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CIK: 0001527488
Total reported value
$411.9K
$411.9K
319 檔
9443.0%
In Q4 2024, Tobam's U.S. equity holdings reached a combined market value of $411.9K, distributed across 319 disclosed stock positions.
During Q4 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 T, GIS, MCK) accounted for 9443.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 2.66% | -0.36% | -46.67% | |
| 2 | GIS | General Mills Inc | Stock-Consumer Staples | 2.43% | -0.08% | -37.81% | |
| 3 | MCK | Mckesson CORP | Stock-Healthcare | 2.27% | -0.07% | -49.90% | |
| 4 | CLX | Clorox Company | Stock-Consumer Staples | 2.27% | +0.20% | -42.13% | |
| 5 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.25% | -0.07% | -44.49% | |
| 6 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.19% | -0.13% | -29.54% | |
| 7 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.13% | +0.05% | -45.95% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.13% | +0.25% | -42.22% | |
| 9 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.01% | -0.47% | -44.39% | |
| 10 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 2.01% | -0.13% | -52.15% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.00% | -0.19% | -42.69% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.98% | -0.23% | -40.28% | |
| 13 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.96% | +0.05% | -51.97% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.83% | -0.10% | -42.69% | |
| 15 | RBA | Rb Global Inc | Stock-Industrials | 1.64% | — | -29.81% | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.61% | -0.04% | -6.12% | |
| 17 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.57% | +0.01% | -22.84% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | -0.08% | -30.15% | |
| 19 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.48% | — | -46.68% | |
| 20 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.48% | -0.03% | -23.32% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.02% | -50.96% | |
| 22 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.41% | — | -34.11% | |
| 23 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.38% | — | -41.65% | |
| 24 | DXCM | Dexcom Inc | Stock-Healthcare | 1.35% | -0.20% | -39.48% | |
| 25 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.34% | -0.20% | -21.62% | |
| 26 | MSTR | Strategy Inc | Stock-Tech | 1.32% | -0.44% | +334.08% | |
| 27 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.30% | +0.17% | NEW | |
| 28 | WRB | Wr Berkley CORP | Stock-Financials | 1.25% | -0.10% | -24.04% | |
| 29 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.24% | — | +5.56% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.21% | -0.29% | -43.02% | |
| 31 | HUM | Humana Inc | Stock-Healthcare | 1.19% | +0.14% | -57.65% | |
| 32 | TTC | Toro Co | Stock-Industrials | 1.15% | — | -24.59% | |
| 33 | DG | Dollar General CORP | Stock-Consumer Staples | 1.12% | -0.96% | -16.81% | |
| 34 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.08% | -0.12% | -53.52% | |
| 35 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 1.07% | — | -40.84% | |
| 36 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.06% | — | -30.06% | |
| 37 | KR | Kroger Co | Stock-Consumer Staples | 1.05% | +0.04% | -63.36% | |
| 38 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.05% | -0.10% | -56.67% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.96% | — | -52.16% | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.94% | +0.52% | -27.21% | |
| 41 | ANET | Arista Networks Inc | Stock-Tech | 0.94% | -0.04% | — | |
| 42 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.85% | — | -62.55% | |
| 43 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 0.81% | +0.02% | — | |
| 44 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.80% | +0.61% | -20.87% | |
| 45 | FSLR | First Solar Inc | Stock-Tech | 0.80% | -0.10% | -43.51% | |
| 46 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.76% | +0.29% | +140.59% | |
| 47 | BCE | Bce Inc | Stock-Comm Services | 0.73% | -0.07% | +197.95% | |
| 48 | DVA | Davita Inc | Stock-Healthcare | 0.69% | — | -65.67% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.69% | -0.04% | +392.08% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.69% | — | -7.38% |
According to official SEC Form 13F filings, Tobam reported a total U.S. public equity portfolio value of $411.9K across 319 disclosed positions in Q4 2024.
During Q4 2024, Tobam's top holdings by market value included T (2.7%)、GIS (2.4%)、MCK (2.3%). The largest single position, T, represented 2.7% of total portfolio value.
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In Q4 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.
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