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Holdings (Monthly) Guide ↗

PeakShares Sector Rotation ETF

· Northern Lights Fund Trust Ii
Monthly Holdings $66M AUM 42 positions Period May 2026 Filed Jul 9, 2026 EDGAR ↗ ← All Funds
All 138 New 42 Added 14 Reduced 8 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 VANGUARD WORLD FUND 92204A702 May 2025 61,616 +53,932 $7.5M +33.6% 12.08% EC
2 SELECT SECTOR SPDR TRUST (THE) 81369Y605 May 2025 98,684 +6,040 $5.1M +6.8% 8.25% EC
3 SELECT SECTOR SPDR TRUST (THE) 81369Y209 May 2025 26,991 +1,260 $4.0M -2.1% 6.54% EC
4 SELECT SECTOR SPDR TRUST (THE) 81369Y852 May 2025 29,024 +2,346 $3.4M +6.6% 5.44% EC
5 SELECT SECTOR SPDR TRUST (THE) 81369Y704 May 2025 18,237 +1,454 $3.2M +6.2% 5.12% EC
6 SELECT SECTOR SPDR TRUST (THE) 81369Y308 May 2025 37,444 +1,564 $3.1M -3.9% 5.03% EC
7 SELECT SECTOR SPDR TRUST (THE) 81369Y407 May 2025 16,820 +1,822 $2.0M +16.0% 3.29% EC
8 SELECT SECTOR SPDR TRUST (THE) 81369Y886 May 2025 37,138 +1,706 $1.6M -2.5% 2.67% EC
9 BBH SWEEP VEHICLE N/A May 2025 1,366,669 +1,366,670 $1.4M -859640.5% 2.21% STIV
10 SELECT SECTOR SPDR TRUST (THE) 81369Y860 May 2025 26,542 +1,444 $1.2M +6.1% 1.89% EC
11 NVIDIA CORP 67066G104 May 2025 5,518 +1,357 $1.2M +58.0% 1.89% EC
12 SELECT SECTOR SPDR TRUST (THE) 81369Y100 May 2025 21,956 +1,294 $1.1M +1.8% 1.82% EC
13 WISDOMTREE TRUST 97717Y527 Feb 2026 20,000 +12,439 $1.0M +164.4% 1.63% EC
14 META PLATFORMS INC 30303M102 May 2025 1,347 +100 $852K +5.4% 1.38% EC
15 ALPHABET INC 02079K107 May 2025 1,931 +106 $727K +27.9% 1.18% EC
16 MICROSOFT CORP 594918104 May 2025 1,599 +591 $720K +81.9% 1.17% EC
17 AMAZON.COM INC 023135106 May 2025 2,351 +1,416 $636K +224.1% 1.03% EC
18 ON HOLDING AG H5919C104 May 2025 12,617 +378 $515K -9.5% 0.83% EC
19 PFIZER INC 717081103 May 2025 19,551 +548 $512K -2.6% 0.83% EC
20 SALESFORCE INC 79466L302 May 2025 2,040 +68 $390K +1.5% 0.63% EC
21 CITIGROUP INC 172967424 May 2025 3,010 +290 $379K +26.4% 0.61% EC
22 ADOBE INC 00724F101 May 2025 1,424 +56 $369K +2.8% 0.60% EC
23 GENERAL MOTORS COMPANY 37045V100 May 2025 3,716 +444 $309K +20.1% 0.50% EC
24 CHEVRON CORP 166764100 May 2025 1,685 +76 $307K +2.3% 0.50% EC
25 TENET HEALTHCARE CORP 88033G407 May 2025 1,753 +78 $307K -23.4% 0.50% EC
26 AT&T INC 00206R102 May 2025 11,246 +278 $279K -9.2% 0.45% EC
27 OCCIDENTAL PETROLEUM CORP 674599105 May 2025 4,698 +262 $266K +13.0% 0.43% EC
28 UNITED PARCEL SERVICE INC 911312106 May 2025 2,313 +152 $247K -1.5% 0.40% EC
29 SPDR SERIES TRUST 78464A870 May 2025 1,784 +128 $244K +15.6% 0.40% EC
30 GEN DIGITAL INC 668771108 May 2025 9,272 +690 $239K +23.5% 0.39% EC
31 DELTA AIR LINES INC 247361702 May 2025 2,875 +220 $237K +35.9% 0.38% EC
32 COCA-COLA COMPANY (THE) 191216100 May 2025 2,670 +196 $211K +4.5% 0.34% EC
33 ALIBABA GROUP HOLDING LTD 01609W102 May 2025 1,660 +120 $206K -7.1% 0.33% EC
34 TARGET CORP 87612E106 May 2025 1,518 +60 $193K +16.3% 0.31% EC
35 KRAFT HEINZ COMPANY (THE) 500754106 May 2025 7,992 +646 $192K +6.1% 0.31% EC
36 DOMINO'S PIZZA INC 25754A201 May 2025 590 +36 $183K -17.8% 0.30% EC
37 BANK OF AMERICA CORP 060505104 May 2025 3,396 +646 $175K +27.9% 0.28% EC
38 ABBOTT LABORATORIES 002824100 May 2025 2,030 +130 $174K -21.4% 0.28% EC
39 ZOETIS INC 98978V103 May 2025 1,559 +126 $121K -35.5% 0.20% EC
40 US BANCORP 902973304 May 2025 2,202 +292 $121K +15.7% 0.20% EC
41 NIKE INC 654106103 May 2025 2,473 +274 $114K -16.4% 0.19% EC
42 MCDONALD'S CORP 580135101 May 2025 399 +48 $111K -6.9% 0.18% EC