Fund HoldingsTOBAM

Total Portfolio Value
$407.2K
Total Bought
$171.6K
Total Sold
$32.5K
Net Transaction
+$139.2K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NVIDIA CORP(NVDA)20,27067,313+47,0434133.08%+9
APPLE INC(AAPL)2,59929,446+26,847181.97%+7
AMAZON.COM INC(AMZN)2,98232,499+29,517181.84%+7
META PLATFORMS INC(META)8379,768+8,931161.58%+6
MICROSOFT CORP(MSFT)1,54213,662+12,120171.62%+6
ALPHABET INC-CL A(GOOG)25,88435,634+9,7506112.74%+5
BROADCOM INC(AVGO)023,748+23,748082.02%+8
ELI LILLY & CO(LLY)05,788+5,788061.53%+6
VISA INC-CLASS A SHARES(V)3,23112,586+9,355141.08%+3
ORACLE CORP(ORCL)8,48628,175+19,689251.35%+3
GENERAL MOTORS CO(GM)32,90059,711+26,811251.19%+3
NETFLIX INC(NFLX)028,666+28,666030.66%+3
KLA CORP(KLAC)762,205+2,129030.66%+3
ADVANCED MICRO DEVICES(AMD)2,54413,331+10,787030.70%+2
PROCTER & GAMBLE CO/THE(PG)018,215+18,215030.64%+3
CARDINAL HEALTH INC(CAH)012,712+12,712030.64%+3
EDWARDS LIFESCIENCES CORP67,05685,646+18,590571.79%+2
UNITEDHEALTH GROUP INC(UNH)021,870+21,870071.77%+7
COSTCO WHOLESALE CORP(COST)02,389+2,389020.51%+2
JOHNSON & JOHNSON(JNJ)19,78026,987+7,207461.37%+2
MASTERCARD INC-CLASS A(MA)1,8415,082+3,241130.71%+2
QUANTA SERVICES INC04,119+4,119020.43%+2
WW GRAINGER INC(GWW)01,658+1,658020.41%+2
UNITED THERAPEUTICS CORP(UTHR)7,6469,857+2,211351.18%+2
AMPHENOL CORP-CL A1,80313,446+11,643020.45%+2
PEPSICO INC(PEP)1,96912,853+10,884020.45%+2
MOODY'S CORP(MCO)02,987+2,987020.37%+2
FISERV INC(FISV)21,01662,443+41,427341.03%+1
COLGATE-PALMOLIVE CO(CL)020,374+20,374020.40%+2
JAMES HARDIE IND PLC-SP89,373150,754+61,381230.77%+1
DOLLAR GENERAL CORP(DG)52,44751,295-1,152571.67%+1
KEURIG DR PEPPER INC(KDP)160,589194,766+34,177451.34%+1
MONDELEZ INTERNATIONAL INC-A(MDLZ)61,83596,846+35,011451.28%+1
EBAY INC(EBAY)19,24435,401+16,157230.76%+1
COCA-COLA CO/THE(KO)018,891+18,891010.32%+1
CROWDSTRIKE HOLDINGS INC - A(CRWD)02,869+2,869010.33%+1
ROGERS COMMUNICATIONS -CL B(RCI)26,10848,541+22,433130.62%+1
CISCO SYSTEMS INC(CSCO)018,723+18,723010.35%+1
PROGRESSIVE CORP(PGR)05,457+5,457010.31%+1
APPLIED MATERIALS INC6875,303+4,616010.33%+1
AMERICAN EXPRESS CO(AXP)03,575+3,575010.32%+1
ADOBE INC(ADBE)03,392+3,392010.29%+1
WESTERN DIGITAL CORP(WDC)5927,208+6,616010.31%+1
NATERA INC(NTRA)05,007+5,007010.28%+1
HARTFORD FINANCIAL SVCS GRP(HIG)08,300+8,300010.28%+1
BOSTON SCIENTIFIC CORP(BSX)011,376+11,376010.27%+1
LPL FINANCIAL HOLDINGS INC(LPLA)13,64815,505+1,857561.36%+1
DIAMONDBACK ENERGY INC(FANG)06,595+6,595010.24%+1
