SUPP holdings — TCW Transform Supply Chain ETF
TCW Transform Supply Chain ETF (SUPP) held 27 positions with net assets of $11.9M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 60.0% of the fund, led by TSM, NVDA, CRS.
SUPP top holdings
- TSM TAIWAN SEMICONDUCTOR-SP ADR — 8.06% ($962K)
- NVDA NVIDIA CORP — 7.69% ($917K)
- CRS CARPENTER TECHNOLOGY — 6.85% ($818K)
- ETN EATON CORP PLC — 6.37% ($760K)
- TDG TRANSDIGM GROUP INC — 5.82% ($695K)
- LRCX LAM RESEARCH CORP — 5.62% ($671K)
- AMZN AMAZON.COM INC — 5.62% ($671K)
- CGNX COGNEX CORP — 5.10% ($608K)
- ASML ASML HOLDING NV-NY REG SHS — 4.76% ($569K)
- MLM MARTIN MARIETTA MATERIALS — 4.10% ($489K)
- TT TRANE TECHNOLOGIES PLC — 4.00% ($478K)
- FPS FORGENT POWER SOLUTIONS-CL A — 3.38% ($403K)
- SMAWF SIEMENS AG-REG /EUR/ — 3.19% ($381K)
- GFL GFL ENVIRONMENTAL INC-SUB VT — 2.88% ($344K)
- SAIA SAIA INC — 2.78% ($331K)
- LFUS LITTELFUSE INC — 2.54% ($303K)
- CAT CATERPILLAR INC — 2.33% ($278K)
- CSX CSX CORP — 2.31% ($275K)
- AVGO BROADCOM INC — 2.18% ($260K)
- WMS ADVANCED DRAINAGE SYSTEMS IN — 1.98% ($237K)
- PTC PTC INC — 1.95% ($233K)
- IR INGERSOLL-RAND INC — 1.69% ($202K)
- CP CANADIAN PACIFIC KANSAS CITY — 1.59% ($190K)
- FERG FERGUSON ENTERPRISES INC — 1.49% ($178K)
- ORLY O'REILLY AUTOMOTIVE INC — 1.48% ($176K)
What are SUPP's top 10 holdings?
TSM (8.1%), NVDA (7.7%), CRS (6.9%), ETN (6.4%), TDG (5.8%), LRCX (5.6%), AMZN (5.6%), CGNX (5.1%), ASML (4.8%), MLM (4.1%).
How many stocks are in SUPP?
TCW Transform Supply Chain ETF reported 27 holdings as of July 31, 2026.