GMO U.S. Quality ETF

GMO ETF Trust · 1 share class

Actively managed U.S. equity ETF
One fund, 1 share class:QLTY
$4.51B NAV
42 positions · as of 2026-05-31 · filed 2026-07-29

Fund classification

Classified from what the fund holds · as of 2026 Q2

GMO U.S. Quality ETF is an actively managed U.S. equity ETF. 12% of QLTY’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 98% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
ETF
Features
Fund of funds

Fund profile

As filed in the prospectus · 2026 Q2

Total return.

Strategy · summarised

The fund is actively managed and invests primarily in equities of U.S. companies that GMO identifies as high quality, defined by strong returns on past investments and the capacity to deploy cash flows toward high-return investments or shareholder distributions. GMO selects securities using both systematic analysis of profitability, profit stability, and leverage, and judgmental assessment of future capital allocation and competitive positioning, with holdings valued at discounts to estimated intrinsic value. The fund invests at least 80% of assets directly and through underlying funds in quality companies and those tied economically to the United States. Because investment decisions rest on GMO's assessments of future profitability and capital allocation, which may prove incorrect, fund performance depends on the accuracy of those judgments.

Expenses
0.50%one share class
Share classExpense ratio
QLTY0.50%

Portfolio turnover 4.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.98%
of net assets
Stocks99.69%
Cash & short-term0.28%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology36.2%
Health Care22.1%
Communication Services11.6%
Consumer Discretionary9.9%
5 smaller20.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
12%of stock holdings in top-quartile growers
covering 98% of the fund’s equity
Earnings growth
20%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 5 new1 exited

New: NFLX, SNPS, ROP, JKHY, MCO

Exited: WFC

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+30.13%
3-year
30 of 36 months
5-year
30 of 60 months
Volatility
13.98%
Worst 3-yr fall
Cumulative return· Nov 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Microsoft CorpMSFT7.17%$323.29M
Alphabet IncGOOGL5.64%$254.19M
Lam Research CorpLRCX5.38%$242.23M
Apple IncAAPL5.12%$230.56M
Broadcom IncAVGO4.79%$215.72M
Texas Instruments IncTXN4.44%$199.88M
Meta Platforms IncMETA4.32%$194.44M
Johnson & JohnsonJNJ4.22%$190.24M
KLA CorpKLAC3.98%$179.15M
Amazon.com IncAMZN3.90%$175.86M
Showing 10 of 42Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 48.94% of net assets, top 25 83.47%, across 42 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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