Defiance ETFs, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$3.1B

Holdings

119

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (119 positions)

#StockSharesValue% PortfolioType
101
TAT&T Inc
319,888$7.9M0.26%
102
TMUST-Mobile US Inc
38,859$7.9M0.26%
103
EXTRExtreme Networks Inc
440,141$7.4M0.24%
104
KCKingsoft Cloud Holdings Ltd
618,479$6.5M0.21%
105
BMNRBITMINE IMMERSION TECNOLOGIE
79,200$2.1M0.07%Call
106
6RJ0Rocket Lab Corp
30,156$2.1M0.07%
107
LHXL3Harris Technologies Inc
6,006$1.8M0.06%
108
LDOSLeidos Holdings Inc
8,568$1.6M0.05%
109
ESLTElbit Systems Ltd
2,057$1.2M0.04%
110
CA8ACACI International Inc
2,178$1.2M0.04%
111
KTOSKratos Defense & Security Solutions Inc
15,186$1.2M0.04%
112
JPXAeroVironment Inc
4,658$1.1M0.04%
113
SAICScience Applications International Corp
10,164$1.0M0.03%
114
PSNParsons Corp
15,834$985K0.03%
115
MRCYMercury Systems Inc
13,104$967K0.03%
116
AIC3.ai Inc
27,174$375K0.01%
117
BKSYBlackSky Technology Inc
16,674$321K0.01%
118
RCATRed Cat Holdings Inc
31,710$247K0.01%
119
TLSTelos Corp
43,134$219K0.01%
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