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

PeakShares Sector Rotation ETF

· Northern Lights Fund Trust Ii
Monthly Holdings $66M AUM 14 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 SELECT SECTOR SPDR TRUST (THE) 81369Y803 May 2025 32,381 -6,609 $6.2M +14.3% 10.02% EC
2 MICRON TECHNOLOGY INC 595112103 May 2025 1,308 -1,444 $1.3M +11.9% 2.06% EC
3 SELECT SECTOR SPDR TRUST (THE) 81369Y506 May 2025 19,340 -4,864 $1.1M -19.6% 1.76% EC
4 SANDISK CORP 80004C200 Feb 2026 500 -100 $847K +122.3% 1.37% EC
5 ADVANCED MICRO DEVICES INC 007903107 May 2025 1,326 -1,118 $684K +39.9% 1.11% EC
6 MERCK & COMPANY INC 58933Y105 May 2025 4,518 -560 $536K -14.7% 0.87% EC
7 UNITEDHEALTH GROUP INC 91324P102 May 2025 1,393 -422 $530K -0.5% 0.86% EC
8 APPLE INC 037833100 May 2025 1,360 -180 $424K +4.3% 0.69% EC
9 SLB LTD 806857108 May 2025 6,057 -1,660 $330K -16.6% 0.54% EC
10 VERIZON COMMUNICATIONS INC 92343V104 May 2025 3,318 -840 $159K -23.9% 0.26% EC
11 SYNOPSYS INC 871607107 Feb 2026 300 -100 $143K -13.8% 0.23% EC
12 INTEL CORP 458140100 May 2025 1,200 -2,300 $138K -13.8% 0.22% EC
13 WESTERN DIGITAL CORP 958102105 Feb 2026 100 -400 $53K -62.0% 0.09% EC
14 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD 874039100 May 2025 110 -500 $46K -79.9% 0.07% EC