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Holders — by stockHoldings — by fund

Main Management ETF Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001698607

$3.3M

disclosed book value

103

positions

34.8%

largest position share

Positions, as of 2026-06-30

top 100 of 103 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1XLKState Street Technology Select Sector SPDR ETF USD Class6.0M$1.1M34.8%
2XLFState Street Financial Select Sector SPDR ETF USD Class9.5M$509,92815.4%
3XLIState Street Industrial Select Sector SPDR ETF USD Class1.9M$352,81410.7%
4XLYState Street Consumer Discretionary Select Sector SPDR ETF2.1M$251,1577.6%
5QQQMInvesco Nasdaq 100 ETF USD Class590,648$178,9495.4%
6XLUState Street Utilities Select Sector SPDR ETF USD Class3.7M$169,5445.1%
7XLBState Street Materials Select Sector SPDR ETF USD Class2.1M$108,5303.3%
8XLEState Street Energy Select Sector SPDR ETF USD Class1.9M$98,4583%
9IDEViShares Core MSCI International Developed Markets ETF971,458$86,4692.6%
10IEMGiShares Core MSCI Emerging Markets ETF USD Class564,085$46,7291.4%
11SPEUState Street SPDR Portfolio Europe ETF516,918$28,3680.9%
12ILFiShares Latin America 40 ETF685,980$23,1520.7%
13VPLVanguard FTSE Pacific ETF167,739$19,4060.6%
14SPEMSPDR Portfolio Emerging Markets ETF USD Class318,850$16,5100.5%
15MUMicron Technology Inc.11,574$13,3600.4%
16PANWPalo Alto Networks Inc.30,247$10,3150.3%
17VICRVicor Corporation23,606$8,9650.3%
18CRWDCrowdstrike Holdings Inc.8,172$6,2360.2%
19FLCAFranklin FTSE Canada ETF USD Class113,169$5,8250.2%
20AMDAdvanced Micro Devices Inc.9,708$5,6390.2%
21FTNTFortinet Inc.36,585$5,6200.2%
22LITELumentum Holdings Inc.6,494$5,5720.2%
23YOUClear Secure Inc.99,011$5,5180.2%
24AAONAAON Inc.43,054$5,4620.2%
25HNGEHinge Health Inc.63,024$5,2310.2%
26BBBlackBerry Ltd.406,287$5,1400.2%
27EZAiShares MSCI South Africa ETF USD Class81,024$5,1200.2%
28KEYSKeysight Technologies Inc.13,742$4,8110.1%
29TERTeradyne Inc.9,741$4,7130.1%
30RBRKRubrik Inc.57,723$4,6340.1%
31VRNSVaronis Systems Inc.98,981$4,1530.1%
32MRVLMarvell Technology Inc.13,736$4,0920.1%
33VRTVertiv Holdings Company12,181$4,0780.1%
34GNRCGenerac Holdings Inc.13,838$4,0520.1%
35AEISAdvanced Energy Industries Inc.10,582$3,9460.1%
36Seagate Technology Holdings plc4,040$3,8990.1%
37GEVGE Vernova Inc.3,246$3,8140.1%
38VCYTVeracyte Inc.63,329$3,7190.1%
39MODModine Manufacturing Company13,820$3,6900.1%
40ONTOOnto Innovation Inc.9,696$3,6690.1%
41MYRGMYR Group Inc.7,326$3,6660.1%
42WDCWestern Digital Corporation5,656$3,6130.1%
43NETCloudflare Inc.14,594$3,5800.1%
44BSYBentley Systems Inc.119,166$3,5620.1%
45WWDWoodward Inc.8,120$3,4550.1%
46FFIVF5 Inc.8,130$3,3820.1%
47CIENCiena Corporation6,489$3,1830.1%
48VIAVViavi Solutions Inc.66,292$3,1650.1%
49RBCRBC Bearings Inc.4,884$3,1460.1%
50ESIElement Solutions Inc.65,108$3,1090.1%
51SQMSociedad Quimica y Minera de Chile S.A.40,691$3,0130.1%
52ADSKAutodesk Inc.15,428$3,0000.1%
53VSTVistra Corporation18,674$2,9620.1%
54ROKRockwell Automation Inc.5,679$2,8120.1%
55IPGPIPG Photonics Corporation23,606$2,7690.1%
56HBMHudbay Minerals Inc.116,340$2,7470.1%
57ITTITT Inc.13,838$2,7370.1%
58AXONAxon Enterprise Inc.4,873$2,7320.1%
59TSMTaiwan Semiconductor Manufacturing Company Ltd.5,656$2,7010.1%
60BWXTBWX Technologies Inc.12,993$2,5290.1%
61GENGen Digital Inc.100,449$2,5000.1%
62EROERO Copper Corporation87,098$2,3300.1%
63ADIAnalog Devices Inc.5,676$2,2540.1%
64STLDSteel Dynamics Inc.9,765$2,2410.1%
65PODDInsulet Corporation14,593$2,2220.1%
66HAEHaemonetics Corporation29,088$2,1820.1%
67QQnity Electronics Inc.13,008$2,1240.1%
68WATWaters Corporation5,656$2,1210.1%
69KAIKadant Inc.6,488$2,0390.1%
70CRCrane Company8,888$1,9830.1%
71CEGConstellation Energy Corporation7,753$1,9260.1%
72SCCOSouthern Copper Corporation10,714$1,8670.1%
73USARUSA Rare Earth Inc.86,178$1,8600.1%
74CWCurtiss-Wright Corporation2,434$1,8440.1%
75Fabrinet3,232$1,8170.1%
76TECKTeck Resources Ltd.30,099$1,7900.1%
77VEEVVeeva Systems Inc.9,721$1,7250.1%
78DOCSDoximity Inc.80,377$1,6670.1%
79CENXCentury Aluminum Company33,363$1,5350%
80TRMBTrimble Inc.28,280$1,4470%
81MOG/AMoog Inc.3,247$1,3760%
82Garmin Ltd.5,681$1,3490%
83ALMAlmonty Industries Inc.79,736$1,3200%
84Elbit Systems Ltd.1,626$1,2340%
85AAAlcoa Corporation23,618$1,2310%
86DXCMDexcom Inc.17,776$1,1970%
87AAgilent Technologies Inc.8,888$1,1810%
88KRMNKarman Holdings Inc.22,734$1,1350%
89CSWCSW Industrials Inc.4,060$1,1300%
90ZSZscaler Inc.7,711$1,0880%
91AVAVAeroVironment Inc.6,457$1,0660%
92MTDMettler-Toledo International Inc.813$1,0390%
93KTOSKratos Defense & Security Solutions Inc.20,300$1,0120%
94GDGeneral Dynamics Corporation2,434$8620%
95PHParker-Hannifin Corporation802$7840%
96CAECAE Inc.30,854$7730%
97CACICACI International Inc.1,626$7530%
98WAYWaystar Holding Corporation36,360$7460%
99HIIHuntington Ingalls Industries Inc.2,434$6810%
100UUUUEnergy Fuels Inc.46,439$6730%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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