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Portfolio (Quarterly) Guide ↗

Main Management ETF Advisors, LLC

· CIK 0001698607
13F Portfolio $2.8B AUM 124 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 117 Added 4 Reduced 1 Exited
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU Micron Technology Inc. Technology 12,528.0 $3.6M 0.13% +128.0 +1.0% $285.44 +141.5%
22 CRDO Credo Technology Group Holding Ltd. Technology 22,707.0 $3.3M 0.12% +232.0 +1.0% $143.88 +7.6%
23 ALAB Astera Labs Inc. Technology 18,792.0 $3.1M 0.11% +192.0 +1.0% $166.35 +29.5%
24 SE Sea Ltd. Consumer Cyclical 24,273.0 $3.1M 0.11% +248.0 +1.0% $127.59 -31.3%
25 COHR Coherent Corporation Technology 16,443.0 $3.0M 0.11% +168.0 +1.0% $184.58 +96.2%
26 ZS Zscaler Inc. Technology 12,527.0 $2.8M 0.10% +128.0 +1.0% $224.95 -22.1%
27 GH Guardant Health Inc. Healthcare 26,622.0 $2.7M 0.10% +272.0 +1.0% $102.13 -7.6%
28 MSFT Microsoft Corporation Technology 5,481.0 $2.7M 0.09% +56.0 +1.0% $483.67 -13.1%
29 ARGX Argenx S.E. Healthcare 3,132.0 $2.6M 0.09% +32.0 +1.0% $841.00 -6.7%
30 DLO Dlocal Ltd./Uruguay Technology 179,307.0 $2.5M 0.09% +2K +1.0% $14.14 -21.1%
31 SHOP Shopify Inc. Technology 15,660.0 $2.5M 0.09% +160.0 +1.0% $160.98 -37.0%
32 KRYS Krystal Biotech Inc. Healthcare 10,179.0 $2.5M 0.09% +104.0 +1.0% $246.59 +19.8%
33 SOFI SoFi Technologies Inc. Financial Services 94,743.0 $2.5M 0.09% +968.0 +1.0% $26.18 -40.7%
34 Ascendis Pharma A/S 10,962.0 $2.3M 0.08% +112.0 +1.0% $213.28
35 BBIO Bridgebio Pharma Inc. Healthcare 30,537.0 $2.3M 0.08% +312.0 +1.0% $76.50 -15.8%
36 XPEV XPeng Inc. Consumer Cyclical 115,101.0 $2.3M 0.08% +1K +1.0% $20.28 -25.7%
37 INSM Insmed Inc. Healthcare 13,311.0 $2.3M 0.08% +136.0 +1.0% $174.07 -39.2%
38 CVNA Carvana Company Consumer Cyclical 5,481.0 $2.3M 0.08% +56.0 +1.0% $422.00 -84.2%
39 GEN Gen Digital Inc. Technology 83,781.0 $2.3M 0.08% +856.0 +1.0% $27.19 -11.7%
40 AVAV AeroVironment Inc. Industrials 9,396.0 $2.3M 0.08% +96.0 +1.0% $241.91 -33.4%
Page 2 of 6  ·  117 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 61.5%
Healthcare 14.9%
Consumer Cyclical 11.1%
Communication Services 4.6%
Financial Services 4.0%
Industrials 3.1%
Real Estate 0.7%