C000127650 Holdings — U.S. Large Cap Equity Portfolio

All 500 reported holdings of U.S. Large Cap Equity Portfolio (C000127650) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp7.42%$190.44M
Apple Inc6.45%$165.70M
Microsoft Corp4.87%$125.09M
Amazon.com Inc4.32%$110.83M
Alphabet Inc2.80%$71.85M
Alphabet Inc2.65%$68.15M
Meta Platforms Inc2.38%$61.18M
Broadcom Inc2.18%$56.06M
JPMorgan Chase & Co1.27%$32.68M
Eli Lilly & Co1.17%$30.01M
Exxon Mobil Corp1.17%$29.99M
Johnson & Johnson1.07%$27.36M
State Street Global Advisors0.91%$23.47M
Walmart Inc0.87%$22.38M
Visa Inc0.86%$22.05M
Berkshire Hathaway Inc0.84%$21.49M
Micron Technology Inc0.81%$20.85M
Mastercard Inc0.70%$18.08M
Caterpillar Inc0.64%$16.52M
Dimensional Holdings Inc.0.60%$15.45M
Home Depot Inc/The0.60%$15.38M
Chevron Corp0.57%$14.52M
AbbVie Inc0.55%$14.03M
Costco Wholesale Corp0.53%$13.63M
Tesla Inc0.52%$13.47M
Lam Research Corp0.51%$13.19M
Procter & Gamble Co/The0.51%$13.16M
Coca-Cola Co/The0.51%$13.02M
Advanced Micro Devices Inc0.48%$12.40M
The DFA Investment Trust Company0.48%$12.40M
Merck & Co Inc0.48%$12.37M
UnitedHealth Group Inc0.47%$11.99M
Netflix Inc0.46%$11.83M
Cisco Systems Inc0.46%$11.69M
Oracle Corp0.43%$10.95M
Seagate Technology Holdings PLC0.42%$10.74M
Philip Morris International Inc0.41%$10.64M
International Business Machines Corp0.39%$9.91M
KLA Corp0.38%$9.80M
Goldman Sachs Group Inc/The0.38%$9.75M
Verizon Communications Inc0.38%$9.66M
Texas Instruments Inc0.37%$9.59M
Applied Materials Inc0.37%$9.51M
PepsiCo Inc0.36%$9.32M
Bank of America Corp0.36%$9.28M
Wells Fargo & Co0.35%$9.09M
Gilead Sciences Inc0.35%$9.06M
Newmont Corp0.35%$8.92M
Amgen Inc0.35%$8.91M
Morgan Stanley0.34%$8.77M
Vertiv Holdings Co0.33%$8.57M
QUALCOMM Inc0.33%$8.52M
General Electric Co0.32%$8.26M
American Express Co0.32%$8.23M
McDonald's Corp0.31%$8.07M
Western Digital Corp0.31%$8.06M
Union Pacific Corp0.31%$7.93M
NextEra Energy Inc0.30%$7.77M
Linde PLC0.30%$7.77M
Intel Corp0.29%$7.52M
TJX Cos Inc/The0.27%$7.02M
AT&T Inc0.27%$7.01M
Quanta Services Inc0.27%$6.87M
Sandisk Corp/DE0.26%$6.78M
Boeing Co/The0.26%$6.59M
Honeywell International Inc0.25%$6.45M
GE Vernova Inc0.25%$6.31M
CSX Corp0.24%$6.29M
SLB Ltd0.24%$6.28M
Marvell Technology Inc0.24%$6.06M
Royal Caribbean Cruises Ltd0.23%$6.03M
RTX Corp0.23%$5.97M
Ross Stores Inc0.23%$5.79M
Citigroup Inc0.22%$5.73M
Cummins Inc0.22%$5.70M
General Motors Co0.22%$5.69M
ConocoPhillips0.22%$5.69M
FedEx Corp0.22%$5.63M
NXP Semiconductors NV0.22%$5.56M
Lockheed Martin Corp0.22%$5.54M
Eaton Corp PLC0.21%$5.51M
Mondelez International Inc0.21%$5.48M
