Tobam Top Holdings and 13F Report (2025) About TobamInvestment ActivityTobam has $256.24 thousand in total holdings as of June 30, 2025.Tobam owns shares of 253 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 26.67% of the portfolio was purchased this quarter.About 21.51% of the portfolio was sold this quarter.This quarter, Tobam has purchased 251 new stocks and bought additional shares in 92 stocks.Tobam sold shares of 102 stocks and completely divested from 31 stocks this quarter.Largest Holdings Cboe Global Markets $7,529AT&T $7,500Verizon Communications $7,366Church & Dwight $7,349Hershey $7,188 Largest New Holdings this Quarter 23331A109 - D.R. Horton $2,045 Holding205887102 - Conagra Brands $1,107 Holding75734B100 - REDDIT INC-CL A $1,045 Holding550021109 - lululemon athletica $1,005 Holding609207105 - Mondelez International $555 Holding Largest Purchases this Quarter Consolidated Edison 45,639 shares (about $4.58K)UnitedHealth Group 14,211 shares (about $4.43K)Kroger 52,873 shares (about $3.79K)American Tower 16,219 shares (about $3.58K)Exelon 81,483 shares (about $3.54K) Largest Sales this Quarter AbbVie 24,466 shares (about $4.54K)McKesson 3,225 shares (about $2.36K)NVIDIA 14,219 shares (about $2.25K)Nutanix 25,821 shares (about $1.97K)LPL Financial 4,578 shares (about $1.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTobam Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBOECboe Global Markets$7,529$220 ▲3.0%32,2832.9%Financial ServicesTAT&T$7,500$230 ▲3.2%259,1662.9%Computer and TechnologyVZVerizon Communications$7,366$699 ▲10.5%170,2342.9%Computer and TechnologyCHDChurch & Dwight$7,349$1,789 ▲32.2%76,4682.9%Consumer StaplesHSYHershey$7,188$734 ▲11.4%43,3122.8%Consumer StaplesEDConsolidated Edison$6,188$4,580 ▲284.8%61,6622.4%UtilitiesAMTAmerican Tower$6,004$3,585 ▲148.2%27,1662.3%FinanceEAElectronic Arts$5,952$1,996 ▲50.4%37,2702.3%Consumer DiscretionaryKRKroger$5,927$3,793 ▲177.7%82,6232.3%Retail/WholesaleGISGeneral Mills$5,870$9 ▲0.1%113,3022.3%Consumer StaplesCLXClorox$5,857$846 ▲16.9%48,7842.3%Consumer StaplesWRBW.R. Berkley$5,467$204 ▲3.9%74,4152.1%FinanceMSTRMicroStrategy$5,400$75 ▼-1.4%13,3582.1%Computer and TechnologyUNHUnitedHealth Group$5,274$4,433 ▲527.3%16,9062.1%MedicalDGDollar General$5,079$1,011 ▼-16.6%44,4042.0%Retail/WholesaleEXCExelon$4,737$3,538 ▲295.0%109,1021.8%UtilitiesMCKMcKesson$4,734$2,363 ▼-33.3%6,4611.8%MedicalHUMHumana$4,563$2,371 ▲108.2%18,6641.8%MedicalWSTWest Pharmaceutical Services$4,419$1,322 ▲42.7%20,1951.7%MedicalLPLALPL Financial$4,407$1,717 ▼-28.0%11,7531.7%FinanceDLTRDollar Tree$4,389$2,096 ▲91.4%44,3181.7%Retail/WholesaleDXCMDexCom$4,343$307 ▲7.6%49,7551.7%MedicalGOOGLAlphabet$4,183$1,771 ▲73.5%23,7351.6%Computer and TechnologyAVGOBroadcom$4,117$721 ▼-14.9%14,9341.6%Computer and TechnologyNEMNewmont$4,085$1,691 ▲70.7%70,1151.6%Basic MaterialsMRKMerck & Co., Inc.$3,857$701 ▼-15.4%48,7271.5%MedicalBMYBristol Myers Squibb$3,772$770 ▲25.6%81,4881.5%MedicalFSLRFirst Solar$3,630$232 ▼-6.0%21,9271.4%EnergyTMUST-Mobile US$3,588$2,640 ▲278.6%15,0581.4%Computer and TechnologyEWEdwards Lifesciences$3,514$93 ▲2.7%44,9321.4%MedicalCMGChipotle Mexican Grill$3,478$993 ▼-22.2%61,9371.4%Retail/WholesaleAXONAxon Enterprise$3,449$665 ▼-16.2%4,1661.3%AerospaceCCICrown Castle$3,217$2,081 ▲183.1%31,3121.3%FinanceCORCencora$3,196$262 ▲8.9%10,6581.2%MedicalTHE CAMPBELL'S COMPANY$3,142$113 ▼-3.5%102,5161.2%COMNVDANVIDIA$3,093$2,247 ▼-42.1%19,5751.2%Computer and TechnologyKDPKeurig Dr Pepper$2,908$313 ▼-9.7%87,9671.1%Consumer StaplesMRNAModerna$2,767$1,532 ▲124.1%100,2951.1%MedicalLLYEli Lilly and Company$2,655$1,282 ▼-32.6%3,4061.0%MedicalNKENIKE$2,648$568 ▲27.3%37,2711.0%Consumer DiscretionaryHDBHDFC Bank$2,564$322 ▼-11.2%33,4471.0%FinanceARISTA NETWORKS INC$2,536$869 ▲52.1%24,7861.0%COMDECKDeckers Outdoor$2,389$2,268 ▲1,882.5%23,1760.9%Retail/WholesaleTUTELUS$2,384$1,950 ▲449.6%109,0150.9%UtilitiesBCEBCE$2,352$1,957 ▲495.2%77,8970.9%UtilitiesDKSDICK'S Sporting Goods$2,230$523 ▼-19.0%11,2720.9%Retail/WholesaleDHID.R. Horton$2,045$2,045 ▲New Holding15,8650.8%ConstructionCNCCentene$1,959$1,849 ▲1,686.0%36,0960.8%MedicalJNJJohnson & Johnson$1,891$27 ▲1.4%12,3770.7%MedicalSBACSBA Communications$1,696$1,072 ▲171.6%7,2220.7%FinanceSCIService Corporation International$1,458$1,137 ▲354.8%17,9150.6%Consumer StaplesMOHMolina Healthcare$1,449$334 ▲29.9%4,8630.6%MedicalFTNTFortinet$1,387$1,420 ▼-50.6%13,1220.5%Computer and TechnologyMELIMercadoLibre$1,312$277 ▲26.8%5020.5%Retail/WholesaleAKAMAkamai Technologies$1,282$1,668 ▼-56.5%16,0710.5%Computer and TechnologyINCYIncyte$1,242$695 ▲127.0%18,2380.5%MedicalNBIXNeurocrine Biosciences$1,205$1,563 ▼-56.5%9,5840.5%MedicalIBNICICI Bank$1,150$148 ▲14.8%34,1920.4%FinanceCAGConagra Brands$1,107$1,107 ▲New Holding54,0810.4%Consumer StaplesTSNTyson Foods$1,067$334 ▼-23.9%19,0770.4%Consumer StaplesREDDIT INC-CL A$1,045$1,045 ▲New Holding6,9420.4%COMSNAPSnap$1,008$744 ▼-42.5%116,0360.4%Computer and TechnologyLULUlululemon athletica$1,005$1,005 ▲New Holding4,2310.4%Consumer DiscretionaryHRLHormel Foods$949$243 ▼-20.4%31,3640.4%Consumer StaplesNTNXNutanix$890$1,974 ▼-68.9%11,6400.3%Computer and TechnologyPGRProgressive$850$1,218 ▼-58.9%3,1870.3%FinanceVVisa$819$160 ▲24.2%2,3070.3%Business ServicesCAHCardinal Health$814$687 ▼-45.8%4,8450.3%MedicalUTHRUnited Therapeutics$774$1,062 ▼-57.8%2,6930.3%MedicalMSFTMicrosoft$768$89 ▼-10.4%1,5440.3%Computer and TechnologySRPTSarepta Therapeutics$767$121 ▲18.7%44,8610.3%MedicalNTRSNorthern Trust$752$96 ▲14.7%5,9280.3%FinanceWTWisdomTree$715$81 ▲12.8%62,1500.3%FinancePFEPfizer$700$917 ▼-56.7%28,8980.3%MedicalBLOCK INC$694$169 ▲32.2%10,2170.3%COMMAMastercard$665$152 ▲29.6%1,1830.3%Business ServicesHUT 8 CORP$650$214 ▲48.9%34,9450.3%COMAMZNAmazon.com$627$29 ▲4.9%2,8580.2%Retail/WholesaleDDOGDatadog$620$120 ▼-16.2%4,6130.2%Computer and TechnologyDVADaVita$612$25 ▼-3.9%4,2990.2%MedicalABBVAbbVie$590$4,542 ▼-88.5%3,1780.2%MedicalMARAMarathon Digital$584$217 ▲59.0%37,2560.2%FinanceCLSKCleanspark$567$161 ▲39.8%51,4260.2%FinanceMDLZMondelez International$555$555 ▲New Holding8,2250.2%Consumer StaplesAAPLApple$528$747 ▼-58.6%2,5730.2%Computer and TechnologyMETAMeta Platforms$478$195 ▼-28.9%6480.2%Computer and TechnologyORCLOracle$476$755 ▼-61.3%2,1760.2%Computer and TechnologyEQTEQT$411$411 ▲New Holding7,0540.2%EnergyTWLOTwilio$406$1,052 ▼-72.2%3,2640.2%Computer and TechnologyDISWalt Disney$395$429 ▼-52.1%3,1890.2%Consumer DiscretionaryMKCMcCormick & Company, Incorporated$392$1,095 ▼-73.6%5,1660.2%Consumer StaplesMBLYMobileye Global$376$103 ▼-21.4%20,9300.1%Auto/Tires/TrucksBACBank of America$374$27 ▲7.9%7,8970.1%FinanceEPAMEPAM Systems$349$688 ▼-66.4%1,9760.1%Computer and TechnologyCVSCVS Health$341$341 ▲New Holding4,9500.1%MedicalGSThe Goldman Sachs Group$318$185 ▲139.4%4500.1%FinanceQCOMQUALCOMM$307$86 ▲38.8%1,9260.1%Computer and TechnologyFIFiserv$303$303 ▲New Holding1,7580.1%Business ServicesPODDInsulet$301$301 ▲New Holding9570.1%MedicalAMDAdvanced Micro Devices$291$120 ▼-29.2%2,0480.1%Computer and TechnologyShowing largest 100 holdings. 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