Titelia

Holdings of Clayton Financial Group LLC

573 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 68.2 % of the equity sleeve

Sector breakdown

  • Technology 3.3 %
  • Financials 3.2 %
  • Funds 2.9 %
  • Health care 2.0 %
  • Industrials 1.6 %
  • Consumer staples 1.4 %
  • Consumer discretionary 0.9 %
  • Communication 0.9 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Materials 0.1 %
  • Real estate 0.1 %
  • Unattributed 83.4 %

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 100.0 %
  • GB 0.0 %
  • KY 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US571191.8M $99.99 %
2GB19.7K $0.01 %
3KY11.5K $0.00 %

Positions

RankCompanySharesValueWeight
301Coterra Energy Inc 1364.8K $
302Motorola Solutions Inc 114.8K $
303Global X US Infrastructure Development ETF 924.7K $
304CenterPoint Energy Inc 1054.5K $
305Sherwin-Williams Co/The 144.5K $
306Fidelity National Information Services Inc 944.4K $
307Cincinnati Financial Corp 284.4K $
308Moody's Corp 104.4K $
309Synopsys Inc 114.4K $
310Samsara Inc 1364.3K $
311Cummins Inc 84.3K $
312Fair Isaac Corp 44.3K $
313Ecolab Inc 164.3K $
314AvalonBay Communities, Inc. 264.2K $
315Teledyne Technologies Inc 74.2K $
316Crown Castle Inc 524.2K $
317Chipotle Mexican Grill Inc 1324.2K $
318Grayscale Bitcoin Trust ETF 804.2K $
319Omnicom Group Inc 564.2K $
320ServiceNow Inc 404.2K $
321State Street Corp 334.2K $
322Illinois Tool Works Inc 164.2K $
323Eversource Energy 604.2K $
324Equifax Inc 234.1K $
325CMS Energy Corp 534.1K $
326CF Industries Holdings Inc 314K $
327Marriott International Inc/MD 123.9K $
328Constellation Brands Inc 263.9K $
329CoreWeave Inc 503.9K $
330PACCAR Inc 333.8K $
331Elevance Health Inc 133.8K $
332Labcorp Holdings Inc 143.7K $
333Simon Property Group Inc 203.7K $
334VeriSign Inc 153.7K $
335Quest Diagnostics Inc 193.7K $
336Trade Desk Inc/The 1633.7K $
337Corteva Inc 443.7K $
338Charter Communications, Inc. 173.7K $
339Ulta Beauty Inc 73.7K $
340Cboe Global Markets Inc 133.7K $
341United Rentals Inc 53.6K $
342Vanguard Information Technology ETF 53.6K $
343Albemarle Corp 203.6K $
344Parker-Hannifin Corp 43.6K $
345Allstate Corp/The 173.5K $
346Fiserv Inc 633.5K $
347Sysco Corp 493.5K $
348Iron Mountain Inc 343.5K $
349Kraft Heinz Co/The 1533.4K $
350ONEOK Inc 383.4K $
351KeyCorp 1713.4K $
352Ford Motor Co 2963.4K $
353International Flavors & Fragrances Inc 473.4K $
354Duke Energy Corp 263.4K $
355Target Corp 283.4K $
356International Paper Co 943.4K $
357Atmos Energy Corp 183.3K $
358W R Berkley Corp 503.3K $
359Loews Corp 313.3K $
360Airbnb Inc 263.3K $
361Energizer Holdings Inc 2003.3K $
362Dell Technologies Inc 203.3K $
363Monolithic Power Systems Inc 33.3K $
364Truist Financial Corp 713.3K $
365Fastenal Co 703.2K $
366Zoom Communications Inc 403.2K $
367Evergy Inc 393.2K $
368Realty Income Corp 513.1K $
369CoStar Group Inc 773.1K $
370SBA Communications Corp 183.1K $
371Electronic Arts Inc 153.1K $
372eBay Inc 333K $
373DoorDash Inc 203K $
374AMETEK Inc 143K $
375Edwards Lifesciences Corp 373K $
376Ball Corp 503K $
377FirstEnergy Corp 582.9K $
378LKQ Corp 1002.9K $
379Cigna Group/The 112.9K $
380Texas Pacific Land Corp 62.8K $
381Viatris Inc 2102.8K $
382Becton Dickinson & Co 182.8K $
383Keysight Technologies Inc 102.8K $
384IDEXX Laboratories Inc 52.8K $
385Kimco Realty Corp 1242.8K $
386APA Corp 652.8K $
387Targa Resources Corp 112.8K $
388Darden Restaurants Inc 142.7K $
389Ares Management Corp 252.7K $
390Delta Air Lines Inc 412.7K $
391Deckers Outdoor Corp 272.7K $
392DraftKings Inc 1252.7K $
393Chewy Inc 1002.7K $
394MSCI Inc 52.7K $
395Option Care Health Inc 1002.7K $
396Teradyne Inc 92.7K $
397Huntington Ingalls Industries, Inc. 72.7K $
398Dine Brands Global Inc 1002.6K $
399Humana Inc 152.6K $
400Vanguard Charlotte Funds 532.5K $