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Portfolio (Quarterly) Guide ↗

TABR Capital Management, LLC

· CIK 0001805603
13F Portfolio $109M AUM 54 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 15 Added 10 Reduced 22 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 OEF ISHARES TR 56,139 $19.3M 12.85% SOLD
2 IVW ISHARES TR 156,114 $19.2M 12.84% SOLD
3 JPM JPMORGAN CHASE & CO. Financial Services 1,289 $415K 0.28% SOLD
4 MSFT MICROSOFT CORP Technology 628 $304K 0.20% SOLD
5 MDB MONGODB INC Technology 720 $302K 0.20% SOLD
6 WBD WARNER BROS DISCOVERY INC Communication Services 10,451 $301K 0.20% SOLD
7 IJH ISHARES TR 4,154 $274K 0.18% SOLD
8 CVNA CARVANA CO Consumer Cyclical 630 $266K 0.18% SOLD
9 BK BANK NEW YORK MELLON CORP Financial Services 2,282 $265K 0.18% SOLD
10 EXPE EXPEDIA GROUP INC Consumer Cyclical 934 $265K 0.18% SOLD
11 AER AERCAP HOLDINGS NV Industrials 1,835 $264K 0.18% SOLD
12 MS MORGAN STANLEY Financial Services 1,466 $260K 0.17% SOLD
13 AXP AMERICAN EXPRESS CO Financial Services 673 $249K 0.17% SOLD
14 APH AMPHENOL CORP NEW Technology 1,804 $244K 0.16% SOLD
15 CRWD CROWDSTRIKE HLDGS INC Technology 516 $242K 0.16% SOLD
16 KLAC KLA CORP Technology 196 $239K 0.16% SOLD
17 INTC INTEL CORP Technology 6,438 $238K 0.16% SOLD
18 NTRA NATERA INC Healthcare 1,029 $236K 0.16% SOLD
19 WELL WELLTOWER INC Real Estate 1,239 $230K 0.15% SOLD
20 DVY ISHARES TR 1,613 $228K 0.15% SOLD
Page 1 of 2  ·  22 positions
Sector Allocation
Technology 42.9%
Consumer Cyclical 17.9%
Industrials 17.4%
Healthcare 9.3%
Financial Services 5.1%
Communication Services 2.4%
Utilities 1.9%
Energy 1.7%
Basic Materials 1.5%