SEC Form N-PORT · 2026-03-31
HWSM ETF Holdings
Hotchkis & Wiley SMID Cap Diversified Value Fund reported 164 holdings. Weights reproduce the source and may not sum to exactly 100 because of cash, derivatives, rounding, liabilities, or other positions.
- Report date
- 2026-03-31
- SEC accession
- 0000894189-26-016940
- Series ID
- S000091359
- Source
- SEC Form N-PORT
All reported holdings
| Ticker | Issuer | Weight | Value (USD) | Balance |
|---|---|---|---|---|
| PPG | PPG Industries Inc | 2.089329% | 51,409.28 | 481 NS |
| FFIV | F5 Inc | 2.010735% | 49,475.43 | 171 NS |
| APA | APA Corp | 1.993878% | 49,060.64 | 1,156 NS |
| ERIC | Ericsson | 1.987829% | 48,911.8 | 4,340 NS |
| D | Dominion Energy Inc | 1.964722% | 48,343.24 | 782 NS |
| GEHC | GE HealthCare Technologies Inc | 1.949769% | 47,975.32 | 674 NS |
| WDAY | Workday Inc | 1.816351% | 44,692.48 | 344 NS |
| AIG | American International Group I | 1.464898% | 36,044.75 | 479 NS |
| LEA | Lear Corp | 1.07766% | 26,516.52 | 219 NS |
| STT | State Street Corp | 1.028707% | 25,312 | 200 NS |
| JAZZ | Jazz Pharmaceuticals PLC | 1.021865% | 25,143.65 | 133 NS |
| FGXXX | First American Government Obli | 1.021793% | 25,141.88 | 25,141.88 NS |
| EXC | Exelon Corp | 1.014043% | 24,951.18 | 509 NS |
| PPL | PPL Corp | 1.012223% | 24,906.4 | 652 NS |
| UHS | Universal Health Services Inc | 1.003748% | 24,697.86 | 138 NS |
| TKR | Timken Co/The | 1.001382% | 24,639.65 | 245 NS |
| UHAL/B | U-Haul Holding Co | 0.996675% | 24,523.83 | 549 NS |
| FCNCA | First Citizens BancShares Inc/ | 0.99573% | 24,500.58 | 13 NS |
| CNH | CNH Industrial NV | 0.993797% | 24,453 | 2,223 NS |
| HST | Host Hotels & Resorts Inc | 0.992821% | 24,429 | 1,275 NS |
| TRV | Travelers Cos Inc/The | 0.983898% | 24,209.44 | 83 NS |
| SOLV | Solventum Corp | 0.981929% | 24,161 | 370 NS |
| SWK | Stanley Black & Decker Inc | 0.955913% | 23,520.86 | 331 NS |
| AXTA | Axalta Coating Systems Ltd | 0.949014% | 23,351.1 | 843 NS |
| ES | Eversource Energy | 0.9376% | 23,070.24 | 333 NS |
| FBIN | Fortune Brands Innovations Inc | 0.858411% | 21,121.74 | 542 NS |
| OVV | Ovintiv Inc | 0.66825% | 16,442.72 | 277 NS |
| ASB | Associated Banc-Corp | 0.660015% | 16,240.08 | 628 NS |
| FLG | Flagstar Bank NA | 0.652461% | 16,054.23 | 1,219 NS |
| BC | Brunswick Corp/DE | 0.65055% | 16,007.2 | 220 NS |
| PRU | Prudential Financial Inc | 0.647147% | 15,923.47 | 163 NS |
| CRBG | Corebridge Financial Inc | 0.646788% | 15,914.62 | 667 NS |
| WAL | Western Alliance Bancorp | 0.642111% | 15,799.55 | 223 NS |
| ALLY | Ally Financial Inc | 0.628174% | 15,456.62 | 394 NS |
