0.66 %
Constellation Brands Inc 3,162474.3K $0.66 %
Allison Transmission Holdings Inc 4,049474K $0.66 %
Wynn Resorts Ltd 4,658473K $0.66 %
Entegris Inc 4,013470.5K $0.66 %
Dexcom Inc 7,479469.7K $0.65 %
Ionis Pharmaceuticals Inc 6,249469.2K $0.65 %
Carlyle Group Inc/The 9,692469K $0.65 %
Ingredion Inc 4,153467.9K $0.65 %
Core & Main Inc 9,468467.7K $0.65 %
CNH Industrial NV 42,275465K $0.65 %
Agilent Technologies Inc 4,070463.9K $0.65 %
Align Technology Inc 2,690461.1K $0.64 %
Waters Corp 1,541458.9K $0.64 %
Reddit Inc 3,408458.9K $0.64 %
Ameriprise Financial Inc 1,021453.7K $0.63 %
Carrier Global Corp 8,057453.7K $0.63 %
Raymond James Financial Inc 3,130453.2K $0.63 %
MSCI Inc 838451.7K $0.63 %
Allegion plc 3,101450.5K $0.63 %
IQVIA Holdings Inc 2,638449.9K $0.63 %
Elevance Health Inc 1,534449.1K $0.63 %
AptarGroup Inc 3,539446K $0.62 %
Warner Music Group Corp 17,119437.2K $0.61 %
Block Inc 7,222434.6K $0.61 %
Clorox Co/The 4,174432.6K $0.60 %
Norwegian Cruise Line Holdings Ltd 22,848427.3K $0.60 %
Omnicom Group Inc 5,636424.4K $0.59 %
MarketAxess Holdings Inc 2,557421.9K $0.59 %
United Rentals Inc 574418.2K $0.58 %
NIKE Inc 7,812412.6K $0.57 %
Dynatrace Inc 11,144412.1K $0.57 %
Insulet Corp 1,959411.1K $0.57 %
Asbury Automotive Group Inc 2,078406.1K $0.57 %
LPL Financial Holdings Inc 1,338402.5K $0.56 %
SS&C Technologies Holdings Inc 5,785390.9K $0.54 %
Lithia Motors Inc 1,479369.3K $0.51 %
Estee Lauder Cos Inc/The 5,114367K $0.51 %
Broadridge Financial Solutions Inc 2,251365.7K $0.51 %
Mattel Inc 24,044349.4K $0.49 %
Fidelity National Information Services Inc 7,445349.2K $0.49 %
Pinterest Inc 18,442338.2K $0.47 %
Humana Inc 1,924333.6K $0.46 %
Workday Inc 2,285296.9K $0.41 %
Zscaler Inc 2,026284.2K $0.40 %
iShares Core S&P Mid-Cap ETF 3,520237.7K $0.33 %