Amphenol Corp0.21%$5.46M
Pfizer Inc0.21%$5.43M
Marathon Petroleum Corp0.21%$5.42M
American Electric Power Co Inc0.21%$5.27M
Crh PLC0.20%$5.23M
Abbott Laboratories0.20%$5.19M
Hilton Worldwide Holdings Inc0.20%$5.19M
EOG Resources Inc0.20%$5.16M
Charles Schwab Corp/The0.20%$5.15M
United Rentals Inc0.20%$5.11M
Altria Group Inc0.20%$5.10M
Booking Holdings Inc0.20%$5.10M
Travelers Cos Inc/The0.20%$5.09M
Baker Hughes Co0.20%$5.02M
Lowe's Cos Inc0.20%$5.01M
Illinois Tool Works Inc0.19%$4.97M
Progressive Corp/The0.19%$4.93M
Elevance Health Inc0.19%$4.90M
Deere & Co0.19%$4.90M
Walt Disney Co/The0.18%$4.75M
Marriott International Inc/MD0.18%$4.65M
Aon PLC0.17%$4.46M
Targa Resources Corp0.17%$4.45M
Norfolk Southern Corp0.17%$4.40M
3M Co0.17%$4.40M
Ciena Corp0.17%$4.38M
Trane Technologies PLC0.17%$4.38M
Accenture PLC0.17%$4.34M
Vistra Corp0.17%$4.34M
Corning Inc0.17%$4.33M
Waste Management Inc0.17%$4.32M
Cigna Group/The0.17%$4.30M
AppLovin Corp0.17%$4.28M
Air Products and Chemicals Inc0.17%$4.26M
Republic Services Inc0.16%$4.22M
Ferguson Enterprises Inc0.16%$4.21M
Comcast Corp0.16%$4.21M
Colgate-Palmolive Co0.16%$4.14M
T-Mobile US Inc0.16%$4.13M
Comfort Systems USA Inc0.16%$4.13M
Sempra0.16%$4.12M
Analog Devices Inc0.16%$4.11M
Allstate Corp/The0.16%$4.11M
Williams Cos Inc/The0.16%$4.10M
Starbucks Corp0.16%$4.06M
Cencora Inc0.16%$4.05M
Cheniere Energy Inc0.16%$4.04M
Valero Energy Corp0.16%$4.02M
Johnson Controls International plc0.16%$4.00M
Southern Co/The0.16%$3.99M
Motorola Solutions Inc0.15%$3.97M
Dominion Energy Inc0.15%$3.97M
Monster Beverage Corp0.15%$3.93M
Adobe Inc0.15%$3.92M
eBay Inc0.15%$3.90M
Arista Networks Inc0.15%$3.88M
Bristol-Myers Squibb Co0.15%$3.87M
Thermo Fisher Scientific Inc0.15%$3.86M
Kinder Morgan Inc0.15%$3.85M
TE Connectivity PLC0.15%$3.83M
Duke Energy Corp0.15%$3.79M
Phillips 660.15%$3.79M
McKesson Corp0.15%$3.78M
Kroger Co/The0.15%$3.77M
O'Reilly Automotive Inc0.15%$3.75M
Fortinet Inc0.14%$3.72M
Parker-Hannifin Corp0.14%$3.71M
MetLife Inc0.14%$3.71M
Blackrock Inc0.14%$3.69M
Occidental Petroleum Corp0.14%$3.68M
AutoZone Inc0.14%$3.67M
US Bancorp0.14%$3.65M
Constellation Energy Corp0.14%$3.64M
Freeport-McMoRan Inc0.14%$3.64M
Xcel Energy Inc0.14%$3.61M
Diamondback Energy Inc0.14%$3.61M
WW Grainger Inc0.14%$3.61M
Robinhood Markets Inc0.14%$3.60M
Delta Air Lines Inc0.14%$3.52M
Bank of New York Mellon Corp/The0.14%$3.52M
Automatic Data Processing Inc0.14%$3.50M
United Parcel Service Inc0.14%$3.48M
Truist Financial Corp0.14%$3.48M
Entergy Corp0.13%$3.46M
Salesforce Inc0.13%$3.45M