CINTAS CORP(CTAS)05,043+5,043010.23%+1
ASTERA LABS INC(ALAB)5,75012,363+6,613120.51%+1
AUTODESK INC03,425+3,425010.25%+1
BANK OF NEW YORK CO INC08,823+8,823010.25%+1
DOVER CORP(DOV)05,214+5,214010.25%+1
CADENCE DESIGN SYS INC(CDNS)3273,203+2,876010.25%+1
C.H. ROBINSON WORLDWIDE INC(CHRW)05,934+5,934010.23%+1
FASTENAL CO(FAST)33021,539+21,209010.21%+1
NETAPP INC(NTAP)08,926+8,926010.23%+1
TWILIO INC - A(TWLO)6,61910,517+3,898110.37%+1
AUTOMATIC DATA PROCESSING03,216+3,216010.20%+1
DATADOG INC - CLASS A(DDOG)07,100+7,100010.24%+1
T-MOBILE US INC(TMUS)19,55327,117+7,564561.35%+1
FACTSET RESEARCH SYSTEMS INC(FDS)02,823+2,823010.20%+1
REGENCY CENTERS CORP(REG)012,119+12,119010.21%+1
COPART INC(CPRT)022,192+22,192010.21%+1
DARDEN RESTAURANTS INC(DRI)04,397+4,397010.20%+1
INTUITIVE SURGICAL INC01,459+1,459010.20%+1
T ROWE PRICE GROUP INC(TROW)07,834+7,834010.20%+1
STRYKER CORP(SYK)02,302+2,302010.20%+1
PUBLIC SERVICE ENTERPRISE GP(PEG)09,440+9,440010.19%+1
BRISTOL-MYERS SQUIBB CO(BMY)95,59593,924-1,671451.24%+1
COMFORT SYSTEMS USA INC(FIX)0809+809010.19%+1
ABBOTT LABORATORIES05,981+5,981010.18%+1
MARSH & MCLENNAN COS(MRSH)03,989+3,989010.18%+1
FIFTH THIRD BANCORP(FITB)016,581+16,581010.19%+1
PUBLIC STORAGE INC(PSA)02,980+2,980010.19%+1
CMS ENERGY CORP(CMS)99611,248+10,252010.19%+1
S&P GLOBAL INC(SPGI)01,348+1,348010.17%+1
COACH INC(TPR)05,634+5,634010.18%+1
MID-AMERICA APARTMENT COMM(MAA)1865,165+4,979010.18%+1
TESLA INC(TSLA)7102,218+1,508010.24%+1
METLIFE INC(MET)08,612+8,612010.17%+1
MARTIN MARIETTA MATERIALS(MLM)861,172+1,086010.18%+1
VERIZON COMMUNICATIONS INC(VZ)169,592199,173+29,581781.99%+1
AMERICAN HOMES 4 RENT- A(AMH)020,431+20,431010.16%+1
PARAMETRIC TECHNOLOGY CORP(PTC)04,321+4,321010.18%+1
CAMECO CORP(CCJ)4505,521+5,071010.17%+1
CAPITAL ONE FINANCIAL CORP(COF)02,551+2,551010.15%+1
EAST WEST BANCORP INC(EWBC)05,438+5,438010.15%+1
AMGEN INC(AMGN)01,851+1,851010.15%+1
DEXCOM INC(DXCM)069,604+69,604051.13%+5
AMERIPRISE FINANCIAL INC(AMP)01,326+1,326010.16%+1
M & T BANK CORP(MTB)02,814+2,814010.14%+1
ULTA SALON COSMETICS & FRAGR(ULTA)78991+913010.15%+1
PARKER HANNIFIN CORP(PH)0630+630010.14%+1
ESSEX PROPERTY TRUST INC(ESS)3152,433+2,118010.16%+1
FEDEX CORP(FDX)01,863+1,863010.13%+1
NEWMONT CORP(NEM)027,938+27,938030.69%+3
EMCOR GROUP INC(EME)83945+862010.14%+1
VERTEX PHARMACEUTICALS INC(VRTX)01,154+1,154010.13%+1
CENCORA INC22,05321,896-157771.82%+1
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