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Portfolio (Quarterly) Guide ↗

TABR Capital Management, LLC

· CIK 0001805603
13F Portfolio $150M AUM 51 positions Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRWD CROWDSTRIKE HLDGS INC Technology 516.0 $242K 0.16% NEW $468.76 +32.0%
42 CAT CATERPILLAR INC Industrials 419.0 $240K 0.16% NEW $572.90 +50.9%
43 KLAC KLA CORP Technology 196.0 $239K 0.16% NEW $1217.09 +43.9%
44 INTC INTEL CORP Technology 6,438.0 $238K 0.16% NEW $36.90 +198.6%
45 CAH CARDINAL HEALTH INC Healthcare 1,153.0 $237K 0.16% NEW $205.50 -1.2%
46 NTRA NATERA INC Healthcare 1,029.0 $236K 0.16% NEW $229.09 -15.1%
47 WELL WELLTOWER INC Real Estate 1,239.0 $230K 0.15% NEW $185.67 +16.1%
48 DVY ISHARES TR 1,613.0 $228K 0.15% NEW $141.15 +8.3%
49 PWR QUANTA SVCS INC Industrials 522.0 $220K 0.15% NEW $422.06 +70.4%
50 SNOW SNOWFLAKE INC Technology 971.0 $213K 0.14% NEW $219.36 -23.3%
51 CVX CHEVRON CORP NEW Energy 1,369.0 $209K 0.14% NEW $152.40 +28.7%
Page 3 of 3  ·  51 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 38.2%
Consumer Cyclical 22.6%
Healthcare 12.0%
Financial Services 10.3%
Industrials 10.3%
Communication Services 4.0%
Real Estate 1.4%
Energy 1.2%