BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Monarch Volume Factor Dividend Tree Index ETF

· Northern Lights Fund Trust IV
Monthly Holdings $109M AUM 69 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 30 New 4 Added 6 Reduced 29 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 KULICKE AND SOFFA INDUSTRIES INC 501242101 Feb 2026 40,493 -18,740 $4.1M -0.1% 3.80% EC
2 SENSATA TECHNOLOGIES HOLDING PLC G8060N102 May 2026 67,670 NEW $3.3M 3.08% EC
3 J.B. HUNT TRANSPORT SERVICES INC 445658107 May 2026 11,866 NEW $3.3M 3.02% EC
4 OCCIDENTAL PETROLEUM CORP 674599105 May 2026 56,635 NEW $3.2M 2.96% EC
5 PATTERSON-UTI ENERGY INC 703481101 May 2026 278,490 NEW $3.1M 2.88% EC
6 PPG INDUSTRIES INC 693506107 May 2026 27,380 NEW $3.1M 2.85% EC
7 ARES MANAGEMENT CORP 03990B101 Feb 2026 23,999 +8,335 $3.1M +75.8% 2.84% EC
8 ASHLAND INC 044186104 May 2026 52,962 NEW $3.1M 2.83% EC
9 MATSON INC 57686G105 May 2026 16,219 NEW $2.9M 2.71% EC
10 PERMIAN RESOURCES CORP 71424F105 May 2026 152,462 NEW $2.9M 2.70% EC
11 FIRSTCASH HOLDINGS INC 33768G107 May 2026 13,208 NEW $2.9M 2.68% EC
12 OVINTIV INC 69047Q102 May 2026 51,695 NEW $2.9M 2.67% EC
13 SLB LTD 806857108 May 2026 52,064 NEW $2.8M 2.62% EC
14 CF INDUSTRIES HOLDINGS INC 125269100 May 2026 24,909 NEW $2.8M 2.58% EC
15 COLGATE-PALMOLIVE COMPANY 194162103 May 2026 30,975 NEW $2.8M 2.57% EC
16 LCI INDUSTRIES 50189K103 May 2026 25,268 NEW $2.8M 2.54% EC
17 FRANKLIN ELECTRIC CO INC 353514102 Feb 2026 27,731 +4,688 $2.7M +18.8% 2.52% EC
18 NOV INC 62955J103 May 2026 134,852 NEW $2.7M 2.48% EC
19 INTERPARFUMS INC 458334109 May 2026 28,167 NEW $2.7M 2.45% EC
20 IDEX CORP 45167R104 May 2026 12,457 NEW $2.6M 2.42% EC
21 HALLIBURTON COMPANY 406216101 Feb 2026 67,171 -11,588 $2.6M -8.0% 2.41% EC
22 LIBERTY ENERGY INC 53115L104 May 2026 88,613 NEW $2.6M 2.39% EC
23 KINETIK HOLDINGS INC 02215L209 May 2026 55,857 NEW $2.6M 2.37% EC
24 EXPEDITORS INTERNATIONAL OF WASHINGTON INC 302130109 Feb 2026 16,196 -399 $2.6M +6.3% 2.36% EC
25 CIGNA GROUP (THE) 125523100 May 2026 9,177 NEW $2.5M 2.35% EC
26 RUSH ENTERPRISES INC 781846209 Feb 2026 36,426 -4,037 $2.5M -12.1% 2.33% EC
27 SM ENERGY COMPANY 78454L100 May 2026 82,013 NEW $2.5M 2.32% EC
28 CONSTELLATION BRANDS INC 21036P108 May 2026 17,992 NEW $2.5M 2.30% EC
29 HORMEL FOODS CORP 440452100 May 2026 106,035 NEW $2.5M 2.27% EC
30 SNAP-ON INC 833034101 Feb 2026 6,578 -758 $2.4M -13.6% 2.25% EC
31 AMERICAN EAGLE OUTFITTERS INC 02553E106 Feb 2026 152,266 +54,446 $2.4M +0.1% 2.22% EC
32 RANGE RESOURCES CORP 75281A109 May 2026 60,954 NEW $2.4M 2.19% EC
33 MOLSON COORS BEVERAGE COMPANY 60871R209 Feb 2026 59,177 +7,386 $2.3M -7.8% 2.16% EC
34 APA CORP 03743Q108 Feb 2026 63,994 -23,804 $2.3M -12.6% 2.15% EC
35 NEXSTAR MEDIA GROUP INC 65336K103 May 2026 12,970 NEW $2.3M 2.13% EC
36 SILGAN HOLDINGS INC 827048109 May 2026 61,462 NEW $2.3M 2.13% EC
37 CALIFORNIA RESOURCES CORP 13057Q305 May 2026 37,855 NEW $2.2M 2.07% EC
38 NEW YORK TIMES COMPANY (THE) 650111107 May 2026 29,543 NEW $2.2M 2.05% EC
39 MAGNOLIA OIL & GAS CORP 559663109 May 2026 80,563 NEW $2.2M 2.03% EC
40 AVERY DENNISON CORP 053611109 May 2026 13,705 NEW $2.2M 2.01% EC
International Seaways Inc. Y41053102 47,988 SOLD $3.6M
Clear Secure Inc 18467V109 71,126 SOLD $3.5M
Dupont De Nemours Inc 26614N102 56,798 SOLD $2.8M
EnerSys 29275Y102 16,970 SOLD $2.8M
Bristol-Myers Squibb Company 110122108 43,953 SOLD $2.7M
Dell Technologies Inc 24703L202 18,231 SOLD $2.7M
Winmark Corp. 974250102 5,850 SOLD $2.7M
HNI Corp 404251100 59,216 SOLD $2.7M
Mueller Industries Inc. 624756102 22,562 SOLD $2.7M
Janus Henderson Group PLC G4474Y214 50,579 SOLD $2.6M
Watts Water Technologies Inc. 942749102 7,850 SOLD $2.6M
Brown-Forman Corp. 115637209 89,178 SOLD $2.6M
InterDigital, Inc. 45867G101 7,017 SOLD $2.6M
Willis Towers Watson Public Limited Company G96629103 8,244 SOLD $2.5M
Fidelity National Financial, Inc. 31620R303 46,979 SOLD $2.5M
Winnebago Industries Inc. 974637100 60,349 SOLD $2.4M
The Allstate Corporation 020002101 11,058 SOLD $2.4M
Travelers Companies, Inc. 89417E109 7,470 SOLD $2.3M
Cincinnati Financial Corporation 172062101 14,015 SOLD $2.3M
Polaris Inc. 731068102 37,779 SOLD $2.3M
General Motors Company 37045V100 28,907 SOLD $2.3M
The Hanover Insurance Group, Inc. 410867105 12,541 SOLD $2.3M
Jackson Financial Inc 46817M107 20,276 SOLD $2.2M
Macy's, Inc. 55616P104 109,171 SOLD $2.2M
Buckle Inc 118440106 40,276 SOLD $2.2M
Graham Holdings Co 384637104 2,018 SOLD $2.1M
Brightstar Lottery PLC G4863A108 148,024 SOLD $2.0M
Thor Industries Inc. 885160101 20,477 SOLD $2.0M
StepStone Group Inc 85914M107 32,990 SOLD $1.4M