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Portfolio (Quarterly) Guide ↗

Tema ETFs LLC

· CIK 0002056807
13F Portfolio $1.5B AUM 574 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 230 Added 75 Reduced 16 Exited
Page 19 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PTC PTC INC Technology 3,588.0 $511K 0.03% $142.49 +0.4%
362 EXR EXTRA SPACE STORAGE INC Real Estate 3,856.0 $506K 0.03% $131.13 +10.9%
363 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,693.0 $503K 0.03% $136.09 -8.4%
364 DOV DOVER CORP Industrials 2,409.0 $502K 0.03% $208.45 +2.5%
365 ULTA ULTA BEAUTY INC Consumer Cyclical 955.0 $499K 0.03% $522.71 -0.6%
366 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,516.0 $497K 0.03% $197.50 +12.1%
367 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,530.0 $496K 0.03% $196.04 +7.2%
368 DTE DTE ENERGY CO Utilities 3,389.0 $496K 0.03% $146.22 -1.2%
369 J JACOBS SOLUTIONS INC Industrials 3,886.0 $495K 0.03% $127.28 -8.9%
370 VMC VULCAN MATLS CO Basic Materials 1,812.0 $493K 0.03% -11K -85.8% $272.30 +0.8%
371 STT STATE STR CORP Financial Services 3,867.0 $489K 0.03% $126.56 +24.1%
372 CTRA COTERRA ENERGY INC Energy 13,796.0 $485K 0.03% +70.0 +0.5% $35.14 -7.3%
373 JBHT HUNT J B TRANS SVCS INC Industrials 2,280.0 $483K 0.03% $211.90 +27.2%
374 BIIB BIOGEN INC Healthcare 2,627.0 $482K 0.03% $183.33 +8.7%
375 ES EVERSOURCE ENERGY Utilities 6,943.0 $481K 0.03% +35.0 +0.5% $69.28 +0.8%
376 SRRK SCHOLAR ROCK HLDG CORP Healthcare 9,773.0 $480K 0.03% -126.0 -1.3% $49.16 +2.7%
377 PHM PULTE GROUP INC Consumer Cyclical 4,060.0 $477K 0.03% +21.0 +0.5% $117.61 +1.6%
378 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,281.0 $476K 0.03% $90.11 +15.6%
379 RMD RESMED INC Healthcare 2,105.0 $473K 0.03% $224.48 -6.7%
380 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,486.0 $471K 0.03% $72.69 +8.6%
Page 19 of 29  ·  574 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
Industrials 23.5%
Technology 18.8%
Healthcare 17.3%
Utilities 11.8%
Financial Services 7.6%
Consumer Cyclical 6.2%
Energy 4.2%
Communication Services 4.0%
Consumer Defensive 3.8%
Basic Materials 1.4%