| ST | Sensata Technologies Holding P | 0.626944% | 15,426.36 | 438 NS |
| WTM | White Mountains Insurance Grou | 0.625008% | 15,378.72 | 7 NS |
| BPOP | Popular Inc | 0.621621% | 15,295.38 | 114 NS |
| ZION | Zions Bancorp NA | 0.620561% | 15,269.3 | 265 NS |
| FLR | Fluor Corp | 0.618066% | 15,207.9 | 326 NS |
| BWA | BorgWarner Inc | 0.615247% | 15,138.54 | 279 NS |
| RUSHA | Rush Enterprises Inc | 0.612586% | 15,073.08 | 228 NS |
| BYD | Boyd Gaming Corp | 0.611199% | 15,038.94 | 183 NS |
| FHI | Federated Hermes Inc | 0.61076% | 15,028.15 | 265 NS |
| COLB | Columbia Banking System Inc | 0.608673% | 14,976.78 | 546 NS |
| NJR | New Jersey Resources Corp | 0.607106% | 14,938.24 | 272 NS |
| GNTX | Gentex Corp | 0.605621% | 14,901.7 | 682 NS |
| PFG | Principal Financial Group Inc | 0.604258% | 14,868.15 | 165 NS |
| WCC | WESCO International Inc | 0.600492% | 14,775.48 | 54 NS |
| UFPI | UFP Industries Inc | 0.599017% | 14,739.2 | 160 NS |
| HUM | Humana Inc | 0.598974% | 14,738.15 | 85 NS |
| ESNT | Essent Group Ltd | 0.598516% | 14,726.88 | 252 NS |
| EG | Everest Group Ltd | 0.597759% | 14,708.25 | 45 NS |
| NOV | NOV Inc | 0.597042% | 14,690.61 | 781 NS |
| THO | Thor Industries Inc | 0.594167% | 14,619.87 | 183 NS |
| FTV | Fortive Corp | 0.593113% | 14,593.92 | 264 NS |
| ZBH | Zimmer Biomet Holdings Inc | 0.587963% | 14,467.2 | 160 NS |
| ABG | Asbury Automotive Group Inc | 0.587684% | 14,460.34 | 74 NS |
| VNO | Vornado Realty Trust | 0.586225% | 14,424.45 | 555 NS |
| LH | Labcorp Holdings Inc | 0.585546% | 14,407.74 | 54 NS |
| ACGL | Arch Capital Group Ltd | 0.585171% | 14,398.5 | 150 NS |
| WHR | Whirlpool Corp | 0.585095% | 14,396.64 | 267 NS |
| TNL | Travel + Leisure Co | 0.584887% | 14,391.52 | 208 NS |
| CTSH | Cognizant Technology Solutions | 0.583439% | 14,355.9 | 234 NS |
| BXP | BXP Inc | 0.58005% | 14,272.5 | 275 NS |
| WEX | WEX Inc | 0.578433% | 14,232.72 | 93 NS |
| MGA | Magna International Inc | 0.578386% | 14,231.55 | 255 NS |
| GL | Globe Life Inc | 0.576914% | 14,195.34 | 102 NS |
| APTV | Aptiv PLC | 0.575712% | 14,165.76 | 204 NS |
| FNF | Fidelity National Financial In | 0.57302% | 14,099.52 | 304 NS |
| AMTM | Amentum Holdings Inc | 0.572357% | 14,083.2 | 540 NS |
| HALO | Halozyme Therapeutics Inc | 0.56998% | 14,024.71 | 217 NS |
| AGCO | AGCO Corp | 0.569799% | 14,020.27 | 121 NS |
| KHC | Kraft Heinz Co/The | 0.568519% | 13,988.78 | 622 NS |
| LAD | Lithia Motors Inc | 0.568338% | 13,984.32 | 56 NS |
| EQH | Equitable Holdings Inc | 0.565572% | 13,916.25 | 375 NS |
| MOH | Molina Healthcare Inc | 0.563416% | 13,863.2 | 104 NS |
| FISV | Fiserv Inc | 0.562408% | 13,838.4 | 248 NS |
