Fund HoldingsTraub Capital Management LLC

Total Portfolio Value
$103.96M
Total Bought
$11.12M
Total Sold
$9.79M
Net Transaction
+$1.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BL 12 ETF
023,961+23,96102,3772.29%+2,377
SPDR SERIES TRUST
ST STR BLO 1 ETF
017,794+17,79401,6261.56%+1,626
ALPHABET INC(GOOG)12,90712,928+213,1384,0463.89%+909
JANUS DETROIT STR TR
HENDERSON MTG
21,37339,473+18,1009761,8041.73%+827
ISHARES TR15,05922,842+7,7831,5162,2932.21%+776
JANUS DETROIT STR TR
HENDRSON AAA CL
79,64392,128+12,4854,0444,6604.48%+616
DISNEY WALT CO(DIS)03,513+3,51304000.38%+400
AKAMAI TECHNOLOGIES INC(AKAM)02,995+2,99502610.25%+261
SCHWAB STRATEGIC TR20,36429,169+8,8055497730.74%+224
AFFILIATED MANAGERS GROUP IN4,5754,551-241,0911,3121.26%+221
VANGUARD MUN BD FDS6,1459,045+2,9004626840.66%+221
SPDR SERIES TRUST
ST STR RATE ETF
06,739+6,73902070.20%+207
MICRON TECHNOLOGY INC(MU)0720+72002050.20%+205
ZOOM COMMUNICATIONS INC(ZM)02,370+2,37002050.20%+205
HONEYWELL INTL INC(HON)01,033+1,03302020.19%+202
SCHWAB STRATEGIC TR46,16248,302+2,1401,9832,1842.10%+201
ADOBE INC(ADBE)1,4792,015+5365227050.68%+184
NVIDIA CORPORATION(NVDA)7,4018,343+9421,3811,5561.50%+175
SCHWAB STRATEGIC TR98,983103,263+4,2803,0843,2543.13%+170
APPLE INC(AAPL)24,89423,930-9646,3396,5066.26%+167
MERCK & CO INC(MRK)6,9206,92005817280.70%+148
CITIGROUP INC(C)11,06110,852-2091,1231,2661.22%+144
ABRDN NATL MUN INCOME FD012,218+12,21801250.12%+125
NUVEEN CR STRATEGIES INCOME
COM SHS
024,247+24,24701220.12%+122
BRISTOL-MYERS SQUIBB CO(BMY)10,02810,228+2004525520.53%+99
CAPITAL ONE FINL CORP(COF)03,210+3,21007780.75%+778
AMAZON COM INC(AMZN)08,698+8,69802,0081.93%+2,008
ALLIANCEBERNSTEIN NATL MUN I046,787+46,78705060.49%+506
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
13,54016,665+3,1253704530.44%+84
ALPHABET INC(GOOG)1,1101,11002703480.33%+78
CATERPILLAR INC(CAT)727717-103474110.40%+64
ASTRAZENECA PLC(AZN)4,1154,11503163780.36%+63
FIDELITY COVINGTON TRUST18,59518,545-501,2811,3401.29%+60
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)03,510+3,51002910.28%+291
PAYPAL HLDGS INC(PYPL)010,478+10,47806120.59%+612
ISHARES TR2,7553,255+5002763250.31%+49
MACYS INC(M)11,70611,606-1002102560.25%+46
INCYTE CORP(INCY)3,2253,22502743190.31%+45
JOHNSON & JOHNSON(JNJ)1,8851,88503493900.38%+41
CISCO SYS INC(CSCO)05,468+5,46804210.41%+421
THERMO FISHER SCIENTIFIC INC(TMO)514495-192492870.28%+38
SCHWAB STRATEGIC TR17,11118,197+1,0866196560.63%+37
PFIZER INC(PFE)026,234+26,23406530.63%+653
TARGET CORP(TGT)2,4912,655+1642232600.25%+36
SCHWAB STRATEGIC TR17,58018,270+6904624970.48%+35
GOLDMAN SACHS GROUP INC(GS)0376+37603310.32%+331
AMGEN INC(AMGN)710700-102002290.22%+29
