Fund HoldingsTOBAM

Total Portfolio Value
$234.0K
Total Bought
$39.2K
Total Sold
$129.1K
Net Transaction
-$89.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELECTRONIC ARTS INC(EA)39524,773+24,378041.53%+4
AMERICAN TOWER CORP(AMT)2,01610,947+8,931021.02%+2
AXON ENTERPRISE INC(AXON)1,3414,969+3,628131.12%+2
HERSHEY CO/THE(HSY)038,890+38,890072.84%+7
NIKE INC -CL B(NKE)029,282+29,282020.79%+2
WEST PHARMACEUTICAL SERVICES(WST)4,51314,155+9,642131.35%+2
CONSOLIDATED EDISON INC(ED)016,023+16,023020.76%+2
DOLLAR TREE INC(DLTR)023,150+23,150020.74%+2
BROADCOM INC(AVGO)017,548+17,548031.26%+3
C.H. ROBINSON WORLDWIDE INC(CHRW)016,115+16,115020.71%+2
EXELON CORP(EXC)027,619+27,619010.54%+1
DIAMONDBACK ENERGY INC(FANG)3,82311,322+7,499120.77%+1
EXPEDITORS INTL WASH INC(EXPD)09,454+9,454010.49%+1
SNAP INC - A(SNAP)0201,729+201,729020.75%+2
DOLLAR GENERAL CORP(DG)053,240+53,240052.00%+5
WR BERKLEY CORP071,641+71,641052.18%+5
CROWN CASTLE INTL CORP(CCI)011,059+11,059010.49%+1
KEURIG DR PEPPER INC(KDP)77,47797,434+19,957231.42%+1
T-MOBILE US INC(TMUS)03,977+3,977010.45%+1
INTL FLAVORS & FRAGRANCES(IFF)09,983+9,983010.33%+1
EDISON INTERNATIONAL(EIX)011,280+11,280010.28%+1
UNITED PARCEL SERVICE-CL B(UPS)07,197+7,197010.34%+1
NUTANIX INC - A(NTNX)037,461+37,461031.12%+3
TARGET CORP(TGT)06,762+6,762010.30%+1
BEST BUY CO INC(BBY)9,19718,865+9,668110.59%+1
MOLINA HEALTHCARE INC(MOH)2,3923,743+1,351110.53%+1
SBA COMMUNICATIONS CORP-CL A(SBAC)6172,659+2,042010.25%0
COACH INC(TPR)7,69613,054+5,358110.39%0
ARCHER-DANIELS-MIDLAND CO021,356+21,356010.44%+1
FEDEX CORP(FDX)3161,966+1,650000.20%0
MERCADOLIBRE INC(MELI)232396+164010.33%0
FIRST SOLAR INC(FSLR)023,330+23,330031.26%+3
MOBILEYE GLOBAL INC-A(MBLY)026,640+26,640000.16%0
HDFC BANK LTD-ADR(HDB)34,41137,651+3,240231.07%0
WALGREENS BOOTS ALLIANCE INC026,532+26,532000.13%0
HUT 8 CORP USD(HUT)023,463+23,463000.12%0
SERVICE CORP INTERNATIONAL(SCI)03,939+3,939000.14%0
UNITEDHEALTH GROUP INC(UNH)02,695+2,695010.60%+1
COLGATE-PALMOLIVE CO(CL)05,165+5,165000.21%0
MODERNA INC(MRNA)044,753+44,753010.54%+1
WALT DISNEY CO/THE(DIS)4,4476,654+2,207010.28%0
VENTAS INC(VTR)1,2282,895+1,667000.09%0
BLACKBERRY LTD(BB)022,868+22,868000.05%0
MARA HOLDINGS INC(MARA)10,27623,435+13,159000.12%0
CIA DE MINAS BUENAVENTUR-ADR(BVN)012,480+12,480000.08%0
WISDOMTREE INC(WT)38,17855,091+16,913000.21%0
