13F filer

Tobam

As of Jun 30, 2026 Filed Jul 31, 2026 CIK 1527488 SEC filings ↗
13F Value
$411.9M
Positions
258
Top Position
NVDA3.2%
Top 5
12.5%

Latest filing changes

vs Mar 31, 2026
1 AMD Advanced Micro Devices +326.8%+$3.4M
2 AWK American Wtr Wks +116.5%+$3.1M
3 TMUS T-Mobile US +53.3%+$2.9M
4 BF-B Brown Forman +308.9%+$2.6M
5 AMP Ameriprise Finl >999%+$2.5M
Holdings258
# Trend (4Q)
1 NVDA 3.2% $13.1M -8.8% 65.5K 3.3% Common Stock
2 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 33,832 reported quantity $12,091,000 reported value
2.9% $12.1M -15.0% 33.8K 3.0% Common Stock
3 AAPL 2.2% $9.0M +1.7% 31.1K 2.0% Common Stock
4 ED 2.1% $8.8M +10.1% 79.7K 2.1% Common Stock
5 TMUS 2.0% $8.4M +53.3% 50.2K 1.8% Common Stock
6 KR 2.0% $8.1M +42.6% 145.7K 1.9% Common Stock
7 CHD 2.0% $8.0M +6.2% 83.0K 1.9% Common Stock
8 EXC 1.9% $8.0M +12.7% 172.2K 1.9% Common Stock
9 KDP 1.9% $7.7M +2.2% 234.6K 1.6% Common Stock
10 CBOE 1.9% $7.6M +19.5% 31.5K 1.9% Common Stock
11 HSY 1.8% $7.6M +25.2% 43.3K 1.9% Common Stock
12 CAH 1.8% $7.6M +42.6% 31.9K 1.2% Common Stock
13 VZ 1.8% $7.5M +18.7% 177.0K 1.9% Common Stock
14 JNJ 1.8% $7.5M +1.9% 29.4K 1.8% Common Stock
15 AVGO 1.7% $7.2M -0.1% 18.9K 1.5% Common Stock
16 MSFT 1.7% $7.0M -2.5% 18.7K 1.8% Common Stock
17 COR 1.7% $6.9M +16.3% 24.3K 1.7% Common Stock
18 AMZN 1.6% $6.7M +4.7% 28.3K 1.5% Common Stock
19 T 1.6% $6.6M +22.9% 318.5K 2.0% Common Stock
20 TSLA 1.5% $6.0M +24.8% 14.3K 1.1% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing29
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.