Titelia

Holdings of WEDGE CAPITAL MANAGEMENT L L P/NC

482 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 12.6 % of the equity sleeve

Sector breakdown

  • Technology 18.4 %
  • Financials 7.9 %
  • Health care 7.6 %
  • Industrials 7.5 %
  • Consumer discretionary 5.6 %
  • Communication 2.6 %
  • Energy 2.4 %
  • Utilities 2.0 %
  • Materials 1.3 %
  • Consumer staples 0.9 %
  • Real estate 0.1 %
  • Unattributed 43.6 %

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 99.4 %
  • GB 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4794.8B $99.38 %
2GB329.8M $0.62 %

Positions

RankCompanySharesValueWeight
1TD SYNNEX Corp 386,90365.3M $
2Dell Technologies Inc 396,75565.1M $
3Curtiss-Wright Corp 90,04561.3M $
4Nextpower Inc 500,48560.3M $
5Jabil Inc 227,04760.3M $
6KLA Corp 40,75760M $
7Cisco Systems, Inc. 771,73559.9M $
8Alphabet Inc 207,75559.7M $
9Texas Instruments Inc 301,38058.5M $
10Keysight Technologies Inc 205,55158M $
11Applied Materials Inc 169,79058M $
12NetApp Inc 566,48358M $
13Lockheed Martin Corp 95,85957.9M $
14Leidos Holdings Inc 367,36757.1M $
15Autodesk Inc 236,39356.6M $
16Microsoft Corp 152,75256.5M $
17Lam Research Corp 262,30856M $
18SS&C Technologies Holdings Inc 826,84155.9M $
19Dropbox Inc 2,378,06254M $
20Cadence Design Systems Inc 194,14453.9M $
21Amphenol Corp 422,83053.4M $
22Corpay Inc 182,34153.1M $
23Cognizant Technology Solutions Corp. 864,02153M $
24Arista Networks Inc 431,66553M $
25Paychex Inc 563,96752M $
26Casey's General Stores Inc 51,88437.8M $
27New York Times Co/The 444,86437.2M $
28DaVita Inc 241,32837.1M $
29Tyson Foods Inc 562,18836M $
30Principal Financial Group Inc 390,35235.2M $
31Dillard's Inc 61,41135.1M $
32Tapestry Inc 246,64734.8M $
33Boyd Gaming Corp 415,61734.2M $
34Life Time Group Holdings Inc 1,266,93434.1M $
35Hasbro Inc 361,50533.8M $
36Ally Financial Inc 862,01633.8M $
37AutoNation Inc 172,85433.8M $
38Regions Financial Corp 1,263,49333M $
39Macy's Inc 1,818,19132.9M $
40Las Vegas Sands Corp 608,59332.8M $
41United Therapeutics Corp 54,67332.4M $
42Synchrony Financial 474,35732.3M $
43Ralph Lauren Corp 93,64532.2M $
44Valley National Bancorp 2,612,29732.1M $
45Urban Outfitters Inc 505,61132M $
46Booking Holdings Inc 7,60532M $
47Hartford Insurance Group Inc/The 236,45632M $
48State Street Corp 251,14631.8M $
49HCA Healthcare Inc 66,54031.5M $
50Johnson & Johnson 128,57331.4M $
51Zions Bancorp NA 544,24331.4M $
52General Motors Co 418,84931.2M $
53Walt Disney Co/The 323,29231.2M $
54Citigroup Inc 272,75430.9M $
55Goldman Sachs Group Inc/The 36,46030.8M $
56Jackson Financial Inc 291,69130.8M $
57Regeneron Pharmaceuticals, Inc. 39,71230.7M $
58Ford Motor Co 2,652,17130.6M $
59Unum Group 418,83230.6M $
60Tenet Healthcare Corp 160,97530.4M $
61Teleflex Inc 251,71730.1M $
62Altria Group, Inc. 455,05630M $
63Voya Financial Inc 439,23530M $
64Bristol-Myers Squibb Co 492,98529.9M $
65Franklin Resources Inc 1,246,97629.5M $
66Cardinal Health, Inc. 138,60929.3M $
67Prudential Financial, Inc. 299,13729.2M $
68MetLife Inc 412,51129.2M $
69Boot Barn Holdings Inc 197,25328.9M $
70Labcorp Holdings Inc 107,83228.8M $
71Ameriprise Financial Inc 64,52628.7M $
72T Rowe Price Group Inc 314,99828.4M $
73Expedia Group Inc 122,79928.4M $
74McKesson Corp 31,79627.5M $
75AbbVie Inc 125,19927.2M $
76Fidelity National Financial Inc 577,76626.8M $
77Viatris Inc 1,944,17326.3M $
78CVS Health Corp 360,14325.9M $
79Revvity Inc 294,31125.8M $
80GE HealthCare Technologies Inc 360,82125.7M $
81Cencora Inc 80,64625.3M $
82Solventum Corp 383,66225.1M $
83Centene Corp 746,02524.4M $
84Portland General Electric Co 441,99523.3M $
85Eversource Energy 311,40721.6M $
86Spire Inc 212,96519.3M $
87APA Corp 449,99719.1M $
88FirstEnergy Corp 356,27118M $
89Verizon Communications Inc 352,75117.7M $
90Murphy Oil Corp 427,67417.6M $
91Chord Energy Corp 123,58617.6M $
92DTE Energy Co 118,33717.3M $
93Timken Co/The 171,37617.2M $
94Evergy Inc 210,24017.2M $
95Ovintiv Inc 289,05917.2M $
96T-Mobile US Inc 79,99116.8M $
97Carlisle Cos Inc 48,22416.1M $
98Allison Transmission Holdings Inc 135,81215.9M $
99Occidental Petroleum Corp 243,08715.8M $
100UGI Corp 432,72515.8M $