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Strategy Shares

CIK: 0001506213 Equity
Report date: 2026-03-27
AUM $138M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

176 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 SYK STRYKER CORPORATION Since 2026-05-10 863667101 Equity (Common)
1.19%
$1.65 4,458
2 PTGX Protagonist Therapeutics Inc Since 2026-05-10 74366E102 Equity (Common)
0.10%
$0.14 1,741
3 NVDA NVIDIA CORPORATION Since 2026-05-10 67066G104 Equity (Common)
7.28%
$10.05 52,574
4 CINF CINCINNATI FINANCIAL CORPORATION Since 2026-05-10 172062101 Equity (Common)
0.39%
$0.53 3,309
5 EQR EQUITY RESIDENTIAL Since 2026-05-10 29476L107 Equity (Common)
0.32%
$0.44 7,132
6 ETR ENTERGY CORPORATION Since 2026-05-10 29364G103 Equity (Common)
0.10%
$0.14 1,437
7 VMC VULCAN MATERIALS COMPANY Since 2026-05-10 929160109 Equity (Common)
0.23%
$0.32 1,050
8 AUR AURORA INNOVATION, INC. Since 2026-05-10 051774107 Equity (Common)
0.10%
$0.13 31,693
9 FTNT FORTINET, INC. Since 2026-05-10 34959E109 Equity (Common)
0.75%
$1.03 12,704
10 AZO AUTOZONE, INC. Since 2026-05-10 053332102 Equity (Common)
0.91%
$1.26 341
11 TT TRANE TECHNOLOGIES PLC Since 2026-05-10 G8994E103 Equity (Common)
0.53%
$0.74 1,750
12 ZS ZSCALER, INC. Since 2026-05-10 98980G102 Equity (Common)
0.37%
$0.51 2,548
13 WDAY WORKDAY, INC. Since 2026-05-10 98138H101 Equity (Common)
0.63%
$0.87 4,944
14 HLI HOULIHAN LOKEY, INC. Since 2026-05-10 441593100 Equity (Common)
0.77%
$1.06 6,303
15 MLM MARTIN MARIETTA MATERIALS, INC. Since 2026-05-10 573284106 Equity (Common)
0.23%
$0.32 485
16 IP INTERNATIONAL PAPER COMPANY Since 2026-05-10 460146103 Equity (Common)
0.20%
$0.28 6,845
17 AJG ARTHUR J. GALLAGHER & CO. Since 2026-05-10 363576109 Equity (Common)
0.69%
$0.96 3,834
18 UTHR UNITED THERAPEUTICS CORPORATION Since 2026-05-10 91307C102 Equity (Common)
0.10%
$0.14 296
19 CBRE CBRE GROUP, INC. Since 2026-05-10 12504L109 Equity (Common)
0.62%
$0.86 5,026
20 PATH UIPATH, INC. Since 2026-05-10 90364P105 Equity (Common)
0.09%
$0.13 10,410
21 CAT CATERPILLAR INC. Since 2026-05-10 149123101 Equity (Common)
1.44%
$1.99 3,021
22 HD THE HOME DEPOT, INC. Since 2026-05-10 437076102 Equity (Common)
1.78%
$2.46 6,578
23 OTIS OTIS WORLDWIDE CORPORATION Since 2026-05-10 68902V107 Equity (Common)
0.27%
$0.38 4,417
24 RSG REPUBLIC SERVICES, INC. Since 2026-05-10 760759100 Equity (Common)
0.83%
$1.15 5,328
25 TOL TOLL BROTHERS, INC. Since 2026-05-10 889478103 Equity (Common)
0.24%
$0.33 2,288
26 BSY BENTLEY SYSTEMS, INCORPORATED Since 2026-05-10 08265T208 Equity (Common)
0.10%
$0.14 3,976
27 SO THE SOUTHERN COMPANY Since 2026-05-10 842587107 Equity (Common)
0.97%
$1.34 14,965
