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
247 檔
9468.7%
During the Q3 2025 filing period, Tobam (CIK: 0001527488) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $411.9K across 247 reported positions.
Tobam executed strategic sector rebalancing during Q3 2025, establishing 33 new positions while fully exiting 28 holdings and trimming 68 positions.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 3.17% | -0.44% | +103.54% | |
| 2 | ED | Consolidated Edison Inc | Stock-Utilities | 2.76% | +0.01% | +22.93% | |
| 3 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.74% | -0.03% | -6.61% | |
| 4 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.73% | -0.07% | -4.73% | |
| 5 | KR | Kroger Co | Stock-Consumer Staples | 2.72% | +0.04% | +34.93% | |
| 6 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.71% | +0.05% | +11.70% | |
| 7 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.70% | -0.13% | -0.38% | |
| 8 | T | At&t Inc | Stock-Comm Services | 2.68% | -0.36% | +1.22% | |
| 9 | COR | Cencora Inc | Stock-Healthcare | 2.50% | -0.04% | +106.92% | |
| 10 | CLX | Clorox Company | Stock-Consumer Staples | 2.42% | +0.20% | +11.27% | |
| 11 | EXC | Exelon CORP | Stock-Utilities | 2.40% | — | +34.64% | |
| 12 | EA | Electronic Arts Inc | Stock-Comm Services | 2.39% | — | -12.39% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | -0.04% | +9.05% | |
| 14 | DG | Dollar General CORP | Stock-Consumer Staples | 1.96% | -0.96% | +18.11% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.89% | -0.13% | -10.65% | |
| 16 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.89% | -0.20% | +49.24% | |
| 17 | AMT | American Tower CORP | Stock-Real Estate | 1.82% | -0.53% | -3.67% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.70% | +0.25% | +29.85% | |
| 19 | GIS | General Mills Inc | Stock-Consumer Staples | 1.67% | -0.08% | -19.30% | |
| 20 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.65% | -0.13% | +16.12% | |
| 21 | CNC | Centene CORP | Stock-Healthcare | 1.57% | +0.11% | +236.26% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.56% | -0.47% | +17.31% | |
| 23 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.55% | -0.42% | -19.10% | |
| 24 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.48% | +0.29% | +82.56% | |
| 25 | DXCM | Dexcom Inc | Stock-Healthcare | 1.46% | -0.20% | +20.49% | |
| 26 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.43% | -0.09% | -5.31% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.21% | -20.95% | |
| 28 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.40% | -0.48% | +651.79% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.08% | +3.55% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.02% | +59.81% | |
| 31 | FSLR | First Solar Inc | Stock-Tech | 1.30% | -0.10% | -25.92% | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.29% | -0.25% | +19.40% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 1.21% | -0.04% | -7.74% | |
| 34 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.16% | +0.05% | +183.92% | |
| 35 | HUM | Humana Inc | Stock-Healthcare | 1.12% | +0.14% | -36.19% | |
| 36 | INSM | Insmed Inc | Stock-Healthcare | 1.00% | -0.37% | — | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.98% | -0.33% | +1095.45% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.92% | -0.20% | -2.30% | |
| 39 | TU | Telus CORP | Stock-Other | 0.90% | -0.08% | +3.61% | |
| 40 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.87% | — | -10.46% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.29% | +289.98% | |
| 42 | BCE | Bce Inc | Stock-Comm Services | 0.86% | -0.07% | -6.56% | |
| 43 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.85% | +0.18% | +105.80% | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.85% | -0.07% | +1271.97% | |
| 45 | FTNT | Fortinet Inc | Stock-Tech | 0.84% | +0.52% | +110.46% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | -0.19% | -10.95% | |
