GAAVX Holdings — GMO Alternative Allocation Fund

All 500 reported holdings of GMO Alternative Allocation Fund (GAAVX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Daiwa Capital Markets America, Inc.18.44%$150.00M
United States Treasury13.70%$111.47M
United States Treasury7.22%$58.73M
Northwestern Energy Group Inc3.16%$25.71M
Webster Financial Corp2.85%$23.15M
TXNM Energy Inc2.76%$22.46M
Norfolk Southern Corp2.69%$21.86M
Chart Industries Inc2.54%$20.64M
ARC Resources Ltd2.52%$20.52M
AES Corp/The2.45%$19.90M
Schroders PLC2.41%$19.59M
Essential Utilities Inc2.32%$18.89M
Qorvo Inc2.21%$17.97M
Qube Holdings Ltd1.96%$15.96M
Centessa Pharmaceuticals PLC1.95%$15.88M
Kenvue Inc1.91%$15.58M
Umbs, Tba1.88%$15.26M
Allied Gold Corp1.78%$14.46M
NCR Atleos Corp1.70%$13.80M
Microsoft Corp1.63%$13.26M
Silicon Laboratories Inc1.63%$13.22M
Meta Platforms Inc1.54%$12.51M
Escrow Altegrity, Inc.1.51%$12.32M
Axalta Coating Systems Ltd1.40%$11.36M
Electronic Arts Inc1.36%$11.03M
Liberty Broadband Corp1.32%$10.71M
Beazley PLC1.27%$10.35M
State Street Global Advisors1.26%$10.28M
Warner Bros Discovery Inc1.24%$10.06M
Apple Inc1.22%$9.90M
Select Medical Holdings Corp1.21%$9.81M
Lam Research Corp1.20%$9.74M
Alphabet Inc1.15%$9.36M
Taiwan Semiconductor Manufacturing Co Ltd1.11%$9.05M
Amazon.com Inc1.04%$8.48M
Intercontinental Exchange, Inc.1.04%$8.43M
US Bancorp0.91%$7.38M
JPMorgan Chase Bank NA0.83%$6.74M
BNP Paribas SA0.80%$6.55M
Johnson & Johnson0.79%$6.40M
Texas Instruments Inc0.75%$6.11M
Dell Technologies Inc0.74%$6.04M
Bank of America NA0.73%$5.97M
Merck & Co Inc0.71%$5.78M
Broadcom Inc0.70%$5.68M
Cigna Group/The0.65%$5.26M
Caesars Entertainment Inc0.64%$5.21M
LG Electronics Inc0.63%$5.11M
Thermo Fisher Scientific Inc0.62%$5.03M
Nucor Corp0.60%$4.92M
Elevance Health Inc0.60%$4.88M
UnitedHealth Group Inc0.58%$4.72M
Target Corp0.56%$4.57M
Best Buy Co Inc0.56%$4.56M
HP Inc0.56%$4.55M
Visa Inc0.54%$4.40M
Cognizant Technology Solutions Corp0.53%$4.32M
Accenture PLC0.52%$4.25M
CVS Health Corp0.52%$4.22M
Incyte Corp0.52%$4.20M
Comcast Corp0.51%$4.13M
Netflix Inc0.49%$4.01M
Panasonic Holdings Corp0.49%$3.98M
Safran SA0.48%$3.92M
Compass Group PLC0.48%$3.89M
Citigroup Inc0.48%$3.89M
AP Moller - Maersk A/S0.48%$3.88M
Hewlett Packard Enterprise Co0.48%$3.87M
eBay Inc0.47%$3.85M
T Rowe Price Group Inc0.46%$3.74M
Synchrony Financial0.46%$3.73M
Ford Motor Co0.45%$3.69M
Hyundai Mobis Co Ltd0.45%$3.67M
Telecom Italia SpA/Milano0.45%$3.66M
Zoom Communications Inc0.45%$3.63M
Solventum Corp0.44%$3.60M
Adobe Inc0.44%$3.56M
SK Square Co Ltd0.44%$3.55M
Toyota Tsusho Corp0.43%$3.54M
Ageas SA/NV0.43%$3.53M
