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Portfolio (Quarterly) Guide ↗

TABR Capital Management, LLC

· CIK 0001805603
13F Portfolio $117M AUM 54 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 17 Added 9 Reduced 22 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CIEN CIENA CORP Technology 749.0 $367K 0.31% -207.0 -21.6% $490.56 -17.6%
42 EME EMCOR GROUP INC Industrials 429.0 $356K 0.30% NEW $829.88 -8.0%
43 IMO IMPERIAL OIL LTD Energy 3,143.0 $352K 0.30% NEW $112.02 +17.3%
44 DDOG DATADOG INC Technology 1,350.0 $351K 0.30% NEW $260.36 -12.6%
45 DELL DELL TECHNOLOGIES INC Technology 794.0 $343K 0.29% NEW $431.46 +7.5%
46 TWLO TWILIO INC Communication Services 1,652.0 $341K 0.29% NEW $206.33 +10.7%
47 CVE CENOVUS ENERGY INC Energy 13,675.0 $339K 0.29% NEW $24.81 +26.9%
48 ARM ARM HOLDINGS PLC Technology 900.0 $319K 0.27% NEW $354.57 -29.2%
49 ASTS AST SPACEMOBILE INC Technology 3,499.0 $311K 0.27% NEW $88.86 -32.6%
50 RKLB ROCKET LAB CORP Industrials 3,050.0 $310K 0.26% NEW $101.65 -34.9%
51 BSCR INVESCO EXCH TRD SLF IDX FD 12,908.0 $253K 0.22% NEW $19.62 -0.1%
52 CVX CHEVRON CORPORATION Energy 1,395.0 $231K 0.20% +13.0 +0.9% $165.74 +20.8%
53 SHOP SHOPIFY INC Technology 1,875.0 $214K 0.18% $114.18 +31.6%
54 IJR ISHARES TR 1,393.0 $207K 0.18% NEW $148.28 -1.0%
Page 3 of 3  ·  54 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 48.5%
Industrials 17.4%
Consumer Cyclical 13.5%
Healthcare 10.1%
Energy 4.4%
Communication Services 4.0%
Utilities 2.1%