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Portfolio (Quarterly) Guide ↗

Tema ETFs LLC

· CIK 0002056807
13F Portfolio $3.1B AUM 583 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 469 Added 52 Reduced 15 Exited
Page 19 of 24  ·  469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MTB M & T BK CORP Financial Services 2,118.0 $504K 0.02% +145.0 +7.3% $238.01 +0.3%
362 TROW PRICE T ROWE GROUP INC Financial Services 4,278.0 $486K 0.02% +290.0 +7.3% $113.69 -1.2%
363 MRNA MODERNA INC Healthcare 6,752.0 $473K 0.01% +580.0 +9.4% $70.03 +103.9%
364 HII HUNTINGTON INGALLS INDS INC Industrials 1,641.0 $459K 0.01% +145.0 +9.7% $279.89 +6.2%
365 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,494.0 $457K 0.01% +145.0 +6.2% $183.11 -1.3%
366 VRSN VERISIGN INC Technology 1,804.0 $454K 0.01% +781.0 +76.3% $251.56 +17.2%
367 KEY KEYCORP Financial Services 19,432.0 $448K 0.01% +2K +10.7% $23.05 -4.5%
368 NWS NEWS CORP NEW 15,878.0 $446K 0.01% +1K +10.1% $28.06
369 MTD METTLER TOLEDO INTERNATIONAL Healthcare 347.0 $443K 0.01% +28.0 +8.8% $1277.51 +10.2%
370 PTC PTC INC Technology 3,878.0 $441K 0.01% +290.0 +8.1% $113.61 +39.9%
371 KHC KRAFT HEINZ CO Consumer Defensive 18,567.0 $439K 0.01% +3K +16.9% $23.62 +6.4%
372 FIS FIDELITY NATL INFORMATION SV Technology 11,207.0 $436K 0.01% +2K +15.6% $38.88 +4.3%
373 VLTO VERALTO CORP Industrials 4,884.0 $433K 0.01% +435.0 +9.8% $88.68 +10.9%
374 XYL XYLEM INC Industrials 3,663.0 $433K 0.01% +290.0 +8.6% $118.21 -4.7%
375 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,815.0 $423K 0.01% +145.0 +8.7% $233.10 +2.3%
376 EQR EQUITY RESIDENTIAL Real Estate 6,176.0 $420K 0.01% +580.0 +10.4% $67.93 -6.3%
377 HPQ HP INC Technology 19,066.0 $418K 0.01% +2K +10.0% $21.94 +35.1%
378 OTIS OTIS WORLDWIDE CORP Industrials 5,801.0 $415K 0.01% +435.0 +8.1% $71.60 -0.2%
379 L LOEWS CORP Financial Services 3,640.0 $412K 0.01% +1K +65.8% $113.21 -3.0%
380 IP INTERNATIONAL PAPER CO Consumer Cyclical 10,777.0 $411K 0.01% +1K +10.4% $38.10 +4.7%
Page 19 of 24  ·  469 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Industrials 31.2%
Healthcare 9.7%
Utilities 9.1%
Financial Services 4.2%
Consumer Cyclical 3.8%
Energy 2.6%
Consumer Defensive 2.0%
Communication Services 1.8%
Real Estate 0.8%