TRFM ETF holdings
Weights reproduce the dated portfolio and may not sum to exactly 100% because of cash, derivatives, rounding, liabilities, or other positions. Provenance stays internal.
| Snapshot field | Reported value |
|---|
| Fund | AAM Transformers ETF |
|---|
| Report date | 2026-04-30 |
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| Reported holdings | 261 |
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| SEC series ID | S000076555 |
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Positions 1–100 of 261
| Ticker | Issuer | Weight | Value (USD) | Balance |
|---|
| Mount Vernon Liquid Assets Portfolio, LLC | Mount Vernon Liquid Assets Portfolio, LLC | 13.629344% | 21,208,702 | 21,208,702 NS |
|---|
| AMD | Advanced Micro Devices Inc | 1.139713% | 1,773,513.47 | 5,003 NS |
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| BE | Bloom Energy Corp | 1.136276% | 1,768,166.4 | 6,240 NS |
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| SNDK | Sandisk Corp/DE | 1.126735% | 1,753,319.49 | 1,599 NS |
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| STX | Seagate Technology Holdings PL | 1.030305% | 1,603,263.2 | 2,380 NS |
|---|
| MRVL | Marvell Technology Inc | 0.999217% | 1,554,887.25 | 9,415 NS |
|---|
| CIEN | Ciena Corp | 0.972024% | 1,512,571.86 | 2,867 NS |
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| WDC | Western Digital Corp | 0.959732% | 1,493,445.24 | 3,437 NS |
|---|
| TXN | Texas Instruments Inc | 0.901526% | 1,402,870.28 | 4,991 NS |
|---|
| LITE | Lumentum Holdings Inc | 0.875005% | 1,361,600.88 | 1,509 NS |
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| MU | Micron Technology Inc | 0.863426% | 1,343,581.68 | 2,598 NS |
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| MPWR | Monolithic Power Systems Inc | 0.852799% | 1,327,045.02 | 822 NS |
|---|
| GEV | GE Vernova Inc | 0.847353% | 1,318,570.82 | 1,217 NS |
|---|
| CRWV | CoreWeave Inc | 0.827476% | 1,287,640.8 | 11,538 NS |
|---|
| ANET | Arista Networks Inc | 0.805444% | 1,253,356.47 | 7,257 NS |
|---|
| KLAC | KLA Corp | 0.804251% | 1,251,500.25 | 715 NS |
|---|
| LRCX | Lam Research Corp | 0.801035% | 1,246,495.24 | 4,834 NS |
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| GOOGL | Alphabet Inc | 0.797985% | 1,241,749.6 | 3,227 NS |
|---|
| ADI | Analog Devices Inc | 0.789214% | 1,228,099.78 | 3,053 NS |
|---|
| AVGO | Broadcom Inc | 0.782762% | 1,218,060.74 | 2,918 NS |
|---|
| MCHP | Microchip Technology Inc | 0.777441% | 1,209,781.11 | 13,021 NS |
|---|
| DELL | Dell Technologies Inc | 0.771827% | 1,201,044.6 | 5,748 NS |
|---|
| AMZN | Amazon.com Inc | 0.770427% | 1,198,866.38 | 4,523 NS |
|---|
| AMAT | Applied Materials Inc | 0.752928% | 1,171,635.3 | 2,970 NS |
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| VRT | Vertiv Holdings Co | 0.740108% | 1,151,685.94 | 3,506 NS |
|---|
| COHR | Coherent Corp | 0.734708% | 1,143,282.96 | 3,576 NS |
|---|
| GLW | Corning Inc | 0.722142% | 1,123,730.08 | 6,842 NS |
|---|
| KEYS | Keysight Technologies Inc | 0.69595% | 1,082,971.45 | 3,095 NS |
|---|
| NVDA | NVIDIA Corp | 0.694728% | 1,081,070.69 | 5,417 NS |
|---|
| APH | Amphenol Corp | 0.691819% | 1,076,543.7 | 7,310 NS |
|---|
| TER | Teradyne Inc | 0.681817% | 1,060,978.83 | 3,089 NS |
|---|
| NEE | NextEra Energy Inc | 0.665803% | 1,036,059.8 | 10,585 NS |
|---|
| ORCL | Oracle Corp | 0.653295% | 1,016,595.61 | 6,299 NS |
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| AAPL | Apple Inc | 0.653218% | 1,016,477.1 | 3,746 NS |
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| V | Visa Inc | 0.644374% | 1,002,713.6 | 3,040 NS |
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| RKLB | Rocket Lab Corp | 0.638349% | 993,337.89 | 12,039 NS |
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| ARM | ARM Holdings PLC | 0.629565% | 979,670.56 | 4,658 NS |
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| MSFT | Microsoft Corp | 0.61818% | 961,953.02 | 2,359 NS |
|---|
| UBER | Uber Technologies Inc | 0.615299% | 957,470.13 | 12,833 NS |
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| BA | Boeing Co/The | 0.614336% | 955,971.22 | 4,174 NS |
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| ETR | Entergy Corp | 0.610575% | 950,118.78 | 8,058 NS |
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| ROK | Rockwell Automation Inc | 0.599133% | 932,314.8 | 2,280 NS |
|---|
| SNPS | Synopsys Inc | 0.597937% | 930,452.8 | 1,928 NS |
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| TSLA | Tesla Inc | 0.595214% | 926,216.01 | 2,427 NS |
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| PANW | Palo Alto Networks Inc | 0.588973% | 916,504.52 | 5,111 NS |
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| META | Meta Platforms Inc | 0.587881% | 914,805.45 | 1,495 NS |
