C000078083 Holdings — Large-Cap Value Portfolio

All 58 reported holdings of Large-Cap Value Portfolio (C000078083) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
JPMorgan Chase & Co4.26%$26.62M
Johnson & Johnson3.94%$24.63M
XPO Inc2.95%$18.43M
ConocoPhillips2.59%$16.20M
Alphabet Inc2.58%$16.12M
Chevron Corp2.58%$16.08M
Parker-Hannifin Corp2.57%$16.03M
Air Products and Chemicals Inc2.53%$15.79M
Charles Schwab Corp/The2.48%$15.49M
WEC Energy Group Inc2.48%$15.49M
Travelers Cos Inc/The2.43%$15.17M
Thermo Fisher Scientific Inc2.23%$13.93M
RTX Corp2.19%$13.70M
Taiwan Semiconductor Manufacturing Co Ltd2.18%$13.64M
Enterprise Products Partners LP2.18%$13.61M
McKesson Corp2.07%$12.95M
Berkshire Hathaway Inc2.03%$12.66M
Martin Marietta Materials Inc2.03%$12.65M
Microchip Technology Inc2.01%$12.57M
Deere & Co1.99%$12.42M
CVS Health Corp1.92%$12.01M
Bank of America Corp1.92%$11.98M
Broadcom Inc1.92%$11.98M
Sempra1.89%$11.80M
Motorola Solutions Inc1.80%$11.22M
Marsh & McLennan Cos Inc1.73%$10.79M
Linde PLC1.72%$10.72M
Amazon.com Inc1.70%$10.62M
Intel Corp1.69%$10.55M
Sherwin-Williams Co/The1.60%$9.99M
UnitedHealth Group Inc1.56%$9.77M
Becton Dickinson & Co1.55%$9.69M
Honeywell International Inc1.52%$9.49M
Haleon PLC1.50%$9.36M
Procter & Gamble Co/The1.50%$9.34M
American Express Co1.49%$9.32M
O'Reilly Automotive Inc1.44%$8.97M
Meta Platforms Inc1.41%$8.83M
Home Depot Inc/The1.40%$8.74M
Visa Inc1.40%$8.73M
Exxon Mobil Corp1.35%$8.46M
PNC Financial Services Group Inc/The1.31%$8.17M
Capital One Financial Corp1.29%$8.05M
AstraZeneca PLC1.26%$7.84M
Roche Holding AG1.22%$7.60M
PepsiCo Inc1.09%$6.80M
Microsoft Corp1.08%$6.77M
T-Mobile US Inc1.02%$6.38M
Booking Holdings Inc1.01%$6.32M
American Tower Corp1.00%$6.28M
Illinois Tool Works Inc0.96%$5.98M
Boeing Co/The0.88%$5.52M
Clear Street0.84%$5.27M
Veralto Corp0.83%$5.16M
Progressive Corp/The0.77%$4.80M
Waters Corp0.40%$2.49M
Swib0.39%$2.41M
Pacific Life U.S. Government Fund Direct0.17%$1.05M

C000078083 overview: performance, fees, allocation and SEC filings