Titelia

Holdings of Parnassus Value Select ETF

Parnassus Funds II · 27 declared positions · as of Mar 31, 2026

Original filing · Net assets 17.9M $ · Ten largest lines: 48.6 % of the equity sleeve

Sector breakdown

  • Financials 21.6 %
  • Technology 16.5 %
  • Health care 13.9 %
  • Industrials 11.7 %
  • Communication 10.8 %
  • Consumer discretionary 5.8 %
  • Real estate 4.1 %
  • Materials 3.6 %
  • Consumer staples 2.7 %
  • Unattributed 9.3 %

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 79.6 %
  • GB 6.1 %
  • TW 4.9 %
  • CA 4.6 %
  • IE 2.4 %
  • IL 2.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US2214.2M $79.63 %
GB11.1M $6.11 %
TW1881K $4.94 %
CA1821.1K $4.61 %
IE1421.8K $2.37 %
IL1417.8K $2.34 %

Positions

CompanySharesValueWeight
AstraZeneca PLC 5,5271.1M $6.08 %
Alphabet Inc 3,5561M $5.71 %
Verizon Communications Inc 18,025904.9K $5.05 %
Applied Materials Inc 2,627897.9K $5.01 %
Taiwan Semiconductor Manufacturing Co Ltd 2,607881K $4.92 %
Cummins Inc 1,591856K $4.78 %
Brookfield Renewable Corp 20,615821.1K $4.58 %
JPMorgan Chase & Co 2,513739.2K $4.12 %
CBRE Group Inc 5,454738.8K $4.12 %
Union Pacific Corp 2,916707.5K $3.95 %
Charles Schwab Corp/The 7,451700.2K $3.91 %
Visa Inc 2,273687K $3.83 %
S&P Global Inc 1,560663.5K $3.70 %
Bank of America Corp 13,165641.8K $3.58 %
Linde PLC 1,288638.5K $3.56 %
Thermo Fisher Scientific Inc 1,284631.1K $3.52 %
Micron Technology Inc 1,788604.1K $3.37 %
Amazon.com Inc 2,863596.3K $3.33 %
Microsoft Corp 1,488550.8K $3.07 %
Deere & Co 922519.4K $2.90 %
Sysco Corp 6,763482.4K $2.69 %
UnitedHealth Group Inc 1,629440.8K $2.46 %
Home Depot Inc/The 1,310430.8K $2.40 %
Bio-Rad Laboratories Inc 1,531426.8K $2.38 %
Willis Towers Watson PLC 1,451421.8K $2.35 %
Nice Ltd 3,789417.8K $2.33 %
Abbott Laboratories 3,093317.6K $1.77 %