Titelia

Holdings of Defiance Large Cap Ex-mag 7 ETF

Tidal Trust II ·491 declared positions · as of Feb 28, 2026

Original filing · Net assets 141.9M $ · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Technology 19.7 %
  • Financials 17.3 %
  • Health care 14.3 %
  • Industrials 12.9 %
  • Consumer staples 7.4 %
  • Consumer discretionary 6.4 %
  • Energy 4.1 %
  • Communication 4.0 %
  • Utilities 3.6 %
  • Materials 3.0 %
  • Real estate 2.3 %
  • Unattributed 5.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • IE 0.3 %
  • GB 0.2 %
  • KY 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US483139.6M $99.39 %
2IE3445.6K $0.32 %
3GB2309K $0.22 %
4KY252.6K $0.04 %
5NL152.5K $0.04 %

Positions

RankCompanySharesValueWeight
201Autodesk Inc 741182.2K $0.13 %
202Occidental Petroleum Corp 3,419181.5K $0.13 %
203IDEXX Laboratories Inc 272178.6K $0.13 %
204Keysight Technologies Inc 581178.6K $0.13 %
205Target Corp 1,559177.4K $0.13 %
206Becton Dickinson & Co 997176K $0.12 %
207Fortinet Inc 2,218175.3K $0.12 %
208Targa Resources Corp 741174.7K $0.12 %
209Exelon Corp 3,523174.3K $0.12 %
210Cheniere Energy Inc 739174.2K $0.12 %
211United Rentals Inc 206173K $0.12 %
212Chipotle Mexican Grill Inc 4,641172.7K $0.12 %
213Teradyne Inc 538172.2K $0.12 %
214Xcel Energy Inc 2,054171.2K $0.12 %
215Edwards Lifesciences Corp 1,972170.5K $0.12 %
216Ciena Corp 486169.5K $0.12 %
217Monolithic Power Systems Inc 148169.1K $0.12 %
218WW Grainger Inc 145166K $0.12 %
219Entergy Corp 1,548165.8K $0.12 %
220Dell Technologies Inc 1,094162K $0.11 %
221Kroger Co/The 2,367161.5K $0.11 %
222Comfort Systems USA Inc 113161.5K $0.11 %
223American International Group Inc 1,979159.3K $0.11 %
224DR Horton Inc 990158.8K $0.11 %
225Yum! Brands Inc 933156.9K $0.11 %
226Electronic Arts Inc 780156.4K $0.11 %
227Lumentum Holdings Inc 223156.3K $0.11 %
228Apollo Global Management Inc 1,481154.9K $0.11 %
229Republic Services Inc 672153.9K $0.11 %
230Westinghouse Air Brake Technologies Corp 577152.3K $0.11 %
231CBRE Group Inc 1,024151.2K $0.11 %
232Carvana Co 450150.4K $0.11 %
233Rockwell Automation Inc 369150.3K $0.11 %
234Public Service Enterprise Group Inc 1,744150.1K $0.11 %
235PayPal Holdings Inc 3,246150K $0.11 %
236Sysco Corp 1,639149.4K $0.11 %
237Delta Air Lines Inc 2,271149.2K $0.11 %
238Ameriprise Financial Inc 312146.7K $0.10 %
239PG&E Corp 7,600144.4K $0.10 %
240ROBLOX Corp 2,097144K $0.10 %
241MSCI Inc 251143.5K $0.10 %
242MetLife Inc 1,981142.8K $0.10 %
243eBay Inc 1,563142K $0.10 %
244Consolidated Edison Inc 1,258141.6K $0.10 %
245Garmin Ltd 559141.3K $0.10 %
246Axon Enterprise Inc 259140.5K $0.10 %
247Nucor Corp 788139.4K $0.10 %
248Vulcan Materials Co 449139.2K $0.10 %
249Nasdaq Inc 1,567137.2K $0.10 %
250Alnylam Pharmaceuticals Inc 412137.2K $0.10 %
251Keurig Dr Pepper Inc 4,523137K $0.10 %
252Microchip Technology Inc 1,834136.9K $0.10 %
253Hartford Insurance Group Inc/The 972136.9K $0.10 %
254Ventas Inc 1,586136.6K $0.10 %
255Crown Castle Inc 1,516135.7K $0.10 %
256Coinbase Global Inc 761133.8K $0.09 %
257GE HealthCare Technologies Inc 1,575132.7K $0.09 %
258Martin Marietta Materials Inc 195131.9K $0.09 %
259EQT Corp 2,136131.2K $0.09 %
260WEC Energy Group Inc 1,114130.3K $0.09 %
261ResMed Inc 506129.7K $0.09 %
262Kenvue Inc 6,638126.9K $0.09 %
263Ingersoll Rand Inc 1,348126.9K $0.09 %
264Kimberly-Clark Corp 1,133126.3K $0.09 %
265State Street Corp 975125.4K $0.09 %
266Roper Technologies Inc 355124.2K $0.09 %
267Old Dominion Freight Line Inc 610123.9K $0.09 %
268Otis Worldwide Corp 1,335123.6K $0.09 %
269Datadog Inc 1,087121.7K $0.09 %
270Take-Two Interactive Software Inc 574121.4K $0.09 %
271Prudential Financial, Inc. 1,218119.8K $0.08 %
272Hershey Co/The 507119.8K $0.08 %
273Agilent Technologies Inc 982119.2K $0.08 %
274Dollar General Corp 759118.6K $0.08 %
275United Airlines Holdings Inc 1,106117.6K $0.08 %
276Texas Pacific Land Corp 224117.4K $0.08 %
277Copart Inc 3,081117.4K $0.08 %
278Strategy Inc 905117.2K $0.08 %
279Block Inc 1,836117K $0.08 %
280Carnival Corp 3,703116.8K $0.08 %
281Bloom Energy Corp 743115.7K $0.08 %
282Fiserv Inc 1,848115.1K $0.08 %
283M&T Bank Corp 530115K $0.08 %
284Fifth Third Bancorp 2,291113.3K $0.08 %
285Archer-Daniels-Midland Co 1,628112.4K $0.08 %
286NRG Energy Inc 627112.2K $0.08 %
287Rocket Lab Corp 1,621112K $0.08 %
288VICI Properties Inc 3,681111.2K $0.08 %
289Extra Space Storage Inc 735111K $0.08 %
290Iron Mountain Inc 1,021110.6K $0.08 %
291Cognizant Technology Solutions Corp. 1,702109.7K $0.08 %
292Insmed Inc 732109.3K $0.08 %
293Xylem Inc/NY 833107.9K $0.08 %
294Coherent Corp 414107.2K $0.08 %
295Interactive Brokers Group Inc 1,505107.1K $0.08 %
296Diamondback Energy Inc 608105.8K $0.07 %
297Fair Isaac Corp 75105.7K $0.07 %
298Tapestry Inc 678105.4K $0.07 %
299Halliburton Co 2,921105.2K $0.07 %
300EMCOR Group Inc 144104.3K $0.07 %