Fund Holdings

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WALMART INC(WMT)746,0953,749,201+3,003,10683,122,444465,950,7010.63%+382,828,257
LOCKHEED MARTIN CORP(LMT)1,026,8131,443,279+416,466496,638,644872,174,6131.18%+375,535,969
CAMECO CORP(CCJ)14,529,95615,373,206+843,2501,332,202,1181,666,327,4482.26%+334,125,330
RTX CORPORATION(RTX)2,710,5393,801,995+1,091,456497,094,518733,404,8350.99%+236,310,317
GENERAL DYNAMICS CORP(GD)1,421,6972,059,275+637,578478,590,093706,399,4180.96%+227,809,325
AMRIZE LTD(AMRZ)3,2574,066,433+4,063,176176,139227,789,0650.31%+227,612,926
NORTHROP GRUMMAN CORP(NOC)470,104692,865+222,761268,058,002472,700,2180.64%+204,642,216
L3HARRIS TECHNOLOGIES INC(LHX)953,1071,365,744+412,637279,803,622471,386,5410.64%+191,582,919
SOUTHERN COPPER CORP(SCCO)1,677,4822,456,175+778,693240,692,416422,380,2730.57%+181,687,857
FREEPORT MCMORAN INC(FCX)5,358,2977,725,080+2,366,783272,169,636453,830,8300.62%+181,661,194
NEXGEN ENERGY LTD(NXE)34,411,23542,786,101+8,374,866317,062,847494,835,4910.67%+177,772,644
ELBIT SYS LTD(ESLT)259,890378,968+119,078149,715,428316,496,7910.43%+166,781,363
EATON CORP PLC(ETN)861,2301,205,583+344,353274,324,432431,075,0960.58%+156,750,664
SAP SE(SAP)552894,797+894,245134,531153,152,6980.21%+153,018,167
NETFLIX INC.(NFLX)5,580,3336,870,149+1,289,816523,233,942657,166,9590.89%+133,933,017
HUDBAY MINERALS INC(HBM)12,462,67617,731,996+5,269,320247,751,773370,132,8490.50%+122,381,076
TECK RESOURCES LTD(TECK)4,828,5246,849,739+2,021,215231,466,803353,743,1390.48%+122,276,336
CSX CORP(CSX)9,864,83811,649,168+1,784,330357,603,457478,170,8750.65%+120,567,418
UNION PAC CORP(UNP)1,238,6611,676,764+438,103286,529,796406,808,8200.55%+120,279,024
DEERE & CO(DE)645,818746,840+101,022300,698,278420,654,1780.57%+119,955,900
TRANE TECHNOLOGIES PLC(TT)755,667987,822+232,155294,120,410411,560,5400.56%+117,440,130
EQUINIX INC(EQIX)145,808230,407+84,599111,441,628225,854,1580.31%+114,412,530
CHENIERE ENERGY INC(LNG)852,375982,486+130,111165,692,502278,725,4100.38%+113,032,908
SEMPRA(SRE)3,579,9844,413,656+833,672316,080,551428,871,3560.58%+112,790,805
DIGITAL RLTY TR INC(DLR)617,9781,152,170+534,19295,607,377207,632,5560.28%+112,025,179
URANIUM ENERGY CORP(UEC)29,907,78034,102,140+4,194,360349,325,759460,332,1360.62%+111,006,377
BWX TECHNOLOGIES INC(BWXT)884,4301,288,028+403,598152,864,881263,388,8460.36%+110,523,965
ENERGY FUELS INC(UUUU)13,768,89416,868,058+3,099,164199,694,324308,336,9390.42%+108,642,615
INTEL CORP(INTC)7,439,8878,606,897+1,167,010274,688,425378,669,4020.51%+103,980,977
GLOBAL X FDS
DEFENSE TECH ETF
2,776,1424,044,268+1,268,126180,408,005283,089,1330.38%+102,681,128
QUANTA SVCS INC864,636850,063-14,573364,948,668466,640,9940.63%+101,692,326
WHEATON PRECIOUS METALS CORP(WPM)11,003,03810,626,954-376,0841,293,077,0261,391,863,5201.89%+98,786,494
GLOBAL X FDS
GLOBAL X COPPER
