Tobam 13F Holdings · Q2 2026
Tobam reported 258 securities worth $411.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (3.18%), GOOGL (2.94%), AAPL (2.19%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $13.1M | 3.18% | 65,531 | Trimmed |
| 2 | GOOGL | ALPHABET INC-CL A | $12.1M | 2.94% | 33,832 | Trimmed |
| 3 | AAPL | APPLE INC | $9.0M | 2.19% | 31,116 | Added |
| 4 | ED | CONSOLIDATED EDISON INC | $8.8M | 2.14% | 79,678 | Added |
| 5 | TMUS | T-MOBILE US INC | $8.4M | 2.04% | 50,164 | Added |
| 6 | KR | KROGER CO | $8.1M | 1.96% | 145,723 | Added |
| 7 | CHD | CHURCH & DWIGHT CO INC | $8.0M | 1.95% | 82,962 | Added |
| 8 | EXC | EXELON CORP | $8.0M | 1.95% | 172,217 | Added |
| 9 | CBOE | CBOE HOLDINGS INC | $7.6M | 1.86% | 31,510 | Added |
| 10 | KDP | KEURIG DR PEPPER INC | $7.7M | 1.86% | 234,648 | Added |
| 11 | CAH | CARDINAL HEALTH INC | $7.6M | 1.84% | 31,916 | Added |
| 12 | HSY | HERSHEY CO/THE | $7.6M | 1.84% | 43,294 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $7.5M | 1.82% | 29,447 | Added |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $7.5M | 1.82% | 177,005 | Added |
| 15 | AVGO | BROADCOM INC | $7.2M | 1.74% | 18,943 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $7.0M | 1.69% | 18,700 | Trimmed |
| 17 | COR | CENCORA INC | $6.9M | 1.67% | 24,337 | Added |
| 18 | AMZN | AMAZON.COM INC | $6.7M | 1.64% | 28,293 | Added |
| 19 | T | AT&T INC | $6.6M | 1.60% | 318,507 | Added |
| 20 | TSLA | TESLA INC | $6.0M | 1.46% | 14,333 | Added |
| 21 | GIS | GENERAL MILLS INC | $5.9M | 1.43% | 169,083 | Added |
| 22 | UTHR | UNITED THERAPEUTICS CORP | $5.9M | 1.43% | 10,875 | Added |
| 23 | AWK | AMERICAN WATER WORKS CO INC | $5.8M | 1.41% | 44,086 | Added |
| 24 | LLY | ELI LILLY & CO | $5.8M | 1.41% | 4,850 | Trimmed |
| 25 | EW | EDWARDS LIFESCIENCES CORP | $5.4M | 1.32% | 60,089 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR