Fund HoldingsTOBAM

Total Portfolio Value
$1.14M
Total Bought
$75.6K
Total Sold
$197.1K
Net Transaction
-$121.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DECKERS OUTDOOR CORP(DECK)015,894+15,8940110.93%+11
MARKETAXESS HOLDINGS INC(MKTX)44,85360,214+15,36110181.54%+8
AT&T INC(T)1,500,1821,699,322+199,14023292.49%+6
PROGRESSIVE CORP(PGR)67,21190,894+23,6839141.27%+5
CONFLUENT INC-CLASS A0179,281+179,281040.37%+4
NEW ORIENTAL EDUCATIO-SP ADR(EDU)054,301+54,301040.35%+4
JM SMUCKER CO/THE(SJM)0248,636+248,6360312.75%+31
MCKESSON CORP(MCK)59,67962,324+2,64526292.52%+3
DOLLAR GENERAL CORP(DG)117,791108,077-9,71412151.28%+2
VERIZON COMMUNICATIONS INC(VZ)558,926537,953-20,97318201.77%+2
CBOE HOLDINGS INC(CBOE)125,370121,582-3,78820221.90%+2
ELI LILLY & CO(LLY)58,54156,906-1,63531332.90%+2
ARISTA NETWORKS INC104,52088,283-16,23719211.82%+2
SNAP INC - A(SNAP)0805,183+805,1830141.19%+14
ORACLE CORP(ORCL)026,861+26,861030.25%+3
MICROSOFT CORP(MSFT)3,6546,661+3,007130.22%+1
ERIE INDEMNITY COMPANY-CL A(ERIE)8,34511,346+3,001240.33%+1
AVAGO TECHNOLOGIES LTD(AVGO)5711,288+717010.13%+1
NVIDIA CORP(NVDA)2,8584,426+1,568120.19%+1
TEXAS PACIFIC LAND CORP(TPL)0916+916010.13%+1
APPLE INC(AAPL)020,649+20,649040.35%+4
WASTE MANAGEMENT INC(WM)5,7799,204+3,425120.14%+1
INTEL CORP(INTC)21,15129,940+8,789120.13%+1
HDFC BANK LTD-ADR(HDB)010,420+10,420010.06%+1
ICICI BANK LTD-SPON ADR(IBN)028,983+28,983010.06%+1
PAYCOM SOFTWARE INC(PAYC)03,231+3,231010.06%+1
COLGATE-PALMOLIVE CO(CL)09,467+9,467010.07%+1
BAXTER INTERNATIONAL INC0344,375+344,3750131.16%+13
PROGRESSIVE WASTE SOLUTIONS(WCN)042,316+42,316060.55%+6
MICROSTRATEGY INC-CL A(MSTR)8411,077+236010.06%0
HOME DEPOT INC(HD)02,023+2,023010.06%+1
EXPEDIA GROUP INC(EXPE)02,466+2,466000.03%0
T-MOBILE US INC(TMUS)02,316+2,316000.03%0
AMPHENOL CORP-CL A03,677+3,677000.03%0
ILLINOIS TOOL WORKS(ITW)01,312+1,312000.03%0
ALPHABET INC-CL A(GOOG)12,85314,363+1,510220.18%0
BANK OF AMERICA CORP34,09737,197+3,100110.11%0
NUTANIX INC - A(NTNX)06,673+6,673000.03%0
REPUBLIC SERVICES INC(RSG)02,654+2,654000.04%0
INTUIT INC(INTU)0515+515000.03%0
INTUITIVE SURGICAL INC02,018+2,018010.06%+1
JPMORGAN CHASE & CO(JPM)1271,703+1,576000.03%0
WIPRO LTD-ADR(WIT)048,308+48,308000.02%0
ADVANCED MICRO DEVICES(AMD)2,4323,369+937000.04%0
COSTCO WHOLESALE CORP(COST)0378+378000.02%0
ADOBE INC(ADBE)531853+322010.04%0
SIRIUS XM RADIO INC(SIRI)2,095,2971,774,828-320,4699100.85%0
WR BERKLEY CORP051,469+51,469040.32%+4
CITIGROUP INC(C)011,692+11,692010.05%+1
COCA-COLA CO/THE(KO)021,829+21,829010.11%+1
REINSURANCE GROUP OF AMERICA(RGA)1,9903,063+1,073000.04%0
SBA COMMUNICATIONS CORP-CL A(SBAC)01,404+1,404000.03%0
BANK OF NEW YORK CO INC6,1168,732+2,616000.04%0
PROCTER & GAMBLE CO/THE(PG)012,806+12,806020.16%+2
AMERICAN WATER WORKS CO INC02,263+2,263000.03%0
CATALENT INC329,637338,255+8,61815151.33%0
GOLDMAN SACHS GROUP INC(GS)1,8162,013+197110.07%0
PEPSICO INC(PEP)07,862+7,862010.12%+1
MASTERCARD INC-CLASS A(MA)1,2691,602+333110.06%0
RITCHIE BROS AUCTIONEERS(RBA)148,771141,803-6,9689100.83%0
BLACKROCK INC(BLK)0224+224000.02%0
UNITED PARCEL SERVICE-CL B(UPS)04,976+4,976010.07%+1
CADENCE DESIGN SYS INC(CDNS)01,684+1,684000.04%0
APPLIED MATERIALS INC4761,383+907000.02%0
CROWN CASTLE INTL CORP(CCI)03,471+3,471000.03%0
KLA CORP(KLAC)0441+441000.02%0
FEDEX CORP(FDX)1,0301,694+664000.04%0
NORTHERN TRUST CORP(NTRS)1,9793,467+1,488000.03%0
MOSAIC CO/THE(MOS)011,968+11,968000.04%0
S&P GLOBAL INC(SPGI)0350+350000.01%0
POLESTAR AUTOMOTIVE-CL A ADS(PSNY)916,3931,136,540+220,147230.22%0
SOUTHERN CO(SO)02,231+2,231000.01%0
VISA INC-CLASS A SHARES(V)03,700+3,700010.08%+1
AMERICAN EXPRESS CO(AXP)03,326+3,326010.05%+1
TJX COMPANIES INC(TJX)6,1747,367+1,193110.06%0
ABBOTT LABORATORIES09,088+9,088010.09%+1
HARTFORD FINANCIAL SVCS GRP(HIG)01,723+1,723000.01%0
LABORATORY CRP OF AMER HLDGS0911+911000.02%0
CLEANSPARK INC(CLSK)021,748+21,748000.02%0
SYNOPSYS INC(SNPS)0790+790000.04%0
BOSTON SCIENTIFIC CORP(BSX)09,265+9,265010.05%+1
INTL FLAVORS & FRAGRANCES(IFF)01,594+1,594000.01%0
REGIONS FINANCIAL CORP(RF)06,525+6,525000.01%0
STRYKER CORP(SYK)1,7081,973+265010.05%0
BB&T CORP(TFC)08,736+8,736000.03%0
3M CO(MMM)01,144+1,144000.01%0
MONDELEZ INTERNATIONAL INC-A(MDLZ)08,567+8,567010.05%+1
CROWDSTRIKE HOLDINGS INC - A(CRWD)1,2761,2760000.03%0
INTERCONTINENTALEXCHANGE INC(ICE)2,8603,325+465000.04%0
FACTSET RESEARCH SYSTEMS INC(FDS)0366+366000.02%0
YUM! BRANDS INC(YUM)02,258+2,258000.03%0
WHEATON PRECIOUS METALS CORP(WPM)022,531+22,531010.10%+1
CAN IMPERIAL BK OF COMMERCE(CM)07,316+7,316000.03%0
ROCKWELL AUTOMATION INC(ROK)8021,022+220000.03%0
MICRON TECHNOLOGY INC(MU)4,8084,8080000.04%0
ALEXANDRIA REAL ESTATE EQUIT01,103+1,103000.01%0
NETFLIX INC(NFLX)01,818+1,818010.08%+1
MOODY'S CORP(MCO)0211+211000.01%0
ON SEMICONDUCTOR CORP(ON)0943+943000.01%0
RESMED INC(RMD)0815+815000.01%0
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