Pinterest Inc0.43%$3.51M
United States Treasury0.43%$3.48M
Verizon Communications Inc0.43%$3.47M
QUALCOMM Inc0.42%$3.45M
GE HealthCare Technologies Inc0.42%$3.42M
BHP Group Ltd0.42%$3.38M
Lululemon Athletica Inc0.42%$3.38M
Salesforce Inc0.41%$3.31M
Eli Lilly & Co0.40%$3.26M
Aramark0.40%$3.25M
Intuitive Surgical Inc0.40%$3.25M
Fortescue Ltd0.40%$3.23M
Magna International Inc0.39%$3.20M
Nokia Oyj0.39%$3.18M
PriceSmart Inc0.39%$3.16M
KLA Corp0.39%$3.16M
Orlen SA0.39%$3.15M
Yangzijiang Shipbuilding Holdings Ltd0.39%$3.15M
National Storage Affiliates Trust0.38%$3.13M
Sap SE0.38%$3.12M
Corebridge Financial Inc0.38%$3.12M
PayPal Holdings Inc0.38%$3.11M
Capital One Financial Corp0.37%$3.03M
Subaru Corp0.37%$3.02M
Allstate Corp/The0.37%$3.02M
Abbott Laboratories0.37%$3.01M
Genmab A/S0.37%$2.99M
Delta Air Lines Inc0.36%$2.94M
Cirrus Logic Inc0.36%$2.94M
Mastercard Inc0.36%$2.93M
General Motors Co0.35%$2.86M
Builders FirstSource Inc0.35%$2.83M
Steel Dynamics Inc0.35%$2.83M
State Street Corp0.35%$2.82M
Samsung Electronics Co Ltd0.34%$2.78M
Shionogi & Co Ltd0.33%$2.72M
3i Group PLC0.33%$2.69M
Synopsys Inc0.33%$2.66M
Open Text Corp0.33%$2.66M
Deckers Outdoor Corp0.32%$2.64M
Regeneron Pharmaceuticals Inc0.32%$2.63M
CK Hutchison Holdings Ltd0.32%$2.63M
AAON Inc0.32%$2.61M
Haleon PLC0.32%$2.60M
Amadeus IT Group SA0.32%$2.59M
Malaysia Government0.32%$2.58M
Coca-Cola Co/The0.32%$2.58M
Renesas Electronics Corp0.31%$2.56M
United Airlines Holdings Inc0.31%$2.55M
Unilever PLC0.31%$2.54M
ArcelorMittal SA0.31%$2.49M
Exor NV0.30%$2.48M
United Parcel Service Inc0.30%$2.48M
Industrivarden AB0.30%$2.46M
Investor AB0.30%$2.43M
Evergreen Marine Corp Taiwan Ltd0.30%$2.42M
Balchem Corp0.29%$2.40M
Globus Medical Inc0.29%$2.39M
Super Micro Computer Inc0.29%$2.36M
Stellantis NV0.29%$2.35M
Volkswagen AG0.29%$2.32M
BT Group PLC0.28%$2.32M
TJX Cos Inc/The0.28%$2.31M
Clean Harbors Inc0.28%$2.30M
Bank of America Corp0.28%$2.30M
Kia Corp0.28%$2.29M
Skf Ab0.28%$2.28M
Krung Thai Bank PCL0.28%$2.26M
The Federal Republic of Nigeria0.28%$2.25M
Constellation Brands Inc0.28%$2.24M
CK Asset Holdings Ltd0.27%$2.23M
CGI Inc0.27%$2.23M
Lennar Corp0.27%$2.23M
Vodafone Group PLC0.27%$2.22M
Deutsche Bank AG0.27%$2.22M
Textron Inc0.27%$2.21M
Universal Health Services Inc0.27%$2.21M
DR Horton Inc0.27%$2.20M
Ollie's Bargain Outlet Holdings Inc0.27%$2.20M
Everest Group Ltd0.27%$2.20M
Banco Bilbao Vizcaya Argentaria SA0.27%$2.18M
PulteGroup Inc0.27%$2.17M
Onto Innovation Inc0.27%$2.16M
AptarGroup Inc0.26%$2.15M
New York Times Co/The0.26%$2.15M
Gsk PLC0.26%$2.12M
Uber Technologies Inc0.26%$2.12M
Pfizer Inc0.26%$2.12M