28 OKTA OKTA, INC. Since 2026-05-10 679295105 Equity (Common)
0.22%
$0.31 3,661
29 SPGI S&P GLOBAL INC. Since 2026-05-10 78409V104 Equity (Common)
1.19%
$1.64 3,101
30 APTV APTIV PLC Since 2026-05-10 G3265R107 Equity (Common)
0.48%
$0.67 8,822
31 TOST TOAST, INC. Since 2026-05-10 888787108 Equity (Common)
0.20%
$0.28 9,021
32 AEP AMERICAN ELECTRIC POWER COMPANY, INC. Since 2026-05-10 025537101 Equity (Common)
0.86%
$1.19 9,959
33 ENTG ENTEGRIS, INC. Since 2026-05-10 29362U104 Equity (Common)
0.16%
$0.22 1,899
34 GEHC GE HEALTHCARE TECHNOLOGIES INC. Since 2026-05-10 36266G107 Equity (Common)
0.10%
$0.14 1,773
35 ANET ARISTA NETWORKS, INC. Since 2026-05-10 040413205 Equity (Common)
0.69%
$0.95 6,719
36 ED CONSOLIDATED EDISON, INC. Since 2026-05-10 209115104 Equity (Common)
0.14%
$0.20 1,856
37 DOCU DOCUSIGN, INC. Since 2026-05-10 256163106 Equity (Common)
0.32%
$0.44 8,342
38 NOW SERVICENOW, INC. Since 2026-05-10 81762P102 Equity (Common)
1.05%
$1.45 12,356
39 ZTS ZOETIS INC. Since 2026-05-10 98978V103 Equity (Common)
0.57%
$0.79 6,343
40 AVGO BROADCOM INC. Since 2026-05-10 11135F101 Equity (Common)
2.70%
$3.73 11,269
41 URI UNITED RENTALS, INC. Since 2026-05-10 911363109 Equity (Common)
0.28%
$0.38 486
42 COP CONOCOPHILLIPS Since 2026-05-10 20825C104 Equity (Common)
0.15%
$0.20 1,956
43 PEG PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED Since 2026-05-10 744573106 Equity (Common)
0.22%
$0.30 3,647
44 NRG NRG ENERGY, INC. Since 2026-05-10 629377508 Equity (Common)
0.33%
$0.45 2,943
45 AXP AMERICAN EXPRESS COMPANY Since 2026-05-10 025816109 Equity (Common)
1.41%
$1.95 5,530
46 SHOP SHOPIFY INC. Since 2026-05-10 82509L107 Equity (Common)
0.16%
$0.23 1,728
47 LRN STRIDE, INC. Since 2026-05-10 86333M108 Equity (Common)
0.14%
$0.20 2,349
48 NTNX NUTANIX, INC. Since 2026-05-10 67059N108 Equity (Common)
0.17%
$0.23 5,883
49 EQIX EQUINIX, INC. Since 2026-05-10 29444U700 Equity (Common)
0.34%
$0.47 571
50 MANH MANHATTAN ASSOCIATES, INC. Since 2026-05-10 562750109 Equity (Common)
0.21%
$0.29 1,949
51 GWRE GUIDEWIRE SOFTWARE, INC. Since 2026-05-10 40171V100 Equity (Common)
0.25%
$0.34 2,415
52 XYL XYLEM INC. Since 2026-05-10 98419M100 Equity (Common)
0.35%
$0.48 3,482
53 INCY INCYTE CORPORATION Since 2026-05-10 45337C102 Equity (Common)
0.12%
$0.17 1,690
54 MCO MOODY'S CORPORATION Since 2026-05-10 615369105 Equity (Common)
1.10%
$1.52 2,958
55 IDCC InterDigital, Inc. Since 2026-05-10 45867G101 Equity (Common)
0.11%
$0.15 468
56 FLEX FLEX LTD. Since 2026-05-10 Y2573F102 Equity (Common)
0.42%
$0.58 9,191
57 VRT VERTIV HOLDINGS CO Since 2026-05-10 92537N108 Equity (Common)
0.27%
$0.38 2,037
58 VLO VALERO ENERGY CORPORATION Since 2026-05-10 91913Y100 Equity (Common)
