TODD ASSET MANAGEMENT LLC

CIK
1071483
City
Louisville
State / Country
KY

Top Portfolio Positions

174 positions · $5,102,287,226 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TEVA
Teva Pharmaceutical Industries Ltd
Healthcare
3,771,672 $113,602,760 2.23%
CB
Chubb Ltd
Financial Services
311,759 $101,611,610 1.99%
TTE
TotalEnergies SE
Energy
1,107,258 $100,738,332 1.97%
SHEL
Shell plc
Energy
1,036,000 $96,348,000 1.89%
VALE
Vale S.A.
Basic Materials
5,325,967 $84,736,134 1.66%
RIO
Rio Tinto Plc
Basic Materials
874,659 $81,596,937 1.60%
MDT
Medtronic plc
Healthcare
930,200 $80,601,829 1.58%
GILD
Gilead Sciences, Inc.
Healthcare
577,803 $80,528,403 1.58%
HCA
HCA Healthcare, Inc.
Healthcare
167,002 $79,032,025 1.55%
NXPI
NXP Semiconductors N.V.
Technology
396,823 $78,118,575 1.53%

Holdings in RIO

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Report Date Value (USD) Shares
2026-03-31 $81,596,937 874,659