Logitech International SA0.26%$2.11M
Neurocrine Biosciences Inc0.26%$2.09M
Goldman Sachs & Co. LLC0.25%$2.04M
Trex Co Inc0.25%$2.04M
Egypt Treasury Bill0.25%$2.04M
General Mills Inc0.25%$2.02M
Dominican Republic0.25%$2.01M
Fuji Electric Co Ltd0.24%$1.98M
LVMH Moet Hennessy Louis Vuitton SE0.24%$1.95M
Experian PLC0.24%$1.93M
Asustek Computer Inc0.24%$1.93M
FTI Consulting Inc0.23%$1.90M
Regions Financial Corp0.23%$1.90M
Omnicom Group Inc0.23%$1.89M
Jacobs Solutions Inc0.23%$1.89M
Edison International0.23%$1.87M
Jack Henry & Associates Inc0.23%$1.86M
CNH Industrial NV0.23%$1.85M
Global Payments Inc0.23%$1.84M
Carlyle ARE Partners II, L.P.0.23%$1.84M
Badger Meter Inc0.23%$1.83M
Nippon Yusen KK0.22%$1.82M
Cohen & Steers Inc0.22%$1.81M
Nice Ltd0.22%$1.80M
E.on SE0.22%$1.80M
Kadant Inc0.22%$1.80M
Infineon Technologies AG0.22%$1.79M
TDK Corp0.22%$1.76M
Penn Entertainment Inc0.22%$1.76M
Repsol SA0.22%$1.75M
Aegon Ltd0.21%$1.74M
Kingfisher PLC0.21%$1.74M
Raiffeisen Bank International AG0.21%$1.73M
Penumbra Inc0.21%$1.73M
Houlihan Lokey Inc0.21%$1.72M
Equinor ASA0.21%$1.71M
Cisco Systems Inc0.21%$1.71M
Canadian Tire Corp Ltd0.21%$1.69M
Zebra Technologies Corp0.21%$1.67M
Citibank NA0.20%$1.65M
Recruit Holdings Co Ltd0.20%$1.65M
Sumitomo Electric Industries Ltd0.20%$1.64M
Dolby Laboratories Inc0.20%$1.62M
Hilton Worldwide Holdings Inc0.20%$1.62M
Boliden AB0.20%$1.62M
Vodafone Group PLC0.20%$1.61M
Tokyo Gas Co Ltd0.20%$1.60M
Veeco Instruments Inc0.20%$1.59M
Inpex Corp0.19%$1.59M
Cactus Inc0.19%$1.58M
Marzetti Company/The0.19%$1.57M
Mercedes-Benz Group AG0.19%$1.55M
Hartford Insurance Group Inc/The0.19%$1.54M
Rockwool A/s0.19%$1.54M
DSM-Firmenich AG0.19%$1.54M
Diageo PLC0.19%$1.53M
Kraft Heinz Co/The0.19%$1.52M
Fluor Corp0.18%$1.50M
Coca-Cola Consolidated Inc0.18%$1.49M
Quest Diagnostics Inc0.18%$1.49M
Sun Hung Kai Properties Ltd0.18%$1.47M
Booz Allen Hamilton Holding Corp0.18%$1.46M
Kasikornbank PCL0.18%$1.46M
UBS Group AG0.18%$1.45M
Ipsen SA0.18%$1.43M
Mitsubishi Electric Corp0.17%$1.41M
Monster Beverage Corp0.17%$1.41M
Suzuki Motor Corp0.17%$1.40M
Norsk Hydro ASA0.17%$1.40M
Amphenol Corp0.17%$1.40M
Ross Stores Inc0.17%$1.39M
China Overseas Land & Investment Ltd0.17%$1.38M
Singapore Exchange Ltd0.17%$1.38M
Williams-Sonoma Inc0.17%$1.37M
Osaka Exchange0.17%$1.36M
Principal Financial Group Inc0.17%$1.36M
ICE Futures U.S., Inc.0.17%$1.35M
Morgan Stanley0.17%$1.35M
Fox Corp0.16%$1.33M
WW Grainger Inc0.16%$1.33M
SITC International Holdings Co Ltd0.16%$1.33M
CITIC Ltd0.16%$1.33M
Valero Energy Corp0.16%$1.33M
Prysmian SpA0.16%$1.32M
Nitto Denko Corp0.16%$1.32M
Jabil Inc0.16%$1.31M
