Fund Holdings — TOBAM

Total Portfolio Value
$384.2K
Total Bought
$58.1K
Total Sold
$83.4K
Net Transaction
-$25.3K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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TESLA INC(TSLA)2,21811,482+9,264141.11%+3
STRATEGY INC(MSTR)27,27053,290+26,020471.73%+3
ECHOSTAR CORP-A(ECHO)021,078+21,078020.64%+2
AMERICAN WATER WORKS CO INC2,92220,366+17,444030.72%+2
GODADDY INC - CLASS A(GDDY)028,047+28,047020.60%+2
LUMENTUM HOLDINGS INC(LITE)03,059+3,059020.56%+2
CARDINAL HEALTH INC(CAH)12,71222,383+9,671351.23%+2
MCKESSON CORP(MCK)1,9214,133+2,212240.93%+2
GENERAL MILLS INC(GIS)92,900156,118+63,218461.51%+1
JOHNSON & JOHNSON(JNJ)26,98728,894+1,907671.84%+1
T-MOBILE US INC(TMUS)27,11732,732+5,615671.79%+1
CURTISS-WRIGHT CORP(CW)01,918+1,918010.34%+1
MCCORMICK & CO-NON VTG SHRS(MKC)021,769+21,769010.29%+1
NETFLIX INC(NFLX)28,66638,614+9,948340.97%+1
PARKER HANNIFIN CORP(PH)6301,629+999110.38%+1
ALLSTATE CORP(ALL)454,099+4,054010.22%+1
GARTNER INC(IT)05,286+5,286010.22%+1
BROWN-FORMAN CORP-CLASS B(BF-A)031,556+31,556010.22%+1
STEEL DYNAMICS INC(STLD)4574,947+4,490010.23%+1
INSMED INC(INSM)16,30822,312+6,004340.95%+1
BLACKSTONE GROUP INC/THE-A(BX)06,828+6,828010.20%+1
MCDONALD'S CORP(MCD)02,485+2,485010.20%+1
HCA INC(HCA)01,629+1,629010.20%+1
TAKE-TWO INTERACTIVE SOFTWRE(TTWO)1813,682+3,501010.19%+1
EXPAND ENERGY CORP(EXE)06,186+6,186010.18%+1
MERCADOLIBRE INC(MELI)94493+399010.22%+1
ROSS STORES INC(ROST)1423,180+3,038010.18%+1
TJX COMPANIES INC(TJX)6554,495+3,840010.19%+1
TRADE DESK INC/THE -CLASS A(TTD)027,023+27,023010.16%+1
ARCHER-DANIELS-MIDLAND CO3098,453+8,144010.16%+1
KEURIG DR PEPPER INC(KDP)194,766229,500+34,734561.57%+1
COSTCO WHOLESALE CORP(COST)2,3892,637+248230.68%+1
VENTAS INC(VTR)4,43611,137+6,701010.24%+1
QUINTILES TRANSNATIONAL HOLD(IQV)03,229+3,229010.14%+1
EXELON CORP(EXC)159,276152,798-6,478771.95%+1
INTUIT INC(INTU)01,212+1,212010.14%+1
PRINCIPAL FINANCIAL GROUP(PFG)05,692+5,692010.13%+1
MICROSOFT CORP(MSFT)13,66219,177+5,515771.85%0
NETAPP INC(NTAP)8,92614,058+5,132110.37%0
UNITED THERAPEUTICS CORP(UTHR)9,8578,915-942551.38%0
YUM! BRANDS INC(YUM)2,8755,812+2,937010.24%0
ULTA SALON COSMETICS & FRAGR(ULTA)9912,018+1,027110.27%0
MONSTER BEVERAGE CORP(MNST)06,159+6,159000.12%0
NASDAQ INC(NDAQ)05,103+5,103000.11%0
KROGER CO(KR)111,490102,182-9,308771.92%0
ADOBE INC(ADBE)3,3926,552+3,160120.41%0
FIRST SOLAR INC(FSLR)13,58819,950+6,362441.02%0
COCA-COLA CO/THE(KO)18,89122,417+3,526120.44%0
