Titelia

Holdings of Center for Financial Planning, Inc.

597 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.9 % of the equity sleeve

Sector breakdown

  • Funds 37.0 %
  • Financials 3.8 %
  • Technology 3.5 %
  • Health care 2.3 %
  • Consumer staples 1.3 %
  • Consumer discretionary 1.3 %
  • Communication 1.1 %
  • Industrials 1.1 %
  • Utilities 0.6 %
  • Energy 0.5 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 47.2 %

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 %
  • NL 0.0 %
  • TW 0.0 %
  • DK 0.0 %
  • GB 0.0 %
  • AU 0.0 %
  • IN 0.0 %
  • KY 0.0 %
  • MX 0.0 %
  • DE 0.0 %
  • IL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US582951.2M $99.93 %
2NL1309.1K $0.03 %
3TW1130.1K $0.01 %
4DK1113.2K $0.01 %
5GB257.1K $0.01 %
6AU136.4K $0.00 %
7IN214.6K $0.00 %
8KY213.5K $0.00 %
9MX29K $0.00 %
10DE16.7K $0.00 %
11IL23.4K $0.00 %

Positions

RankCompanySharesValueWeight
501Freeport-McMoRan Inc 865.1K $
502Invesco Exchange-Traded Fund Trust 1605.1K $
503Airbnb Inc 405.1K $
504HDFC Bank Ltd 2025K $
505Piedmont Realty Trust Inc 7565K $
506Cemex SAB de CV 4345K $
507MPLX LP 854.9K $
508Rithm Capital Corp 5004.7K $
509iShares Trust 224.6K $
510America Movil SAB de CV 1604.1K $
511Solstice Advanced Materials Inc 493.7K $
512Centene Corp 1063.5K $
513Robinhood Markets Inc 503.5K $
514ARMOUR Residential REIT Inc 2003.3K $
515Capital One Financial Corp 183.3K $
516Kyndryl Holdings Inc 2313K $
517Teva Pharmaceutical Industries Ltd 1003K $
518Super Micro Computer Inc 1303K $
519ManpowerGroup Inc 1002.9K $
520Ethereum Investment Trust 1642.8K $
521Rayonier Inc 1352.8K $
522iMGP DBi Managed Futures Strat 912.7K $
523Zimmer Biomet Holdings Inc 302.7K $
524Charter Communications, Inc. 122.6K $
525Citizens Financial Group Inc 432.6K $
526Snap Inc 5602.6K $
527First Solar Inc 132.6K $
528iShares MSCI Global Metals & M 442.5K $
529Oklo Inc 502.5K $
530INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 1432.5K $
531SELECT SECTOR SPDR TRUST (THE) 182.4K $
532Kraft Heinz Co/The 1042.3K $
533Voyager Technologies Inc 1002.3K $
534Regeneron Pharmaceuticals, Inc. 32.3K $
535DraftKings Inc 1002.2K $
536Fox Corp 362.1K $
537RingCentral Inc 552K $
538Sirius XM Holdings Inc 882K $
539Portillo's Inc 3822K $
540Liberty Media Corp-Liberty Formula One 201.7K $
541Liberty Live Holdings Inc 181.7K $
542Callaway Golf Co 1201.7K $
543Estee Lauder Cos Inc/The 231.7K $
544Teradata Corp 641.6K $
545Sohu.com Ltd 1001.5K $
546Snowflake Inc 101.5K $
547BEAM GLOBAL 1,0001.5K $
548Mattel Inc 971.4K $
549QuantumScape Corp 2191.4K $
550Micron Technology Inc 41.4K $
551Dolby Laboratories Inc 211.3K $
552HubSpot Inc 51.2K $
553Beam Therapeutics Inc 501.2K $
554PG&E Corp 671.2K $
555eXp World Holdings Inc 1741K $
556Liberty Broadband Corp 201K $
557MannKind Corp 354868 $
558iShares 0-5 Year TIPS Bond ETF 8828 $
559Liberty Live Holdings Inc 9825 $
560Tri-Continental Corp 25790 $
561Liberty Media Corp-Liberty Formula One 10781 $
562Orchid Island Capital Inc 100703 $
563Newsmax Inc 120627 $
564Liberty Broadband Corp 10503 $
565ALARUM TECHNOLOGIES LTD 69412 $
566NuScale Power Corp 35380 $
567Safehold Inc 26352 $
568Enphase Energy Inc 9341 $
569Fulgent Genetics Inc 20318 $
570Penn Entertainment Inc 20301 $
571Under Armour Inc 40237 $
572Vodafone Group PLC 14211 $
573Garrett Motion Inc 10182 $
574Ramaco Resources Inc 17174 $
575DXC Technology Co 12151 $
576GameStop Corp 6139 $
577Star Holdings 17129 $
578Rent the Runway Inc 26125 $
579Editas Medicine Inc 50124 $
580Brighthouse Financial Inc 2120 $
581Embecta Corp 13115 $
582SolarEdge Technologies Inc 2103 $
583State Street SPDR Bloomberg High Yield Bond ETF 196 $
584AQUA METALS INC 2295 $
585Beyond Meat Inc 13595 $
586Southwest Gas Holdings Inc 187 $
587Organon & Co 1060 $
588Invesco Solar ETF 156 $
589OPENDOOR TECHNOLOGIES INC 6640 $
590Lucid Group Inc 439 $
591AGNC Investment Corp 331 $
592Conduent Inc 2026 $
593OPENDOOR TECHNOLOGIES INC 6617 $
594OPENDOOR TECHNOLOGIES INC 6616 $
595EVgo Inc 24 $
596DSS INC 11 $
597IMPACT BIOMEDICAL INC 1 $