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Portfolio (Quarterly) Guide ↗

Tema ETFs LLC

· CIK 0002056807
13F Portfolio $1.3B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 558 New
Page 24 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EVRG EVERGY INC Utilities 3,494.0 $253K 0.02% NEW $72.49 +16.0%
462 INCY INCYTE CORP Healthcare 2,552.0 $252K 0.02% NEW $98.77 -1.7%
463 DLTR DOLLAR TREE INC Consumer Defensive 2,024.0 $249K 0.02% NEW $123.01 -23.8%
464 FOXA FOX CORP Communication Services 3,403.0 $249K 0.02% NEW $73.07 -11.1%
465 VRSN VERISIGN INC Technology 1,023.0 $249K 0.02% NEW $242.95 +26.3%
466 ROL ROLLINS INC Consumer Cyclical 4,125.0 $248K 0.02% NEW $60.02 -11.4%
467 HOLOGIC INC 3,313.0 $247K 0.02% NEW $74.49
468 COOPER COS INC 2,969.0 $243K 0.02% NEW $81.96
469 DGX QUEST DIAGNOSTICS INC Healthcare 1,366.0 $237K 0.02% NEW $173.53 +11.2%
470 KIM KIMCO RLTY CORP Real Estate 11,688.0 $237K 0.02% NEW $20.27 +21.1%
471 MLYS MINERALYS THERAPEUTICS INC Healthcare 6,463.0 $235K 0.02% NEW $36.29 -17.4%
472 TYL TYLER TECHNOLOGIES INC Technology 515.0 $234K 0.02% NEW $453.95 -32.3%
473 ALB ALBEMARLE CORP Basic Materials 1,638.0 $232K 0.02% NEW $141.44 +23.5%
474 L LOEWS CORP Financial Services 2,189.0 $231K 0.02% NEW $105.31 +3.6%
475 ORIC ORIC PHARMACEUTICALS INC Healthcare 27,854.0 $228K 0.02% NEW $8.18 +4.4%
476 CMS CMS ENERGY CORP Utilities 3,228.0 $226K 0.02% NEW $69.93 +6.1%
477 CLX CLOROX CO DEL Consumer Defensive 2,185.0 $220K 0.02% NEW $100.83 -4.6%
478 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 903.0 $219K 0.02% NEW $242.82 +4.0%
479 HST HOST HOTELS & RESORTS INC Real Estate 12,097.0 $214K 0.02% NEW $17.73 +30.3%
480 MAS MASCO CORP Industrials 3,353.0 $213K 0.02% NEW $63.46 +8.6%
Page 24 of 28  ·  558 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 20.9%
Industrials 20.4%
Healthcare 18.0%
Financial Services 10.1%
Utilities 8.8%
Consumer Cyclical 6.5%
Communication Services 4.7%
Consumer Defensive 4.3%
Energy 3.2%
Basic Materials 1.7%