Exelon Corp0.13%$3.38M
Ameriprise Financial Inc0.13%$3.37M
EMCOR Group Inc0.13%$3.37M
Ford Motor Co0.13%$3.35M
AMETEK Inc0.13%$3.34M
Warner Bros Discovery Inc0.13%$3.27M
Ecolab Inc0.13%$3.26M
PACCAR Inc0.13%$3.26M
ONEOK Inc0.13%$3.21M
Hartford Insurance Group Inc/The0.12%$3.17M
Stryker Corp0.12%$3.11M
Kenvue Inc0.12%$3.10M
L3Harris Technologies Inc0.12%$3.09M
Sherwin-Williams Co/The0.12%$3.09M
Chubb Ltd0.12%$3.06M
Capital One Financial Corp0.12%$3.05M
Howmet Aerospace Inc0.12%$3.03M
DR Horton Inc0.12%$3.03M
Palantir Technologies Inc0.12%$3.03M
Old Dominion Freight Line Inc0.12%$3.02M
Cardinal Health Inc0.12%$3.01M
Uber Technologies Inc0.12%$3.01M
MSCI Inc0.12%$2.99M
Intuit Inc0.12%$2.97M
Autodesk Inc0.12%$2.97M
Marsh & McLennan Cos Inc0.12%$2.97M
Corteva Inc0.12%$2.97M
Moody's Corp0.12%$2.96M
Fastenal Co0.11%$2.94M
Sysco Corp0.11%$2.93M
Jabil Inc0.11%$2.93M
Target Corp0.11%$2.93M
Halliburton Co0.11%$2.90M
Garmin Ltd0.11%$2.90M
Nasdaq Inc0.11%$2.89M
Yum! Brands Inc0.11%$2.89M
S&P Global Inc0.11%$2.87M
Devon Energy Corp0.11%$2.83M
Consolidated Edison Inc0.11%$2.83M
IDEXX Laboratories Inc0.11%$2.78M
Carvana Co0.11%$2.77M
Steel Dynamics Inc0.11%$2.72M
TransDigm Group Inc0.11%$2.71M
Zoetis Inc0.10%$2.69M
Keysight Technologies Inc0.10%$2.69M
Danaher Corp0.10%$2.67M
Kimberly-Clark Corp0.10%$2.62M
HCA Healthcare Inc0.10%$2.61M
Vertex Pharmaceuticals Inc0.10%$2.61M
CVS Health Corp0.10%$2.59M
Rockwell Automation Inc0.10%$2.59M
General Dynamics Corp0.10%$2.59M
Flex Ltd0.10%$2.58M
Northern Trust Corp0.10%$2.56M
CBRE Group Inc0.10%$2.56M
Emerson Electric Co0.10%$2.55M
Northrop Grumman Corp0.10%$2.54M
WEC Energy Group Inc0.10%$2.52M
Vulcan Materials Co0.10%$2.51M
Medtronic PLC0.10%$2.50M
Nucor Corp0.10%$2.49M
Dell Technologies Inc0.10%$2.49M
ON Semiconductor Corp0.10%$2.47M
PayPal Holdings Inc0.10%$2.47M
Public Service Enterprise Group Inc0.10%$2.46M
TechnipFMC PLC0.10%$2.45M
Aflac Inc0.10%$2.45M
NRG Energy Inc0.10%$2.45M
CME Group Inc0.09%$2.44M
Arch Capital Group Ltd0.09%$2.43M
Cintas Corp0.09%$2.42M
Tapestry Inc0.09%$2.40M
United Airlines Holdings Inc0.09%$2.38M
Las Vegas Sands Corp0.09%$2.33M
Casey's General Stores Inc0.09%$2.32M
Monolithic Power Systems Inc0.09%$2.26M
Coherent Corp0.09%$2.25M
Microchip Technology Inc0.09%$2.25M
Teledyne Technologies Inc0.09%$2.23M
State Street Corp0.09%$2.23M
Raymond James Financial Inc0.09%$2.21M
DTE Energy Co0.09%$2.19M
PNC Financial Services Group Inc/The0.09%$2.19M
Hershey Co/The0.08%$2.18M
Intercontinental Exchange Inc0.08%$2.16M
Coterra Energy Inc0.08%$2.14M
Expedia Group Inc0.08%$2.13M
