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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 3 of 24  ·  469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 73,885.0 $18.8M 0.61% +3K +4.4% $253.97 +6.3%
42 AIT APPLIED INDL TECHNOLOGIES IN Industrials 53,040.0 $17.9M 0.58% +9K +20.2% $338.15 +1.3%
43 MSFT MICROSOFT CORP Technology 45,617.0 $17.0M 0.55% +5K +11.0% $373.02 +33.1%
44 WMB WILLIAMS COS INC Energy 219,413.0 $16.3M 0.53% +123K +127.9% $74.34 +0.1%
45 XEL XCEL ENERGY INC Utilities 196,808.0 $15.8M 0.51% +59K +43.3% $80.30 -3.3%
46 BWXT BWX TECHNOLOGIES INC Industrials 81,179.0 $15.8M 0.51% +25K +45.5% $194.65 -21.3%
47 MRK MERCK & CO INC Healthcare 122,900.0 $15.8M 0.51% +7K +6.1% $128.50 +19.2%
48 ABBV ABBVIE INC Healthcare 61,759.0 $15.5M 0.50% +4K +6.8% $251.64 +4.5%
49 TEX TEREX CORP NEW Industrials 206,691.0 $15.0M 0.48% +8K +3.9% $72.39 -9.7%
50 PPL PPL CORP Utilities 393,618.0 $14.3M 0.46% +120K +43.8% $36.35 -3.7%
51 TSLA TESLA INC Consumer Cyclical 33,941.0 $14.3M 0.46% +3K +10.4% $420.60 -17.8%
52 META META PLATFORMS INC Communication Services 24,922.0 $14.0M 0.45% +4K +19.6% $563.29 +2.3%
53 BERKSHIRE HATHAWAY INC DEL 27,029.0 $13.5M 0.44% +5K +21.3% $500.39
54 VELO3D INC 762,160.0 $13.4M 0.43% +762K +10000.0% $17.55
55 GOOGL ALPHABET INC Communication Services 37,097.0 $13.3M 0.43% +3K +10.3% $357.37 -4.3%
56 AMAT APPLIED MATLS INC Technology 18,181.0 $13.1M 0.42% +880.0 +5.1% $723.00 -33.6%
57 PH PARKER-HANNIFIN CORP Industrials 13,244.0 $13.0M 0.42% +559.0 +4.4% $978.12 +6.3%
58 JPM JPMORGAN CHASE & CO Financial Services 38,205.0 $12.5M 0.40% +2K +5.5% $327.33 +8.9%
59 V VISA INC Financial Services 36,045.0 $12.4M 0.40% +2K +5.3% $343.09 +11.9%
60 INTC INTEL CORP Technology 88,456.0 $12.4M 0.40% +9K +10.7% $139.63 -36.8%
Page 3 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%