SUPP ETF largest holding is TSM:TW at 8.20% as of Jul 30, 2026

SUPP ETF largest holding is TSM:TW at 8.20% as of Jul 30, 2026
$81.61
See how much of SUPP you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

TSM:TW is SUPP's largest holding at 8.20% of the fund as of Jul 30, 2026. SUPP is TCW Transform Supply Chain ETF.

Showing top 30 of 30 holdings · as of Jul 30, 2026
SUPP holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Taiwan Semiconductor - AdrInfo Tech · Semiconductors
8.20%		8.2%2,379$403Info TechSemiconductors
2
NVDA
Nvidia Corp.Info Tech · Semiconductors
7.62%		15.8%4,570$195Info TechSemiconductors
Share changes, sector and industry · Pro
3
CRS
Carpenter Technology Corpcommon Stock
6.78%		22.6%1,574$503
4
ETN
Eaton Corp Plc
6.06%		28.7%1,831$386
5
TDG
Transdigm Group Inc.
5.92%		34.6%554$1.2K
6
LRCX
Lam Research Corp
5.83%		40.4%2,290$297
7
CGNX
Cognex Corp.
4.99%		45.4%9,322$62
8
AMZN
Amazon.com Inc
4.97%		50.4%2,469$235
9
ASL
Asml Holding Nv Unsponsored Adr Ordinary Shares
4.93%		55.3%349$1.7K
10
MLM
Martin Marietta Materials Inc.
4.30%		59.6%931$540
11
TT
Trane Technologies PLC
3.95%		63.5%1,050$440
12
FPS
Forgent Power Solutions, Inc. (Class A)
3.45%		67.0%12,127$33
13
SMNS
Siemens Ag*
3.24%		70.2%1,169$324
14—Gfl Environmental Inc-Sub Vt
2.95%		73.2%8,330$41
15
SAIA
Saia Inc
2.86%		76.0%953$350
16
LFUS
Littelfuse Inc
2.59%		78.6%686$442
17
CAT
Caterpillar, Inc.
2.36%		81.0%341$809
18
CSX
Csx Corp.
2.34%		83.3%5,462$50
19
AVGO
Broadcom Inc
2.21%		85.5%668$387
20—Advanced Drainag Tm B 1ln 7/26
2.01%		87.6%1,710$137
21
PTC
Ptc Inc
1.98%		89.5%1,697$136
22
IR
Ingersoll Rand Inc
1.75%		91.3%2,424$84
23—US Dollars
1.70%		93.0%198,546$1
24—Canadian Pac Kans City Ltd Npv
1.61%		94.6%2,134$88
25
FERG
Ferguson Enterprises
1.47%		96.1%761$226
26—O'Eilly Automotive, Inc.
1.47%		97.5%1,975$87
27
APG
Api Group Corp
1.40%		98.9%4,170$39
28
SYM
Symbotic, Inc
1.07%		100.0%2,926$42
29—Primoris Services Corp.
0.00%		100.0%--
30—Innio Nv
0.00%		100.0%--
FundXLS Pro
See every sector, industry and share-change value
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

SUPP ETF All Holdings

SUPP holdings total 32 positions. The top 10 holdings account for 59.6% of the fund, led by Taiwan Semiconductor - Adr at 8.2%, Nvidia Corp. at 7.6%, Carpenter Technology Corpcommon Stock at 6.8%.

SUPP portfolio concentration is relatively high, with the top 10 representing 59.6% of total assets. The largest sector exposure is Industrials at 31.3%.

SUPP sectors provide a detailed breakdown. SUPP overlap shows how holdings compare to other funds in your portfolio.

Compare SUPP

SUPP vs SPYSUPP vs QQQSUPP vs VOOSUPP vs VTISUPP vs IVVSUPP vs SCHDSUPP vs VYMSUPP vs VXUS

SUPP ETF Holdings

30 of 32 holdings

  • 1

    Taiwan Semiconductor - Adr

    TSM:TWInformation Technology
    8.20%
  • 2

    Nvidia Corp.

    NVDAInformation Technology
    7.62%
  • 3

    Carpenter Technology Corpcommon Stock

    CRSMaterials
    6.78%
  • 4

    Eaton Corp Plc

    ETNIndustrials
    6.06%
  • 5

    Transdigm Group Inc.

    TDGIndustrials
    5.92%
  • 6

    Lam Research Corp

    LRCXUnknown
    5.83%
  • 7

    Cognex Corp.

    CGNXInformation Technology
    4.99%
  • 8

    Amazon.Com Inc

    AMZNConsumer Discretionary
    4.97%
  • 9

    Asml Holding Nv Unsponsored Adr Ordinary Shares

    ASL:ASInformation Technology
    4.93%
  • 10

    Martin Marietta Materials Inc.

    MLMMaterials
    4.30%
  • 11

    Trane Technologies PLC|125

    TTUnknown
    3.95%
  • 12

    Forgent Power Solutions, Inc. (Class A)

    FPSUnknown
    3.45%
  • 13

    Siemens Ag*

    SMNS:AQLUnknown
    3.24%
  • 14

    Gfl Environmental Inc-Sub Vt

    GFL:CAIndustrials
    2.95%
  • 15

    Saia Inc

    SAIAIndustrials
    2.86%
  • 16

    Littelfuse Inc

    LFUSIndustrials
    2.59%
  • 17

    Caterpillar, Inc.

    CATIndustrials
    2.36%
  • 18

    Csx Corp.

    CSXIndustrials
    2.34%
  • 19

    Broadcom Inc

    AVGOInformation Technology
    2.21%
  • 20

    Advanced Drainag Tm B 1ln 7/26

    WMSMaterials
    2.01%
  • 21

    Ptc Inc

    PTCInformation Technology
    1.98%
  • 22

    Ingersoll Rand Inc

    IRIndustrials
    1.75%
  • 23

    US DOLLARS

    Other
    1.70%
  • 24

    Canadian Pac Kans City Ltd Npv

    CP:CAIndustrials
    1.61%
  • 25

    Ferguson Enterprises

    FERGIndustrials
    1.47%
  • 26

    O'Eilly Automotive, Inc.

    ORLYConsumer Discretionary
    1.47%
  • 27

    Api Group Corporation Common Stock

    JTWO:LNIndustrials
    1.40%
  • 28

    Symbotic, Inc

    SYMUnknown
    1.07%
  • 29

    Primoris Services Corp.

    PRIMIndustrials
    0.00%
  • 30

    Innio Nv

    INIO:ASUnknown
    0.00%