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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 12 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CCI CROWN CASTLE INTL CORP Real Estate 629.0 $51K 0.01% -7K -92.3% $81.08 +1.2%
222 FITB FIFTH THIRD BANCORP Financial Services 1,078.0 $50K 0.01% -16K -93.5% $46.38 +13.7%
223 LVS LAS VEGAS SANDS CORP Consumer Cyclical 880.0 $47K 0.01% -303.0 -25.6% $53.41 -8.8%
224 MRVL MARVELL TECHNOLOGY GROUP LTD Technology 421.0 $42K 0.01% -1K -71.7% $99.76 +211.3%
225 RGA REINSURANCE GROUP OF AMERICA Financial Services 205.0 $42K 0.01% +43.0 +26.5% $204.88 +2.8%
226 ESS ESSEX PROPERTY TRUST INC Real Estate 148.0 $36K 0.01% -2K -93.9% $243.24 +12.5%
227 DHI DR HORTON INC Consumer Cyclical 258.0 $35K 0.01% -10K -97.6% $135.66 +16.3%
228 PCG P G & E CORP Utilities 1,888.0 $33K 0.01% $17.48 -5.7%
229 ALB ALBEMARLE CORP Basic Materials 180.0 $32K 0.01% NEW $177.78 -9.8%
230 TECK TECK RESOURCES LTD-CLS B Basic Materials 419.0 $30K 0.01% $71.60 -10.1%
231 DLR DIGITAL REALTY TRUST INC Real Estate 163.0 $29K 0.01% $177.91 +5.8%
232 ABBV ABBVIE INC Healthcare 127.0 $28K 0.01% $220.47 -1.7%
233 EXR EXTRA SPACE STORAGE INC Real Estate 187.0 $25K 0.01% $133.69 +8.7%
234 TD TORONTO-DOMINION BANK Financial Services 177.0 $23K 0.01% -127.0 -41.8% $129.94 -8.2%
235 MFC MANULIFE FINANCIAL CORP Financial Services 447.0 $21K 0.01% $46.98 -13.6%
236 EIX EDISON INTERNATIONAL Utilities 278.0 $20K 0.01% $71.94 -0.1%
237 SOFI SOFI TECHNOLOGIES INC Financial Services 1,237.0 $20K 0.01% -497.0 -28.7% $16.17 +10.8%
238 BVN CIA DE MINAS BUENAVENTUR-ADR Basic Materials 508.0 $18K 0.01% $35.43 -8.1%
239 PPG PPG INDUSTRIES INC Basic Materials 172.0 $18K 0.01% -381.0 -68.9% $104.65 +13.0%
240 PBA PEMBINA PIPELINE CORP Energy 295.0 $18K 0.01% -446.0 -60.2% $61.02 -24.4%
Page 12 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%