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| NFLX | Netflix Inc | 0.585444% | 911,012.52 | 9,732 NS |
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| XYZ | Block Inc | 0.577046% | 897,944.85 | 12,735 NS |
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| AME | AMETEK Inc | 0.574635% | 894,193.5 | 3,797 NS |
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| ABNB | Airbnb Inc | 0.572406% | 890,724.56 | 6,346 NS |
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| DDOG | Datadog Inc | 0.569839% | 886,730.52 | 6,708 NS |
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| NET | Cloudflare Inc | 0.568239% | 884,240.58 | 4,314 NS |
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| CPNG | Coupang Inc | 0.567902% | 883,715.4 | 44,230 NS |
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| AEP | American Electric Power Co Inc | 0.563558% | 876,955.56 | 6,396 NS |
|---|
| CRWD | Crowdstrike Holdings Inc | 0.562592% | 875,453 | 1,964 NS |
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| GE | General Electric Co | 0.555786% | 864,861.19 | 2,983 NS |
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| IBM | IBM | 0.553067% | 860,631.48 | 3,726 NS |
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| EMR | Emerson Electric Co | 0.551343% | 857,947.96 | 6,109 NS |
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| APP | AppLovin Corp | 0.550729% | 856,992 | 1,920 NS |
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| LYV | Live Nation Entertainment Inc | 0.54849% | 853,507.76 | 5,404 NS |
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| PLTR | Palantir Technologies Inc | 0.548356% | 853,300.74 | 6,134 NS |
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| TTWO | Take-Two Interactive Software | 0.547826% | 852,474.88 | 3,988 NS |
|---|
| NRG | NRG Energy Inc | 0.546593% | 850,555.86 | 5,467 NS |
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| XEL | Xcel Energy Inc | 0.545002% | 848,080.8 | 10,224 NS |
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| VST | Vistra Corp | 0.53952% | 839,550.96 | 5,319 NS |
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| SO | Southern Co/The | 0.537717% | 836,745.1 | 8,653 NS |
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| PH | Parker-Hannifin Corp | 0.533576% | 830,300.46 | 913 NS |
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| CEG | Constellation Energy Corp | 0.53142% | 826,946 | 2,642 NS |
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| DUK | Duke Energy Corp | 0.530236% | 825,103.95 | 6,369 NS |
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| HWM | Howmet Aerospace Inc | 0.52728% | 820,503.04 | 3,376 NS |
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| DASH | DoorDash Inc | 0.509926% | 793,498.25 | 4,705 NS |
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| ASX | ASE Technology Holding Co Ltd | 0.509106% | 792,223.02 | 25,222 NS |
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| IFNNY | Infineon Technologies AG | 0.506508% | 788,180.8 | 11,785 NS |
|---|
| IR | Ingersoll Rand Inc | 0.501965% | 781,110.66 | 9,781 NS |
|---|
| NXPI | NXP Semiconductors NV | 0.498088% | 775,077.6 | 2,640 NS |
|---|
| TDG | TransDigm Group Inc | 0.486771% | 757,466.94 | 653 NS |
|---|
| SIMO | Silicon Motion Technology Corp | 0.485614% | 755,666.12 | 3,454 NS |
|---|
| RBLX | ROBLOX Corp | 0.471347% | 733,465.98 | 13,273 NS |
|---|
| PRYMY | Prysmian SpA | 0.452681% | 704,418.95 | 9,287 NS |
|---|
| CLS | Celestica Inc | 0.432199% | 672,546.78 | 1,642 NS |
|---|
| ETN | Eaton Corp PLC | 0.425467% | 662,072.29 | 1,529 NS |
|---|
| ATEYY | Advantest Corp | 0.424567% | 660,671 | 3,533 NS |
|---|
| ABBNY | ABB Ltd | 0.410076% | 638,121.92 | 6,352 NS |
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| SNOW | Snowflake Inc | 0.409821% | 637,724.31 | 4,673 NS |
|---|
| TOELY | Tokyo Electron Ltd | 0.407405% | 633,965.4 | 4,218 NS |
|---|
| NBIS | Nebius Group NV | 0.406667% | 632,816.94 | 4,578 NS |
|---|
| TSM | TSMC | 0.400614% | 623,398.44 | 1,574 NS |
|---|
| FANUY | FANUC Corp | 0.394239% | 613,477.44 | 27,684 NS |
|---|
| LGRDY | Legrand SA | 0.387966% | 603,716.78 | 16,899 NS |
|---|
| MPNGY | Meituan | 0.385557% | 599,967.09 | 27,661 NS |
|---|
| NOW | ServiceNow Inc | 0.384656% | 598,565.18 | 6,778 NS |
|---|
| JD | JD.com Inc | 0.384157% | 597,789.12 | 19,716 NS |
|---|
| ASML | ASML Holding NV | 0.383766% | 597,180.85 | 415 NS |
|---|
| AXIA | Axia Energia SA | 0.380233% | 591,682.3 | 47,146 NS |
|---|
| AXON | Axon Enterprise Inc | 0.379529% | 590,587.2 | 1,470 NS |
|---|
| FICO | Fair Isaac Corp | 0.376115% | 585,275 | 571 NS |
|---|
| DISPF | Disco Corp | 0.376012% | 585,113.82 | 12,162 NS |
|---|
| SBGSY | Schneider Electric SE | 0.375557% | 584,406.62 | 9,266 NS |
|---|
| FN | Fabrinet | 0.366308% | 570,013.98 | 834 NS |
|---|
| ENLAY | Enel SpA | 0.364785% | 567,643.86 | 48,859 NS |
|---|