Aztlan North America Nearshoring Stock Selection ETF (NRSH) is an ETF managed by Independent / Boutique. Its largest position is SANMINA CORP (SANM), representing 4.73% of fund assets.
Aztlan North America Nearshoring Stock Selection ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NRSH
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
SANMINA CORP
|
4.73% | $1,302,127.96 | 5,978 |
|
-
CIENA CORP
|
4.25% | $1,170,700.02 | 2,219 |
|
-
CELESTICA INC
|
4.22% | $1,161,986.98 | 2,836 |
|
-
MYR GROUP INC.
|
4.21% | $1,160,185.46 | 2,866 |
|
-
MICROCHIP TECHNOLOGY INC
|
4.08% | $1,122,724.44 | 12,084 |
|
-
TFI International Inc.
|
3.81% | $1,050,266.55 | 7,355 |
|
-
MASTEC INC
|
3.69% | $1,017,043.05 | 2,581 |
|
-
Ryerson Holding Corp
|
3.59% | $988,609.67 | 35,677 |
|
-
ANALOG DEVICES INC
|
3.57% | $983,927.96 | 2,446 |
|
-
DXP ENTERPRISES INC
|
3.56% | $979,592.75 | 5,737 |
|
-
Broadcom Inc.
|
3.52% | $969,689.89 | 2,323 |
|
-
STERLING INFRASTRUCTURE, INC.
|
3.52% | $969,365.60 | 1,880 |
|
-
MULLEN GROUP LTD
|
3.50% | $965,191.62 | 63,897 |
|
-
HUNT J B TRANSPORT SERVICES INC
|
3.41% | $940,219.14 | 3,738 |
|
-
LAM RESEARCH CORP
|
3.30% | $909,472.22 | 3,527 |
|
-
MICRON TECHNOLOGY INC
|
3.30% | $908,132.96 | 1,756 |
|
-
DYCOM INDUSTRIES INC
|
3.24% | $892,799.60 | 2,156 |
|
-
APi Group Corp
|
3.11% | $857,250.00 | 18,750 |
|
-
ASTRONICS CORP
|
3.04% | $835,951.20 | 11,708 |
|
-
BWX Technologies, Inc.
|
3.03% | $834,399.84 | 3,856 |
|
-
APPLIED MATERIALS INC /DE
|
3.01% | $828,634.08 | 181,388 |
|
-
ATI INC
|
2.98% | $819,585.12 | 5,272 |
|
-
C. H. ROBINSON WORLDWIDE, INC.
|
2.92% | $803,418.39 | 4,419 |
|
-
Howmet Aerospace Inc.
|
2.79% | $768,492.48 | 3,162 |
|
-
Woodward, Inc.
|
2.77% | $761,553.02 | 2,098 |
|
-
CROWN CASTLE INC.
|
2.76% | $759,690.46 | 8,557 |
|
-
MERCURY SYSTEMS INC
|
2.74% | $755,642.16 | 9,576 |
|
-
GENERAL ELECTRIC CO
|
2.63% | $724,245.14 | 2,498 |
|
-
Palantir Technologies Inc.
|
2.50% | $689,846.49 | 4,959 |
|
-
Vistance Networks, Inc.
|
1.98% | $544,452.84 | 42,552 |
|
-
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND
|
0.26% | $72,413.45 | 72,413 |
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