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Portfolio (Quarterly) Guide ↗

TOBAM

· CIK 0001527488
13F Portfolio $384M AUM 250 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 89 Added 98 Reduced 42 Exited
Page 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TAC TRANSALTA CORP Utilities 4,788.0 $88K 0.02% +243.0 +5.3% $18.38 -25.2%
82 IBKR INTERACTIVE BROKERS GRO-CL A Financial Services 1,142.0 $77K 0.02% +670.0 +141.9% $67.43 +42.4%
83 GE GENERAL ELECTRIC CO Industrials 273.0 $77K 0.02% +169.0 +162.5% $282.05 +26.8%
84 SLF SUN LIFE FINANCIAL INC Financial Services 830.0 $72K 0.02% +252.0 +43.6% $86.75 -9.0%
85 BN BROOKFIELD CORP Financial Services 1,258.0 $71K 0.02% +991.0 +371.2% $56.44 -21.3%
86 SBAC SBA COMMUNICATIONS CORP-CL A Real Estate 358.0 $62K 0.02% +48.0 +15.5% $173.18 +7.9%
87 KMB KIMBERLY-CLARK CORP Consumer Defensive 619.0 $60K 0.02% +95.0 +18.1% $96.93 +5.8%
88 WFC WELLS FARGO & CO Financial Services 719.0 $57K 0.01% +111.0 +18.3% $79.28 +3.7%
89 RGA REINSURANCE GROUP OF AMERICA Financial Services 205.0 $42K 0.01% +43.0 +26.5% $204.88 +2.8%
Page 5 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.1%
Healthcare 18.2%
Consumer Defensive 15.4%
Communication Services 14.2%
Financial Services 9.1%
Consumer Cyclical 7.1%
Utilities 5.6%
Industrials 5.5%
Real Estate 2.4%
Energy 1.3%