OLD DOMINION FREIGHT LINE(ODFL)01,935+1,935000.10%0
AUTODESK INC3,4255,805+2,380110.36%0
BANK OF NEW YORK CO INC8,82311,775+2,952110.36%0
GENERAL MOTORS CO(GM)59,71170,085+10,374551.36%0
COMFORT SYSTEMS USA INC(FIX)8098090110.29%0
BEST BUY CO INC(BBY)05,370+5,370000.09%0
EXPEDITORS INTL WASH INC(EXPD)652,394+2,329000.09%0
VALERO ENERGY CORP(VLO)8651,905+1,040000.12%0
ALPHABET INC-CL A(GOOG)35,63439,823+4,18911112.98%0
SNAP-ON INC(SNA)1,2171,975+758010.19%0
INTEL CORP(INTC)06,727+6,727000.08%0
NUCOR CORP(NUE)01,657+1,657000.07%0
AVALONBAY COMMUNITIES INC3,0125,045+2,033110.21%0
THERMO FISHER SCIENTIFIC INC(TMO)0559+559000.07%0
PUBLIC SERVICE ENTERPRISE GP(PEG)9,44012,685+3,245110.27%0
ROCKWELL AUTOMATION INC(ROK)0749+749000.07%0
LENNOX INTERNATIONAL INC(LII)152734+582000.09%0
HARTFORD FINANCIAL SVCS GRP(HIG)8,30010,380+2,080110.37%0
STRYKER CORP(SYK)2,3023,239+937110.28%0
CF INDUSTRIES HOLDINGS INC(CF)4,3714,479+108010.15%0
EAST WEST BANCORP INC(EWBC)5,4387,917+2,479110.22%0
AECOM(ACM)3,5856,641+3,056010.15%0
CARLYLE GROUP INC/THE(CG)5,50611,116+5,610010.14%0
CONSTELLATION BRANDS INC-A(STZ)01,330+1,330000.05%0
HUMANA INC(HUM)6,12710,168+4,041220.46%0
THOMSON REUTERS CORP(TRI)7482,560+1,812000.08%0
C.H. ROBINSON WORLDWIDE INC(CHRW)5,9346,823+889110.29%0
BCE INC(BCE)78,07777,752-325330.71%0
FIDELITY NATIONAL INFORMATION SERVICES(FIS)4,1979,553+5,356000.12%0
AUTOMATIC DATA PROCESSING3,2164,883+1,667110.26%0
VERISK ANALYTICS INC-CLASS A(VRSK)0872+872000.04%0
ROPER TECHNOLOGIES INC(ROP)1,1221,871+749010.17%0
TELUS CORP(TU)144,573155,004+10,431330.72%0
CINTAS CORP(CTAS)5,0436,524+1,481110.29%0
SHOPIFY INC - CLASS A(SHOP)2381,262+1,024000.05%0
NATERA INC(NTRA)5,0076,447+1,440110.34%0
CADENCE DESIGN SYS INC(CDNS)3,2034,099+896110.30%0
STRIVE INC-A(ASST)013,755+13,755000.04%0
DESCARTES SYSTEMS GRP/THE(DSGX)01,351+1,351000.04%0
VEEVA SYSTEMS INC-CLASS A(VEEV)0767+767000.04%0
FEDEX CORP(FDX)1,8631,8630110.17%0
EMCOR GROUP INC(EME)945942-3110.18%0
S&P GLOBAL INC(SPGI)1,3481,920+572110.21%0
EQUINIX INC(EQIX)565556-9010.14%0
PARAMETRIC TECHNOLOGY CORP(PTC)4,3216,020+1,699110.22%0
FIGURE TECHNOLOGY SOLUT-CL A(FGRS)02,958+2,958000.03%0
HUBBELL INC(HUBB)1,1231,220+97010.16%0
CONSOLIDATED EDISON INC(ED)81,48572,381-9,104882.13%0
MORGAN STANLEY(MS)6931,332+639000.06%0
CBOE HOLDINGS INC(CBOE)29,15826,363-2,795771.93%0
FASTENAL CO(FAST)21,53920,545-994110.25%0
WW GRAINGER INC(GWW)1,6581,611-47220.46%0
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TOBAM — 13F Holdings — Q1 2026 | TickerTrail