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Portfolio (Quarterly) Guide ↗

Nan Shan Life Insurance Co., Ltd.

· CIK 0001730464
13F Portfolio $2.8B AUM 87 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 15 Added 17 Reduced 23 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETN EATON CORP PLC Industrials 275,247.0 $98.4M 3.56% NEW $357.67 +6.7%
2 QQQ INVESCO QQQ TR Financial Services 135,377.0 $78.1M 2.83% NEW $577.18 +23.8%
3 GDX VANECK ETF TRUST 586,380.0 $53.8M 1.95% NEW $91.77 -6.2%
4 VOO VANGUARD INDEX FDS 68,445.0 $40.9M 1.48% NEW $597.55 +14.3%
5 GRID FIRST TR EXCHANGE-TRADED FD 217,775.0 $35.6M 1.29% NEW $163.58 +16.8%
6 NEM NEWMONT CORP Basic Materials 305,814.0 $33.1M 1.20% NEW $108.25 +0.1%
7 IEMG ISHARES INC 456,506.0 $31.8M 1.15% NEW $69.75 +15.5%
8 CME CME GROUP INC Financial Services 102,540.0 $30.3M 1.10% NEW $295.35 -2.1%
9 BAC BANK AMERICA CORP Financial Services 565,955.0 $27.6M 1.00% NEW $48.75 +5.6%
10 IGV ISHARES TR 306,916.0 $24.6M 0.89% NEW $80.05 +15.5%
11 UBER UBER TECHNOLOGIES INC Technology 341,325.0 $24.6M 0.89% NEW $71.93 +3.7%
12 VPU VANGUARD WORLD FD 105,964.0 $21.0M 0.76% NEW $198.14 -1.6%
13 LLY ELI LILLY & CO Healthcare 15,686.0 $14.4M 0.52% NEW $919.77 +13.3%
14 SMH VANECK ETF TRUST 36,387.0 $14.0M 0.51% NEW $383.40 +48.0%
15 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 44,584.0 $12.3M 0.44% NEW $275.18 -7.7%
16 VLO VALERO ENERGY CORP Energy 49,332.0 $12.2M 0.44% NEW $247.08 +2.7%
17 FDN FIRST TR EXCHANGE-TRADED FD 44,000.0 $10.3M 0.37% NEW $234.03 +16.1%
18 LRCX LAM RESEARCH CORP Technology 46,575.0 $10.0M 0.36% NEW $213.66 +41.5%
19 VAW VANGUARD WORLD FD 38,836.0 $8.8M 0.32% NEW $225.34 +0.6%
20 CSCO CISCO SYS INC Technology 107,402.0 $8.3M 0.30% NEW $77.59 +52.3%
Page 1 of 2  ·  28 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 30.3%
Communication Services 21.6%
Healthcare 14.7%
Financial Services 12.9%
Consumer Defensive 6.8%
Consumer Cyclical 5.1%
Industrials 4.2%
Energy 2.5%
Basic Materials 1.5%
Real Estate 0.2%