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Portfolio (Quarterly) Guide ↗

TOBAM

· CIK 0001527488
13F Portfolio $412M AUM 258 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 107 Added 94 Reduced 30 Exited
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MFC MANULIFE FINANCIAL CORP Financial Services 1,429.0 $82K 0.02% +982.0 +219.7% $57.38 -24.8%
102 AME AMETEK INC Industrials 329.0 $80K 0.02% +66.0 +25.1% $243.16 +0.4%
103 O REALTY INCOME CORP Real Estate 1,292.0 $80K 0.02% +164.0 +14.5% $61.92 -0.1%
104 ESS ESSEX PROPERTY TRUST INC Real Estate 184.0 $54K 0.01% +36.0 +24.3% $293.48 -3.3%
105 RGA REINSURANCE GROUP OF AMERICA Financial Services 254.0 $54K 0.01% +49.0 +23.9% $212.60 +14.6%
106 DLR DIGITAL REALTY TRUST INC Real Estate 294.0 $53K 0.01% +131.0 +80.4% $180.27 +8.0%
107 BSY BENTLEY SYSTEMS INC-CLASS B Technology 857.0 $26K 0.01% +390.0 +83.5% $30.34 +25.3%
Page 6 of 6  ·  107 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 23.8%
Healthcare 18.4%
Consumer Defensive 15.1%
Communication Services 12.3%
Financial Services 9.0%
Consumer Cyclical 6.2%
Utilities 6.2%
Industrials 5.4%
Real Estate 1.6%
Energy 1.2%