Titelia

Holdings of DIAMOND HILL LARGE CAP CONCENTRATED ETF

Diamond Hill Funds · 20 declared positions · as of Mar 31, 2026

Original filing · Net assets 72.6M $ · Ten largest lines: 58.1 % of the equity sleeve

Sector breakdown

  • Financials 24.1 %
  • Technology 12.8 %
  • Industrials 11.0 %
  • Energy 6.7 %
  • Consumer staples 5.7 %
  • Health care 5.6 %
  • Communication 4.4 %
  • Consumer discretionary 4.1 %
  • Unattributed 25.5 %

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 100.0 %

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

CountryLinesValueShare
US2072.1M $100.00 %

Positions

CompanySharesValueWeight
American International Group Inc 67,5885.1M $7.00 %
Berkshire Hathaway Inc 10,3234.9M $6.81 %
ConocoPhillips 36,5474.8M $6.64 %
Waste Management Inc 19,5754.5M $6.19 %
Colgate-Palmolive Co 48,3744.1M $5.68 %
Aon PLC 12,6164.1M $5.61 %
Abbott Laboratories 39,5014.1M $5.58 %
Texas Instruments Inc 17,9663.5M $4.80 %
Union Pacific Corp 14,3033.5M $4.78 %
Labcorp Holdings Inc 12,6093.4M $4.63 %
Capital One Financial Corp 17,7863.2M $4.47 %
SBA Communications Corp 18,6243.2M $4.41 %
Walt Disney Co/The 32,9753.2M $4.38 %
Zoetis Inc 26,8303.2M $4.37 %
Salesforce Inc 16,2513M $4.18 %
Martin Marietta Materials Inc 5,0553M $4.10 %
Amazon.com Inc 14,1823M $4.07 %
Ferguson Enterprises Inc 12,3472.9M $3.97 %
Sysco Corp 39,3162.8M $3.86 %
Microsoft Corp 7,4072.7M $3.77 %