Citizens Financial Group Inc0.08%$2.13M
Westinghouse Air Brake Technologies Corp0.08%$2.12M
PG&E Corp0.08%$2.11M
American International Group Inc0.08%$2.11M
CenterPoint Energy Inc0.08%$2.08M
Ameren Corp0.08%$2.07M
Hubbell Inc0.08%$2.06M
Chipotle Mexican Grill Inc0.08%$2.06M
Constellation Brands Inc0.08%$2.05M
Intuitive Surgical Inc0.08%$2.05M
Edwards Lifesciences Corp0.08%$2.04M
Keurig Dr Pepper Inc0.08%$2.03M
Atmos Energy Corp0.08%$2.03M
PPL Corp0.08%$2.02M
IQVIA Holdings Inc0.08%$2.02M
Live Nation Entertainment Inc0.08%$2.01M
Cadence Design Systems Inc0.08%$2.00M
FirstEnergy Corp0.08%$2.00M
United Therapeutics Corp0.08%$2.00M
PulteGroup Inc0.08%$2.00M
Otis Worldwide Corp0.08%$1.98M
Hewlett Packard Enterprise Co0.08%$1.98M
Cognizant Technology Solutions Corp0.08%$1.97M
LPL Financial Holdings Inc0.08%$1.97M
Prudential Financial Inc0.08%$1.95M
Synchrony Financial0.08%$1.95M
Blackstone Inc0.08%$1.94M
Regions Financial Corp0.07%$1.93M
Cboe Global Markets Inc0.07%$1.92M
ResMed Inc0.07%$1.92M
Darden Restaurants Inc0.07%$1.92M
Carnival Corp0.07%$1.91M
Eversource Energy0.07%$1.90M
NetApp Inc0.07%$1.90M
Arthur J Gallagher & Co0.07%$1.89M
Texas Pacific Land Corp0.07%$1.88M
PPG Industries Inc0.07%$1.87M
EQT Corp0.07%$1.87M
Alnylam Pharmaceuticals Inc0.07%$1.86M
ServiceNow Inc0.07%$1.85M
Ulta Beauty Inc0.07%$1.84M
M&T Bank Corp0.07%$1.84M
Principal Financial Group Inc0.07%$1.83M
CMS Energy Corp0.07%$1.82M
Archer-Daniels-Midland Co0.07%$1.82M
Becton Dickinson & Co0.07%$1.82M
Willis Towers Watson PLC0.07%$1.82M
VeriSign Inc0.07%$1.80M
Bunge Global SA0.07%$1.80M
KeyCorp0.07%$1.80M
FTAI Aviation Ltd0.07%$1.80M
W R Berkley Corp0.07%$1.79M
GE HealthCare Technologies Inc0.07%$1.79M
Waters Corp0.07%$1.78M
Apollo Global Management Inc0.07%$1.78M
Quest Diagnostics Inc0.07%$1.78M
Corpay Inc0.07%$1.77M
NiSource Inc0.07%$1.77M
Dollar General Corp0.07%$1.76M
Fifth Third Bancorp0.07%$1.75M
Regeneron Pharmaceuticals Inc0.07%$1.75M
CH Robinson Worldwide Inc0.07%$1.75M
Qnity Electronics Inc0.07%$1.75M
Rollins Inc0.07%$1.75M
Mettler-Toledo International Inc0.07%$1.75M
Woodward Inc0.07%$1.74M
Verisk Analytics Inc0.07%$1.72M
Airbnb Inc0.07%$1.72M
Block Inc0.07%$1.72M
Boston Scientific Corp0.07%$1.71M
Carrier Global Corp0.07%$1.71M
Williams-Sonoma Inc0.07%$1.70M
Southwest Airlines Co0.07%$1.70M
American Water Works Co Inc0.07%$1.69M
Martin Marietta Materials Inc0.07%$1.68M
Expand Energy Corp0.06%$1.66M
Snap-on Inc0.06%$1.64M
Teradyne Inc0.06%$1.64M
Curtiss-Wright Corp0.06%$1.63M
Loews Corp0.06%$1.63M
Dover Corp0.06%$1.62M
Markel Group Inc0.06%$1.62M
