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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 UUUU ENERGY FUELS INC Energy 6,168 $123K 0.03% SOLD
22 IBM INTL BUSINESS MACHINES CORP Technology 219 $65K 0.02% SOLD
23 DVN DEVON ENERGY CORPORATION Energy 1,633 $60K 0.01% SOLD
24 FICO FAIR ISAAC CORP Technology 24 $41K 0.01% SOLD
25 WCN WASTE CONNECTIONS INC Industrials 170 $41K 0.01% SOLD
26 SEMLER SCIENTIFIC INC 2,041 $31K 0.01% SOLD
27 ALGN ALIGN TECHNOLOGY INC Healthcare 192 $30K 0.01% SOLD
28 RIOT RIOT PLATFORMS INC Financial Services 1,592 $20K 0.01% SOLD
29 SCCO SOUTHERN COPPER CORP Basic Materials 135 $19K 0.01% SOLD
30 CINF CINCINNATI FINANCIAL CORP Financial Services 110 $18K 0.00% SOLD
31 DKS DICK'S SPORTING GOODS INC Consumer Cyclical 88 $17K 0.00% SOLD
32 MORN MORNINGSTAR INC Financial Services 78 $17K 0.00% SOLD
33 UDR UDR INC Real Estate 472 $17K 0.00% SOLD
34 UPS UNITED PARCEL SERVICE-CL B Industrials 141 $14K 0.00% SOLD
35 TRP TC ENERGY CORP Energy 167 $13K 0.00% SOLD
36 VIPS VIPSHOP HOLDINGS LTD - ADR Consumer Cyclical 694 $12K 0.00% SOLD
37 FUTU FUTU HOLDINGS LTD-ADR Financial Services 58 $10K 0.00% SOLD
38 KIM KIMCO REALTY CORP Real Estate 517 $10K 0.00% SOLD
39 CPT CAMDEN PROPERTY TRUST Real Estate 84 $9K 0.00% SOLD
40 IFF INTL FLAVORS & FRAGRANCES Basic Materials 131 $9K 0.00% SOLD
Page 2 of 3  ·  42 positions
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%