Expeditors International of Washington Inc0.16%$1.31M
Recordati Industria Chimica e Farmaceutica SpA0.16%$1.31M
Wartsila OYJ Abp0.16%$1.30M
Axcelis Technologies Inc0.16%$1.30M
United Therapeutics Corp0.16%$1.30M
ABN AMRO Bank NV0.16%$1.30M
Kirin Holdings Co Ltd0.16%$1.30M
Caterpillar Inc0.16%$1.30M
Legrand SA0.16%$1.29M
ABB Ltd0.16%$1.29M
Curtiss-Wright Corp0.16%$1.29M
Cadence Design Systems Inc0.16%$1.29M
Daito Trust Construction Co Ltd0.16%$1.29M
Tenaris SA0.16%$1.29M
Cummins Inc0.16%$1.28M
Neste Oyj0.16%$1.27M
Amundi SA0.16%$1.27M
Deutsche Post AG0.16%$1.27M
Kyowa Kirin Co Ltd0.16%$1.27M
Gaming and Leisure Properties Inc0.16%$1.27M
Capgemini SE0.16%$1.27M
Orion Oyj0.16%$1.26M
WH Group Ltd0.16%$1.26M
Interactive Brokers Group Inc0.15%$1.26M
Sandvik AB0.15%$1.26M
Umbs, Tba0.15%$1.25M
Constellation Software Inc/Canada0.15%$1.25M
Dover Corp0.15%$1.25M
Halliburton Co0.15%$1.25M
WP Carey Inc0.15%$1.25M
Acushnet Holdings Corp0.15%$1.23M
Dassault Systemes SE0.15%$1.22M
Nissan Motor Co Ltd0.15%$1.21M
NN Group NV0.15%$1.21M
Mapfre SA0.15%$1.20M
Bkw AG0.15%$1.20M
Bruker Corp0.15%$1.20M
FedEx Corp0.15%$1.19M
Stockland0.15%$1.19M
LKQ Corp0.15%$1.19M
Keurig Dr Pepper Inc0.15%$1.19M
EMCOR Group Inc0.15%$1.19M
Monolithic Power Systems Inc0.15%$1.19M
Evergy Inc0.15%$1.19M
HKT Trust & HKT Ltd0.15%$1.18M
Galp Energia SGPS SA0.15%$1.18M
Vertiv Holdings Co0.14%$1.18M
VICI Properties Inc0.14%$1.18M
Las Vegas Sands Corp0.14%$1.18M
Unipol Assicurazioni SpA0.14%$1.18M
Rational AG0.14%$1.17M
Gitlab Inc0.14%$1.17M
Next PLC0.14%$1.17M
Allegion plc0.14%$1.16M
Leonardo SpA0.14%$1.16M
Edwards Lifesciences Corp0.14%$1.15M
United States Treasury0.14%$1.15M
Exelon Corp0.14%$1.15M
IGM Financial Inc0.14%$1.15M
CCL Industries Inc0.14%$1.14M
CF Industries Holdings Inc0.14%$1.14M
LG Corp0.14%$1.14M
Ulta Beauty Inc0.14%$1.14M
Tradeweb Markets Inc0.14%$1.14M
Deutsche Telekom AG0.14%$1.14M
Wolters Kluwer NV0.14%$1.13M
Chubb Ltd0.14%$1.13M
Korea Exchange (Futures Market)0.14%$1.12M
StepStone Group Inc0.14%$1.11M
Consolidated Edison Inc0.14%$1.10M
Pearson PLC0.13%$1.10M
Techtronic Industries Co Ltd0.13%$1.09M
Duke Energy Corp0.13%$1.09M
Medpace Holdings Inc0.13%$1.09M
Travelers Cos Inc/The0.13%$1.08M
CBRE Group Inc0.13%$1.08M
TFI International Inc0.13%$1.06M
Coca-Cola HBC AG0.13%$1.06M
Middleby Corp/The0.13%$1.05M
Sage Group PLC/The0.13%$1.05M
Albertsons Cos Inc0.13%$1.05M
Erste Group Bank AG0.13%$1.05M
Cie Generale des Etablissements Michelin SCA0.13%$1.04M
TE Connectivity PLC0.13%$1.04M
JD Sports Fashion PLC0.13%$1.03M
Honda Motor Co Ltd0.13%$1.03M
CBOE Futures Exchange LLC0.13%$1.03M
Trimble Inc0.13%$1.02M
Qnity Electronics Inc0.13%$1.02M