Expeditors International of Washington Inc0.06%$1.61M
T Rowe Price Group Inc0.06%$1.59M
CF Industries Holdings Inc0.06%$1.59M
Roper Technologies Inc0.06%$1.58M
Permian Resources Corp0.06%$1.58M
Cincinnati Financial Corp0.06%$1.58M
NIKE Inc0.06%$1.57M
Palo Alto Networks Inc0.06%$1.57M
First Solar Inc0.06%$1.55M
US Foods Holding Corp0.06%$1.55M
Labcorp Holdings Inc0.06%$1.55M
Twilio Inc0.06%$1.55M
JB Hunt Transport Services Inc0.06%$1.55M
Veralto Corp0.06%$1.55M
Zoom Communications Inc0.06%$1.54M
Omnicom Group Inc0.06%$1.53M
Coinbase Global Inc0.06%$1.52M
Ingersoll Rand Inc0.06%$1.52M
Fair Isaac Corp0.06%$1.50M
Leidos Holdings Inc0.06%$1.50M
Burlington Stores Inc0.06%$1.50M
Edison International0.06%$1.50M
Royal Gold Inc0.06%$1.49M
Cloudflare Inc0.06%$1.49M
Chicago Mercantile Exchange0.06%$1.48M
Paychex Inc0.06%$1.48M
Agilent Technologies Inc0.06%$1.47M
Xylem Inc/NY0.06%$1.46M
Spotify Technology SA0.06%$1.46M
Steris PLC0.06%$1.45M
Humana Inc0.06%$1.44M
Rivian Automotive Inc0.06%$1.44M
Estee Lauder Cos Inc/The0.06%$1.44M
nVent Electric PLC0.06%$1.44M
MasTec Inc0.06%$1.43M
NVR Inc0.06%$1.41M
Tyson Foods Inc0.05%$1.40M
KKR & Co Inc0.05%$1.39M
Broadridge Financial Solutions Inc0.05%$1.39M
Huntington Bancshares Inc/OH0.05%$1.38M
Fidelity National Information Services Inc0.05%$1.37M
Crowdstrike Holdings Inc0.05%$1.37M
Packaging Corp of America0.05%$1.37M
Evergy Inc0.05%$1.36M
Snowflake Inc0.05%$1.36M
Carlyle Group Inc/The0.05%$1.36M
First Citizens BancShares Inc/NC0.05%$1.36M
Liberty Media Corp-Liberty Formula One0.05%$1.36M
Church & Dwight Co Inc0.05%$1.35M
Biogen Inc0.05%$1.34M
Amcor PLC0.05%$1.32M
Incyte Corp0.05%$1.30M
Dexcom Inc0.05%$1.25M
TD SYNNEX Corp0.05%$1.25M
Synopsys Inc0.05%$1.25M
General Mills Inc0.05%$1.24M
Centene Corp0.05%$1.24M
Tenet Healthcare Corp0.05%$1.24M
Datadog Inc0.05%$1.23M
Lululemon Athletica Inc0.05%$1.23M
Astera Labs Inc0.05%$1.23M
DuPont de Nemours Inc0.05%$1.22M
Reliance Inc0.05%$1.22M
Zimmer Biomet Holdings Inc0.05%$1.22M
Tractor Supply Co0.05%$1.21M
Fortive Corp0.05%$1.20M
Take-Two Interactive Software Inc0.05%$1.20M
Kraft Heinz Co/The0.05%$1.18M
Lennox International Inc0.05%$1.16M
Veeva Systems Inc0.04%$1.14M
Alliant Energy Corp0.04%$1.14M
West Pharmaceutical Services Inc0.04%$1.13M
Equifax Inc0.04%$1.13M
HP Inc0.04%$1.12M
Fiserv Inc0.04%$1.12M
Fox Corp0.04%$1.12M
Ares Management Corp0.04%$1.11M
Charter Communications Inc0.04%$1.10M
Coupang Inc0.04%$1.08M
Ralph Lauren Corp0.04%$1.08M
Roivant Sciences Ltd0.04%$1.08M
Graco Inc0.04%$1.06M
Lennar Corp0.04%$1.04M
Brown & Brown Inc0.04%$1.04M
