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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTAI AVIATION LTD 1,070.0 $262K 0.24% NEW $244.94
22 SCCO SOUTHERN COPPER CORP Basic Materials 1,467.0 $252K 0.23% NEW $172.04 -0.1%
23 LUV SOUTHWEST AIRLS CO Industrials 6,524.0 $245K 0.23% NEW $37.57 +2.1%
24 BSCQ INVESCO EXCH TRD SLF IDX FD 12,438.0 $243K 0.22% NEW $19.53 -0.2%
25 HON HONEYWELL INTL INC Industrials 915.0 $207K 0.19% NEW $226.03 -3.9%
Page 2 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%