Universal Display Corp0.12%$1.02M
ASM International NV0.12%$1.02M
American Electric Power Co Inc0.12%$1.02M
Cognex Corp0.12%$1.01M
RBC Bearings Inc0.12%$1.00M
Northrop Grumman Corp0.12%$992.64K
Osaka Gas Co Ltd0.12%$987.98K
LCH Ltd.0.12%$984.38K
Avantor Inc0.12%$973.10K
iA Financial Corp Inc0.12%$972.45K
Leidos Holdings Inc0.12%$966.93K
EOG Resources Inc0.12%$961.27K
Buzzi SpA0.12%$951.90K
Sumitomo Metal Mining Co Ltd0.12%$935.41K
Fairfax Financial Holdings Ltd0.11%$933.83K
Moncler SpA0.11%$933.84K
Corteva Inc0.11%$922.22K
Brambles Ltd0.11%$907.83K
Comfort Systems USA Inc0.11%$906.79K
Trane Technologies PLC0.11%$886.35K
Ubs AG0.11%$885.52K
Brookfield Asset Management Ltd0.11%$869.94K
Celsius Holdings Inc0.11%$867.98K
Cemex SAB de CV0.11%$858.48K
Standard Chartered PLC0.10%$846.70K
Manulife Financial Corp0.10%$840.49K
Lamb Weston Holdings Inc0.10%$837.69K
Turk Hava Yollari AO0.10%$831.23K
BioMerieux0.10%$830.43K
LyondellBasell Industries NV0.10%$827.39K
Nutrien Ltd0.10%$820.20K
Koninklijke Ahold Delhaize NV0.10%$820.20K
Humana Inc0.10%$819.44K
Compal Electronics Inc0.10%$813.14K
Daiwa House Industry Co Ltd0.10%$791.35K
Trade Desk Inc/The0.10%$784.40K
Kinross Gold Corp0.10%$780.70K
Goldman Sachs Group Inc/The0.10%$778.40K
Eagle Materials Inc0.10%$774.13K
ASX Ltd0.09%$761.38K
Kimco Realty Corp0.09%$761.10K
Hankook Tire & Technology Co Ltd0.09%$760.14K
XPEL Inc0.09%$752.73K
Pentair PLC0.09%$750.34K
Skanska AB0.09%$748.75K
Nordson Corp0.09%$745.05K
HSBC Holdings PLC0.09%$738.77K
Antofagasta PLC0.09%$736.08K
Morgan Stanley & Co. International PLC0.09%$714.15K
Schneider Electric SE0.09%$714.54K
Knorr-Bremse AG0.09%$714.55K
Bayer AG0.09%$709.86K
Kroger Co/The0.09%$708.57K
Entegris Inc0.09%$692.56K
Cooper Cos Inc/The0.08%$687.27K
Qfin Holdings Inc0.08%$682.69K
Hoya Corp0.08%$679.31K
PTT Exploration & Production PCL0.08%$674.51K
Sumitomo Mitsui Financial Group Inc0.08%$674.75K
Chubu Electric Power Co Inc0.08%$664.64K
Landstar System Inc0.08%$656.08K
Koninklijke KPN NV0.08%$643.23K
China Railway Group Ltd0.08%$632.55K
CoStar Group Inc0.08%$628.61K
Wan Hai Lines Ltd0.08%$622.70K
Yara International ASA0.07%$605.97K
Alimentation Couche-Tard Inc0.07%$598.87K
SBI Holdings Inc0.07%$592.75K
Bristol-Myers Squibb Co0.07%$585.45K
Telefonaktiebolaget LM Ericsson0.07%$582.24K
Yokogawa Electric Corp0.07%$580.69K
Siemens AG0.07%$574.41K
Arch Capital Group Ltd0.07%$568.11K
Itron Inc0.07%$565.65K
Fresnillo PLC0.07%$562.03K
Zoetis Inc0.07%$561.15K
Randstad NV0.07%$548.73K
Malibu Boats Inc0.07%$536.54K
Doosan Bobcat Inc0.07%$533.69K
Vicinity Ltd0.06%$514.93K