ISHARES TR28,17928,570+3912,3382,3662.28%+28
EXXON MOBIL CORP5,4375,309-1286136390.61%+26
TAPESTRY INC(TPR)03,473+3,47304440.43%+444
CROCS INC(CROX)03,000+3,00002570.25%+257
RTX CORPORATION(RTX)1,2211,22102042240.22%+20
SCHWAB STRATEGIC TR15,49115,891+4004084280.41%+20
ISHARES TR3,4233,543+1204074260.41%+19
BANK AMERICA CORP5,2595,25902712890.28%+18
SCHWAB STRATEGIC TR27,81428,167+3531,2381,2551.21%+17
LLOYDS BANKING GROUP PLC(LYG)64,45858,383-6,0752933090.30%+17
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
5,0505,390+3402552710.26%+16
BNY MELLON STRATEGIC MUNS IN119,038119,03807447570.73%+13
VISA INC(V)01,368+1,36804800.46%+480
VANGUARD INDEX FDS917968+512692810.27%+12
MOLSON COORS BEVERAGE CO(TAP)08,070+8,07003770.36%+377
FOX CORP(FOX)13,11811,732-1,3867527620.73%+10
BNY MELLON STRATEGIC MUN BD037,810+37,81002330.22%+233
JPMORGAN CHASE & CO.(JPM)1,4081,399-94444510.43%+7
VANGUARD INDEX FDS42242202592650.25%+6
VANGUARD INDEX FDS85285202792860.27%+6
BROADCOM INC(AVGO)1,9921,915-776576630.64%+6
PEPSICO INC(PEP)1,8271,82702572620.25%+6
BRIDGEBIO PHARMA INC(BBIO)10,00010,000014190.02%+5
ISHARES TR7,7727,590-1821,6051,6101.55%+5
ISHARES TR
0-5 YR TIPS ETF
22,39222,647+2552,3142,3192.23%+4
ISHARES TR
ULTRA SHORT DUR
04,834+4,83402450.24%+245
ANHEUSER BUSCH INBEV SA/NV(BUD)07,364+7,36404720.45%+472
IONIS PHARMACEUTICALS INC(IONS)17,00017,000021230.02%+2
BLOOM ENERGY CORP(BE)12,00012,000054560.05%+2
SENSATA TECHNOLOGIES HLDG PL
SHS
07,050+7,05002350.23%+235
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
4,1504,15004504510.43%+1
ARRAY TECHNOLOGIES INC(ARRY)21,00021,000018190.02%+1
FORD MTR CO(F)13,00013,000013140.01%0
CENTERPOINT ENERGY INC(CNP)14,00014,000016160.01%-0
CHEESECAKE FACTORY INC(CAKE)11,00011,000011110.01%-0
AMERICAN WTR CAP CORP(AWK)14,00014,000014140.01%-0
ALLIANT ENERGY CORP(LNT)14,00014,000015150.01%-0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
04,050+4,05002430.23%+243
PENN ENTERTAINMENT INC(PENN)10,00010,000010100.01%-1
LIBERTY MEDIA CORP DEL(FWONA)10,00010,000013130.01%-1
PRICE T ROWE GROUP INC(TROW)2,6102,61002682670.26%-1
COINBASE GLOBAL INC(COIN)19,00019,000021190.02%-2
ISHARES TR
FLTG RATE NT ETF
015,570+15,57007920.76%+792
ABBVIE INC(ABBV)1,1691,16902712670.26%-4
SCHWAB STRATEGIC TR28,53728,412-1256966920.67%-4
ISHARES TR13,97713,727-2509129060.87%-6
COMCAST CORP NEW(CCZ)020,166+20,16606030.58%+603
EVOLENT HEALTH INC12,0000-12,000120-12
ISHARES TR9,9849,784-2003163030.29%-13
ALLIANCE RESOURCE PARTNERS L(ARLP)010,690+10,69002480.24%+248
ROYCE MICRO-CAP TR INC026,069+26,06902720.26%+272
PROCTER AND GAMBLE CO(PG)1,6311,63102512340.22%-17
ISHARES TR17,73017,117-6131,7721,7551.69%-17
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