Touchstone Sands Capital US Select Growth ETF (TSEL) Holdings
TSEL holdings summary
as of Oct 24, 2026- Holdings
- 27 positions listed
- Top 10 weight
- 57.2% of net assets
- Effective holdings
- 19 equal-weight equivalent
- Largest holding
- NVDA 10.74% NVIDIA Corporation
- Annual turnover
- — of the portfolio traded
All TSEL holdings
| # | Name | ||||||
|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 10.74% | $8.1M | $5.17T | 27.1 |
| 2 | GOOGL | Alphabet Inc. | Communication Services | 9.16% | $6.9M | $4.17T | 17.1 |
| 3 | MSFT | Microsoft Corporation | Technology | 6.88% | $5.2M | $3.93T | 29.5 |
| 4 | META | Meta Platforms, Inc. | Communication Services | 6.46% | $4.9M | $1.81T | 26.7 |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 4.09% | $3.1M | $2.70T | 20.1 |
| 6 | XYZ | Block, Inc | Technology | 4.08% | $3.1M | $46.80B | 139.1 |
| 7 | SHOP | Shopify Inc. | Technology | 4.05% | $3.1M | $219.98B | 114.5 |
| 8 | PWR | Quanta Services, Inc. | Industrials | 4.05% | $3.1M | $95.00B | 72.4 |
| 9 | SPOT | Spotify Technology S.A | Communication Services | 3.88% | $2.9M | $109.07B | 30.5 |
| 10 | STX | Seagate Technology Holdings plc | Technology | 3.84% | $2.9M | $145.31B | 46.0 |
| 11 | V | Visa Inc. | Financial Services | 3.68% | $2.8M | $755.84B | 34.3 |
| 12 | SNDK | Sandisk Corporation | Technology | 3.57% | $2.7M | $187.78B | 17.6 |
| 13 | MU | Micron Technology, Inc. | Technology | 3.41% | $2.6M | $994.34B | 11.8 |
| 14 | LRCX | Lam Research Corporation | Technology | 3.40% | $2.6M | $330.30B | 45.8 |
| 15 | BE | Bloom Energy Corporation | Industrials | 3.27% | $2.5M | $65.18B | 291.2 |
| 16 | AMD | Advanced Micro Devices, Inc. | Technology | 2.94% | $2.2M | $863.17B | 134.9 |
| 17 | CVNA | Carvana Co. | Consumer Cyclical | 2.56% | $1.9M | $65.21B | 31.1 |
| 18 | DDOG | Datadog, Inc. | Technology | 2.51% | $1.9M | $88.73B | 494.2 |
| 19 | ICE | Intercontinental Exchange, Inc. | Financial Services | 2.35% | $1.8M | $90.70B | 22.8 |
| 20 | CRS | Carpenter Technology Corporation | Industrials | 2.24% | $1.7M | $18.69B | 35.8 |
| 21 | NET | Cloudflare, Inc. | Technology | 1.97% | $1.5M | $105.51B | — |
| 22 | AVGO | Broadcom Inc. | Technology | 1.88% | $1.4M | $1.57T | 43.3 |
| 23 | IOT | Samsara Inc. | Technology | 1.59% | $1.2M | $23.17B | 282.6 |
| 24 | SPHR | Sphere Entertainment Co. | Communication Services | 1.37% | $1.0M | $3.72B | — |
| 25 | SPCX | Space Exploration Technologies Corp. | Industrials | 1.35% | $1.0M | $1.92T | — |
| 26 | AXON | Axon Enterprise, Inc. | Industrials | 0.80% | $607,732.40 | $31.71B | 161.9 |
| 27 | APP | AppLovin Corporation | Communication Services | 0.39% | $291,923.86 | $89.40B | 20.5 |
Weights as a percentage of net assets. Value held = weight × net assets ($75.8M). Market cap and P/E from each company's latest fundamentals (U.S.-listed stocks).
TSEL sector breakdown
| Sector | Weight | Holdings | Largest |
|---|---|---|---|
| Technology | 50.9% | 13 | NVDA, MSFT, XYZ |
| Communication Services | 21.3% | 5 | GOOGL, META, SPOT |
| Industrials | 11.7% | 5 | PWR, BE, CRS |
| Consumer Cyclical | 6.6% | 2 | AMZN, CVNA |
| Financial Services | 6.0% | 2 | V, ICE |
Sum of the weights of the holdings in each sector.
TSEL top industries
TSEL overlap with other ETFs
| ETF | Fund | Overlap | Shared holdings | Expense ratio |
|---|---|---|---|---|
| HFGO | Hartford Large Cap Growth ETF | 50.8% | 16 of 44 | 0.62% |
| QDVO | Amplify CWP Growth & Income ETF | 47.5% | 12 of 40 | 0.56% |
| QGRW | WisdomTree U.S. Quality Growth Fund | 47.1% | 18 of 100 | 0.27% |
| WINN | Harbor Long-Term Growers ETF | 45.3% | 17 of 75 | 0.54% |
| NBGX | Neuberger Growth ETF | 43.9% | 13 of 58 | — |
| LDRX | SGI Enhanced Market Leaders ETF | 40.5% | 11 of 100 | — |
Overlap = sum over shared holdings of the smaller of the two weights. 100% means identical portfolios.
About the TSEL portfolio
Touchstone Sands Capital US Select Growth ETF holds 27 positions. The ten largest make up 57.2% of the fund, so it behaves like a portfolio of about 19 equally weighted stocks. The biggest positions are NVIDIA Corporation (10.74%), Alphabet Inc. (9.16%), Microsoft Corporation (6.88%), Meta Platforms, Inc. (6.46%), Amazon.com, Inc. (4.09%).
By sector, Technology is 50.9%, Communication Services is 21.3%, Industrials is 11.7%. Holdings data is from the fund's latest portfolio as reported by EODHD on October 24, 2026; positions change as the fund rebalances.
Related: TSEL chart, TSEL performance, TSEL valuation, TSEL overview.
TSEL holdings FAQ
How many holdings does TSEL have?
TSEL holds 27 positions as of October 24, 2026.
What are the top 10 holdings of TSEL?
The ten largest holdings are NVIDIA Corporation (10.74%), Alphabet Inc. (9.16%), Microsoft Corporation (6.88%), Meta Platforms, Inc. (6.46%), Amazon.com, Inc. (4.09%), Block, Inc (4.08%), Shopify Inc. (4.05%), Quanta Services, Inc. (4.05%), Spotify Technology S.A (3.88%), Seagate Technology Holdings plc (3.84%). Together they are 57.2% of the fund.
What percentage of TSEL is NVIDIA Corporation?
NVIDIA Corporation is the largest holding at 10.74% of net assets, about $8.1M of the fund's $75.8M.
Which sector is the largest in TSEL?
Technology is the largest sector at 50.9%, followed by Communication Services (21.3%) and Industrials (11.7%), based on the sectors of the individual holdings.
How concentrated is TSEL?
The top 10 holdings are 57.2% of the fund. By the effective number of holdings (1 divided by the sum of squared weights) TSEL behaves like a portfolio of about 19 equally weighted stocks.