Titelia

Holdings of SFAM, LLC

249 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 81.7 % of the equity sleeve

Sector breakdown

  • Funds 16.8 %
  • Technology 2.7 %
  • Health care 2.0 %
  • Industrials 1.2 %
  • Communication 1.0 %
  • Consumer discretionary 0.9 %
  • Financials 0.9 %
  • Consumer staples 0.9 %
  • Materials 0.4 %
  • Utilities 0.3 %
  • Energy 0.2 %
  • Real estate 0.2 %
  • Unattributed 72.6 %

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 99.9 %
  • CH 0.1 %
  • TW 0.0 %
  • MX 0.0 %
  • GB 0.0 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US244107M $99.91 %
2CH174.3K $0.07 %
3TW111.8K $0.01 %
4MX17.2K $0.01 %
5GB13.7K $0.00 %
6DE12.4K $0.00 %

Positions

RankCompanySharesValueWeight
201Zscaler Inc 375.2K $
202Kyndryl Holdings Inc 3875.1K $
203Blackstone Inc 445.1K $
204Southwest Airlines Co 1335K $
205Oklo Inc 1005K $
206VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 234.9K $
207Snowflake Inc 324.8K $
208Schwab US Dividend Equity ETF 1504.6K $
209iShares Trust 1974.5K $
210Cisco Systems, Inc. 584.5K $
211State Street Health Care Select Sector SPDR ETF 304.4K $
212Polaris Inc 804.4K $
213CVS Health Corp 604.3K $
214Ford Motor Co 3684.2K $
215Waters Corp 144.2K $
216Solstice Advanced Materials Inc 524K $
217Halliburton Co 993.9K $
218Diageo PLC 503.7K $
219Bank of New York Mellon Corp/The 293.4K $
220Global X Artificial Intelligence & Technology ETF 723.4K $
221Firefly Aerospace Inc 1002.8K $
222Iridium Communications Inc 1002.8K $
223Bowman Consulting Group Ltd 952.7K $
224Ameren Corp 242.6K $
225Realty Income Corp 402.4K $
226Dynatrace Inc 662.4K $
227Daimler Truck Holding AG 1002.4K $
228Stanley Black & Decker Inc 312.2K $
229Post Holdings Inc 222.2K $
230Harley-Davidson Inc 1002K $
231Comcast Corp 682K $
232Solventum Corp 291.9K $
233PG&E Corp 1001.8K $
234Redwire Corp 2001.7K $
235Healthpeak Properties Inc 1001.6K $
236Portillo's Inc 3001.6K $
237Baxter International Inc 941.6K $
238Conagra Brands Inc 1001.6K $
239Otis Worldwide Corp 201.5K $
240Rivian Automotive Inc 1001.5K $
241D-Wave Quantum Inc 1001.4K $
242Dow Inc 301.3K $
243SolarEdge Technologies Inc 201K $
244USA Rare Earth Inc 60908 $
245Contango Silver & Gold Inc 24450 $
246Lucid Group Inc 17162 $
247Versant Media Group Inc 274 $
248American Airlines Group Inc 111 $
249Nuveen Preferred & Income Opportunities Fund 18 $