Main Management ETF Advisors, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$2.8B

Holdings

124

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (124 positions)

#StockSharesValue% PortfolioType
1
XLKState Street Technology Select Sector SPDR ETF USD Class
5,506,430$792.8M28.25%
2
XLVState Street Health Care Select Sector SPDR ETF USD Class
2,858,277$442.5M15.77%
3
XLFState Street Financial Select Sector SPDR ETF USD Class
7,511,470$411.4M14.66%
4
XLCState Street Communication Services Select Sector SPDR ETF
3,124,023$367.8M13.11%
5
XLYState Street Consumer Discretionary Select Sector SPDR ETF
2,079,334$248.3M8.85%
6
XLBState Street Materials Select Sector SPDR ETF USD Class
1,604,016$72.7M2.59%
7
IDEViShares Core MSCI International Developed Markets ETF
809,383$66.8M2.38%
8
ITBiShares U.S. Home Construction ETF USD Class
643,542$62.0M2.21%
9
IEMGiShares Core MSCI Emerging Markets ETF USD Class
418,908$28.2M1.00%
10
SMHVanEck Semiconductor ETF USD Class
67,846$24.4M0.87%
11
IGViShares Expanded Tech-Software Sector ETF USD Class
225,576$23.8M0.85%
12
SPEUState Street SPDR Portfolio Europe ETF
403,872$21.1M0.75%
13
SPEMSPDR Portfolio Emerging Markets ETF USD Class
249,130$11.7M0.42%
14
KWEBKraneShares CSI China Internet ETF
295,593$10.1M0.36%
15
VPLVanguard FTSE Pacific ETF
104,961$9.5M0.34%
16
EIDOiShares MSCI Indonesia ETF USD Class
447,355$8.4M0.30%
17
NETCloudflare Inc.
42,281$8.3M0.30%
18
NVDANVIDIA Corporation
40,716$7.6M0.27%
19
ORCLOracle Corporation
24,273$4.7M0.17%
20
FLCHFranklin FTSE China ETF
198,158$4.7M0.17%
21
RBRKRubrik Inc.
61,074$4.7M0.17%
22
AVGOBroadcom Inc.
12,528$4.3M0.15%
23
FLCAFranklin FTSE Canada ETF USD Class
88,435$4.3M0.15%
24
SNOWSnowflake Inc. Common Stock
18,792$4.1M0.15%
25
NBISNebius Group N.V.
46,197$3.9M0.14%
26
CRWDCrowdstrike Holdings Inc.
7,829$3.7M0.13%
27
MUMicron Technology Inc.
12,528$3.6M0.13%
28
CRDOCredo Technology Group Holding Ltd.
22,707$3.3M0.12%
29
ALABAstera Labs Inc.
18,792$3.1M0.11%
30
SESea Ltd.
24,273$3.1M0.11%
31
COHRCoherent Corporation
16,443$3.0M0.11%
32
ZSZscaler Inc.
12,527$2.8M0.10%
33
GHGuardant Health Inc.
26,622$2.7M0.10%
34
MSFTMicrosoft Corporation
5,481$2.7M0.09%
35
ARGXArgenx S.E.
3,132$2.6M0.09%
36
DLODlocal Ltd./Uruguay
179,307$2.5M0.09%
37
SHOPShopify Inc.
15,660$2.5M0.09%
38
KRYSKrystal Biotech Inc.
10,179$2.5M0.09%
39
SOFISoFi Technologies Inc.
94,743$2.5M0.09%
40
ASNDAscendis Pharma A/S
10,962$2.3M0.08%
41
BBIOBridgebio Pharma Inc.
30,537$2.3M0.08%
42
XPEVXPeng Inc.
115,101$2.3M0.08%
