13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001527488
Total reported value
$411.9K
$411.9K
377 檔
38924.8%
As reported in its official Q1 2024 Form 13F filing, Tobam's tracked investment portfolio stood at $411.9K with 377 total positions.
During Q1 2024, Tobam's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including LLY, GIS, ABBV) accounted for 38924.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.04% | -0.19% | -23.38% | |
| 2 | GIS | General Mills Inc | Stock-Consumer Staples | 2.95% | -0.08% | -5.02% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 2.86% | +0.25% | -19.83% | |
| 4 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.77% | +0.05% | -2.17% | |
| 5 | MCK | Mckesson CORP | Stock-Healthcare | 2.75% | -0.07% | -8.44% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 2.69% | — | +59.80% | |
| 7 | CLX | Clorox Company | Stock-Consumer Staples | 2.67% | +0.20% | -12.11% | |
| 8 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.65% | -0.07% | +32.52% | |
| 9 | HUM | Humana Inc | Stock-Healthcare | 2.64% | +0.14% | +38.97% | |
| 10 | T | At&t Inc | Stock-Comm Services | 2.61% | -0.36% | -2.71% | |
| 11 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 2.53% | — | -9.91% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.46% | -0.23% | -32.34% | |
| 13 | KR | Kroger Co | Stock-Consumer Staples | 2.46% | +0.04% | -16.48% | |
| 14 | NEM | Newmont CORP | Stock-Materials | 2.32% | -0.09% | +2.67% | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 2.26% | -0.10% | +2.10% | |
| 16 | KEL | Kellanova | Stock-Other | 2.25% | — | -24.80% | |
| 17 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.24% | +0.05% | -4.49% | |
| 18 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 2.20% | +0.17% | NEW | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.16% | -0.02% | -26.02% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.05% | -0.13% | +1.47% | |
| 21 | SLB | Slb LTD | Stock-Energy | 1.89% | — | -4.23% | |
| 22 | ANETEUR | Arista Networks Inc | Stock-Other | 1.86% | — | -18.82% | |
| 23 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.81% | — | -15.41% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.76% | -0.47% | -32.00% | |
| 25 | DVA | Davita Inc | Stock-Healthcare | 1.44% | — | -14.31% | |
| 26 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 1.39% | — | -23.16% | |
| 27 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 1.37% | — | +16.04% | |
| 28 | DG | Dollar General CORP | Stock-Consumer Staples | 1.32% | -0.96% | -12.37% | |
| 29 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.32% | -0.12% | -1.64% | |
| 30 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.24% | -0.10% | -18.15% | |
| 31 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.13% | — | -72.79% | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.10% | -0.03% | -37.89% | |
| 33 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.99% | -0.13% | +100.65% | |
| 34 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.98% | — | -29.33% | |
| 35 | FSLR | First Solar Inc | Stock-Tech | 0.97% | -0.10% | -41.22% | |
| 36 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.95% | +0.03% | -37.75% | |
| 37 | SNAP | Snap Inc - A | Stock-Comm Services | 0.94% | — | +12.97% | |
| 38 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.92% | — | -24.14% | |
| 39 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.79% | -0.16% | EXIT | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.77% | +0.38% | +551.62% | |
| 41 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.74% | -0.07% | +30.12% | |
| 42 | BAX | Baxter International Inc | Stock-Healthcare | 0.73% | — | -44.29% | |
| 43 | RBA | Rb Global Inc | Stock-Industrials | 0.73% | — | -24.22% | |
| 44 | NTNX | Nutanix Inc - A | Stock-Tech | 0.70% | — | +1799.63% | |
| 45 | TTC | Toro Co | Stock-Industrials | 0.69% | — | — | |
| 46 | MRNA | Moderna Inc | Stock-Healthcare | 0.65% | +0.08% | -49.28% | |
| 47 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.64% | — | — | |
| 48 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.61% | -0.08% | EXIT | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.29% | +95.19% | |
| 50 | SIRIEUR | Sirius Xm Holdings Inc | Stock-Other | 0.56% | — | -8.95% |
According to official SEC Form 13F filings, Tobam reported a total U.S. public equity portfolio value of $411.9K across 377 disclosed positions in Q1 2024.
During Q1 2024, Tobam's top holdings by market value included LLY (3.0%)、GIS (3.0%)、ABBV (2.9%). The largest single position, LLY, represented 3.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Tobam made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.