Institutions / Defiance ETFs, LLC

Defiance ETFs, LLC

CIK 1732541 · Institution · as of Dec 31, 2025
Portfolio value
$3.05B
Positions
118
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 118 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$73.68M392,9022.4%
Cisco Systems, Inc.$65.72M848,9342.2%
Broadcom Inc.$63.31M180,9602.1%
Qualcomm INC/DE$58.44M336,5331.9%
Nokia Oyj$57.80M8,878,7611.9%
Oracle Corp$54.02M273,9241.8%
Marvell Technology, Inc.$53.48M616,4411.8%
Micron Technology Inc$44.32M151,4531.5%
RTX Corp$43.98M239,0101.4%
Nutanix, Inc.$43.33M833,9871.4%
Baidu, Inc.BIDUADR$41.94M316,8061.4%
Lockheed Martin Corp$41.65M85,3521.4%
Astera Labs, Inc.$41.53M243,0671.4%
Northrop Grumman Corp$41.32M71,9171.4%
Lam Research Corp$41.25M237,3671.4%
Snowflake Inc.$40.95M184,4361.3%
Honeywell International Inc$40.83M207,9531.3%
Microsoft Corp$40.68M83,4591.3%
Palantir Technologies Inc$40.37M223,2561.3%
Salesforce Inc$40.20M151,1731.3%
Kla Corp$40.09M32,2381.3%
Synopsys Inc$39.83M83,9381.3%
Accenture plc$39.61M146,7181.3%
STMicroelectronics NV$39.55M1,517,4631.3%
Wipro LtdWITADR$39.53M13,819,9321.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.