| BEN | Franklin Resources Inc | 0.558687% | 13,746.84 | 582 NS |
| VNT | Vontier Corp | 0.557876% | 13,726.89 | 387 NS |
| HII | Huntington Ingalls Industries | 0.555824% | 13,676.4 | 36 NS |
| LNTH | Lantheus Holdings Inc | 0.545625% | 13,425.45 | 177 NS |
| WPP | WPP PLC | 0.545389% | 13,419.65 | 863 NS |
| MAT | Mattel Inc | 0.541502% | 13,324.01 | 917 NS |
| CNC | Centene Corp | 0.536227% | 13,194.22 | 403 NS |
| SJM | J M Smucker Co/The | 0.533042% | 13,115.84 | 136 NS |
| MUR | Murphy Oil Corp | 0.506286% | 12,457.5 | 302 NS |
| OLN | Olin Corp | 0.503844% | 12,397.41 | 417 NS |
| HOG | Harley-Davidson Inc | 0.47087% | 11,586.06 | 573 NS |
| CAG | Conagra Brands Inc | 0.462548% | 11,381.28 | 724 NS |
| CRGY | Crescent Energy Co | 0.454835% | 11,191.5 | 829 NS |
| VC | Visteon Corp | 0.44804% | 11,024.31 | 121 NS |
| CRC | California Resources Corp | 0.447295% | 11,005.98 | 159 NS |
| HAL | Halliburton Co | 0.440518% | 10,839.22 | 278 NS |
| OGE | OGE Energy Corp | 0.440507% | 10,838.96 | 226 NS |
| HUN | Huntsman Corp | 0.439238% | 10,807.72 | 812 NS |
| RHI | Robert Half Inc | 0.436656% | 10,744.2 | 423 NS |
| BKU | BankUnited Inc | 0.431308% | 10,612.6 | 235 NS |
| SLM | SLM Corp | 0.428102% | 10,533.72 | 492 NS |
| VIRT | Virtu Financial Inc | 0.427187% | 10,511.22 | 239 NS |
| LSTR | Landstar System Inc | 0.423486% | 10,420.15 | 65 NS |
| MGRC | McGrath RentCorp | 0.421299% | 10,366.32 | 94 NS |
| FUL | HB Fuller Co | 0.421133% | 10,362.24 | 168 NS |
| LNC | Lincoln National Corp | 0.419843% | 10,330.5 | 291 NS |
| SAIC | Science Applications Internati | 0.416626% | 10,251.36 | 108 NS |
| GPI | Group 1 Automotive Inc | 0.416552% | 10,249.53 | 31 NS |
| SANM | Sanmina Corp | 0.416228% | 10,241.56 | 79 NS |
| CATY | Cathay General Bancorp | 0.415405% | 10,221.3 | 205 NS |
| ICLR | ICON PLC | 0.413756% | 10,180.72 | 92 NS |
| MSM | MSC Industrial Direct Co Inc | 0.412495% | 10,149.7 | 110 NS |
| FRME | First Merchants Corp | 0.412396% | 10,147.26 | 262 NS |
| BBT | Beacon Financial Corp | 0.412101% | 10,140 | 338 NS |
| BFH | Bread Financial Holdings Inc | 0.410888% | 10,110.15 | 135 NS |
| CVBF | CVB Financial Corp | 0.410564% | 10,102.19 | 521 NS |
| AVT | Avnet Inc | 0.408202% | 10,044.06 | 163 NS |
| LIVN | LivaNova PLC | 0.408137% | 10,042.48 | 158 NS |
| BANC | Banc of California Inc | 0.407963% | 10,038.18 | 571 NS |
| AVA | Avista Corp | 0.407833% | 10,035 | 250 NS |
| WFRD | Weatherford International PLC | 0.407446% | 10,025.48 | 106 NS |
| WAFD | WaFd Inc | 0.407086% | 10,016.6 | 319 NS |
| FHB | First Hawaiian Inc | 0.406567% | 10,003.84 | 406 NS |
| VOYA | Voya Financial Inc | 0.405383% | 9,974.72 | 146 NS |