Everpure Inc0.04%$1.02M
Global Payments Inc0.04%$984.92K
Workday Inc0.04%$980.91K
Alcoa Corp0.04%$969.61K
Entegris Inc0.04%$961.38K
Axon Enterprise Inc0.04%$959.80K
PTC Inc0.04%$912.80K
RenaissanceRe Holdings Ltd0.04%$906.48K
Dick's Sporting Goods Inc0.03%$886.35K
HEICO Corp0.03%$883.32K
Natera Inc0.03%$840.10K
BWX Technologies Inc0.03%$833.32K
Ball Corp0.03%$804.79K
RBC Bearings Inc0.03%$790.80K
Credo Technology Group Holding Ltd0.03%$786.35K
Genuine Parts Co0.03%$782.78K
Insmed Inc0.03%$781.17K
DoorDash Inc0.03%$781.36K
Fox Corp0.03%$773.65K
Reinsurance Group of America Inc0.03%$773.52K
HEICO Corp0.03%$737.15K
ROBLOX Corp0.03%$736.78K
Toast Inc0.03%$733.33K
Copart Inc0.03%$734.05K
Interactive Brokers Group Inc0.03%$731.40K
Illumina Inc0.03%$732.30K
Tradeweb Markets Inc0.03%$706.11K
International Paper Co0.03%$696.07K
SoFi Technologies Inc0.03%$696.16K
API Group Corp0.03%$685.80K
Lumentum Holdings Inc0.03%$681.25K
Affirm Holdings Inc0.03%$675.33K
Jacobs Solutions Inc0.03%$672.03K
Huntington Ingalls Industries Inc0.03%$670.29K
Southern Copper Corp0.03%$645.73K
MongoDB Inc0.03%$642.63K
TransUnion0.02%$626.72K
Zscaler Inc0.02%$615.89K
CoStar Group Inc0.02%$610.21K
Dow Inc0.02%$609.25K
Albemarle Corp0.02%$607.41K
Flutter Entertainment PLC0.02%$601.93K
Reddit Inc0.02%$592.75K
Somnigroup International Inc0.02%$591.71K
MKS Inc0.02%$567.50K
Electronic Arts Inc0.02%$554.49K
Aptiv PLC0.02%$545.23K
Okta Inc0.02%$539.93K
TKO Group Holdings Inc0.02%$536.50K
Super Micro Computer Inc0.02%$516.54K
Trimble Inc0.02%$494.94K
Akamai Technologies Inc0.02%$490.08K
CoreWeave Inc0.02%$487.25K
McCormick & Co Inc/MD0.02%$484.51K
Gen Digital Inc0.02%$467.34K
Viatris Inc0.02%$441.55K
Insulet Corp0.02%$421.74K
Best Buy Co Inc0.02%$417.38K
Smurfit Westrock PLC0.02%$417.34K
ATI Inc0.02%$414.61K
Bloom Energy Corp0.02%$396.70K
Dollar Tree Inc0.02%$388.44K
International Flavors & Fragrances Inc0.01%$382.17K
SS&C Technologies Holdings Inc0.01%$374.77K
Carlisle Cos Inc0.01%$374.44K
XPO Inc0.01%$366.30K
Moderna Inc0.01%$342.39K
Bentley Systems Inc0.01%$322.51K
RPM International Inc0.01%$319.63K
Jack Henry & Associates Inc0.01%$312.73K
Cooper Cos Inc/The0.01%$309.97K
Tyler Technologies Inc0.01%$301.23K
Viper Energy Inc0.01%$301.22K
Corebridge Financial Inc0.01%$285.92K
MACOM Technology Solutions Holdings Inc0.01%$281.61K
Guidewire Software Inc0.01%$282.73K
LyondellBasell Industries NV0.01%$276.47K
Samsara Inc0.01%$272.20K
Avery Dennison Corp0.01%$270.32K
Clorox Co/The0.01%$219.02K

C000127650 overview: performance, fees, allocation and SEC filings