0.25%
$0.34 1,881
59 LMND LEMONADE, INC. Since 2026-05-10 52567D107 Equity (Common)
0.10%
$0.13 1,549
60 CDW CDW CORPORATION Since 2026-05-10 12514G108 Equity (Common)
0.14%
$0.19 1,537
61 SOFI SOFI TECHNOLOGIES, INC. Since 2026-05-10 83406F102 Equity (Common)
0.33%
$0.45 19,789
62 APD AIR PRODUCTS AND CHEMICALS, INC. Since 2026-05-10 009158106 Equity (Common)
0.42%
$0.58 2,117
63 ODFL OLD DOMINION FREIGHT LINE, INC. Since 2026-05-10 679580100 Equity (Common)
0.12%
$0.17 972
64 MTD METTLER-TOLEDO INTERNATIONAL INC. Since 2026-05-10 592688105 Equity (Common)
0.10%
$0.14 100
65 PGR THE PROGRESSIVE CORPORATION Since 2026-05-10 743315103 Equity (Common)
1.06%
$1.47 7,053
66 RF REGIONS FINANCIAL CORPORATION Since 2026-05-10 7591EP100 Equity (Common)
0.47%
$0.65 22,834
67 MDB MONGODB, INC. Since 2026-05-10 60937P106 Equity (Common)
0.29%
$0.40 1,082
68 RBRK RUBRIK, INC. Since 2026-05-10 781154109 Equity (Common)
0.11%
$0.15 2,731
69 KVYO Klaviyo Inc Since 2026-05-10 49845K101 Equity (Common)
0.10%
$0.14 6,149
70 TER TERADYNE, INC. Since 2026-05-10 880770102 Equity (Common)
0.16%
$0.23 945
71 DT DYNATRACE, INC. Since 2026-05-10 268150109 Equity (Common)
0.21%
$0.29 7,652
72 FIX COMFORT SYSTEMS USA, INC. Since 2026-05-10 199908104 Equity (Common)
0.26%
$0.35 309
73 LLY ELI LILLY AND COMPANY Since 2026-05-10 532457108 Equity (Common)
1.55%
$2.15 2,070
74 DOCS Doximity Inc Since 2026-05-10 26622P107 Equity (Common)
0.14%
$0.19 5,043
75 STLD STEEL DYNAMICS, INC. Since 2026-05-10 858119100 Equity (Common)
0.19%
$0.26 1,432
76 D Dominion Energy, Inc. Since 2026-05-10 25746U109 Equity (Common)
0.18%
$0.26 4,234
77 VEEV VEEVA SYSTEMS INC. Since 2026-05-10 922475108 Equity (Common)
0.36%
$0.50 2,464
78 ADP AUTOMATIC DATA PROCESSING, INC. Since 2026-05-10 053015103 Equity (Common)
0.61%
$0.84 3,402
79 TRMB TRIMBLE INC. Since 2026-05-10 896239100 Equity (Common)
0.64%
$0.89 13,129
80 AVPT AvePoint Inc Since 2026-05-10 053604104 Equity (Common)
0.10%
$0.14 11,688
81 W WAYFAIR INC. Since 2026-05-10 94419L101 Equity (Common)
0.11%
$0.15 1,448
82 MKC-V MCCORMICK & COMPANY, INCORPORATED Since 2026-05-10 579780206 Equity (Common)
0.56%
$0.77 12,430
83 FITB FIFTH THIRD BANCORP Since 2026-05-10 316773100 Equity (Common)
0.76%
$1.04 20,793
84 NEE NEXTERA ENERGY, INC. Since 2026-05-10 65339F101 Equity (Common)
0.84%
$1.16 13,154
85 RVMD REVOLUTION MEDICINES, INC. Since 2026-05-10 76155X100 Equity (Common)
0.12%
$0.16 1,641
86 VFC V.F. CORPORATION Since 2026-05-10 918204108 Equity (Common)
0.10%
$0.14 6,933
87 FN FABRINET Since 2026-05-10 G3323L100 Equity (Common)
0.10%
$0.14 275
88 IDXX IDEXX LABORATORIES, INC. Since 2026-05-10 45168D104 Equity (Common)
