TOBAM
CIK 1527488
13F filing for Q2 2026・No. 4,408
- Holdings
- US$411.94M
- Quarter change
- +US$27.76M
- Entries
- 258
- Net bought (estimate)
- +US$13.46M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 30
- Cut 92
- Added 113
- Corporate actions 2
- Unchanged 15
Largest holdings
258 stocks worth US$411.94M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 65,531 | US$13.11M | 3.18% |
| GOOGLAlphabetCOM | Cut | 33,832 | US$12.09M | 2.94% |
| AAPLAppleCOM | Added | 31,116 | US$9M | 2.19% |
| EDCONSOLIDATED EDISON INCCOM | Added | 79,678 | US$8.82M | 2.14% |
| TMUST-MOBILE US INCCOM | Added | 50,164 | US$8.41M | 2.04% |
| KRKROGER COCOM | Added | 145,723 | US$8.09M | 1.96% |
| CHDCHURCH & DWIGHT CO INCCOM | Added | 82,962 | US$8.04M | 1.95% |
| EXCEXELON CORPCOM | Added | 172,217 | US$8.03M | 1.95% |
| KDPKEURIG DR PEPPER INCCOM | Added | 234,648 | US$7.68M | 1.86% |
| CBOECBOE HOLDINGS INCCOM | Added | 31,510 | US$7.65M | 1.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.