4,941,0556,430,162+1,489,107358,188,898455,837,3540.62%+97,648,456
ENTERPRISE PRODS PARTNERS L(EPD)11,482,68612,118,253+635,567368,134,913458,554,6940.62%+90,419,781
AMERICAN TOWER CORP(AMT)632,6751,166,809+534,134111,078,750201,367,8970.27%+90,289,147
ENERGY TRANSFER L P(ET)22,562,36323,898,200+1,335,837372,053,366461,235,2600.63%+89,181,894
PLAINS ALL AMERN PIPELINE L(PAA)16,289,87917,051,582+761,703292,566,227380,761,8260.52%+88,195,599
MICRON TECHNOLOGY INC(MU)1,741,6981,747,716+6,018497,782,012585,730,7850.79%+87,948,773
FASTENAL CO(FAST)8,490,4749,098,139+607,665340,733,301422,133,3790.57%+81,400,078
HUNTINGTON INGALLS INDS INC(HII)392,546561,722+169,176133,493,118213,398,1880.29%+79,905,070
FIRST MAJESTIC SILVER CORP(AG)19,182,18018,493,793-688,387320,460,974395,174,3220.54%+74,713,348
MASTEC INC(MTZ)557,777604,677+46,900121,246,123194,535,8360.26%+73,289,713
RIO TINTO PLC(RIO)4,045,1604,237,751+192,591323,734,155395,339,7900.54%+71,605,635
DENISON MINES CORP(DNN)58,863,43964,049,291+5,185,852156,310,719226,264,2000.31%+69,953,481
APPLIED MATLS INC595,992652,284+56,292153,324,934221,912,9860.30%+68,588,052
SSR MINING IN(SSRM)11,573,99610,816,700-757,296253,750,691317,721,2870.43%+63,970,596
XPENG INC(XPEV)309,5193,771,525+3,462,0066,403,23164,469,3150.09%+58,066,084
CROWN CASTLE INC(CCI)706,1321,479,997+773,86562,756,520120,317,4440.16%+57,560,924
LEIDOS HOLDINGS INC(LDOS)1,243,3811,808,519+565,138224,305,933281,260,8750.38%+56,954,942
ENBRIDGE INC(ENB)4,783,0165,265,617+482,601228,771,655285,080,5040.39%+56,308,849
COMPANIA DE MINAS BUENAVENTU(BVN)7,983,4297,718,670-264,759222,178,829278,108,2930.38%+55,929,464
ONEOK INC NEW(OKE)2,547,6392,688,369+140,730187,255,777243,041,7900.33%+55,786,013
BAIDU INC306,789859,332+552,54340,092,40595,726,8410.13%+55,634,436
WILLIAMS COS INC(WMB)4,289,7474,292,138+2,391257,856,693312,378,3560.42%+54,521,663
HESS MIDSTREAM LP(HESM)6,422,3767,066,430+644,054221,571,972274,672,1340.37%+53,100,162
KINDER MORGAN INC DEL(KMI)7,990,1008,104,113+114,013219,650,729271,734,6660.37%+52,083,937
EMCOR GROUP INC(EME)317,875333,572+15,697194,475,055246,262,3890.33%+51,787,334
PALO ALTO NETWORKS INC(PANW)762,1341,199,637+437,503140,399,889191,956,2450.26%+51,556,356
AURORA INNOVATION INC012,174,784+12,174,784050,160,1100.07%+50,160,110
MOOG INC(MOG-A)282,820405,214+122,39468,880,811118,581,8250.16%+49,701,014
MPLX LP(MPLX)6,908,3827,319,250+410,868368,700,347417,709,5980.57%+49,009,251
SUNOCO LP/SUNOCO FIN CORP(SUN)3,081,0353,226,334+145,299161,477,044209,614,9200.28%+48,137,876
EVERUS CONSTR GROUP(ECG)0405,419+405,419047,859,9440.06%+47,859,944
ORACLE CORP(ORCL)1,070,7161,736,539+665,823208,795,042254,794,5930.35%+45,999,551
WESTLAKE CORPORATION(WLK)876,885943,975+67,09064,837,978110,274,0770.15%+45,436,099
TC ENERGY CORP(TRP)4,240,0554,445,810+205,755233,245,426278,307,7060.38%+45,062,280
VENTURE GLOBAL INC(VG)5,411,5285,197,413-214,11536,906,62181,911,2290.11%+45,004,608
