Holdings of Aztlan North America Nearshoring Stock Selection ETF
Tidal Trust I · 30 declared positions · as of Apr 30, 2026
Original filing · Net assets 27.5M $ · Ten largest lines: 39.8 % of the equity sleeve
Sector breakdown
- Technology 28.8 %
- Industrials 21.4 %
- Communication 3.4 %
- Materials 3.0 %
- Real estate 2.8 %
- Unattributed 40.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 85.4 %
- CAD 11.6 %
- MXN 3.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 89.2 %
- CA 7.7 %
- MX 3.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 27 | 24.5M $ | 89.24 % |
| CA | 2 | 2.1M $ | 7.74 % |
| MX | 1 | 828.6K $ | 3.02 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Sanmina Corp | 5,978 | 1.3M $ | 4.73 % |
| Ciena Corp | 2,219 | 1.2M $ | 4.25 % |
| Celestica Inc | 2,836 | 1.2M $ | 4.22 % |
| MYR Group Inc | 2,866 | 1.2M $ | 4.21 % |
| Microchip Technology Inc | 12,084 | 1.1M $ | 4.08 % |
| TFI International Inc | 7,355 | 1.1M $ | 3.81 % |
| MasTec Inc | 2,581 | 1M $ | 3.69 % |
| Ryerson Holding Corp | 35,677 | 988.6K $ | 3.59 % |
| Analog Devices Inc | 2,446 | 983.9K $ | 3.57 % |
| DXP Enterprises Inc/TX | 5,737 | 979.6K $ | 3.56 % |
| Broadcom Inc | 2,323 | 969.7K $ | 3.52 % |
| Sterling Infrastructure Inc | 1,880 | 969.4K $ | 3.52 % |
| Mullen Group Ltd | 63,897 | 965.2K $ | 3.50 % |
| JB Hunt Transport Services Inc | 3,738 | 940.2K $ | 3.41 % |
| Lam Research Corp | 3,527 | 909.5K $ | 3.30 % |
| Micron Technology Inc | 1,756 | 908.1K $ | 3.30 % |
| Dycom Industries Inc | 2,156 | 892.8K $ | 3.24 % |
| API Group Corp | 18,750 | 857.3K $ | 3.11 % |
| Astronics Corp | 11,708 | 836K $ | 3.04 % |
| BWX Technologies Inc | 3,856 | 834.4K $ | 3.03 % |
| Prologis Property Mexico SA de CV | 181,388 | 828.6K $ | 3.01 % |
| ATI Inc | 5,272 | 819.6K $ | 2.98 % |
| CH Robinson Worldwide Inc | 4,419 | 803.4K $ | 2.92 % |
| Howmet Aerospace Inc | 3,162 | 768.5K $ | 2.79 % |
| Woodward Inc | 2,098 | 761.6K $ | 2.77 % |
| Crown Castle Inc | 8,557 | 759.7K $ | 2.76 % |
| Mercury Systems Inc | 9,576 | 755.6K $ | 2.74 % |
| General Electric Co | 2,498 | 724.2K $ | 2.63 % |
| Palantir Technologies Inc | 4,959 | 689.8K $ | 2.50 % |
| Vistance Networks Inc | 42,552 | 544.5K $ | 1.98 % |