Titelia

Holdings of Blueprint Chesapeake Multi-Asset Trend ETF

Tidal Trust II · 148 declared positions · as of Mar 31, 2026

Original filing · Net assets 140M $ · Ten largest lines: 19.1 % of the equity sleeve

Sector breakdown

  • Materials 13.4 %
  • Industrials 12.4 %
  • Technology 10.3 %
  • Health care 5.2 %
  • Energy 4.7 %
  • Consumer staples 4.6 %
  • Funds 3.7 %
  • Financials 2.8 %
  • Consumer discretionary 1.6 %
  • Real estate 0.9 %
  • Utilities 0.7 %
  • Unattributed 39.6 %

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

Currency breakdown

  • USD 94.2 %
  • EUR 3.6 %
  • CAD 2.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 75.5 %
  • CA 9.6 %
  • FR 2.8 %
  • GB 2.6 %
  • DE 1.8 %
  • BM 1.7 %
  • AU 1.1 %
  • IE 0.9 %
  • MX 0.8 %
  • BR 0.7 %
  • LU 0.6 %
  • BE 0.6 %
  • Other countries 1.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US11091.1M $75.46 %
2CA1411.6M $9.58 %
3FR43.3M $2.77 %
4GB33.1M $2.59 %
5DE32.1M $1.75 %
6BM22.1M $1.70 %
7AU21.3M $1.09 %
8IE11.1M $0.89 %
9MX1943.9K $0.78 %
10BR1853.5K $0.71 %
11LU1702.5K $0.58 %
12BE1691.7K $0.57 %

