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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but TOBAM's latest available filing here is Q3 2025.
TOBAM
•CIK: 1527488•Filing: Q3 2025
**TOBAM** manages $276M across a diversified portfolio of 247 positions. The fund exhibits concentrated exposure to key market players, with top holdings including MIGA at $8.8M and ED, HSY, CBOE, KR, CHD, BAC, and T each representing significant allocations around $7.4M-$7.6M. This structure suggests a tactical, high-conviction approach targeting established financial and industrial sectors. Investors should note the substantial weighting across these marquee names within the current market landscape.
Total AUM
$276.0M
QoQ Performance
+7.7%
Positions
247
Top 10 Concentration
27.2%
Latest Filing
Q3 2025
Top Holdings Allocation
MSTR3.2%
ED2.8%
HSY2.7%
CBOE2.7%
KR2.7%
CHD2.7%
BAC2.7%
T2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.5%
Healthcare7.8%
Technology7.3%
Communication5.3%
Consumer Staples4.2%
Financial3.9%
Utilities2.8%
Real Estate2.5%
🚪 Exited Positionssold since Q2 2025
+66 more exited positions
Changes from Q2 2025
NEW18 new positions
↑77 increased
↓74 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022