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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 13 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PFE PFIZER INC Healthcare 1,173.0 $28K 0.01% -14K -92.2% $23.87 +18.6%
242 EXR EXTRA SPACE STORAGE INC Real Estate 187.0 $27K 0.01% $144.38 -0.2%
243 PURR HYPERLIQUID STRATEGIES Basic Materials 3,466.0 $27K 0.01% NEW $7.79 +48.4%
244 BSY BENTLEY SYSTEMS INC-CLASS B Technology 857.0 $26K 0.01% +390.0 +83.5% $30.34 +21.8%
245 PAAS PAN AMERICAN SILVER CORP Basic Materials 395.0 $25K 0.01% -329.0 -45.4% $63.29 -16.8%
246 CM CAN IMPERIAL BK OF COMMERCE Financial Services 129.0 $21K 0.01% $162.79 -27.4%
247 EIX EDISON INTERNATIONAL Utilities 278.0 $21K 0.01% $75.54 -1.4%
248 SBAC SBA COMMUNICATIONS CORP-CL A Real Estate 111.0 $20K 0.01% -247.0 -69.0% $180.18 +3.2%
249 WFC WELLS FARGO & CO Financial Services 240.0 $20K 0.01% -479.0 -66.6% $83.33 +2.3%
250 PBA PEMBINA PIPELINE CORP Energy 295.0 $19K 0.01% $64.41 -24.5%
251 TRP TC ENERGY CORP Energy 189.0 $18K 0.00% NEW $95.24 -34.0%
252 BVN CIA DE MINAS BUENAVENTUR-ADR Basic Materials 508.0 $15K 0.00% $29.53 +22.5%
253 DLTR DOLLAR TREE INC Consumer Defensive 113.0 $14K 0.00% -3K -96.3% $123.89 +6.7%
254 EXPE EXPEDIA GROUP INC Consumer Cyclical 55.0 $14K 0.00% -9.0 -14.1% $254.55 +31.0%
255 HIVE HIVE DIGITAL TECHNOLOGIES LT - USD Financial Services 3,243.0 $12K 0.00% -322.0 -9.0% $3.70 -22.4%
256 TME TENCENT MUSIC ENTERTAINM-ADR Communication Services 1,401.0 $12K 0.00% NEW $8.57 +2.7%
257 ALB ALBEMARLE CORP Basic Materials 84.0 $11K 0.00% -96.0 -53.3% $130.95 +2.7%
258 RDDT REDDIT INC-CL A Communication Services 60.0 $10K 0.00% -2K -97.5% $166.67 -6.8%
Page 13 of 13  ·  258 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%