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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  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEMG ISHARES INC 54,770.0 $3.8M 3.52% NEW $69.75 +11.9%
2 CIEN CIENA CORP Technology 956.0 $371K 0.34% NEW $388.23 +36.1%
3 FIX COMFORT SYS USA INC Industrials 233.0 $321K 0.30% NEW $1379.61 +31.5%
4 GEV GE VERNOVA INC Utilities 368.0 $321K 0.30% NEW $873.49 +13.9%
5 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 810.0 $317K 0.29% NEW $391.85 +88.6%
6 VRT VERTIV HOLDINGS CO Industrials 1,260.0 $316K 0.29% NEW $250.64 +30.0%
7 WDC WESTERN DIGITAL CORP Technology 1,148.0 $311K 0.29% NEW $270.60 +68.4%
8 CW CURTISS WRIGHT CORP Industrials 442.0 $301K 0.28% NEW $681.12 +2.8%
9 TER TERADYNE INC Technology 1,003.0 $297K 0.27% NEW $296.33 +8.1%
10 BAP CREDICORP LTD Financial Services 873.0 $296K 0.27% NEW $339.18 -9.4%
11 RL RALPH LAUREN CORP Consumer Cyclical 854.0 $294K 0.27% NEW $343.99 -6.1%
12 UI UBIQUITI INC Technology 366.0 $289K 0.27% NEW $790.29 -23.7%
13 TPR TAPESTRY INC Consumer Cyclical 2,047.0 $289K 0.27% NEW $141.10 -8.2%
14 LRCX LAM RESEARCH CORP Technology 1,346.0 $288K 0.27% NEW $213.66 +27.7%
15 MU MICRON TECHNOLOGY INC Technology 849.0 $287K 0.26% NEW $337.88 +104.0%
16 AMAT APPLIED MATLS INC Technology 826.0 $282K 0.26% NEW $341.79 +19.1%
17 COHR COHERENT CORP Technology 1,164.0 $277K 0.26% NEW $238.21 +50.9%
18 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,656.0 $275K 0.25% NEW $166.07 +1.1%
19 LITE LUMENTUM HLDGS INC Technology 383.0 $269K 0.25% NEW $702.76 +38.1%
20 MPWR MONOLITHIC PWR SYS INC Technology 246.0 $269K 0.25% NEW $1093.35 +34.0%
Page 1 of 2  ·  25 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 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%