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Holdings (Monthly) Guide ↗

Systematic Growth Fund

· Valic Co I
Monthly Holdings $1.0B AUM 198 positions Period Feb 2026 Filed Apr 29, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Feb 2026 737,253 $130.6M 12.99% EC
2 Apple Inc 037833100 Feb 2026 431,379 $114.0M 11.33% EC
3 Microsoft Corp 594918104 Feb 2026 232,975 $91.5M 9.10% EC
4 Broadcom Inc 11135F101 Feb 2026 146,827 $46.9M 4.67% EC
5 Amazon.com Inc 023135106 Feb 2026 219,782 $46.2M 4.59% EC
6 Alphabet Inc 02079K305 Feb 2026 134,141 $41.8M 4.16% EC
7 Meta Platforms Inc 30303M102 Feb 2026 60,555 $39.3M 3.90% EC
8 Alphabet Inc 02079K107 Feb 2026 103,606 $32.3M 3.21% EC
9 Tesla Inc 88160R101 Feb 2026 65,057 $26.2M 2.60% EC
10 Eli Lilly & Co 532457108 Feb 2026 22,458 $23.6M 2.35% EC
11 Visa Inc 92826C839 Feb 2026 71,417 $22.9M 2.27% EC
12 iShares Russell 1000 Growth ETF 464287614 Feb 2026 41,928 $18.9M 1.88% EC
13 Mastercard Inc 57636Q104 Feb 2026 33,607 $17.4M 1.73% EC
14 Netflix Inc 64110L106 Feb 2026 132,776 $12.8M 1.27% EC
15 State Street Global Advisors 857509301 Feb 2026 11,742,715 $11.7M 1.17% STIV
16 Costco Wholesale Corp 22160K105 Feb 2026 11,434 $11.6M 1.15% EC
17 Lam Research Corp 512807306 Feb 2026 45,373 $10.6M 1.06% EC
18 Amphenol Corp 032095101 Feb 2026 70,151 $10.2M 1.02% EC
19 Booking Holdings Inc 09857L108 Feb 2026 2,269 $9.6M 0.96% EC
20 Palantir Technologies Inc 69608A108 Feb 2026 67,689 $9.3M 0.92% EC
21 AbbVie Inc 00287Y109 Feb 2026 39,170 $9.1M 0.90% EC
22 Comfort Systems USA Inc 199908104 Feb 2026 5,955 $8.5M 0.85% EC
23 AppLovin Corp 03831W108 Feb 2026 15,349 $6.7M 0.66% EC
24 Home Depot Inc/The 437076102 Feb 2026 16,575 $6.3M 0.63% EC
25 Adobe Inc 00724F101 Feb 2026 23,939 $6.3M 0.62% EC
26 McKesson Corp 58155Q103 Feb 2026 6,088 $6.0M 0.60% EC
27 Moody's Corp 615369105 Feb 2026 11,589 $5.5M 0.55% EC
28 Monster Beverage Corp 61174X109 Feb 2026 61,346 $5.2M 0.52% EC
29 Exelixis Inc 30161Q104 Feb 2026 116,520 $5.1M 0.51% EC
30 KLA Corp 482480100 Feb 2026 3,224 $4.9M 0.49% EC
31 Core & Main Inc 21874C102 Feb 2026 89,108 $4.8M 0.48% EC
32 Paychex Inc 704326107 Feb 2026 48,078 $4.5M 0.45% EC
33 General Electric Co 369604301 Feb 2026 12,925 $4.4M 0.44% EC
34 Houlihan Lokey Inc 441593100 Feb 2026 26,390 $4.3M 0.43% EC
35 GE Vernova Inc 36828A101 Feb 2026 4,940 $4.3M 0.43% EC
36 Grand Canyon Education Inc 38526M106 Feb 2026 25,787 $4.1M 0.41% EC
37 Tapestry Inc 876030107 Feb 2026 25,508 $4.0M 0.39% EC
