First Trust RBA American Industrial Renaissance ETF (AIRR) is an ETF managed by First Trust. Its largest position is ARGAN INC (AGX), representing 4.89% of fund assets.
First Trust RBA American Industrial Renaissance ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AIRR
- Type:
- ETF
- Manager:
- First Trust
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 21, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
ARGAN INC
|
4.89% | $410,170,468.50 | 753,090 |
|
-
MASTEC INC
|
4.65% | $389,570,513.76 | 1,210,824 |
|
-
COMFORT SYSTEMS USA INC
|
4.18% | $350,678,535.99 | 254,301 |
|
-
STERLING INFRASTRUCTURE, INC.
|
3.96% | $332,011,798.51 | 815,213 |
|
-
EMCOR Group, Inc.
|
3.54% | $296,877,404.24 | 402,104 |
|
-
Primoris Services Corp
|
3.34% | $280,286,593.92 | 1,959,498 |
|
-
SAIA INC
|
3.17% | $265,615,102.80 | 756,135 |
|
-
BWX Technologies, Inc.
|
3.13% | $262,662,906.22 | 1,284,478 |
|
-
SPX Technologies, Inc.
|
3.13% | $262,452,640.58 | 1,312,657 |
|
-
DYCOM INDUSTRIES INC
|
3.07% | $257,501,505.90 | 759,995 |
|
-
C. H. ROBINSON WORLDWIDE, INC.
|
3.05% | $255,801,606.68 | 1,540,324 |
|
-
HUNTINGTON INGALLS INDUSTRIES, INC.
|
3.01% | $252,589,051.70 | 664,883 |
|
-
Core & Main, Inc.
|
2.80% | $234,469,443.00 | 4,746,345 |
|
-
Owens Corning
|
2.77% | $232,529,608.50 | 2,148,675 |
|
-
CLEAN HARBORS INC
|
2.46% | $206,238,294.21 | 719,277 |
|
-
RBC Bearings INC
|
2.32% | $194,299,007.52 | 357,746 |
|
-
Karman Holdings Inc.
|
2.31% | $194,008,059.30 | 2,423,586 |
|
-
RYDER SYSTEM INC
|
1.97% | $165,081,828.78 | 806,418 |
|
-
AAON, INC.
|
1.96% | $164,404,886.50 | 1,986,766 |
|
-
OSHKOSH CORP
|
1.94% | $162,368,802.54 | 1,102,974 |
|
-
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
|
1.91% | $159,765,012.99 | 2,265,849 |
|
-
KIRBY CORP
|
1.90% | $159,719,501.04 | 1,201,983 |
|
-
FNB CORP/PA/
|
1.88% | $157,683,026.16 | 9,430,803 |
|
-
GRANITE CONSTRUCTION INC
|
1.86% | $156,218,625.00 | 1,303,125 |
|
-
POWELL INDUSTRIES INC
|
1.83% | $153,628,303.32 | 283,929 |
|
-
APPLIED INDUSTRIAL TECHNOLOGIES INC
|
1.83% | $153,473,292.72 | 578,446 |
|
-
IES Holdings, Inc.
|
1.83% | $153,140,793.29 | 321,407 |
|
-
WINTRUST FINANCIAL CORP
|
1.69% | $142,078,793.54 | 1,022,591 |
|
-
LANDSTAR SYSTEM INC
|
1.60% | $133,843,460.24 | 834,904 |
|
-
OLD NATIONAL BANCORP /IN/
|
1.57% | $131,937,861.90 | 5,970,039 |
|
-
Everus Construction Group, Inc.
|
1.56% | $131,082,254.12 | 1,110,302 |
|
-
ADVANCED DRAINAGE SYSTEMS, INC.
|
1.53% | $128,444,734.32 | 936,664 |
|
-
FEDERAL SIGNAL CORP /DE/
|
1.37% | $115,037,061.06 | 1,063,779 |
|
-
ASSOCIATED BANC-CORP
|
1.36% | $114,291,269.76 | 4,419,616 |
|
-
MSC INDUSTRIAL DIRECT CO INC
|
1.30% | $108,776,272.57 | 1,178,891 |
|
-
Construction Partners, Inc.
|
1.27% | $106,581,192.48 | 959,154 |
|
-
CSW INDUSTRIALS, INC.
|
1.06% | $89,192,104.14 | 342,283 |
|
-
HERC HOLDINGS INC
|
1.01% | $84,286,695.35 | 846,677 |
|
-
FULTON FINANCIAL CORP
|
0.96% | $80,102,337.12 | 3,938,168 |
|
-
Mueller Water Products, Inc.
|
0.91% | $76,531,940.08 | 2,783,992 |
|
-
Zurn Elkay Water Solutions Corp
|
0.90% | $75,515,402.72 | 1,684,108 |
|
-
MERCURY SYSTEMS INC
|
0.83% | $69,943,000.46 | 959,306 |
|
-
TUTOR PERINI CORP
|
0.81% | $67,711,222.38 | 877,202 |
|
-
Leonardo DRS, Inc.
|
0.77% | $64,891,773.24 | 1,457,587 |
|
-
Xometry, Inc.
|
0.67% | $55,785,234.64 | 1,365,946 |
|
-
WERNER ENTERPRISES INC
|
0.63% | $52,716,925.03 | 1,792,483 |
|
-
Schneider National, Inc.
|
0.60% | $49,959,738.96 | 1,895,286 |
|
-
Atkore Inc.
|
0.59% | $49,315,387.21 | 837,131 |
|
-
Arcosa, Inc.
|
0.56% | $46,584,633.72 | 438,898 |
|
-
FIRST FINANCIAL BANCORP /OH/
|
0.55% | $46,351,224.88 | 1,662,526 |
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