| 47 | NEM | Newmont CORP | Stock-Materials | 0.82% | -0.09% | -61.81% | |
| 48 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.81% | -0.12% | -4.79% | |
| 49 | EQT | Eqt CORP | Stock-Energy | 0.79% | +0.04% | +470.00% | |
| 50 | WRB | Wr Berkley CORP | Stock-Financials | 0.79% | -0.10% | -61.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ED | Consolidated Edison Inc | +2% | +22.93% | Add |
| 2 | KR | Kroger Co | +1.9% | +34.93% | Add |
| 3 | EXC | Exelon CORP | +1.9% | +34.64% | Add |
| 4 | CNC | Centene CORP | +1.5% | +236.26% | Add |
| 5 | MSTR | Strategy Inc | +1.5% | +103.54% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +1.4% | +9.05% | Add |
| 7 | COR | Cencora Inc | +1.3% | +106.92% | Add |
| 8 | UNH | Unitedhealth Group Inc | +1.3% | -10.65% | Add |
| 9 | TMUS | T-mobile US Inc | +1.3% | +29.85% | Add |
| 10 | EA | Electronic Arts Inc | +0.9% | -12.39% | Add |
| 11 | ELV | Elevance Health Inc | +0.8% | +1271.97% | Add |
| 12 | AMT | American Tower CORP | +0.8% | -3.67% | Add |
| 13 | DECK | Deckers Outdoor CORP | +0.8% | -4.79% | Add |
| 14 | TU | Telus CORP | +0.7% | +3.61% | Add |
| 15 | DLTR | Dollar Tree Inc | +0.7% | -5.31% | Add |
| 16 | BCE | Bce Inc | +0.7% | -6.56% | Add |
| 17 | ANET | Arista Networks Inc | +0.7% | -7.74% | Add |
| 18 | EW | Edwards Lifesciences CORP | +0.5% | +49.24% | Add |
| 19 | ORCL | Oracle CORP | +0.5% | +289.98% | Add |
| 20 | JNJ | Johnson & Johnson | +0.5% | +59.81% | Add |
| 21 | RCI | Rogers Communications Inc-b | +0.4% | +551.89% | Add |
| 22 | HUT | Hut 8 CORP | +0.4% | +6.05% | Add |
| 23 | P | Everpure Inc-a | +0.4% | +1925.73% | Add |
| 24 | UTHR | United Therapeutics CORP | +0.3% | +183.92% | Add |
| 25 | SNPS | Synopsys Inc | +0.3% | +34200.00% | Add |
| 26 | MARA | Mara Holdings Inc | +0.3% | +51.10% | Add |
| 27 | CLSK | Cleanspark Inc | +0.2% | +30.38% | Add |
| 28 | CF | Cf Industries Holdings Inc | +0.2% | — | Add |
| 29 | INCY | Incyte CORP | +0.2% | -24.15% | Add |
| 30 | WT | Wisdomtree Inc | +0.2% | +34.85% | Add |
| 31 | WST | West Pharmaceutical Services | +0.2% | -19.10% | Add |
| 32 | NTRS | Northern Trust CORP | +0.2% | +45.70% | Add |
| 33 | AXON | Axon Enterprise Inc | +0.2% | +19.40% | Add |
| 34 | MA | Mastercard Inc - A | +0.2% | +55.62% | Add |
| 35 | XYZ | Block Inc | +0.2% | +30.01% | Add |
| 36 | AVGO | Broadcom Inc | +0.2% | -20.95% | Trim |
| 37 | CLS | Celestica Inc | +0.2% | +146.80% | Add |
| 38 | NKE | Nike Inc -cl B | +0.1% | -2.30% | Add |
| 39 | MRNA | Moderna Inc | +0.1% | -28.41% | Add |
| 40 | CCI | Crown Castle Inc | +0.1% | -43.91% | Add |
| 41 | V | Visa Inc-class A Shares | +0.1% | +40.05% | Add |
| 42 | DXCM | Dexcom Inc | +0.1% | +20.49% | Add |
| 43 | HUM | Humana Inc | +0.1% | -36.19% | Add |
| 44 | QCOM | Qualcomm Inc | +0.1% | +66.87% | Add |
| 45 | GS | Goldman Sachs Group Inc | +0.1% | +2.44% | Add |
| 46 | HIVE | Hive Digital Technologies Lt | +0.1% | -8.55% | Add |
| 47 | KDP | Keurig Dr Pepper Inc | +0.1% | +82.56% | Add |
| 48 | AMAT | Applied Materials Inc | +0.1% | +27.46% | Add |
| 49 | CSCO | Cisco Systems Inc | +0.1% | — | Add |
| 50 | FSLR | First Solar Inc | 0% | -25.92% | Trim |
According to official SEC Form 13F filings, Tobam reported a total U.S. public equity portfolio value of $411.9K across 247 disclosed positions in Q3 2025.
During Q3 2025, Tobam's top holdings by market value included MSTR (3.2%)、ED (2.8%)、HSY (2.7%). The largest single position, MSTR, represented 3.2% 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 terms of portfolio concentration, the top 5 core holdings (including MSTR, ED, HSY) accounted for 9468.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
MDLZ
市值: $3.9M
Top Position Liquidated / Trimmed
CPB
前期市值: $4.2M
In Q3 2025, Tobam made 200 total portfolio adjustments, initiating 33 new buys, adding to 71 positions, trimming 68 holdings, and fully liquidating 28 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.