AviChina Industry & Technology Co Ltd0.06%$511.54K
Citizens Financial Group Inc0.06%$506.24K
FirstService Corp0.06%$496.02K
HMM Co Ltd0.06%$496.03K
ACV Auctions Inc0.06%$492.21K
ICE Futures Europe - Financial Products Division0.06%$491.98K
NVIDIA Corp0.06%$492.17K
CSL Ltd0.06%$491.58K
Pandora A/S0.06%$487.22K
ING Groep NV0.06%$486.38K
Hyundai Glovis Co Ltd0.06%$482.49K
United States Lime & Minerals Inc0.06%$470.66K
Boston Scientific Corp0.06%$453.20K
Darden Restaurants Inc0.06%$448.60K
Bayerische Motoren Werke AG0.06%$448.69K
Yum! Brands Inc0.05%$435.42K
Dollar General Corp0.05%$434.70K
Gsk PLC0.05%$419.30K
PGE Polska Grupa Energetyczna SA0.05%$419.29K
Cboe Global Markets Inc0.05%$408.94K
Smiths Group PLC0.05%$402.35K
Schindler Holding AG0.05%$392.76K
TOPPAN Holdings Inc0.05%$386.85K
Carrefour SA0.05%$386.43K
Pegatron Corp0.05%$380.87K
Development Bank Of Kaza0.05%$376.79K
Jeronimo Martins SGPS SA0.05%$376.49K
CDW Corp/DE0.05%$370.96K
ICL Group Ltd0.04%$360.77K
Israel Discount Bank Ltd0.04%$357.34K
Republica Orient Uruguay0.04%$356.16K
Phillips 660.04%$355.63K
Kingspan Group PLC0.04%$352.11K
Realtek Semiconductor Corp0.04%$350.21K
Atlassian Corp0.04%$347.80K
Republica Orient Uruguay0.04%$338.07K
CapitaLand Integrated Commercial Trust0.04%$336.44K
State Street Bank & Trust Co.0.04%$331.76K
POSCO Holdings Inc0.04%$323.93K
Yamaha Motor Co Ltd0.04%$316.82K
Dai Nippon Printing Co Ltd0.04%$316.46K
Preformed Line Products Co0.04%$312.13K
Shinhan Financial Group Co Ltd0.04%$309.20K
United States Treasury0.04%$305.10K
CorVel Corp0.04%$303.93K
Qiagen NV0.04%$301.50K
First Solar Inc0.04%$292.98K
GEA Group AG0.03%$274.74K
NetApp Inc0.03%$271.89K
Uganda Government Bond0.03%$268.42K
Contra Resolute Forest0.03%$264.38K
Komatsu Ltd0.03%$261.36K
Cia Energetica de Minas Gerais0.03%$260.65K
Republic Of Paraguay0.03%$259.57K
FUJIFILM Holdings Corp0.03%$259.87K
Symrise AG0.03%$255.25K
Raymond James Financial Inc0.03%$254.12K
Roper Technologies Inc0.03%$253.91K
Novartis AG0.03%$251.49K
Astra International Tbk PT0.03%$248.91K
Masco Corp0.03%$248.26K
Snam SpA0.03%$247.17K
Gen Digital Inc0.03%$244.80K
Hong Kong Futures Exchange Ltd.0.03%$241.89K
Beijing Enterprises Holdings Ltd0.03%$240.04K
Shin-Etsu Chemical Co Ltd0.03%$237.86K
Tokyo Electron Ltd0.03%$234.76K
Shinhan Financial Group Co Ltd0.03%$234.44K
Gerdau SA0.03%$233.43K
Orkla ASA0.03%$233.57K
M&T Bank Corp0.03%$224.11K
TotalEnergies SE0.03%$221.46K
Olympus Corp0.03%$216.23K
China Communications Services Corp Ltd0.03%$216.07K
Empire Co Ltd0.03%$212.77K
Waters Corp0.03%$207.51K
Nice Ltd0.03%$203.43K

GAAVX overview: performance, fees, allocation and SEC filings