| CNO | CNO Financial Group Inc | 0.403831% | 9,936.52 | 242 NS |
| PFS | Provident Financial Services I | 0.403324% | 9,924.04 | 469 NS |
| POR | Portland General Electric Co | 0.40319% | 9,920.76 | 188 NS |
| SFNC | Simmons First National Corp | 0.403139% | 9,919.5 | 510 NS |
| SON | Sonoco Products Co | 0.402285% | 9,898.47 | 183 NS |
| ARW | Arrow Electronics Inc | 0.402155% | 9,895.29 | 69 NS |
| EEFT | Euronet Worldwide Inc | 0.401905% | 9,889.13 | 149 NS |
| KFY | Korn Ferry | 0.401662% | 9,883.15 | 157 NS |
| BUSE | First Busey Corp | 0.401557% | 9,880.57 | 391 NS |
| RDN | Radian Group Inc | 0.399289% | 9,824.76 | 297 NS |
| OGS | ONE Gas Inc | 0.399048% | 9,818.82 | 114 NS |
| CROX | Crocs Inc | 0.398135% | 9,796.36 | 118 NS |
| FE | FirstEnergy Corp | 0.397363% | 9,777.38 | 193 NS |
| STZ | Constellation Brands Inc | 0.396251% | 9,750 | 65 NS |
| HIG | Hartford Insurance Group Inc/T | 0.395704% | 9,736.56 | 72 NS |
| NMIH | NMI Holdings Inc | 0.394832% | 9,715.09 | 259 NS |
| CXT | Crane NXT Co | 0.39426% | 9,701.01 | 239 NS |
| PK | Park Hotels & Resorts Inc | 0.392003% | 9,645.48 | 916 NS |
| SHOO | Steven Madden Ltd | 0.391507% | 9,633.28 | 284 NS |
| BKH | Black Hills Corp | 0.389284% | 9,578.58 | 138 NS |
| PLUS | ePlus Inc | 0.388397% | 9,556.75 | 127 NS |
| ACIW | ACI Worldwide Inc | 0.388339% | 9,555.33 | 233 NS |
| REYN | Reynolds Consumer Products Inc | 0.38735% | 9,531 | 450 NS |
| ATKR | Atkore Inc | 0.383067% | 9,425.6 | 160 NS |
| WK | Workiva Inc | 0.382902% | 9,421.54 | 158 NS |
| G | Genpact Ltd | 0.381498% | 9,387 | 252 NS |
| MTN | Vail Resorts Inc | 0.3807% | 9,367.36 | 73 NS |
| CON | Concentra Group Holdings Paren | 0.380084% | 9,352.2 | 436 NS |
| CPRI | Capri Holdings Ltd | 0.377383% | 9,285.74 | 527 NS |
| ASO | Academy Sports & Outdoors Inc | 0.376247% | 9,257.8 | 164 NS |
| BRBR | BellRing Brands Inc | 0.375347% | 9,235.66 | 574 NS |
| TAP | Molson Coors Beverage Co | 0.374501% | 9,214.84 | 214 NS |
| FLS | Flowserve Corp | 0.373441% | 9,188.75 | 125 NS |
| BCO | Brink's Co/The | 0.370624% | 9,119.44 | 88 NS |
| FIS | Fidelity National Information | 0.369856% | 9,100.54 | 194 NS |
| HGV | Hilton Grand Vacations Inc | 0.368852% | 9,075.84 | 232 NS |
| OMC | Omnicom Group Inc | 0.367282% | 9,037.2 | 120 NS |
| BBWI | Bath & Body Works Inc | 0.364209% | 8,961.6 | 480 NS |
| MMS | Maximus Inc | 0.346477% | 8,525.3 | 133 NS |
| HRI | Herc Holdings Inc | 0.343895% | 8,461.75 | 85 NS |
| SAH | Sonic Automotive Inc | 0.339985% | 8,365.54 | 122 NS |
| IOSP | Innospec Inc | 0.308632% | 7,594.08 | 104 NS |
| ASGN | ASGN Inc | 0.292618% | 7,200.06 | 186 NS |