Titelia

Holdings of Astoria Real Assets ETF

INVESTMENT MANAGERS SERIES TRUST II · 81 declared positions · as of Mar 31, 2026

Original filing · Net assets 140.5M $ · Ten largest lines: 28.5 % of the equity sleeve

Sector breakdown

  • Industrials 17.0 %
  • Energy 10.7 %
  • Utilities 5.9 %
  • Materials 3.0 %
  • Real estate 2.0 %
  • Unattributed 61.4 %

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

Currency breakdown

  • USD 74.6 %
  • EUR 10.5 %
  • JPY 5.2 %
  • CAD 4.8 %
  • CHF 2.5 %
  • GBP 1.6 %
  • AUD 0.9 %

The quoted currency of each line, as declared.

Country breakdown

  • US 68.7 %
  • GB 6.9 %
  • FR 5.5 %
  • JP 5.2 %
  • DE 5.0 %
  • CA 4.8 %
  • CH 2.5 %
  • AU 0.9 %
  • NL 0.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US5595.2M $68.66 %
GB49.5M $6.87 %
FR37.6M $5.47 %
JP77.2M $5.17 %
DE37M $5.03 %
CA46.6M $4.77 %
CH23.4M $2.47 %
AU21.2M $0.88 %
NL1948.1K $0.68 %

Positions

CompanySharesValueWeight
SPDR Gold MiniShares Trust 105,5189.8M $6.96 %
Shell PLC 45,5254.2M $3.01 %
Exxon Mobil Corp 22,2433.8M $2.69 %
Engie SA 115,7493.7M $2.63 %
GE Vernova Inc 4,0393.5M $2.51 %
E.ON SE 143,3463.1M $2.23 %
Lockheed Martin Corp 5,1353.1M $2.21 %
ABB Ltd 35,5692.8M $1.99 %
Siemens Energy AG 16,5272.7M $1.93 %
Simon Property Group Inc 14,4902.7M $1.92 %
Air Liquide SA 12,7612.6M $1.86 %
Rio Tinto PLC 26,6632.5M $1.77 %
Halliburton Co 60,5572.4M $1.68 %
Canadian Natural Resources Ltd 48,3022.3M $1.67 %
Howmet Aerospace Inc 10,1522.3M $1.67 %
EOG Resources Inc 16,0342.3M $1.65 %
Constellation Energy Corp. 8,2242.3M $1.64 %
Freeport-McMoRan Inc 38,9812.3M $1.63 %
Cummins Inc 4,1542.2M $1.59 %
Suncor Energy Inc 33,3112.2M $1.56 %
American Electric Power Co Inc 16,7072.2M $1.56 %
VICI Properties Inc 80,1592.2M $1.56 %
Rolls-Royce Holdings PLC 145,8122.2M $1.55 %
Vertiv Holdings Co 8,6162.2M $1.54 %
CBRE Group Inc 15,7202.1M $1.52 %
SLB Ltd 40,9812.1M $1.50 %
Devon Energy Corp 41,4292.1M $1.48 %
EQT Corp 32,5882.1M $1.48 %
TechnipFMC PLC 28,3762M $1.40 %
Exelon Corp 39,5591.9M $1.38 %
Kansai Electric Power Co Inc/The 119,0261.9M $1.38 %
Newmont Corp 17,7671.9M $1.37 %
Jones Lang LaSalle Inc 6,1451.9M $1.33 %
Antero Resources Corp 43,0031.8M $1.30 %
Vistra Corp 11,5691.7M $1.24 %
WP Carey Inc 24,0041.6M $1.16 %
Lamar Advertising Co 12,6511.6M $1.14 %
Host Hotels & Resorts Inc 81,3751.6M $1.11 %
Emera Inc 28,9241.5M $1.06 %
Mitsubishi Electric Corp 47,5371.5M $1.06 %
Edison International 19,6641.4M $1.02 %
Bitwise Bitcoin ETF 36,7601.4M $0.96 %
Gaming and Leisure Properties Inc 30,4541.4M $0.96 %
CF Industries Holdings Inc 10,1401.3M $0.94 %
Omega Healthcare Investors Inc 29,3841.3M $0.92 %
Comfort Systems USA Inc 9221.3M $0.91 %
Safran SA 3,9421.3M $0.90 %
NRG Energy Inc 8,6801.3M $0.90 %
Santos Ltd 224,8521.2M $0.87 %
AES Corp/The 86,5011.2M $0.87 %
Steel Dynamics Inc 6,7111.2M $0.86 %
Anglogold Ashanti Plc 11,7661.1M $0.82 %
Rheinmetall AG 6781.1M $0.80 %
TALEN ENERGY CORP 3,4911.1M $0.79 %
FirstEnergy Corp 21,2561.1M $0.77 %
CNX Resources Corp 27,6671.1M $0.76 %
Fujikura Ltd. 38,106979.7K $0.70 %
National Fuel Gas Co 10,362973.6K $0.69 %
AerCap Holdings NV 6,911948.1K $0.67 %
NNN REIT Inc 21,519904.4K $0.64 %
Crown Holdings Inc 8,750877.2K $0.62 %
Carpenter Technology Corp 2,223876.2K $0.62 %
CareTrust REIT Inc 23,667867.4K $0.62 %
Leidos Holdings Inc 5,422843.2K $0.60 %
STAG Industrial Inc 23,049831.1K $0.59 %
Modec Inc 9,000829.9K $0.59 %
ATI Inc 5,475796.4K $0.57 %
EnerSys 4,375760K $0.54 %
Kajima Corp 20,129747.4K $0.53 %
Mueller Industries Inc 6,745747.3K $0.53 %
Sterling Infrastructure Inc 1,795731K $0.52 %
Powell Industries Inc 1,321714.8K $0.51 %
Dycom Industries Inc 1,969667.1K $0.48 %
Taisei Corp 6,351640.9K $0.46 %
ABRDN SILVER ETF TRUST 8,851633.8K $0.45 %
Holcim AG 7,645617.7K $0.44 %
Commercial Metals Co 9,952611.4K $0.44 %
Sprott Physical Copper Trust 55,961577.8K $0.41 %
Mitsui Kinzoku Co Ltd 3,046536.9K $0.38 %
Bitwise Ethereum ETF 8,151122.3K $0.09 %
Woodside Energy Group Ltd 18432.1 $0.00 %