CISCO SYS INC(CSCO)5,733,9606,272,911+538,951441,712,364486,675,4480.66%+44,963,084
LAM RESEARCH CORP(LRCX)930,049956,993+26,944159,428,153203,269,5030.28%+43,841,350
LEGENCE CORP(LGN)17,236784,653+767,417741,83744,298,7460.06%+43,556,909
KRATOS DEFENSE & SEC SOLUTIO(KTOS)1,681,6752,422,695+741,020127,655,949170,824,2240.23%+43,168,275
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
292,682311,448+18,76680,614,499121,928,6330.17%+41,314,134
NEWMONT CORP(NEM)558,546884,660+326,11455,770,81995,764,4450.13%+39,993,626
ALBEMARLE CORP(ALB)917,157939,155+21,998129,778,877168,381,0920.23%+38,602,215
WESTERN MIDSTREAM PARTNERS L(WES)8,280,0508,869,816+589,766327,061,975365,170,3250.50%+38,108,350
CARPENTER TECHNOLOGY CORP(CRS)339,590366,576+26,986106,918,222144,473,9050.20%+37,555,683
CHENIERE ENERGY PARTNERS L P(CQP)2,753,0082,853,843+100,835147,230,868184,443,8730.25%+37,213,005
NORFOLK SOUTHN CORP(NSC)1,181,1761,313,998+132,822340,754,374377,108,9780.51%+36,354,604
NOKIA CORP(NOK)2,6854,496,157+4,493,47217,47936,142,7330.05%+36,125,254
MARVELL TECHNOLOGY INC(MRVL)1,514,9361,685,239+170,303129,080,759165,102,5490.22%+36,021,790
UNITI GROUP LLC(UNIT)2,094,8205,379,992+3,285,17214,684,68850,464,3250.07%+35,779,637
KARMAN HLDGS INC(KRMN)823,3641,198,518+375,15460,245,54495,941,3660.13%+35,695,822
USA COMPRESSION PARTNERS LP(USAC)5,308,2375,808,883+500,646122,089,451157,536,9070.21%+35,447,456
WOODWARD INC(WWD)404,413440,505+36,092122,262,560157,655,4470.21%+35,392,887
HUBBELL INC(HUBB)387,780422,090+34,310172,220,381207,102,0190.28%+34,881,638
ATI INC(ATI)1,007,9591,032,774+24,815115,675,207150,213,3820.20%+34,538,175
TASEKO MINES LTD(TGB)9,848,41213,931,540+4,083,12855,742,01289,858,4330.12%+34,116,421
SANTACRUZ SILVER MNG LTD03,921,965+3,921,965033,976,9040.05%+33,976,904
PROGRESSIVE CORP(PGR)66,923242,244+175,32115,072,43748,033,7770.07%+32,961,340
TITAN AMER SA
COMMON SHARES
11,2962,199,307+2,188,011186,15832,943,4430.04%+32,757,285
COSTCO WHOLESALE CORPORATION(COST)333,623320,302-13,321287,679,806319,158,5220.43%+31,478,716
RBC BEARINGS INC(RBC)213,971232,547+18,57695,952,292126,294,8370.17%+30,342,545
EMERSON ELEC CO(EMR)2,327,5242,589,541+262,017308,964,991339,098,6980.46%+30,133,707
STERLING INFRASTRUCTURE INC(STRL)223,178240,097+16,91968,344,20597,776,4940.13%+29,432,289
REGAL REXNORD CORPORATION(RRX)450,660489,804+39,14463,237,85991,714,5020.12%+28,476,643
SBA COMMUNICATIONS CORP(SBAC)154,381338,553+184,17229,861,91758,268,3570.08%+28,406,440
ERO COPPER CORP(ERO)3,072,5314,345,630+1,273,09987,037,300115,432,9860.16%+28,395,686
AKAMAI TECHNOLOGIES INC(AKAM)889,932918,742+28,81077,688,322105,250,7990.14%+27,562,477
GDS HLDGS LTD(GDS)878,4481,435,002+556,55430,657,83557,816,2310.08%+27,158,396
ALCOA CORP(AA)1,874,3801,909,423+35,04399,612,583126,631,9490.17%+27,019,366
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