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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 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WEC WEC ENERGY GROUP INC Utilities 5,657.0 $661K 0.02% +435.0 +8.3% $116.77 -9.0%
362 EQT EQT CORP Energy 12,371.0 $658K 0.02% +1K +10.3% $53.17 +3.0%
363 CBRE CBRE GROUP INC Real Estate 4,875.0 $657K 0.02% +435.0 +9.8% $134.69 +9.3%
364 IQVIA HLDGS INC 3,370.0 $651K 0.02% +290.0 +9.4% $193.22
365 NWSA NEWS CORP NEW Communication Services 26,024.0 $646K 0.02% +2K +10.5% $24.83 +25.6%
366 ZTS ZOETIS INC Healthcare 8,984.0 $646K 0.02% +1K +18.9% $71.86 +4.4%
367 NDAQ NASDAQ INC Financial Services 8,150.0 $642K 0.02% +725.0 +9.8% $78.82 +26.0%
368 CNP CENTERPOINT ENERGY INC Utilities 14,515.0 $639K 0.02% +1K +9.9% $44.04 -10.8%
369 PODD INSULET CORP Healthcare 4,147.0 $631K 0.02% +294.0 +7.6% $152.25 -5.8%
370 ORIC ORIC PHARMACEUTICALS INC Healthcare 57,977.0 $628K 0.02% +750.0 +1.3% $10.83 +26.9%
371 CINF CINCINNATI FINL CORP Financial Services 3,378.0 $625K 0.02% +1K +54.7% $185.14 -6.8%
372 COIN COINBASE GLOBAL INC Financial Services 4,265.0 $624K 0.02% +290.0 +7.3% $146.19 +30.5%
373 FIRST TRACKS BIOTHERAPEUTICS 30,907.0 $622K 0.02% NEW $20.12
374 RMD RESMED INC Healthcare 3,174.0 $619K 0.02% +1K +50.8% $194.88 +21.0%
375 PHM PULTE GROUP INC Consumer Cyclical 4,495.0 $617K 0.02% +435.0 +10.7% $137.21 -7.6%
376 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,716.0 $616K 0.02% +435.0 +8.2% $107.78 +4.1%
377 NTAP NETAPP INC Technology 3,977.0 $615K 0.02% +290.0 +7.9% $154.76 +23.2%
378 EXR EXTRA SPACE STORAGE INC Real Estate 4,146.0 $602K 0.02% +290.0 +7.5% $145.30 -1.7%
379 BIIB BIOGEN INC Healthcare 2,772.0 $599K 0.02% +145.0 +5.5% $216.06 +2.5%
380 HAL HALLIBURTON CO Energy 17,617.0 $598K 0.02% +2K +10.0% $33.95 +4.5%
Page 19 of 30  ·  583 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%