Positions

RankCompanySharesValueWeight
1iShares National Muni Bond ETF 39,9604.2M $3.03 %
2Lumentum Holdings Inc 4,5823.2M $2.30 %
3Western Digital Corp 9,4182.5M $1.82 %
4iShares TIPS Bond ETF 19,1592.1M $1.51 %
5Carpenter Technology Corp 5,3222.1M $1.50 %
6AZZ Inc 16,1942M $1.45 %
7VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 25,5262M $1.45 %
8SPDR Series Trust 18,3711.7M $1.20 %
9Agnico Eagle Mines Ltd 8,1801.7M $1.19 %
10RWE AG 22,3591.5M $1.06 %
11TKO Group Holdings Inc 7,1711.4M $1.03 %
12Anglogold Ashanti Plc 14,4721.4M $1.01 %
13Bank of Nova Scotia/The 18,7681.3M $0.93 %
14Kratos Defense & Security Solutions, Inc. 18,1651.3M $0.92 %
15iShares J.P. Morgan USD Emerging Markets Bond ETF 13,3811.3M $0.90 %
16Ross Stores Inc 5,7761.3M $0.89 %
17Micron Technology Inc 3,6841.2M $0.89 %
18iShares Preferred and Income S 40,6631.2M $0.88 %
19ITT Inc 6,2961.2M $0.86 %
20Bloom Energy Corp 8,7761.2M $0.85 %
21Vanguard Intermediate-Term Corporate Bond ETF 13,6531.1M $0.81 %
22Realty Income Corp 18,4421.1M $0.81 %
23Lam Research Corp 5,2571.1M $0.80 %
24Corteva Inc 13,3711.1M $0.80 %
25Suncor Energy Inc 16,8601.1M $0.80 %
26Northrop Grumman Corp 1,6081.1M $0.78 %
27MasTec Inc 3,4051.1M $0.78 %
28TotalEnergies SE 12,0251.1M $0.78 %
29iShares MBS ETF 11,4391.1M $0.78 %
30nVent Electric PLC 9,1261.1M $0.77 %
31Bombardier Inc 6,1051.1M $0.77 %
32L3Harris Technologies Inc 3,1071.1M $0.77 %
33Kodiak Gas Services Inc 18,1881.1M $0.76 %
34Clean Harbors Inc 3,6941.1M $0.76 %
35Lundin Mining Corp 42,1451M $0.75 %
36Golar LNG Ltd 19,2461M $0.74 %
37Rio Tinto PLC 10,9371M $0.73 %
38Valmont Industries Inc 2,5351M $0.72 %
39Arch Capital Group Ltd 10,5281M $0.72 %
40BP PLC 21,3661M $0.72 %
41Vinci SA 6,7671M $0.71 %
42Ecolab Inc 3,706985.9K $0.70 %
43Quanta Services Inc 1,769971.2K $0.69 %
44America Movil SAB de CV 37,043943.9K $0.67 %
45Toronto-Dominion Bank/The 10,055938.2K $0.67 %
46General Dynamics Corp 2,686921.9K $0.66 %
47RBC Bearings Inc 1,695920.6K $0.66 %
48WW Grainger Inc 838914.1K $0.65 %
49Southern Copper Corp 5,178890.9K $0.64 %
50Huntington Ingalls Industries, Inc. 2,317880.2K $0.63 %
51Embraer SA 14,550863.4K $0.62 %
52BWX Technologies Inc 4,216862.1K $0.62 %
53Vale SA 53,646853.5K $0.61 %
54Norfolk Southern Corp 2,950846.7K $0.60 %
55Kirby Corp 6,272833.4K $0.60 %
56NextEra Energy Inc 8,968832.9K $0.60 %
57GATX Corp 4,789817.7K $0.58 %
58Coherent Corp 3,393808.2K $0.58 %
59Veolia Environnement SA 21,406805.5K $0.58 %
60BHP Group Ltd 10,854789.5K $0.56 %
61Alamos Gold Inc 17,560780.2K $0.56 %
62Merck & Co Inc 6,458776.8K $0.56 %
63Edwards Lifesciences Corp 9,616770K $0.55 %
64Sysco Corp 10,717764.4K $0.55 %
65KLA Corp 517761.2K $0.54 %
66NVIDIA Corp 4,362760.7K $0.54 %
67CH Robinson Worldwide Inc 4,522751K $0.54 %
68Devon Energy Corp 14,865748K $0.53 %
69Monster Beverage Corp 10,239741.9K $0.53 %
70MP Materials Corp 15,317739.2K $0.53 %
71GE Vernova Inc 839732.4K $0.52 %
72Atmus Filtration Technologies Inc 12,726722.5K $0.52 %
73Keysight Technologies Inc 2,548719.5K $0.51 %
74PepsiCo Inc 4,623717.9K $0.51 %
75GSK PLC 12,902712.1K $0.51 %
76Ormat Technologies Inc 6,334708.9K $0.51 %
77Archer-Daniels-Midland Co 9,750708.7K $0.51 %
78Tenaris SA 12,075702.5K $0.50 %
79Nextpower Inc 5,756693.9K $0.50 %
80Anheuser-Busch InBev SA/NV 9,971691.7K $0.49 %
81Nutrien Ltd 8,983677.9K $0.48 %
82Tyson Foods Inc 10,435668.6K $0.48 %
83Bunge Global SA 5,220664K $0.47 %
84Hershey Co/The 3,179660.9K $0.47 %
85Steel Dynamics Inc 3,654657.7K $0.47 %
86Balchem Corp 3,877657.1K $0.47 %
87Biogen Inc 3,544649.7K $0.46 %
88Frontline PLC 18,109631.3K $0.45 %
89Halliburton Co 16,181630.9K $0.45 %
90Granite Construction Inc 5,235627.6K $0.45 %
91CVS Health Corp 8,683623.6K $0.45 %
92Cameco Corp 5,715620.7K $0.44 %
93Becton Dickinson & Co 3,943620K $0.44 %
94Essential Utilities Inc 15,204612.3K $0.44 %
95Centrus Energy Corp 3,519610.9K $0.44 %
96Restaurant Brands International Inc 8,101598.7K $0.43 %
97Equinor ASA 13,924587.6K $0.42 %
98Cheniere Energy Inc 2,058584K $0.42 %
99Public Storage 2,075562.1K $0.40 %
100Pfizer Inc 19,986561.2K $0.40 %