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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 WMB WILLIAMS COS INC Energy 1,610 $117K 0.03% SOLD
22 TAC TRANSALTA CORP Utilities 4,788 $88K 0.02% SOLD
23 DE DEERE & CO Industrials 124 $70K 0.02% SOLD
24 SOFI SOFI TECHNOLOGIES INC Financial Services 1,237 $20K 0.01% SOLD
25 PPG PPG INDUSTRIES INC Basic Materials 172 $18K 0.01% SOLD
26 L LOEWS CORP Financial Services 142 $15K 0.00% SOLD
27 DPZ DOMINO'S PIZZA INC Consumer Cyclical 34 $12K 0.00% SOLD
28 ICE INTERCONTINENTALEXCHANGE INC Financial Services 74 $12K 0.00% SOLD
29 HSAI HESAI GROUP Consumer Cyclical 532 $10K 0.00% SOLD
30 ROL ROLLINS INC Consumer Cyclical 158 $8K 0.00% SOLD
Page 2 of 2  ·  30 positions
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%