0.35%
$0.48 717
89 CRWD CROWDSTRIKE HOLDINGS, INC. Since 2026-05-10 22788C105 Equity (Common)
0.79%
$1.09 2,465
90 PHM PULTEGROUP, INC. Since 2026-05-10 745867101 Equity (Common)
0.38%
$0.53 4,230
91 HBAN HUNTINGTON BANCSHARES INCORPORATED Since 2026-05-10 446150104 Equity (Common)
0.54%
$0.74 42,301
92 AMGN AMGEN INC. Since 2026-05-10 031162100 Equity (Common)
1.03%
$1.43 4,176
93 TW TRADEWEB MARKETS INC. Since 2026-05-10 892672106 Equity (Common)
0.10%
$0.14 1,343
94 EWBC EAST WEST BANCORP, INC. Since 2026-05-10 27579R104 Equity (Common)
0.10%
$0.14 1,211
95 HUBS HUBSPOT, INC. Since 2026-05-10 443573100 Equity (Common)
0.19%
$0.26 937
96 VST VISTRA CORP. Since 2026-05-10 92840M102 Equity (Common)
0.13%
$0.18 1,168
97 GEN GEN DIGITAL INC. Since 2026-05-10 668771108 Equity (Common)
0.52%
$0.72 30,081
98 FAST FASTENAL COMPANY Since 2026-05-10 311900104 Equity (Common)
0.52%
$0.71 16,489
99 AGX ARGAN, INC. Since 2026-05-10 04010E109 Equity (Common)
0.10%
$0.14 390
100 GTLB GitLab Inc Since 2026-05-10 37637K108 Equity (Common)
0.10%
$0.14 4,005
101 INSM INSMED INCORPORATED Since 2026-05-10 457669307 Equity (Common)
0.19%
$0.27 1,710
102 LITE LUMENTUM HOLDINGS INC. Since 2026-05-10 55024U109 Equity (Common)
0.21%
$0.30 757
103 GPN GLOBAL PAYMENTS INC. Since 2026-05-10 37940X102 Equity (Common)
0.10%
$0.14 1,967
104 ALNY ALNYLAM PHARMACEUTICALS, INC. Since 2026-05-10 02043Q107 Equity (Common)
0.23%
$0.32 934
105 RPRX ROYALTY PHARMA PLC Since 2026-05-10 G7709Q104 Equity (Common)
0.55%
$0.76 18,341
106 DECK DECKERS OUTDOOR CORPORATION Since 2026-05-10 243537107 Equity (Common)
0.28%
$0.39 3,259
107 PCOR Procore Technologies Inc Since 2026-05-10 74275K108 Equity (Common)
0.22%
$0.30 5,330
108 MTG MGIC INVESTMENT CORPORATION Since 2026-05-10 552848103 Equity (Common)
0.31%
$0.43 15,841
109 GH GUARDANT HEALTH, INC. Since 2026-05-10 40131M109 Equity (Common)
0.11%
$0.14 1,274
110 TTD THE TRADE DESK, INC. Since 2026-05-10 88339J105 Equity (Common)
0.15%
$0.21 6,896
111 CARG CARGURUS, INC. Since 2026-05-10 141788109 Equity (Common)
0.53%
$0.72 22,380
112 STRL STERLING INFRASTRUCTURE, INC. Since 2026-05-10 859241101 Equity (Common)
0.10%
$0.13 367
113 ITW ILLINOIS TOOL WORKS INC. Since 2026-05-10 452308109 Equity (Common)
1.07%
$1.48 5,646
114 PVLA Palvella Therapeutics Inc Since 2026-05-10 697947109 Equity (Common)
0.10%
$0.13 1,719
115 MSCI MSCI INC. Since 2026-05-10 55354G100 Equity (Common)
0.68%
$0.94 1,534
116 CPRT COPART, INC. Since 2026-05-10 217204106 Equity (Common)
0.22%
$0.31 7,584
117 WMB THE WILLIAMS COMPANIES, INC. Since 2026-05-10 969457100 Equity (Common)
0.28%
$0.39 5,778
118 MPWR MONOLITHIC POWER SYSTEMS, INC. Since 2026-05-10 609839105 Equity (Common)