TRANSALTA CORP(TAC)3,22610,943+7,717000.06%0
BROADRIDGE FINANCIAL SOLUTIO(BR)1,9422,063+121010.21%0
NORTHERN TRUST CORP(NTRS)4,5355,169+634010.22%0
BAYTEX ENERGY CORP(BTE)024,598+24,598000.03%0
TAL EDUCATION GROUP- ADR(TAL)010,859+10,859000.06%0
EQUINOX GOLD CORP(EQX)04,195+4,195000.02%0
BLOCK INC(XYZ)4,6237,730+3,107000.18%0
ICICI BANK LTD-SPON ADR(IBN)30,92629,780-1,146110.40%0
CAE INC(CAE)02,872+2,872000.04%0
MOODY'S CORP(MCO)010+10000.00%0
REGENCY CENTERS CORP(REG)051+51000.00%0
AMERICAN FINANCIAL GROUP INC021+21000.00%0
T ROWE PRICE GROUP INC(TROW)036+36000.00%0
DARDEN RESTAURANTS INC(DRI)011+11000.00%0
MANHATTAN ASSOCIATES INC(MANH)013+13000.00%0
PUBLIC SERVICE ENTERPRISE GP(PEG)019+19000.00%0
CARLYLE GROUP INC/THE(CG)024+24000.00%0
COSTAR GROUP INC(CSGP)013+13000.00%0
EMCOR GROUP INC(EME)04+4000.00%0
F5 NETWORKS INC(FFIV)04+4000.00%0
GRACO INC(GGG)016+16000.00%0
IDEX CORP(IEX)103110+7000.01%-0
MAGNA INTERNATIONAL INC-CL A(MGA)0233+233000.00%0
CENTENE CORP(CNC)02,021+2,021000.05%0
VERISIGN INC0136+136000.01%0
EAST WEST BANCORP INC(EWBC)359300-59000.01%-0
VALERO ENERGY CORP(VLO)242167-75000.01%-0
REINSURANCE GROUP OF AMERICA(RGA)080+80000.01%0
SMITH (A.O.) CORP(AOS)325199-126000.01%-0
HEICO CORP-CLASS A000000
FEDERAL REALTY INVS TRUST(FRT)213144-69000.01%-0
GILDAN ACTIVEWEAR INC(GIL)293164-129000.00%-0
HEICO CORP(HEI)178111-67000.01%-0
ESSEX PROPERTY TRUST INC(ESS)049+49000.01%0
LENNOX INTERNATIONAL INC(LII)7353-20000.01%-0
OWENS CORNING(OC)0116+116000.01%0
BENTLEY SYSTEMS INC-CLASS B(BSY)1,1771,027-150000.02%-0
CENTERPOINT ENERGY INC(CNP)1,237650-587000.01%-0
MOSAIC CO/THE(MOS)1,528784-744000.01%-0
CMS ENERGY CORP(CMS)0414+414000.01%0
EQUITY RESIDENTIAL(EQR)0214+214000.01%0
NISOURCE INC(NI)0687+687000.01%0
UDR INC(UDR)1,5541,063-491000.02%-0
PARAMETRIC TECHNOLOGY CORP(PTC)254173-81000.01%-0
FIFTH THIRD BANCORP(FITB)01,183+1,183000.02%0
REGAL REXNORD CORP(RRX)292199-93000.01%-0
OCCIDENTAL PETROLEUM CORP(OXY)01,147+1,147000.02%0
PRUDENTIAL FINANCIAL INC(PFH)0387+387000.02%0
AMERICAN INTERNATIONAL GROUP1,420913-507000.03%-0
COTERRA ENERCOTERRA ENERGY I2,3131,208-1,105000.01%-0
AMERIPRISE FINANCIAL INC(AMP)159123-36000.03%-0
AMETEK INC397272-125000.02%-0
COPART INC(CPRT)01,090+1,090000.03%0
STANTEC INC(STN)0293+293000.01%0
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