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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBKR INTERACTIVE BROKERS GRO-CL A Financial Services 1,033.0 $90K 0.02% -109.0 -9.5% $87.12 +10.9%
82 HUBB HUBBELL INC Industrials 132.0 $69K 0.02% -1K -89.2% $522.73 -9.7%
83 SHOP SHOPIFY INC - CLASS A Technology 349.0 $57K 0.01% -913.0 -72.3% $163.32 -5.8%
84 CCI CROWN CASTLE INTL CORP Real Estate 488.0 $37K 0.01% -141.0 -22.4% $75.82 -0.6%
85 ACM AECOM Industrials 468.0 $33K 0.01% -6K -93.0% $70.51 -7.5%
86 PFE PFIZER INC Healthcare 1,173.0 $28K 0.01% -14K -92.2% $23.87 +16.9%
87 PAAS PAN AMERICAN SILVER CORP Basic Materials 395.0 $25K 0.01% -329.0 -45.4% $63.29 -14.9%
88 SBAC SBA COMMUNICATIONS CORP-CL A Real Estate 111.0 $20K 0.01% -247.0 -69.0% $180.18 +2.6%
89 WFC WELLS FARGO & CO Financial Services 240.0 $20K 0.01% -479.0 -66.6% $83.33 +1.6%
90 EXPE EXPEDIA GROUP INC Consumer Cyclical 55.0 $14K 0.00% -9.0 -14.1% $254.55 +28.2%
91 DLTR DOLLAR TREE INC Consumer Defensive 113.0 $14K 0.00% -3K -96.3% $123.89 +4.6%
92 HIVE HIVE DIGITAL TECHNOLOGIES LT - USD Financial Services 3,243.0 $12K 0.00% -322.0 -9.0% $3.70 -19.3%
93 ALB ALBEMARLE CORP Basic Materials 84.0 $11K 0.00% -96.0 -53.3% $130.95 +1.7%
94 RDDT REDDIT INC-CL A Communication Services 60.0 $10K 0.00% -2K -97.5% $166.67 -6.1%
Page 5 of 5  ·  94 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%