0.23%
$0.32 285
119 ROK ROCKWELL AUTOMATION, INC. Since 2026-05-10 773903109 Equity (Common)
0.77%
$1.07 2,534
120 BSX BOSTON SCIENTIFIC CORPORATION Since 2026-05-10 101137107 Equity (Common)
1.04%
$1.44 15,355
121 RKT ROCKET COMPANIES, INC. Since 2026-05-10 77311W101 Equity (Common)
0.09%
$0.12 6,786
122 ROL ROLLINS, INC. Since 2026-05-10 775711104 Equity (Common)
0.10%
$0.14 2,210
123 AER AerCap Holdings N.V. Since 2026-05-10 N00985106 Equity (Common)
0.11%
$0.15 1,069
124 ROP ROPER TECHNOLOGIES, INC. Since 2026-05-10 776696106 Equity (Common)
0.67%
$0.93 2,507
125 MU MICRON TECHNOLOGY, INC. Since 2026-05-10 595112103 Equity (Common)
1.08%
$1.50 3,611
126 FTAI FTAI Aviation Ltd, Since 2026-05-10 G3730V105 Equity (Common)
0.10%
$0.14 498
127 SNOW SNOWFLAKE INC. Since 2026-05-10 833445109 Equity (Common)
0.51%
$0.70 3,627
128 CHWY CHEWY, INC. Since 2026-05-10 16679L109 Equity (Common)
0.17%
$0.23 8,043
129 ORLY O'Reilly Automotive, Inc. Since 2026-05-10 67103H107 Equity (Common)
1.12%
$1.55 15,714
130 PANW PALO ALTO NETWORKS, INC. Since 2026-05-10 697435105 Equity (Common)
0.94%
$1.30 7,354
131 BE BLOOM ENERGY CORPORATION Since 2026-05-10 093712107 Equity (Common)
0.12%
$0.17 1,097
132 LNG CHENIERE ENERGY, INC. Since 2026-05-10 16411R208 Equity (Common)
0.32%
$0.44 2,081
133 INTU INTUIT INC. Since 2026-05-10 461202103 Equity (Common)
1.00%
$1.39 2,781
134 PAYX PAYCHEX, INC. Since 2026-05-10 704326107 Equity (Common)
0.27%
$0.38 3,654
135 NTAP NETAPP, INC. Since 2026-05-10 64110D104 Equity (Common)
0.31%
$0.43 4,484
136 AMD ADVANCED MICRO DEVICES, INC. Since 2026-05-10 007903107 Equity (Common)
0.90%
$1.24 5,237
137 AXON AXON ENTERPRISE, INC. Since 2026-05-10 05464C101 Equity (Common)
0.22%
$0.31 634
138 PWR QUANTA SERVICES, INC. Since 2026-05-10 74762E102 Equity (Common)
0.40%
$0.55 1,155
139 CDNS CADENCE DESIGN SYSTEMS, INC. Since 2026-05-10 127387108 Equity (Common)
0.96%
$1.32 4,455
140 MAX Mediaalpha Inc Since 2026-05-10 58450V104 Equity (Common)
0.10%
$0.14 13,586
141 AMT AMERICAN TOWER CORPORATION Since 2026-05-10 03027X100 Equity (Common)
0.42%
$0.58 3,252
142 FICO FAIR ISAAC CORPORATION Since 2026-05-10 303250104 Equity (Common)
0.17%
$0.24 161
143 GRMN Garmin Ltd. Since 2026-05-10 H2906T109 Equity (Common)
0.22%
$0.30 1,488
144 DUK DUKE ENERGY CORPORATION Since 2026-05-10 26441C204 Equity (Common)
1.12%
$1.55 12,767
145 PATK PATRICK INDUSTRIES, INC. Since 2026-05-10 703343103 Equity (Common)
0.14%
$0.20 1,547
146 QS QUANTUMSCAPE CORPORATION Since 2026-05-10 74767V109 Equity (Common)
0.09%
$0.13 14,315
147 PPG PPG INDUSTRIES, INC. Since 2026-05-10 693506107 Equity (Common)
0.16%
$0.21 1,863
