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Portfolio (Quarterly) Guide ↗

Tema ETFs LLC

· CIK 0002056807
13F Portfolio $1.3B AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 558 New
Page 15 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NWSA NEWS CORP NEW Communication Services 29,723.0 $776K 0.06% NEW $26.12 +2.8%
282 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 11,542.0 $766K 0.06% NEW $66.39 +20.0%
283 AME AMETEK INC Industrials 3,604.0 $740K 0.06% NEW $205.31 +11.0%
284 TPR TAPESTRY INC Consumer Cyclical 5,763.0 $736K 0.06% NEW $127.77 +10.1%
285 MPC MARATHON PETE CORP Energy 4,516.0 $734K 0.06% NEW $162.63 +51.8%
286 PRU PRUDENTIAL FINL INC Financial Services 6,475.0 $731K 0.06% NEW $112.88 -9.6%
287 F FORD MTR CO Consumer Cyclical 55,223.0 $725K 0.06% NEW $13.12 +22.1%
288 AMP AMERIPRISE FINL INC Financial Services 1,471.0 $721K 0.06% NEW $490.34 -10.6%
289 NDAQ NASDAQ INC Financial Services 7,390.0 $718K 0.06% NEW $97.13 -7.2%
290 D DOMINION ENERGY INC Utilities 12,208.0 $715K 0.06% NEW $58.59 +14.5%
291 CBRE CBRE GROUP INC Real Estate 4,419.0 $711K 0.06% NEW $160.79 -20.4%
292 ROP ROPER TECHNOLOGIES INC Industrials 1,592.0 $709K 0.06% NEW $445.13 -28.3%
293 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 8,518.0 $707K 0.06% NEW $83.00 -36.3%
294 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 8,776.0 $705K 0.06% NEW $80.30 -0.5%
295 RJF RAYMOND JAMES FINL INC Financial Services 4,362.0 $700K 0.05% NEW $160.59 -10.8%
296 CCI CROWN CASTLE INC Real Estate 7,869.0 $699K 0.05% NEW $88.87 +2.3%
297 KDP KEURIG DR PEPPER INC Consumer Defensive 24,950.0 $699K 0.05% NEW $28.01 +8.7%
298 EA ELECTRONIC ARTS INC Communication Services 3,383.0 $691K 0.05% NEW $204.33 -1.5%
299 ARES ARES MANAGEMENT CORPORATION Financial Services 4,272.0 $690K 0.05% NEW $161.63 -21.9%
300 WDAY WORKDAY INC Technology 3,172.0 $681K 0.05% NEW $214.78 -41.4%
Page 15 of 28  ·  558 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 20.9%
Industrials 20.4%
Healthcare 18.0%
Financial Services 10.1%
Utilities 8.8%
Consumer Cyclical 6.5%
Communication Services 4.7%
Consumer Defensive 4.3%
Energy 3.2%
Basic Materials 1.7%