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Portfolio (Quarterly) Guide ↗

TBH Global Asset Management, LLC

· CIK 0001787125
13F Portfolio $546M AUM 263 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 75 New 31 Added 136 Reduced 50 Exited
Page 9 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SYK STRYKER CORPORATION Healthcare 1,750.0 $551K 0.10% $314.86 +5.2%
162 IJT ISHARES TR 3,084.0 $551K 0.10% -114K -97.4% $178.60 -2.9%
163 BAC BANK OF AMER CORP Financial Services 9,629.0 $549K 0.10% -5K -32.2% $56.98 +9.8%
164 VB VANGUARD INDEX FDS 1,807.0 $548K 0.10% NEW $303.15 +0.0%
165 DIA STATE STR SPDR DOW JONES IND Financial Services 1,037.0 $542K 0.10% -133.0 -11.4% $522.47 +2.1%
166 UNP UNION PAC CORP Industrials 1,988.0 $541K 0.10% +162.0 +8.9% $272.00 +13.4%
167 MRVL MARVELL TECHNOLOGY INC Technology 1,807.0 $538K 0.10% NEW $297.89 -24.1%
168 VST VISTRA CORP Utilities 3,365.0 $534K 0.10% -110.0 -3.2% $158.63 -13.9%
169 BN BROOKFIELD CORP Financial Services 12,505.0 $533K 0.10% -2K -15.6% $42.59 -1.8%
170 AN AUTONATION INC Consumer Cyclical 2,855.0 $530K 0.10% $185.79 +6.4%
171 DFEV DIMENSIONAL ETF TRUST 12,210.0 $521K 0.10% NEW $42.67 -2.6%
172 BBIN J P MORGAN EXCHANGE TRADED F 6,637.0 $518K 0.10% NEW $78.08 +3.9%
173 AVDV AMERICAN CENTY ETF TR 5,028.0 $518K 0.10% NEW $103.05 +8.3%
174 IVE ISHARES TR 2,282.0 $518K 0.10% NEW $227.02 +4.6%
175 FIDELITY COVINGTON TRUST 6,699.0 $518K 0.10% +108.0 +1.6% $77.26
176 DUK DUKE ENERGY CORP NEW Utilities 4,055.0 $513K 0.09% -410.0 -9.2% $126.58 -4.6%
177 T AT&T INC Communication Services 24,513.0 $507K 0.09% -4K -13.0% $20.70 +23.9%
178 BROOKFIELD ASSET MANAGMT LTD 11,257.0 $505K 0.09% -650.0 -5.5% $44.85
179 WFC WELLS FARGO & CO Financial Services 6,103.0 $504K 0.09% -9K -58.5% $82.64 +2.8%
180 SO SOUTHERN CO Utilities 5,262.0 $504K 0.09% +103.0 +2.0% $95.70 -6.5%
Page 9 of 14  ·  263 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 35.7%
Financial Services 16.1%
Communication Services 10.5%
Healthcare 7.6%
Consumer Defensive 7.6%
Industrials 6.9%
Consumer Cyclical 6.6%
Energy 4.9%
Real Estate 1.9%
Utilities 1.6%