TCW Transform Supply Chain ETF (SUPP) is an ETF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 7.76% of fund assets.
TCW Transform Supply Chain ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SUPP
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
7.76% | $941,172.12 | 4,716 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
7.60% | $921,631.62 | 2,327 |
|
-
Broadcom Inc.
|
7.08% | $858,653.51 | 2,057 |
|
-
Eaton Corp plc
|
6.54% | $792,841.31 | 1,831 |
|
-
Forgent Power Solutions, Inc.
|
5.75% | $697,888.62 | 18,551 |
|
-
MARTIN MARIETTA MATERIALS INC
|
5.26% | $638,261.17 | 1,031 |
|
-
LAM RESEARCH CORP
|
5.16% | $626,084.08 | 2,428 |
|
-
TransDigm Group INC
|
5.00% | $606,669.54 | 523 |
|
-
CARPENTER TECHNOLOGY CORP
|
4.99% | $605,474.80 | 1,414 |
|
-
ASML HOLDING NV
|
4.14% | $502,207.51 | 349 |
|
-
Trane Technologies plc
|
3.85% | $466,927.92 | 948 |
|
-
AMAZON COM INC
|
3.54% | $429,132.14 | 1,619 |
|
-
GFL Environmental Inc.
|
3.41% | $413,213.22 | 10,302 |
|
-
Ferguson Enterprises Inc. /DE/
|
3.05% | $369,439.80 | 1,380 |
|
-
ADVANCED DRAINAGE SYSTEMS, INC.
|
2.74% | $332,529.00 | 2,228 |
|
-
COGNEX CORP
|
2.63% | $319,293.52 | 5,752 |
|
-
SAIA INC
|
2.44% | $296,221.20 | 660 |
|
-
CATERPILLAR INC
|
2.41% | $291,956.08 | 328 |
|
-
Vulcan Materials CO
|
2.36% | $285,747.78 | 947 |
|
-
O REILLY AUTOMOTIVE INC
|
2.11% | $256,452.00 | 2,580 |
|
-
SIEMENS AG
|
1.97% | $238,606.27 | 805 |
|
-
CANADIAN PACIFIC KANSAS CITY LTD/CN
|
1.82% | $220,269.68 | 2,533 |
|
-
APi Group Corp
|
1.71% | $207,340.20 | 4,535 |
|
-
Symbotic Inc.
|
1.66% | $200,999.10 | 3,401 |
|
-
CSX CORP
|
1.49% | $180,947.69 | 3,983 |
|
-
Ingersoll Rand Inc.
|
1.28% | $154,848.54 | 1,939 |
|
-
Waste Connections, Inc.
|
1.24% | $150,389.36 | 913 |
|
-
PTC INC.
|
0.79% | $95,546.30 | 701 |
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