38 Incyte Corp 45337C102 Feb 2026 37,176 $3.8M 0.37% EC
39 Arista Networks Inc 040413205 Feb 2026 28,022 $3.7M 0.37% EC
40 Medpace Holdings Inc 58506Q109 Feb 2026 8,225 $3.7M 0.37% EC
41 Intuit Inc 461202103 Feb 2026 9,076 $3.7M 0.37% EC
42 TKO Group Holdings Inc 87256C101 Feb 2026 16,443 $3.7M 0.37% EC
43 Deckers Outdoor Corp 243537107 Feb 2026 31,131 $3.7M 0.36% EC
44 Oracle Corp 68389X105 Feb 2026 24,580 $3.6M 0.36% EC
45 Halozyme Therapeutics Inc 40637H109 Feb 2026 50,767 $3.5M 0.35% EC
46 EMCOR Group Inc 29084Q100 Feb 2026 4,812 $3.5M 0.35% EC
47 Vertex Pharmaceuticals Inc 92532F100 Feb 2026 6,626 $3.3M 0.33% EC
48 Fortinet Inc 34959E109 Feb 2026 41,359 $3.3M 0.33% EC
49 ResMed Inc 761152107 Feb 2026 12,221 $3.1M 0.31% EC
50 Cencora Inc 03073E105 Feb 2026 8,381 $3.1M 0.31% EC
51 Vertiv Holdings Co 92537N108 Feb 2026 12,026 $3.1M 0.30% EC
52 Dell Technologies Inc 24703L202 Feb 2026 20,099 $3.0M 0.30% EC
53 Trane Technologies PLC 000000000 Feb 2026 6,328 $2.9M 0.29% EC
54 Ralph Lauren Corp 751212101 Feb 2026 7,836 $2.8M 0.28% EC
55 Ulta Beauty Inc 90384S303 Feb 2026 3,968 $2.7M 0.27% EC
56 Uber Technologies Inc 90353T100 Feb 2026 35,102 $2.6M 0.26% EC
57 Dropbox Inc 26210C104 Feb 2026 101,642 $2.5M 0.25% EC
58 Casey's General Stores Inc 147528103 Feb 2026 3,699 $2.5M 0.25% EC
59 Expedia Group Inc 30212P303 Feb 2026 11,715 $2.5M 0.25% EC
60 Ubiquiti Inc 90353W103 Feb 2026 3,278 $2.5M 0.25% EC
61 TJX Cos Inc/The 872540109 Feb 2026 15,302 $2.5M 0.25% EC
62 Coca-Cola Consolidated Inc 191098102 Feb 2026 12,027 $2.4M 0.24% EC
63 Interactive Brokers Group Inc 45841N107 Feb 2026 33,027 $2.4M 0.23% EC
64 Gilead Sciences Inc 375558103 Feb 2026 15,425 $2.3M 0.23% EC
65 Performance Food Group Co 71377A103 Feb 2026 23,454 $2.3M 0.23% EC
66 Anglogold Ashanti Plc 000000000 Feb 2026 17,600 $2.2M 0.22% EC
67 Boston Scientific Corp 101137107 Feb 2026 28,434 $2.2M 0.22% EC
68 Etsy Inc 29786A106 Feb 2026 39,412 $2.2M 0.22% EC
69 Sprouts Farmers Market Inc 85208M102 Feb 2026 29,178 $2.2M 0.21% EC
70 O'Reilly Automotive Inc 67103H107 Feb 2026 20,868 $2.0M 0.19% EC
71 American Express Co 025816109 Feb 2026 6,291 $1.9M 0.19% EC
72 Ameriprise Financial Inc 03076C106 Feb 2026 4,115 $1.9M 0.19% EC
73 Williams-Sonoma Inc 969904101 Feb 2026 9,285 $1.9M 0.19% EC
74 Pegasystems Inc 705573103 Feb 2026 42,339 $1.9M 0.18% EC
75 Celsius Holdings Inc 15118V207 Feb 2026 33,610 $1.8M 0.18% EC
76 WW Grainger Inc 384802104 Feb 2026 1,561 $1.8M 0.18% EC
77 RingCentral Inc 76680R206 Feb 2026 48,731 $1.8M 0.18% EC