43
IM8NInsmed Inc.
13,311$2.3M0.08%
44
CVNACarvana Company
5,481$2.3M0.08%
45
GENGen Digital Inc.
83,781$2.3M0.08%
46
JPXAeroVironment Inc.
9,396$2.3M0.08%
47
TTWOTake-Two Interactive Software Inc.
8,613$2.2M0.08%
48
NTRANatera Inc.
9,396$2.2M0.08%
49
CORZCore Scientific Inc.
147,204$2.1M0.08%
50
APPAppLovin Corporation
3,132$2.1M0.08%
51
CYBRCyberArk Software Ltd.
4,698$2.1M0.07%
52
SAILSailPoint Inc.
102,573$2.1M0.07%
53
GLBEGlobal-e Online Ltd.
52,461$2.1M0.07%
54
WGSGeneDx Holdings Corporation
15,660$2.0M0.07%
55
LRCXLam Research Corporation
11,745$2.0M0.07%
56
KSPIKaspi.KZ JSC
25,056$2.0M0.07%
57
RBLXROBLOX Corporation
23,490$1.9M0.07%
58
GMEDGlobus Medical Inc.
21,141$1.8M0.07%
59
AMDAdvanced Micro Devices Inc.
8,613$1.8M0.07%
60
QBTSD-Wave Quantum Inc.
69,687$1.8M0.06%
61
PLTRPalantir Technologies Inc.
10,179$1.8M0.06%
62
GENIGenius Sports Ltd.
163,647$1.8M0.06%
63
FUBOfuboTV Inc.
698,436$1.8M0.06%
64
NOKNokia OYJ
269,352$1.7M0.06%
65
SERVServe Robotics Inc.
166,779$1.7M0.06%
66
NUNU Holdings Ltd./Cayman Islands
97,092$1.6M0.06%
67
DDOGDatadog Inc.
11,745$1.6M0.06%
68
GLXYGalaxy Digital Inc.
71,253$1.6M0.06%
69
MLB1MercadoLibre Inc.
783$1.6M0.06%
70
TEMTempus AI Inc.
26,622$1.6M0.06%
71
PODDInsulet Corporation
5,481$1.6M0.06%
72
INTUIntuit Inc.
2,349$1.6M0.06%
73
VNETVnet Group Inc.
183,222$1.6M0.06%
74
PGYPagaya Technologies Ltd.
72,036$1.5M0.05%
75
RGTIRigetti Computing Inc.
64,206$1.4M0.05%
76
GWREGuidewire Software Inc.
7,047$1.4M0.05%
77
JDJD.com Inc.
46,980$1.3M0.05%
78
FLUTFlutter Entertainment plc
6,264$1.3M0.05%
79
RELYRemitly Global Inc.
96,309$1.3M0.05%
80
HUYAHUYA Inc.
460,404$1.3M0.05%
81
CLVTrip.com Group Ltd.
18,009$1.3M0.05%
82
GTLBGitlab Inc.
33,669$1.3M0.05%
83
CRWVCoreWeave Inc.
17,226$1.2M0.04%
84
SSentinelOne Inc.
82,215$1.2M0.04%
85
VEEVVeeva Systems Inc.
5,481$1.2M0.04%
86
AMBAAmbarella Inc.
17,226$1.2M0.04%
87
SGHCSuper Group SGHC Ltd.
100,224$1.2M0.04%
88
IONQIonQ Inc.
26,622$1.2M0.04%
89
OUSTOuster Inc.
54,810$1.2M0.04%
90
PEGAPegasystems Inc.
19,575$1.2M0.04%
91
EBAeBay Inc.
13,311$1.2M0.04%
92
CSGPCoStar Group Inc.
17,226$1.2M0.04%
93
HSAIHesai Group
50,112$1.1M0.04%
94
NBIXNeurocrine Biosciences Inc.
7,830$1.1M0.04%
95
JBTJBT Marel Corporation
7,047$1.1M0.04%
96
ADIAnalog Devices Inc.
3,915$1.1M0.04%
97
TOSTToast Inc.
28,971$1.0M0.04%
98
UPSTUpstart Holdings Inc.
23,490$1.0M0.04%
99
ODDOddity Tech Ltd.
25,056$1.0M0.04%
100
ZBHZimmer Biomet Holdings Inc.
10,962$986K0.04%
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