SMCF
Themes US Small Cap Cash Flow Champions ETF
Themes ETF Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CHORD ENERGY CORP 0 521 521 2.66% $74.08K
SELECTIVE INSURANCE GROUP INC 0 550 550 1.49% $41.46K
PALOMAR HOLDINGS 0 240 240 1.03% $28.68K
VISTEON CORP 0 246 246 0.80% $22.41K
SYMBOTIC INC 0 404 404 0.77% $21.49K
NETSCOUT SYSTEMS INC 0 636 636 0.73% $20.22K
ADMA BIOLOGICS INC 0 2,132 2,132 0.69% $19.21K
KINIKSA PHARMACEUTICALS INTERNATIONAL PLC 0 381 381 0.66% $18.35K
HCI GROUP INC 0 99 99 0.55% $15.31K
HARMONY BIOSCIENCES HOLDINGS INC 0 420 420 0.42% $11.76K
PROGYNY INC 0 670 670 0.41% $11.38K
TRIPADVISOR INC 0 1,006 1,006 0.38% $10.72K
TELADOC HEALTH INC 0 1,616 1,616 0.32% $8.81K
COSTAMARE INC 0 402 402 0.24% $6.79K
COURSERA INC 0 1,166 1,166 0.24% $6.79K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TOLL BROTHERS INC 678 0 -678 0.00% -$91.68K
QXO INC 4,202 0 -4,202 0.00% -$81.06K
OLD REPUBLIC INTL CORP 1,581 0 -1,581 0.00% -$72.16K
MATADOR RESOURCES COMPANY 814 0 -814 0.00% -$34.55K
AMERIS BANCORP 447 0 -447 0.00% -$33.20K
DILLARDS INC CL A 54 0 -54 0.00% -$32.74K
MATSON INC 223 0 -223 0.00% -$27.55K
INTL BANCSHARES 365 0 -365 0.00% -$24.25K
PEABODY ENERGY CORP 774 0 -774 0.00% -$22.99K
SIRIUSPOINT LTD 708 0 -708 0.00% -$15.50K
CIVITAS RESOURCES INC 548 0 -548 0.00% -$14.85K
DYNAVAX TECHNOLOGIES CORP 809 0 -809 0.00% -$12.44K
PERDOCEO EDUCATION CORP 423 0 -423 0.00% -$12.41K
TALOS ENERGY INC 842 0 -842 0.00% -$9.28K
HOPE BANCORP INC 835 0 -835 0.00% -$9.15K
RPC INC 626 0 -626 0.00% -$3.41K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APA CORP 2,398 3,224 826 4.91% $78.17K
EAST WEST BNCRP 942 1,228 286 4.70% $25.23K
RENAISSANCERE HLDGS LTD 331 424 93 4.52% $32.96K
REINSURANCE GROUP OF AMERICA 453 611 158 4.47% $32.57K
FIDELITY NATIONAL FINL INC 1,808 2,396 588 3.99% $12.43K
STERLING INFRASTRUCTURE INC 201 269 68 3.93% $48.00K
MUELLER INDUSTRIES INC 717 957 240 3.80% $23.72K
HF SINCLAIR CORP 1,063 1,401 338 3.13% $38.43K
BUILDERS FIRSTSOURCE 705 1,005 300 2.97% $10.20K
UMB FINANCIAL CORP 495 660 165 2.67% $17.50K
JACKSON FINANCIAL INC 487 630 143 2.39% $14.67K
ARGAN INC 92 121 29 2.36% $37.08K
WEATHERFORD INTERNATIONAL PLC 488 645 157 2.19% $22.81K
HANOVER INSURANCE GROUP INC 245 325 80 2.02% $11.56K
MGIC INVT CORP 1,612 2,083 471 1.96% $7.58K
MURPHY OIL CORP 926 1,227 301 1.82% $21.68K
HESS MIDSTREAM LP - CLASS A COMMON STOCK 809 1,248 439 1.74% $20.60K
WHITE MOUNTAINS INS GROUP LTD 17 22 5 1.73% $13.01K
CORE NATURAL RESOURCES INC 349 446 97 1.68% $15.82K
ATLANTIC UNION B 982 1,300 318 1.67% $11.80K
BANK OZK 735 1,009 274 1.66% $12.48K
CLEAR SECURE INC 570 786 216 1.36% $18.05K
TRI POINTE HOMES INC 613 780 167 1.31% $17.16K
EASTERN BANKSHARES INC 1,334 1,774 440 1.24% $10.11K
CAL-MAINE FOODS INC 316 417 101 1.18% $7.86K
VIRTU FINANCIAL INC- CL A 560 744 184 1.17% $14.06K
SCORPIO TANKERS INC 327 435 108 1.16% $15.86K
BREAD FINANCIAL HOLDINGS 317 424 107 1.14% $8.29K
TUTOR PERINI CORP 314 400 86 1.11% $9.83K
FIRST BANCORP PUERTO RICO 1,139 1,441 302 1.10% $7.17K
ENOVA INTL INC 173 219 46 1.07% $2.55K
NMI HOLDINGS INC A 522 693 171 0.93% $4.70K
SIMMONS FIRST -A 862 1,313 451 0.92% $9.29K
MERCURY GENERAL CORP 183 243 60 0.77% $4.21K
ANDERSONS INC 221 298 77 0.77% $9.64K
BANCORP INC/THE 302 398 96 0.77% $994
PARK NATL CORP 104 130 26 0.76% $5.42K
ARTISAN PARTNERS ASSET MANAGEMENT INC A 453 579 126 0.76% $2.61K
DXC TECHNOLOGY CO 1,236 1,654 418 0.75% $2.68K
FIRST BANCORP/NC 274 366 92 0.74% $6.71K
ALPHA METALLURGICAL RESOURCES INC 73 99 26 0.73% $5.73K
FB FINANCIAL CORP 289 386 97 0.72% $3.92K
EPLUS INC 183 240 57 0.65% $2.01K
Teekay Tankers Ltd., Class A 180 225 45 0.59% $6.88K
OFG BANCORP 302 401 99 0.58% $3.85K
HORACE MANN EDUCATORS CORP 280 371 91 0.57% $2.90K
GARRETT MOTION INC 652 864 212 0.56% $4.33K
S & T BANCORP 262 347 85 0.52% $4.21K
MAGNITE INC 890 1,202 312 0.51% -$165
DAVE INC 55 72 17 0.45% $357
NOW INC 707 961 254 0.41% $2.08K
VEON LTD SPON ADR 211 241 30 0.40% $66
LIVE OAK BANCSHARES INC 225 316 91 0.37% $2.72K
C N A FINANCIAL CORP 151 201 50 0.33% $2.02K
FLEX LNG LTD 210 291 81 0.31% $3.41K
F&G ANNUITIES 254 340 86 0.31% $763
VIRTUS INVESTMENT PARTNERS 47 62 15 0.30% $662
PC CONNECTION INC 69 99 30 0.21% $1.80K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIRST AM-TR OB-X 56,276 21,925 -34,351 0.79% -$34.35K

No positions in this category.

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