78 QUALCOMM Inc 747525103 Feb 2026 11,758 $1.7M 0.17% EC
79 Sysco Corp 871829107 Feb 2026 17,964 $1.6M 0.16% EC
80 Progressive Corp/The 743315103 Feb 2026 7,635 $1.6M 0.16% EC
81 Bristol-Myers Squibb Co 110122108 Feb 2026 26,070 $1.6M 0.16% EC
82 Walmart Inc 931142103 Feb 2026 12,541 $1.6M 0.16% EC
83 Gen Digital Inc 668771108 Feb 2026 70,569 $1.6M 0.16% EC
84 Equitable Holdings Inc 29452E101 Feb 2026 39,445 $1.6M 0.16% EC
85 DoubleVerify Holdings Inc 25862V105 Feb 2026 148,430 $1.6M 0.16% EC
86 Wayfair Inc 94419L101 Feb 2026 20,298 $1.5M 0.15% EC
87 Teradata Corp 88076W103 Feb 2026 49,170 $1.5M 0.15% EC
88 Ferguson Enterprises Inc 31488V107 Feb 2026 5,851 $1.5M 0.15% EC
89 AutoZone Inc 053332102 Feb 2026 405 $1.5M 0.15% EC
90 Advanced Micro Devices Inc 007903107 Feb 2026 7,577 $1.5M 0.15% EC
91 NU Holdings Ltd/Cayman Islands 000000000 Feb 2026 97,919 $1.5M 0.15% EC
92 Morningstar Inc 617700109 Feb 2026 7,918 $1.5M 0.14% EC
93 Automatic Data Processing Inc 053015103 Feb 2026 6,742 $1.4M 0.14% EC
94 Lululemon Athletica Inc 550021109 Feb 2026 7,767 $1.4M 0.14% EC
95 SiteOne Landscape Supply Inc 82982L103 Feb 2026 9,883 $1.4M 0.14% EC
96 Roku Inc 77543R102 Feb 2026 14,244 $1.4M 0.14% EC
97 Fastenal Co 311900104 Feb 2026 30,407 $1.4M 0.14% EC
98 Paycom Software Inc 70432V102 Feb 2026 10,566 $1.3M 0.13% EC
99 Rollins Inc 775711104 Feb 2026 21,556 $1.3M 0.13% EC
100 BJ's Wholesale Club Holdings Inc 05550J101 Feb 2026 13,156 $1.3M 0.13% EC
101 Armstrong World Industries Inc 04247X102 Feb 2026 7,159 $1.2M 0.12% EC
102 Docusign Inc 256163106 Feb 2026 25,412 $1.1M 0.11% EC
103 Alnylam Pharmaceuticals Inc 02043Q107 Feb 2026 3,402 $1.1M 0.11% EC
104 Bank of New York Mellon Corp/The 064058100 Feb 2026 9,418 $1.1M 0.11% EC
105 Chemed Corp 16359R103 Feb 2026 2,726 $1.1M 0.11% EC
106 Lyft Inc 55087P104 Feb 2026 77,420 $1.1M 0.11% EC
107 Applied Materials Inc 038222105 Feb 2026 2,876 $1.1M 0.11% EC
108 PepsiCo Inc 713448108 Feb 2026 6,253 $1.1M 0.11% EC
109 LPL Financial Holdings Inc 50212V100 Feb 2026 3,237 $972K 0.10% EC
110 Cintas Corp 172908105 Feb 2026 4,815 $968K 0.10% EC
111 SharkNinja Inc 000000000 Feb 2026 7,873 $967K 0.10% EC
112 Twilio Inc 90138F102 Feb 2026 7,730 $935K 0.09% EC
113 Aon PLC 000000000 Feb 2026 2,717 $911K 0.09% EC
114 NRG Energy Inc 629377508 Feb 2026 4,994 $894K 0.09% EC
115 Dynatrace Inc 268150109 Feb 2026 24,787 $890K 0.09% EC
116 Salesforce Inc 79466L302 Feb 2026 4,531 $883K 0.09% EC
117 Autodesk Inc 052769106 Feb 2026 3,585 $881K 0.09% EC
