Tobam Top Holdings and 13F Report (2026) About TobamInvestment ActivityTobam has $411.94 thousand in total holdings as of June 30, 2026.Tobam owns shares of 258 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 20.32% of the portfolio was purchased this quarter.About 20.09% of the portfolio was sold this quarter.This quarter, Tobam has purchased 250 new stocks and bought additional shares in 109 stocks.Tobam sold shares of 96 stocks and completely divested from 30 stocks this quarter.Largest Holdings NVIDIA $13,112Alphabet $12,091Apple $9,004Consolidated Edison $8,815T-Mobile US $8,414 Largest New Holdings this Quarter 219350105 - Corning $1,820 Holding747525103 - Qualcomm $1,790 Holding538034109 - Live Nation Entertainment $843 Holding031162100 - Amgen $829 Holding74340W103 - Prologis $794 Holding Largest Purchases this Quarter Advanced Micro Devices 5,872 shares (about $3.41K)American Water Works 23,720 shares (about $3.12K)T-Mobile US 17,432 shares (about $2.92K)Brown-Forman 97,465 shares (about $2.60K)Ameriprise Financial 5,540 shares (about $2.54K) Largest Sales this Quarter ASTERA LABS INC 11,669 shares (about $5.64K)Meta Platforms 8,120 shares (about $4.58K)Dollar General 30,642 shares (about $3.53K)Centene 48,513 shares (about $3.11K)West Pharmaceutical Services 8,629 shares (about $3.10K) 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 PortfolioSectorNVDANVIDIA$13,112$1,267 â–¼-8.8%65,5313.2%TechnologyGOOGLAlphabet$12,091$2,141 â–¼-15.0%33,8322.9%Communication ServicesAAPLApple$9,004$153 â–²1.7%31,1162.2%TechnologyEDConsolidated Edison$8,815$807 â–²10.1%79,6782.1%UtilitiesTMUST-Mobile US$8,414$2,924 â–²53.3%50,1642.0%Communication ServicesKRKroger$8,092$2,418 â–²42.6%145,7232.0%Consumer StaplesCHDChurch & Dwight$8,037$466 â–²6.2%82,9622.0%Consumer StaplesEXCExelon$8,029$905 â–²12.7%172,2171.9%UtilitiesKDPKeurig Dr Pepper$7,680$168 â–²2.2%234,6481.9%Consumer StaplesCBOECboe Global Markets$7,647$1,249 â–²19.5%31,5101.9%FinanceHSYHershey$7,596$1,529 â–²25.2%43,2941.8%Consumer StaplesCAHCardinal Health$7,582$2,265 â–²42.6%31,9161.8%HealthcareVZVerizon Communications$7,494$1,181 â–²18.7%177,0051.8%Communication ServicesJNJJohnson & Johnson$7,479$140 â–²1.9%29,4471.8%HealthcareAVGOBroadcom$7,156$10 â–¼-0.1%18,9431.7%TechnologyMSFTMicrosoft$6,975$178 â–¼-2.5%18,7001.7%TechnologyCORCencora$6,887$967 â–²16.3%24,3371.7%HealthcareAMZNAmazon.com$6,743$300 â–²4.7%28,2931.6%Consumer DiscretionaryTAT&T$6,593$1,227 â–²22.9%318,5071.6%Communication ServicesTSLATesla$6,028$1,199 â–²24.8%14,3331.5%Consumer DiscretionaryUTHRUnited Therapeutics$5,892$1,062 â–²22.0%10,8751.4%HealthcareGISGeneral Mills$5,884$451 â–²8.3%169,0831.4%Consumer StaplesLLYEli Lilly and Company$5,817$2,207 â–¼-27.5%4,8501.4%HealthcareAWKAmerican Water Works$5,801$3,121 â–²116.5%44,0861.4%UtilitiesEWEdwards Lifesciences$5,436$1,181 â–¼-17.8%60,0891.3%HealthcareMSTRStrategy$5,314$682 â–²14.7%61,1321.3%TechnologyCNCCentene$4,765$3,114 â–¼-39.5%74,2321.2%HealthcareCLXClorox$4,512$1,311 â–²41.0%47,2771.1%Consumer StaplesORCLOracle$4,479$809 â–¼-15.3%30,5631.1%TechnologyAMDAdvanced Micro Devices$4,455$3,411 â–²326.8%7,6691.1%TechnologyGDDYGoDaddy$4,254$1,874 â–²78.7%50,1211.0%TechnologyFSLRFirst Solar$3,770$937 â–¼-19.9%15,9770.9%TechnologyUNHUnitedHealth Group$3,548$2,301 â–¼-39.3%8,5360.9%HealthcareGMGeneral Motors$3,545$1,857 â–¼-34.4%45,9900.9%Consumer DiscretionaryMCKMcKesson$3,544$421 â–²13.5%4,6900.9%HealthcareVVisa$3,540$393 â–²12.5%10,3180.9%FinanceDXCMDexCom$3,466$819 â–¼-19.1%51,4560.8%HealthcareHDBHDFC Bank$3,439$827 