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CIK: 0001527488
Total reported value
$411.9K
$411.9K
251 檔
8399.6%
The Q1 2025 SEC filing reveals that Tobam held a total portfolio value of $411.9K, covering 251 public equity positions.
In Q1 2025, Tobam displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including T, CBOE, VZ) accounted for 8399.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
T
市值: $7.1M
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 3.04% | -0.36% | -34.28% | |
| 2 | CBOE | Cboe Global Markets Inc | Stock-Financials | 3.03% | -0.07% | -16.85% | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.99% | -0.13% | -14.21% | |
| 4 | GIS | General Mills Inc | Stock-Consumer Staples | 2.89% | -0.08% | -9.23% | |
| 5 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.84% | -0.03% | +36.03% | |
| 6 | MCK | Mckesson CORP | Stock-Healthcare | 2.79% | -0.07% | -25.90% | |
| 7 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.72% | +0.05% | -13.23% | |
| 8 | CLX | Clorox Company | Stock-Consumer Staples | 2.63% | +0.20% | -8.79% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.48% | +0.25% | -29.61% | |
| 10 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 2.28% | -0.13% | -18.88% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.21% | -0.23% | -11.61% | |
| 12 | WRB | Wr Berkley CORP | Stock-Financials | 2.18% | -0.10% | +2.48% | |
| 13 | DG | Dollar General CORP | Stock-Consumer Staples | 2.00% | -0.96% | +10.12% | |
| 14 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.81% | — | -1.31% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | -0.19% | -40.38% | |
| 16 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.71% | +0.01% | -6.45% | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.69% | -0.47% | -44.22% | |
| 18 | MSTR | Strategy Inc | Stock-Tech | 1.67% | -0.44% | -9.27% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.08% | -10.58% | |
| 20 | EA | Electronic Arts Inc | Stock-Comm Services | 1.53% | — | +6171.65% | |
| 21 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.42% | +0.29% | +25.76% | |
| 22 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.35% | -0.20% | -26.24% | |
| 23 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.35% | -0.42% | +213.65% | |
| 24 | DXCM | Dexcom Inc | Stock-Healthcare | 1.35% | -0.20% | -18.50% | |
| 25 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.27% | — | +2.03% | |
| 26 | FSLR | First Solar Inc | Stock-Tech | 1.26% | -0.10% | +56.64% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.21% | +153.07% | |
| 28 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.20% | — | -31.30% | |
| 29 | COR | Cencora Inc | Stock-Healthcare | 1.16% | -0.04% | -58.37% | |
| 30 | NTNX | Nutanix Inc - A | Stock-Tech | 1.12% | — | +15.30% | |
| 31 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.12% | -0.25% | +270.54% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 1.09% | +0.52% | -18.64% | |
| 33 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.07% | +0.18% | +9.42% | |
| 34 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 1.04% | +0.17% | NEW | |
| 35 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 1.03% | — | +30.72% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 1.02% | -0.53% | +443.01% | |
| 37 | HUM | Humana Inc | Stock-Healthcare | 1.01% | +0.14% | -41.81% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.94% | — | -40.98% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | -0.04% | +19.82% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.02% | -62.71% | |
| 41 | KR | Kroger Co | Stock-Consumer Staples | 0.86% | +0.04% | -47.15% | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.85% | -0.09% | -26.21% | |
| 43 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.84% | +0.05% | -64.94% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.79% | -0.20% | +2064.23% | |
| 45 | FANG | Diamondback Energy Inc | Stock-Energy | 0.77% | — | +196.15% | |
| 46 | ED | Consolidated Edison Inc | Stock-Utilities | 0.76% | +0.01% | +812.47% | |
| 47 | SNAP | Snap Inc - A | Stock-Comm Services | 0.75% | — | +212.03% | |
| 48 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.74% | -0.09% | +327.83% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.72% | -0.10% | -70.43% | |
| 50 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.71% | -0.07% | +265.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | — | NEW | New buy |
| 2 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 3 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 4 | GIS | General Mills Inc | — | NEW | New buy |
| 5 | HSY | Hershey Co/the | — | NEW | New buy |
| 6 | MCK | Mckesson CORP | — | NEW | New buy |
| 7 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 8 | CLX | Clorox Company | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 11 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 12 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 13 | DG | Dollar General CORP | — | NEW | New buy |
| 14 | CPB | THE Campbell's Company | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 17 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 18 | MSTR | Strategy Inc | — | NEW | New buy |
| 19 | NVDA | Nvidia CORP | — | NEW | New buy |
| 20 | EA | Electronic Arts Inc | — | NEW | New buy |
| 21 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 22 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 23 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 24 | DXCM | Dexcom Inc | — | NEW | New buy |
| 25 | AKAM | Akamai Technologies Inc | — | NEW | New buy |
| 26 | FSLR | First Solar Inc | — | NEW | New buy |
| 27 | AVGO | Broadcom Inc | — | NEW | New buy |
| 28 | DKS | Dick's Sporting Goods Inc | — | NEW | New buy |
| 29 | COR | Cencora Inc | — | NEW | New buy |
| 30 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 31 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 32 | FTNT | Fortinet Inc | — | NEW | New buy |
| 33 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 34 | NBIX | Neurocrine Biosciences Inc | — | NEW | New buy |
| 35 | SRPT | Sarepta Therapeutics Inc | — | NEW | New buy |
| 36 | AMT | American Tower CORP | — | NEW | New buy |
| 37 | HUM | Humana Inc | — | NEW | New buy |
| 38 | PGR | Progressive CORP | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 41 | KR | Kroger Co | — | NEW | New buy |
| 42 | NEM | Newmont CORP | — | NEW | New buy |
| 43 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 44 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 45 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 46 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 47 | SNAP | Snap Inc - A | — | NEW | New buy |
| 48 | DLTR | Dollar Tree Inc | — | NEW | New buy |
| 49 | PFE | Pfizer Inc | — | NEW | New buy |
| 50 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Tobam reported a total U.S. public equity portfolio value of $411.9K across 251 disclosed positions in Q1 2025.
During Q1 2025, Tobam's top holdings by market value included T (3.0%)、CBOE (3.0%)、VZ (3.0%). The largest single position, T, represented 3.0% of total portfolio value.
In Q1 2025, Tobam made 200 total portfolio adjustments, initiating 200 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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