SUPP ETF

$72.59

AUM$10M

TER0.75%

Holdings26

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SUPP ETF

$72.59

TCW Transform Supply Chain ETF

AUM$10M

TER0.75%

Holdings26

See how much of SUPP you already own

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

MLM is SUPP's largest holding at 8.10% of the fund as of Nov 2, 2026. SUPP is TCW Transform Supply Chain ETF.

Showing top 26 of 26 holdings · as of Nov 2, 2026

SUPP holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	MLM	Martin Marietta Materials Inc.Materials · Construction Materials	8.10%	8.1%	1,586	$875.8K	Materials	Construction Materials
2	TSM	Taiwan Semiconductor Manufacturing Co LtdInfo Tech · Semiconductors	6.77%	14.9%	1,835	$731.5K	Info Tech	Semiconductors
Sector and industry · Pro
3	NVDA	Nvidia Corp	6.52%	21.4%	3,489	$705.0K
4	TDG	Transdigm Group Inc.	6.06%	27.4%	540	$655.4K
5	CSX	Csx Corp.	5.79%	33.2%	12,124	$625.8K
6	AMZN	Amazon.com Inc	5.61%	38.9%	2,469	$606.5K
7	CGNX	Cognex Corp -	4.87%	43.7%	9,322	$525.9K
8	LRCX	Lam Research Corp	4.82%	48.5%	2,290	$521.1K
9	ETN	Eaton Corporation Plc Ordinary Shares	4.68%	53.2%	1,383	$506.3K
10	CRS	Carpenter Technology Corp	4.24%	57.5%	1,574	$458.0K
11	TT	Trane Technologies Plc	4.02%	61.5%	1,050	$434.0K
12	—	Gfl Environmental Inc-Sub Vt	3.54%	65.0%	8,330	$383.0K
13	ASL	Asml Holding Nv Unsponsored Adr Ordinary Shares	3.43%	68.5%	243	$370.9K
14	SIE	Siemens AG	3.27%	71.7%	1,169	$353.8K
15	SAIA	Saia Inc	3.13%	74.9%	953	$338.2K
16	IR	Ingersoll Rand Inc.	3.00%	77.9%	3,917	$324.1K
17	—	Canadian Pac Kans City Ltd Npv	2.97%	80.8%	3,509	$321.0K
18	FERG	Ferguson Enterprises	2.74%	83.6%	1,221	$295.7K
19	LFUS	Littelfuse Inc	2.50%	86.1%	686	$270.7K
20	ORLY	O'reilly Automotive, Inc.	2.43%	88.5%	2,896	$262.7K
21	—	Advanced Drainag Tm B 1ln 7/26	2.20%	90.7%	1,710	$237.7K
22	AVGO	Broadcom Inc	1.99%	92.7%	668	$215.3K
23	CAT	Caterpillar Inc	1.94%	94.6%	341	$209.2K
24	APG	Api Group Corp	1.75%	96.4%	4,170	$188.9K
25	SYM	Symbotic Inc	1.01%	97.4%	2,926	$108.9K
26	FPS	Forgent Power Solutions, Inc. (Class A)	0.78%	98.2%	3,446	$84.6K

Not reported for this fund: share changes.

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SUPP ETF All Holdings

SUPP holdings total 26 positions. The top 10 holdings account for 57.5% of the fund, led by Martin Marietta Materials Inc. at 8.1%, Taiwan Semiconductor Manufacturing Co Ltd at 6.8%, Nvidia Corp at 6.5%.

SUPP portfolio concentration is relatively high, with the top 10 representing 57.5% of total assets. The largest sector exposure is Industrials at 38.1%.

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

Compare SUPP

SUPP vs SPY SUPP vs QQQ SUPP vs VOO SUPP vs VTI SUPP vs IVV SUPP vs SCHD SUPP vs VYM SUPP vs VXUS

SUPP ETF Holdings

26 of 26 holdings

Sector

Industry

Sort By

1
Martin Marietta Materials Inc.
MLMMaterials
8.10%
2
Taiwan Semiconductor Manufacturing Co Ltd
2330:TWInformation Technology
6.77%
3
Nvidia Corp
NVDAInformation Technology
6.52%
4
Transdigm Group Inc.
TDGIndustrials
6.06%
5
Csx Corp.
CSXIndustrials
5.79%
6
Amazon.Com Inc
AMZNConsumer Discretionary
5.61%
7
Cognex Corp - Common
CGNXInformation Technology
4.87%
8
Lam Research Corporation
LRCXInformation Technology
4.82%
9
Eaton Corporation Plc Ordinary Shares
ETNIndustrials
4.68%
10
Carpenter Technology Corp
CRSMaterials
4.24%
11
Trane Technologies Plc
TTUnknown
4.02%
12
Gfl Environmental Inc-Sub Vt
GFL:CAIndustrials
3.54%
13
Asml Holding Nv Unsponsored Adr Ordinary Shares
ASL:ASInformation Technology
3.43%
14
Siemens AG
SIE:FFUnknown
3.27%
15
Saia Inc
SAIAIndustrials
3.13%
16
Ingersoll Rand Inc. Common Stock
IRIndustrials
3.00%
17
Canadian Pac Kans City Ltd Npv
CP:CAIndustrials
2.97%
18
Ferguson Enterprises
FERGIndustrials
2.74%
19
Littelfuse Inc
LFUSIndustrials
2.50%
20
O'reilly Automotive, Inc.
ORLYConsumer Discretionary
2.43%
21
Advanced Drainag Tm B 1ln 7/26
WMSMaterials
2.20%
22
Broadcom Inc
AVGOInformation Technology
1.99%
23
Caterpillar Inc
CATIndustrials
1.94%
24
Api Group Corp
APGIndustrials
1.75%
25
Symbotic Inc
SYMUnknown
1.01%
26
Forgent Power Solutions, Inc. (Class A)
FPSUnknown
0.78%

#	Company	Ticker	Weight
1	Martin Marietta Materials Inc.	MLM	8.100%
2	Taiwan Semiconductor Manufacturing Co Ltd	2330:TW	6.770%
3	Nvidia Corp	NVDA	6.520%
4	Transdigm Group Inc.	TDG	6.060%
5	Csx Corp.	CSX	5.790%
6	Amazon.Com Inc	AMZN	5.610%
7	Cognex Corp - Common	CGNX	4.870%
8	Lam Research Corporation	LRCX	4.820%
9	Eaton Corporation Plc Ordinary Shares	ETN	4.680%
10	Carpenter Technology Corp	CRS	4.240%
11	Trane Technologies Plc	TT	4.020%
12	Gfl Environmental Inc-Sub Vt	GFL:CA	3.540%
13	Asml Holding Nv Unsponsored Adr Ordinary Shares	ASL:AS	3.430%
14	Siemens AG	SIE:FF	3.270%
15	Saia Inc	SAIA	3.130%
16	Ingersoll Rand Inc. Common Stock	IR	3.000%
17	Canadian Pac Kans City Ltd Npv	CP:CA	2.970%
18	Ferguson Enterprises	FERG	2.740%
19	Littelfuse Inc	LFUS	2.500%
20	O'reilly Automotive, Inc.	ORLY	2.430%
21	Advanced Drainag Tm B 1ln 7/26	WMS	2.200%
22	Broadcom Inc	AVGO	1.990%
23	Caterpillar Inc	CAT	1.940%
24	Api Group Corp	APG	1.750%
25	Symbotic Inc	SYM	1.010%
26	Forgent Power Solutions, Inc. (Class A)	FPS	0.780%