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GMO U.S. Quality ETF (QLTY) is an ETF managed by Independent / Boutique. Its largest position is LAM RESEARCH CORP (LRCX), representing 5.35% of fund assets.

GMO U.S. Quality ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
QLTY
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Feb 28, 2026
Filing Date:
Apr 29, 2026
Showing 38 out of 38 holdings
Holding Weight Market Value Shares
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LAM RESEARCH CORP
5.35% $186,604,692.59 797,831
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MICROSOFT CORP
5.34% $186,299,360.92 474,358
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Alphabet Inc.
5.32% $185,544,899.28 595,153
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JOHNSON & JOHNSON
4.93% $172,264,840.02 693,414
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Meta Platforms, Inc.
4.70% $164,063,432.52 253,114
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Apple Inc.
4.50% $156,983,945.58 594,231
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KLA CORP
4.21% $146,960,521.80 96,396
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Broadcom Inc.
3.93% $137,283,473.25 429,615
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Salesforce, Inc.
3.53% $123,177,209.61 632,359
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TEXAS INSTRUMENTS INC
3.36% $117,440,004.25 553,675
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THERMO FISHER SCIENTIFIC INC.
3.30% $115,082,453.51 220,841
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Accenture plc
3.29% $114,942,938.88 550,704
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ABBOTT LABORATORIES
3.20% $111,711,823.60 960,136
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ELI LILLY & Co
3.18% $111,065,948.23 105,577
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AMAZON COM INC
3.11% $108,687,390.00 517,559
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Hilton Worldwide Holdings Inc.
2.96% $103,323,268.44 331,398
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PROCTER & GAMBLE Co
2.90% $101,159,176.80 605,019
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US BANCORP DE
2.60% $90,588,728.58 1,657,313
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UNITEDHEALTH GROUP INC
2.33% $81,238,722.70 277,010
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VISA INC.
2.21% $77,133,571.18 240,937
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Aramark
2.07% $72,100,435.50 1,722,830
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Elevance Health, Inc.
2.05% $71,488,960.00 223,403
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Merck & Co., Inc.
2.02% $70,636,585.96 570,478
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COCA COLA CO
1.93% $67,368,478.44 825,999
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CONSTELLATION BRANDS, INC.
1.85% $64,578,158.10 409,085
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TJX COMPANIES INC /DE/
1.71% $59,624,087.84 368,824
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GENERAL ELECTRIC CO
1.68% $58,477,516.82 170,857
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Mondelez International, Inc.
1.63% $56,989,949.96 925,462
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INTUITIVE SURGICAL INC
1.56% $54,568,903.27 108,377
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Uber Technologies, Inc
1.39% $48,549,211.56 643,718
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Cigna Group
1.38% $48,019,116.52 165,686
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WELLS FARGO & COMPANY/MN
1.08% $37,529,553.60 460,768
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Mastercard Inc
1.02% $35,615,597.81 68,861
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QUEST DIAGNOSTICS INC
0.98% $34,182,354.46 161,306
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BROWN FORMAN CORP
0.95% $33,041,323.38 1,144,883
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Tradeweb Markets Inc.
0.94% $32,818,122.81 266,262
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PTC INC.
0.77% $26,781,117.93 171,027
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STATE STREET GLOBAL ADVISORS
0.73% $25,611,014.95 25,611,015
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