â–²31.7%133,1270.8%FinanceBF.BBrown-Forman$3,438$2,597 â–²308.9%129,0210.8%Consumer StaplesNFLXNetflix$3,192$435 â–²15.8%44,7100.8%Communication ServicesFISERV INC$3,122$565 â–¼-15.3%63,6450.8%COMMKCMcCormick & Company, Incorporated$3,075$1,977 â–²180.1%60,9800.7%Consumer StaplesFTNTFortinet$3,052$1,452 â–²90.8%19,8660.7%TechnologyASTERA LABS INC$2,953$5,636 â–¼-65.6%6,1140.7%COMMAMastercard$2,817$504 â–²21.8%5,4840.7%FinanceTUTELUS$2,656$331 â–²14.2%177,0670.6%Communication ServicesBCEBCE$2,651$276 â–²11.6%86,7710.6%Communication ServicesAMPAmeriprise Financial$2,604$2,542 â–²4,073.5%5,6760.6%FinanceLITELumentum$2,507$118 â–¼-4.5%2,9220.6%TechnologyMDLZMondelez International$2,494$1,707 â–¼-40.6%43,1170.6%Consumer StaplesHUMHumana$2,486$1,553 â–¼-38.5%6,2580.6%HealthcareRCIRogers Communication$2,482$246 â–²11.0%53,7950.6%Communication ServicesAPHAmphenol$2,476$117 â–²5.0%14,0450.6%TechnologyISRGIntuitive Surgical$2,462$1,777 â–²259.3%6,1900.6%HealthcareAMTAmerican Tower$2,459$1,665 â–¼-40.4%15,0350.6%Real EstateINSMInsmed$2,385$6 â–²0.3%22,3700.6%HealthcareCOSTCostco Wholesale$2,367$100 â–¼-4.1%2,5300.6%Consumer StaplesECHOSTAR CORP-A$2,325$185 â–²8.7%22,9050.6%COMWSTWest Pharmaceutical Services$2,314$3,098 â–¼-57.2%6,4450.6%HealthcarePGProcter & Gamble$2,214$457 â–¼-17.1%15,1000.5%Consumer StaplesVRSKVerisk Analytics$2,154$1,997 â–²1,275.9%11,9980.5%IndustrialsGWWW.W. Grainger$2,133$58 â–¼-2.7%1,5680.5%IndustrialsBMYBristol Myers Squibb$2,123$1,501 â–¼-41.4%36,8440.5%HealthcareCTASCintas$2,116$1,006 â–²90.7%12,4390.5%IndustrialsSTZConstellation Brands$2,054$1,869 â–²1,010.5%14,7690.5%Consumer StaplesEBAYeBay$1,991$1,820 â–¼-47.8%17,8130.5%Consumer DiscretionaryNTRANatera$1,915$165 â–²9.4%7,0560.5%HealthcareINTCIntel$1,883$944 â–²100.4%13,4830.5%TechnologyGLWCorning$1,820$1,820 â–²New Holding7,1270.4%TechnologyQCOMQualcomm$1,790$1,790 â–²New Holding9,6840.4%TechnologyMCOMoody's$1,720$255 â–²17.4%3,7970.4%FinancePURE STORAGE INC - CLASS A$1,716$349 â–²25.6%21,7750.4%COMPEPPepsiCo$1,583$1,331 â–²527.0%11,6880.4%Consumer StaplesADBEAdobe$1,544$201 â–²15.0%7,5320.4%TechnologyFIXComfort Systems USA$1,522$81 â–¼-5.1%7680.4%IndustrialsREGRegency Centers$1,509$543 â–²56.2%18,9180.4%Real EstateREGNRegeneron Pharmaceuticals$1,493$1,117 â–²297.0%2,3940.4%HealthcareCWCurtiss-Wright$1,454$1 â–²0.1%1,9190.4%IndustrialsLPLALPL Financial$1,412$290 â–¼-17.0%5,0130.3%FinanceMETMetLife$1,405$1,004 â–²250.8%16,6060.3%FinanceITGartner$1,320$635 â–²92.6%10,1830.3%IndustrialsINTUIntuit$1,292$976 â–²308.6%4,9520.3%TechnologyDDOGDatadog$1,267$388 â–²44.1%4,8670.3%TechnologyNTAPNetApp$1,237$938 â–¼-43.1%7,9940.3%TechnologyEMEEMCOR Group$1,189$407 â–²52.1%1,4330.3%IndustrialsPGRProgressive$1,152$49 â–¼-4.1%5,2740.3%FinanceMNSTMonster Beverage$1,140$548 â–²92.6%11,8630.3%Consumer StaplesADSKAutodesk$1,1290.0%5,8050.3%TechnologyPEGPublic Service Enterprise Group$1,108$78 â–²7.6%13,6490.3%UtilitiesABBVAbbVie$1,089$1,057 â–²3,307.1%4,3270.3%HealthcareFASTFastenal$1,068$81 â–²8.2%22,2390.3%IndustrialsKOCocaCola$1,057$765 â–¼-42.0%13,0020.3%Consumer StaplesCDNSCadence Design Systems$1,047$491 â–¼-31.9%2,7900.3%TechnologyIBNICICI Bank$1,047$28 â–²2.7%36,0560.3%FinanceEQIXEquinix$1,040$461 â–²79.5%9980.3%Real EstateAXONAxon Enterprise$1,038$1,523 â–¼-59.5%1,8510.3%IndustrialsARISTA NETWORKS INC$1,025$515 â–¼-33.5%6,0310.2%COMBSXBoston Scientific$994$290 â–²41.2%23,2960.2%HealthcareBANK OF NEW YORK MELLON CORP$984$718 â–¼-42.2%6,8070.2%COMITWIllinois Tool Works$949$532 â–²127.7%3,5090.2%IndustrialsShowing largest 100 holdings. 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