148 DDOG DATADOG, INC. Since 2026-05-10 23804L103 Equity (Common)
0.53%
$0.74 5,691
149 AFL AFLAC INCORPORATED Since 2026-05-10 001055102 Equity (Common)
0.92%
$1.26 11,405
150 SNA SNAP-ON INCORPORATED Since 2026-05-10 833034101 Equity (Common)
0.37%
$0.51 1,384
151 ECL ECOLAB INC. Since 2026-05-10 278865100 Equity (Common)
0.85%
$1.17 4,154
152 LRCX LAM RESEARCH CORPORATION Since 2026-05-10 512807306 Equity (Common)
1.06%
$1.46 6,267
153 MSI MOTOROLA SOLUTIONS, INC. Since 2026-05-10 620076307 Equity (Common)
1.06%
$1.47 3,651
154 IOT Samsara Inc Since 2026-05-10 79589L106 Equity (Common)
0.14%
$0.20 6,971
155 EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON, INC Since 2026-05-10 302130109 Equity (Common)
0.39%
$0.54 3,385
156 CRDO Credo Technology Group Holding Ltd Since 2026-05-10 G25457105 Equity (Common)
0.19%
$0.26 2,095
157 KLAC KLA CORPORATION Since 2026-05-10 482480100 Equity (Common)
0.89%
$1.23 862
158 RBA RB Global Inc Since 2026-05-10 74935Q107 Equity (Common)
0.20%
$0.28 2,473
159 SSNC SS&C TECHNOLOGIES HOLDINGS, INC. Since 2026-05-10 78467J100 Equity (Common)
0.54%
$0.75 9,158
160 SRE SEMPRA Since 2026-05-10 816851109 Equity (Common)
0.56%
$0.77 8,865
161 DGX QUEST DIAGNOSTICS INCORPORATED Since 2026-05-10 74834L100 Equity (Common)
0.13%
$0.18 981
162 MGA Magna International Inc. Since 2026-05-10 559222401 Equity (Common)
0.16%
$0.22 4,249
163 DLR DIGITAL REALTY TRUST, INC. Since 2026-05-10 253868103 Equity (Common)
0.19%
$0.26 1,546
164 TYL TYLER TECHNOLOGIES, INC. Since 2026-05-10 902252105 Equity (Common)
0.33%
$0.45 1,223
165 LOW LOWE'S COMPANIES, INC. Since 2026-05-10 548661107 Equity (Common)
1.53%
$2.12 7,924
166 DXCM DEXCOM, INC. Since 2026-05-10 252131107 Equity (Common)
0.10%
$0.14 1,885
167 SBAC SBA COMMUNICATIONS CORPORATION Since 2026-05-10 78410G104 Equity (Common)
0.11%
$0.16 848
168 SHW THE SHERWIN-WILLIAMS COMPANY Since 2026-05-10 824348106 Equity (Common)
0.72%
$0.99 2,807
169 EMR EMERSON ELECTRIC CO. Since 2026-05-10 291011104 Equity (Common)
0.37%
$0.52 3,518
170 TFC Truist Financial Corporation Since 2026-05-10 89832Q109 Equity (Common)
1.11%
$1.54 29,905
171 CIEN CIENA CORPORATION Since 2026-05-10 171779309 Equity (Common)
0.47%
$0.65 2,587
172 CEG CONSTELLATION ENERGY CORPORATION. Since 2026-05-10 21037T109 Equity (Common)
0.24%
$0.33 1,172
173 LIF LIFE360, INC. Since 2026-05-10 532206109 Equity (Common)
0.10%
$0.14 2,468
174 EW EDWARDS LIFESCIENCES CORPORATION Since 2026-05-10 28176E108 Equity (Common)
0.27%
$0.38 4,603
175 CGON CG Oncology Inc Since 2026-05-10 156944100 Equity (Common)
0.10%
$0.14 2,590
176 ISRG INTUITIVE SURGICAL, INC. Since 2026-05-10 46120E602 Equity (Common)
0.66%
$0.91 1,803