118 ROBLOX Corp 771049103 Feb 2026 12,788 $878K 0.09% EC
119 Domino's Pizza Inc 25754A201 Feb 2026 2,154 $867K 0.09% EC
120 Reddit Inc 75734B100 Feb 2026 5,881 $858K 0.09% EC
121 Inspire Medical Systems Inc 457730109 Feb 2026 13,261 $855K 0.09% EC
122 Lazard Inc 52110M109 Feb 2026 16,720 $846K 0.08% EC
123 H&R Block Inc 093671105 Feb 2026 26,349 $807K 0.08% EC
124 SLM Corp 78442P106 Feb 2026 42,661 $799K 0.08% EC
125 HEICO Corp 422806208 Feb 2026 3,306 $794K 0.08% EC
126 Nutanix Inc 67059N108 Feb 2026 20,071 $768K 0.08% EC
127 Pinterest Inc 72352L106 Feb 2026 44,218 $757K 0.08% EC
128 Marsh & McLennan Cos Inc 571748102 Feb 2026 3,954 $738K 0.07% EC
129 Spotify Technology SA 000000000 Feb 2026 1,362 $701K 0.07% EC
130 Robinhood Markets Inc 770700102 Feb 2026 9,205 $698K 0.07% EC
131 Coupang Inc 22266T109 Feb 2026 36,392 $694K 0.07% EC
132 Apellis Pharmaceuticals Inc 03753U106 Feb 2026 32,500 $681K 0.07% EC
133 Doximity Inc 26622P107 Feb 2026 27,663 $679K 0.07% EC
134 Murphy USA Inc 626755102 Feb 2026 1,730 $676K 0.07% EC
135 ExlService Holdings Inc 302081104 Feb 2026 21,442 $670K 0.07% EC
136 Appfolio Inc 03783C100 Feb 2026 3,704 $658K 0.07% EC
137 Illinois Tool Works Inc 452308109 Feb 2026 2,248 $653K 0.06% EC
138 Popular Inc 733174700 Feb 2026 4,778 $647K 0.06% EC
139 Fair Isaac Corp 303250104 Feb 2026 450 $634K 0.06% EC
140 Citigroup Inc 172967424 Feb 2026 5,635 $621K 0.06% EC
141 IDEXX Laboratories Inc 45168D104 Feb 2026 899 $590K 0.06% EC
142 Bullish 000000000 Feb 2026 18,679 $586K 0.06% EC
143 Cadence Design Systems Inc 127387108 Feb 2026 1,882 $567K 0.06% EC
144 Tradeweb Markets Inc 892672106 Feb 2026 4,367 $538K 0.05% EC
145 Colgate-Palmolive Co 194162103 Feb 2026 5,413 $537K 0.05% EC
146 Jabil Inc 466313103 Feb 2026 1,989 $527K 0.05% EC
147 Chewy Inc 16679L109 Feb 2026 19,178 $526K 0.05% EC
148 Corpay Inc 219948106 Feb 2026 1,593 $518K 0.05% EC
149 Pure Storage Inc 74624M102 Feb 2026 7,892 $507K 0.05% EC
150 Yum! Brands Inc 988498101 Feb 2026 2,993 $503K 0.05% EC
151 Howmet Aerospace Inc 443201108 Feb 2026 1,888 $496K 0.05% EC
152 Natera Inc 632307104 Feb 2026 2,333 $485K 0.05% EC
153 Unity Software Inc 91332U101 Feb 2026 24,367 $444K 0.04% EC
154 DoorDash Inc 25809K105 Feb 2026 2,492 $440K 0.04% EC
155 Carvana Co 146869102 Feb 2026 1,248 $417K 0.04% EC
156 SoFi Technologies Inc 83406F102 Feb 2026 22,976 $408K 0.04% EC
157 Summit Therapeutics Inc 86627T108 Feb 2026 24,402 $405K 0.04% EC
158 Masimo Corp 574795100 Feb 2026 2,288 $401K 0.04% EC
