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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 11 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TAC TRANSALTA CORP Utilities 4,788.0 $88K 0.02% +243.0 +5.3% $18.38 -25.2%
202 MEOH METHANEX CORP Basic Materials 979.0 $81K 0.02% NEW $82.74 -35.7%
203 GE GENERAL ELECTRIC CO Industrials 273.0 $77K 0.02% +169.0 +162.5% $282.05 +26.8%
204 IBKR INTERACTIVE BROKERS GRO-CL A Financial Services 1,142.0 $77K 0.02% +670.0 +141.9% $67.43 +42.4%
205 URI UNITED RENTALS INC Industrials 106.0 $77K 0.02% NEW $726.42 +48.2%
206 AMAT APPLIED MATERIALS INC Technology 221.0 $76K 0.02% -5K -95.8% $343.89 +79.4%
207 CSCO CISCO SYSTEMS INC Technology 926.0 $72K 0.02% -18K -95.0% $77.75 +53.7%
208 SLF SUN LIFE FINANCIAL INC Financial Services 830.0 $72K 0.02% +252.0 +43.6% $86.75 -9.0%
209 BN BROOKFIELD CORP Financial Services 1,258.0 $71K 0.02% +991.0 +371.2% $56.44 -21.3%
210 DE DEERE & CO Industrials 124.0 $70K 0.02% -198.0 -61.5% $564.52 +4.4%
211 O REALTY INCOME CORP Real Estate 1,128.0 $69K 0.02% $61.17 -1.5%
212 WIT WIPRO LTD-ADR Technology 31,046.0 $66K 0.02% NEW $2.13 +12.4%
213 GIB CGI GROUP INC - CL A Technology 628.0 $64K 0.02% NEW $101.91 -39.9%
214 SBAC SBA COMMUNICATIONS CORP-CL A Real Estate 358.0 $62K 0.02% +48.0 +15.5% $173.18 +7.9%
215 AMP AMERIPRISE FINANCIAL INC Financial Services 136.0 $60K 0.02% -1K -89.7% $441.18 +6.0%
216 KMB KIMBERLY-CLARK CORP Consumer Defensive 619.0 $60K 0.02% +95.0 +18.1% $96.93 +5.8%
217 WFC WELLS FARGO & CO Financial Services 719.0 $57K 0.01% +111.0 +18.3% $79.28 +3.7%
218 AME AMETEK INC Industrials 263.0 $56K 0.01% -40.0 -13.2% $212.93 +11.5%
219 PAAS PAN AMERICAN SILVER CORP Basic Materials 724.0 $55K 0.01% NEW $75.97 -35.5%
220 AIG AMERICAN INTERNATIONAL GROUP Financial Services 689.0 $52K 0.01% -115.0 -14.3% $75.47 -1.9%
Page 11 of 13  ·  250 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%