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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 25 of 29  ·  574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FOXA FOX CORP Communication Services 3,417.0 $200K 0.01% $58.40 +11.2%
482 SWK STANLEY BLACK & DECKER INC Industrials 2,779.0 $197K 0.01% +14.0 +0.5% $71.06 +11.1%
483 HAS HASBRO INC Consumer Cyclical 2,038.0 $191K 0.01% $93.60 -6.0%
484 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 903.0 $189K 0.01% $209.08 +22.2%
485 GEN GEN DIGITAL INC Technology 9,777.0 $184K 0.01% +49.0 +0.5% $18.83 +31.5%
486 SJM SMUCKER J M CO Consumer Defensive 1,898.0 $183K 0.01% $96.44 +6.1%
487 UDR UDR INC Real Estate 5,409.0 $183K 0.01% +28.0 +0.5% $33.78 +12.6%
488 NTLA INTELLIA THERAPEUTICS INC Healthcare 14,076.0 $180K 0.01% -184.0 -1.3% $12.82 -1.6%
489 TYL TYLER TECHNOLOGIES INC Technology 515.0 $176K 0.01% $342.38 -10.2%
490 GL GLOBE LIFE INC Financial Services 1,256.0 $175K 0.01% $139.17 +12.6%
491 AKAM AKAMAI TECHNOLOGIES INC Technology 1,519.0 $174K 0.01% $114.85 +29.0%
492 GDDY GODADDY INC Technology 2,109.0 $174K 0.01% $82.67 +7.6%
493 TTD THE TRADE DESK INC Technology 7,635.0 $173K 0.01% $22.69 -2.2%
494 PKG PACKAGING CORP AMER Consumer Cyclical 811.0 $172K 0.01% $212.22 +2.9%
495 MAA MID-AMER APT CMNTYS INC Real Estate 1,407.0 $172K 0.01% +7.0 +0.5% $122.12 +6.9%
496 GNRC GENERAC HLDGS INC Industrials 878.0 $172K 0.01% +351.0 +66.6% $195.33 +40.7%
497 FFIV F5 INC Technology 590.0 $171K 0.01% $289.33 +37.2%
498 SNA SNAP ON INC Industrials 467.0 $170K 0.01% $363.22 +2.4%
499 AES AES CORP Utilities 11,552.0 $163K 0.01% $14.09 +4.1%
500 BAX BAXTER INTL INC Healthcare 9,576.0 $161K 0.01% +49.0 +0.5% $16.80 +15.4%
Page 25 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%