Fund HoldingsTABR Capital Management, LLC

Total Portfolio Value
$108.70M
Total Bought
$19.81M
Total Sold
$59.91M
Net Transaction
-$40.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES INC
CORE MSCI EMKT
054,770+54,77003,8203.51%+3,820
VANGUARD STAR FDS23,69771,590+47,8931,7885,5205.08%+3,733
PGIM ETF TR
PGIM ULTRA SH BD
119,927175,446+55,5195,9478,6857.99%+2,737
ISHARES TR
IBONDS 27 ETF
959,461990,460+30,99923,29624,00922.09%+713
ISHARES TR
IBONDS DEC2026
977,298995,431+18,13323,68024,12922.20%+449
CIENA CORP(CIEN)0956+95603710.34%+371
COMFORT SYS USA INC(FIX)0233+23303210.30%+321
GE VERNOVA INC(GEV)0368+36803210.30%+321
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0810+81003170.29%+317
VERTIV HOLDINGS CO(VRT)01,260+1,26003160.29%+316
WESTERN DIGITAL CORP(WDC)01,148+1,14803110.29%+311
CURTISS WRIGHT CORP(CW)0442+44203010.28%+301
TERADYNE INC(TER)01,003+1,00302970.27%+297
CREDICORP LTD(BAP)0873+87302960.27%+296
RALPH LAUREN CORP(RL)0854+85402940.27%+294
UBIQUITI INC(UI)0366+36602890.27%+289
TAPESTRY INC(TPR)02,047+2,04702890.27%+289
LAM RESEARCH CORP(LRCX)01,346+1,34602880.26%+288
MICRON TECHNOLOGY INC(MU)0849+84902870.26%+287
APPLIED MATLS INC0826+82602820.26%+282
COHERENT CORP(COHR)01,164+1,16402770.26%+277
C H ROBINSON WORLDWIDE IN(CHRW)01,656+1,65602750.25%+275
LUMENTUM HLDGS INC(LITE)0383+38302690.25%+269
MONOLITHIC PWR SYS INC(MPWR)0246+24602690.25%+269
FTAI AVIATION LTD(FTAI)01,070+1,07002620.24%+262
SOUTHERN COPPER CORP(SCCO)01,467+1,46702520.23%+252
SOUTHWEST AIRLS CO(LUV)06,524+6,52402450.23%+245
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
012,438+12,43802430.22%+243
VANGUARD INDEX FDS5,6686,721+1,0531,7842,0091.85%+224
HONEYWELL INTL INC(HON)0915+91502070.19%+207
ISHARES TR234,294243,961+9,6675,4085,5995.15%+191
VANGUARD BD INDEX FDS27,67529,671+1,9962,0502,1852.01%+135
ISHARES TR
IBDS DEC28 ETF
38,64243,395+4,7539841,0991.01%+116
CHEVRON CORPORATION(CVX)1,3691,382+132092860.26%+77
CARDINAL HEALTH INC(CAH)1,1531,350+1972372850.26%+48
CATERPILLAR INC(CAT)419399-202402830.26%+43
INTERACTIVE BROKERS GROUP IN(IBKR)3,8784,327+4492492900.27%+41
ALPHABET INC(GOOG)1,1641,409+2453644050.37%+41
PARKER-HANNIFIN CORP(PH)842865+237407740.71%+34
HOWMET AEROSPACE INC(HWM)1,2531,213-402572800.26%+23
GOLDMAN SACHS GROUP INC(GS)316345+292772920.27%+14
CORNING INC(GLW)3,0122,031-9812642760.25%+12
AMAZON COM INC(AMZN)1,6711,67103863480.32%-38
VANGUARD INDEX FDS6,8856,332-5536095620.52%-48
BROADCOM INC(AVGO)1,3601,363+34714220.39%-49
VANGUARD INDEX FDS4,5534,275-2781,1741,1201.03%-55
VANGUARD INDEX FDS4,0473,830-2171,1741,1001.01%-75
SHOPIFY INC(SHOP)1,8751,87503022220.20%-79
NVIDIA CORPORATION(NVDA)11,06810,910-1582,0641,9031.75%-161
APPLE INC(AAPL)5,5635,144-4191,5121,3061.20%-207
SNOWFLAKE INC(SNOW)9710-9712130-213
ELI LILLY & CO(LLY)1,4291,433+41,5361,3181.21%-218
QUANTA SVCS INC5220-5222200-220
ISHARES TR1,6130-1,6132280-228
WELLTOWER INC(WELL)1,2390-1,2392300-230
NATERA INC(NTRA)1,0290-1,0292360-236
INTEL CORP(INTC)6,4380-6,4382380-238
KLA CORP(KLAC)1960-1962390-239
CROWDSTRIKE HLDGS INC(CRWD)5160-5162420-242
AMPHENOL CORP NEW1,8040-1,8042440-244
AMERICAN EXPRESS CO(AXP)6730-6732490-249
MORGAN STANLEY(MS)1,4660-1,4662600-260
AERCAP HOLDINGS NV(AER)1,8350-1,8352640-264
EXPEDIA GROUP INC(EXPE)9340-9342650-265
BANK NEW YORK MELLON CORP2,2820-2,2822650-265
CARVANA CO(CVNA)6300-6302660-266
ISHARES TR4,1540-4,1542740-274
INVESCO EXCH TRADED FD TR II63,00364,457+1,4547,5177,2266.65%-291
WARNER BROS DISCOVERY INC(WBD)10,4510-10,4513010-301
MONGODB INC(MDB)7200-7203020-302
MICROSOFT CORP(MSFT)6280-6283040-304
JPMORGAN CHASE & CO.(JPM)1,2890-1,2894150-415
TESLA INC(TSLA)6,3775,813-5642,8682,1611.99%-707
ISHARES TR118,81524,458-94,35718,7373,9043.59%-14,833
ISHARES TR156,1140-156,11419,2430-19,243
ISHARES TR56,1390-56,13919,2540-19,254
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