HANSEATIC MANAGEMENT SERVICES INC — 13F Holdings & Portfolio

CIK 1128074 · latest 13F-HR filed 2026-05-06

HANSEATIC MANAGEMENT SERVICES INC manages $104.5M in 13F-reported U.S. long-equity assets across 80 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ICSH (11.79%), SCHX (4.16%), LITE (2.56%). Quarter over quarter (versus its 2024-12-31 filing) the fund opened 48 new positions, exited 85, added to 28, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$104.5M

Long-equity book

Holdings

80

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+48 / −85 / ↑28 / ↓3

vs 2024-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • iShares Liquidity Income Fund$2.7M +28.3%
  • Coherent Corporation$1.9M +531.7%
  • Corning Inc.$1.8M +446.1%
  • Lumentum Holdings Inc.$1.5M +129.5%
  • Carpenter Technology Corp$1.0M +105.2%
Show all 28

Top Trims

  • Vertiv Holdings Co.-$1.7M -73.7%
  • Invesco NASDAQ 100 ETF-$1.3M -32.6%
  • ProShares UltraPro QQQ-$128.5K -34.9%
Show all 3

New Positions

  • SPDR Portfolio Mid Cap ETF$2.2M
  • TTM Technologies, Inc.$2.1M
  • Western Digital Corp.$2.1M
  • Fidelity Industrials Index ETF$2.0M
  • Micron Technology Inc$1.8M
Show all 48

Exited Positions

  • BlackRock Flexible Income ETF$4.6M
  • NVIDIA Corp$2.0M
  • iShares North Amer Tech-Soft$1.7M
  • Abercrombie & Fitch Co.$1.6M
  • Meta Platforms, Inc.$1.6M
Show all 85
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 iShares Liquidity Income Fund ICSH 46434V878 $12.3M 11.79% 243,353 SH
2 Schwab U.S. Large-Cap ETF SCHX 808524201 $4.3M 4.16% 169,320 SH
3 Lumentum Holdings Inc. LITE 55024U109 $2.7M 2.56% 3,806 SH
4 Invesco NASDAQ 100 ETF QQQM 46138G649 $2.6M 2.48% 10,888 SH
5 SPDR Utilities Select XLU 81369Y886 $2.3M 2.23% 50,810 SH
6 VanEck Vectors Semiconductor E SMH 92189F676 $2.3M 2.20% 5,990 SH
7 Schwab U.S. Small-Cap ETF SCHA 808524607 $2.3M 2.16% 77,684 SH
8 Corning Inc. GLW 219350105 $2.2M 2.15% 16,523 SH
9 SPDR Portfolio Mid Cap ETF SPMD 78464A847 $2.2M 2.15% 37,901 SH
10 Goldman Sachs Equal Weight US GSEW 381430438 $2.2M 2.15% 26,470 SH
11 Coherent Corporation COHR 19247G107 $2.2M 2.13% 9,327 SH
12 TTM Technologies, Inc. TTMI 87305R109 $2.1M 2.05% 22,027 SH
13 Western Digital Corp. WDC 958102105 $2.1M 2.02% 7,814 SH
14 Interactive Brokers Group IBKR 45841N107 $2.1M 2.02% 31,417 SH
15 SPDR Cons Staples Slct XLP 81369Y308 $2.0M 1.95% 24,872 SH
16 Carpenter Technology Corp CRS 144285103 $2.0M 1.93% 5,124 SH
17 Fidelity Industrials Index ETF FIDU 316092709 $2.0M 1.92% 23,142 SH
18 GE Aerospace GE 369604301 $2.0M 1.88% 6,906 SH
19 Micron Technology Inc MU 595112103 $1.8M 1.72% 5,311 SH
20 Tapestry, Inc. TPR 876030107 $1.8M 1.68% 12,473 SH
21 NLIGHT, INC LASR 65487K100 $1.7M 1.66% 30,395 SH
22 ViaSat, Inc. VSAT 92552V100 $1.6M 1.52% 34,569 SH
23 Applied Materials Inc. AMAT 038222105 $1.5M 1.46% 4,462 SH
24 Warner Bros. Discovery, Inc. WBD 934423104 $1.5M 1.45% 55,296 SH
25 Jabil Inc. JBL 466313103 $1.5M 1.44% 5,666 SH
26 Ciena Corporation CIEN 171779309 $1.5M 1.40% 3,756 SH
27 Apple Inc. AAPL 037833100 $1.4M 1.37% 5,624 SH
28 Bloom Energy Corp. BE 093712107 $1.4M 1.34% 10,328 SH
29 iShares Barclays 0-5 Yr TIPS STIP 46429B747 $1.4M 1.33% 13,442 SH
30 SPDR Barclays Interm Term Trea SPTI 78464A672 $1.4M 1.32% 48,011 SH
31 FormFactor Inc FORM 346375108 $1.3M 1.28% 13,750 SH
32 Darling Ingredients Inc. DAR 237266101 $1.3M 1.27% 21,526 SH
33 Graniteshares Gold Trust BAR 38748G101 $1.3M 1.22% 27,654 SH
34 Tesla, Inc. TSLA 88160R101 $1.2M 1.19% 3,355 SH
35 Alphabet Inc. Class C GOOG 02079K107 $1.2M 1.17% 4,246 SH
36 Alcoa Corp AA 013872106 $1.2M 1.14% 17,958 SH
37 Freeport-McMoRan Inc. FCX 35671D857 $1.2M 1.11% 19,732 SH
38 AST SpaceMobile, Inc. Class A ASTS 00217D100 $1.1M 1.10% 13,819 SH
39 SiTime Corporation SITM 82982T106 $1.1M 1.07% 3,225 SH
40 Mednax, Inc. MD 58502B106 $1.1M 1.03% 50,544 SH
41 Terex Corp. TEX 880779103 $1.1M 1.03% 18,268 SH
42 EchoStar Corp. SATS 278768106 $1.0M 1.00% 8,952 SH
43 Lincoln Educational Srvcs LINC 533535100 $972.3K 0.93% 23,901 SH
44 Dollar Tree, Inc. DLTR 256746108 $949.7K 0.91% 8,672 SH
45 Natera, Inc. NTRA 632307104 $939.6K 0.90% 4,698 SH
46 Amkor Technology Inc AMKR 031652100 $920.1K 0.88% 20,432 SH
47 Ubiquiti Networks, Inc. UI 90353W103 $891.4K 0.85% 1,128 SH
48 Kodiak Gas Services Inc KGS 50012A108 $858.8K 0.82% 14,726 SH
49 Five Below, Inc. FIVE 33829M101 $846.7K 0.81% 3,706 SH
50 OSI Systems Inc. OSIS 671044105 $788.0K 0.75% 2,968 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $104.5M 80 0001128074-26-000003
2024-12-31 2025-01-15 $78.8M 117 0001128074-25-000001