NLR holdings - what the fund actually owns
VanEck Uranium and Nuclear ETF reports 25 stock positions to the SEC, 100% of its assets. The ten largest are 61.1% of the fund, as of Jun 30, 2026.
Each week Ploutos reads the latest N-PORT filing of the largest US equity ETFs. This page is one fund's filing: its reported positions with their weights, where that weight sits by sector, what entered and left since the previous filing, and which other funds hold the most of the same stocks.
Reported positions
25
cover 100% of the fund
Weight of the top 10 holdings
61.1%
of the fund in ten names
Largest position
CCJ
8.41% · Cameco Corp
Filing date
Jun 30, 2026
holdings as reported to the SEC
Where the weight sits, by sector
Sectors come from each company's industry code in its SEC record, so they are coarse. 29.0% of the reported weight could not be placed and is shown as unknown.
Full holdings list, heaviest first
| # | Stock | Weight | Cumulative |
|---|---|---|---|
| 1 | CCJCameco Corp | 8.41% | 8.4% |
| 2 | CEGConstellation Energy Corp | 8.04% | 16.4% |
| 3 | PEGPublic Service Enterprise Group Inc | 7.09% | 23.5% |
| 4 | BWXTBWX Technologies Inc | 6.78% | 30.3% |
| 5 | FORTUM OYJ | 5.75% | 36.1% |
| 6 | OKLOOklo Inc | 5.22% | 41.3% |
| 7 | LEUCentrus Energy Corp | 5.05% | 46.3% |
| 8 | UECUranium Energy Corp | 4.99% | 51.3% |
| 9 | NXENexGen Energy Ltd | 4.97% | 56.3% |
| 10 | DNNDenison Mines Corp | 4.77% | 61.1% |
| 11 | SMRNuScale Power Corp | 4.76% | 65.8% |
| 12 | UUUUEnergy Fuels Inc/Canada | 4.67% | 70.5% |
| 13 | NAC KAZATOMPROM JSC | 4.38% | 74.9% |
| 14 | PALADIN ENERGY LTD | 4.35% | 79.2% |
| 15 | CGN POWER CO LTD | 3.90% | 83.1% |
| 16 | YELLOW CAKE PLC | 2.79% | 85.9% |
| 17 | KEPCO ENGINEERING & CONSTRUCTION CO INC | 2.49% | 88.4% |
| 18 | XEX-Energy Inc | 2.39% | 90.8% |
| 19 | CGN MINING CO LTD | 2.32% | 93.1% |
| 20 | NNENANO Nuclear Energy Inc | 1.92% | 95.1% |
| 21 | SILEX SYSTEMS LTD | 1.72% | 96.8% |
| 22 | DEEP YELLOW LTD | 1.34% | 98.1% |
| 23 | ISOUIsoEnergy Ltd | 0.83% | 98.9% |
| 24 | URGUr-Energy Inc | 0.76% | 99.7% |
| 25 | EUEncore Energy Corp | 0.47% | 100.2% |
Funds that hold the most of the same stocks
The share of NLR that is also in each fund, from the positions both report. Open a fund for its own page, or the overlap figure to compare the two.
| Fund | Overlap | Shared |
|---|---|---|
| URAGlobal X Uranium ETF | 49.1% | 19 |
| AIPODefiance AI & Power Infrastructure ETF | 13.2% | 11 |
| XMEState Street(R) SPDR(R) S&P(R) Metals & Mining ETF | 10.0% | 3 |
| VPUVANGUARD UTILITIES INDEX FUND | 8.8% | 3 |
| XLUState Street(R) Utilities Select Sector SPDR(R) ETF | 8.4% | 2 |
| IGFiShares Global Infrastructure ETF | 3.3% | 3 |
| SHLDGlobal X Defense Tech ETF | 3.1% | 1 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | 3.0% | 1 |
Questions people ask
What are the top holdings of NLR?
Its filing lists 25 stock positions. The largest are CCJ 8.4%, CEG 8.0%, PEG 7.1%, and the ten largest together are 61.1% of the fund. The full list with weights is on this page.
How many stocks are in NLR?
NLR reports 25 stock positions in its SEC filing of Jun 30, 2026, and together they are 100% of the fund. Cash, futures and bonds the fund holds are not counted.
How do I check whether NLR holds a particular stock?
Search the full list on this page by ticker or company name, for example NVDA or Nvidia. A stock the fund holds shows with its weight and its rank in the fund. If it does not show, the fund did not report it as a position in this filing.
How often do these holdings change?
Funds report their positions to the SEC at each quarter end, and the SEC publishes the filing about 60 days later. Ploutos reads the latest one every week, so the page changes four times a year, and shows the date of the filing it reads.
Why does the coverage not reach 100%?
The list is the stock positions the fund reports. Cash, futures, bonds and other assets the filing carries are not listed, and what the stocks add up to is the coverage shown. A stock fund lands near 100; a fund that holds futures or a cash sleeve lands lower. Weights are of the whole fund.
Compare NLR with another fund·All fund pairs
Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.