159 Bank of America Corp 060505104 Feb 2026 7,947 $396K 0.04% EC
160 Credit Acceptance Corp 225310101 Feb 2026 813 $385K 0.04% EC
161 ServiceNow Inc 81762P102 Feb 2026 3,480 $376K 0.04% EC
162 Veeva Systems Inc 922475108 Feb 2026 2,051 $373K 0.04% EC
163 Charles Schwab Corp/The 808513105 Feb 2026 3,921 $373K 0.04% EC
164 Veralto Corp 92338C103 Feb 2026 3,494 $340K 0.03% EC
165 Nexstar Media Group Inc 65336K103 Feb 2026 1,284 $322K 0.03% EC
166 Travel + Leisure Co 894164102 Feb 2026 4,197 $309K 0.03% EC
167 Ross Stores Inc 778296103 Feb 2026 1,425 $293K 0.03% EC
168 WEX Inc 96208T104 Feb 2026 1,709 $255K 0.03% EC
169 NetApp Inc 64110D104 Feb 2026 2,520 $250K 0.02% EC
170 Booz Allen Hamilton Holding Corp 099502106 Feb 2026 3,147 $248K 0.02% EC
171 Cheniere Energy Inc 16411R208 Feb 2026 1,007 $237K 0.02% EC
172 Amgen Inc 031162100 Feb 2026 556 $216K 0.02% EC
173 Corcept Therapeutics Inc 218352102 Feb 2026 5,791 $207K 0.02% EC
174 Astera Labs Inc 04626A103 Feb 2026 1,719 $204K 0.02% EC
175 Exact Sciences Corp 30063P105 Feb 2026 1,972 $204K 0.02% EC
176 Rubrik Inc 781154109 Feb 2026 3,789 $197K 0.02% EC
177 Lennox International Inc 526107107 Feb 2026 334 $190K 0.02% EC
178 Somnigroup International Inc 88023U101 Feb 2026 1,834 $164K 0.02% EC
179 Gartner Inc 366651107 Feb 2026 1,018 $160K 0.02% EC
180 Broadridge Financial Solutions Inc 11133T103 Feb 2026 835 $155K 0.02% EC
181 Jones Lang LaSalle Inc 48020Q107 Feb 2026 466 $147K 0.01% EC
182 Markel Group Inc 570535104 Feb 2026 68 $141K 0.01% EC
183 HCA Healthcare Inc 40412C101 Feb 2026 263 $139K 0.01% EC
184 Sherwin-Williams Co/The 824348106 Feb 2026 354 $128K 0.01% EC
185 XP Inc 000000000 Feb 2026 5,853 $126K 0.01% EC
186 Tyler Technologies Inc 902252105 Feb 2026 351 $124K 0.01% EC
187 Rockwell Automation Inc 773903109 Feb 2026 281 $114K 0.01% EC
188 Confluent Inc 20717M103 Feb 2026 3,313 $102K 0.01% EC
189 Kyndryl Holdings Inc 50155Q100 Feb 2026 8,146 $100K 0.01% EC
190 Carlisle Cos Inc 142339100 Feb 2026 250 $99K 0.01% EC
191 Workday Inc 98138H101 Feb 2026 651 $87K 0.01% EC
192 Insulet Corp 45784P101 Feb 2026 300 $74K 0.01% EC
193 Tempus AI Inc 88023B103 Feb 2026 1,378 $73K 0.01% EC
194 Loar Holdings Inc 53947R105 Feb 2026 900 $64K 0.01% EC
195 Strategy Inc 594972408 Feb 2026 481 $62K 0.01% EC
196 Apollo Global Management Inc 03769M106 Feb 2026 575 $60K 0.01% EC
197 Atlassian Corp 049468101 Feb 2026 752 $56K 0.01% EC
198 State Street Global Advisors 857492706 Feb 2026 184 $184 0.00% STIV