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AKRE

Akre Focus ETF
1W: -6.4% 1M: -2.9% 3M: +3.9% YTD: -12.1%
$56.98
+0.60 (+1.06%)
 
Weekly Expected Move ±3.4%
$53 $55 $57 $59 $61
ETF AMEX · AUM $8.6B
Key Statistics
AUM$8.6B
Holdings16
Top 10 Wt75.4%
Volume255,432
Avg Volume688,685
Beta0.88
Portfolio Fundamentals
P/E29.6
P/B10.2
Div Yield0.52%
ROE36.0%
% Profitable80%
Inception2025-10-24
Sector Allocation
Financial Services 41.4%
Technology 34.5%
Other 7.9%
Consumer Cyclical 6.7%
Real Estate 5.1%
Industrials 4.5%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Mastercard Inc MA 13.80% $683.1M 1,203,708
2 Constellation Software Inc/Canada CSU.TO 11.75% $581.9M 286,813
3 Topicus.com Inc 7.27% $360.0M 5,289,600
4 KKR & Co Inc KKR 7.25% $358.8M 3,446,793
5 Visa Inc V 7.10% $351.7M 957,397
6 Roper Technologies Inc ROP 7.10% $351.4M 900,246
7 Moody's Corp MCO 6.73% $333.3M 702,338
8 Brookfield Corp BN 6.50% $321.6M 8,349,608
9 Fair Isaac Corp FICO 5.53% $273.9M 278,609
10 CoStar Group Inc CSGP 5.07% $251.2M 8,491,693

Recent Holding Changes

Date Holding Change Details
2026-09-11 ABNB Changed 928426 → 927766
2026-09-11 KKR Changed 3449253 → 3446793
2026-09-11 MCO Changed 702838 → 702338
2026-09-11 ORLY Changed 643956 → 643480
2026-09-11 BN Changed 8355576 → 8349608

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms