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Tobam

All holdings · as of Dec 31, 2025

255 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$12.6K67,3133.1%
Alphabet Inc.—$11.2K35,6342.7%
Broadcom Inc.—$8.2K23,7482.0%
VERIZON COMMUNICATIONS INC—$8.1K199,1732.0%
Consolidated Edison Inc—$8.1K81,4852.0%
Apple Inc.—$8.0K29,4462.0%
CHURCH & DWIGHT CO INC /DE—$8.0K95,2482.0%
AT&T INC.—$7.9K316,6281.9%
Amazon.com Inc—$7.5K32,4991.8%
Cencora Inc—$7.4K21,8961.8%
Cboe Global Markets Inc—$7.3K29,1581.8%
Edwards Lifesciences Corp—$7.3K85,6461.8%
HERSHEY CO—$7.3K39,8941.8%
UNITEDHEALTH GROUP INC—$7.2K21,8701.8%
KROGER CO—$7.0K111,4901.7%
Exelon Corp—$6.9K159,2761.7%
DOLLAR GENERAL CORP—$6.8K51,2951.7%
MICROSOFT CORP—$6.6K13,6621.6%
Meta Platforms Inc—$6.4K9,7681.6%
ELI LILLY & Co—$6.2K5,7881.5%
JOHNSON & JOHNSON—$5.6K26,9871.4%
LPL Financial Holdings Inc.—$5.5K15,5051.4%
T-Mobile US, Inc.TMUSCommon Stock$5.5K27,1171.4%
ORACLE CORP—$5.5K28,1751.3%
Keurig Dr Pepper Inc—$5.5K194,7661.3%
CLOROX CO /DE—$5.4K53,5701.3%
Mondelez International, Inc.—$5.2K96,8461.3%
BRISTOL MYERS SQUIBB CO—$5.1K93,9241.2%
General Motors Co—$4.9K59,7111.2%
United Therapeutics Corp—$4.8K9,8571.2%
American Tower Corp—$4.7K26,9251.2%
Dexcom Inc—$4.6K69,6041.1%
Visa Inc—$4.4K12,5861.1%
West Pharmaceutical Services Inc—$4.4K15,9951.1%
GENERAL MILLS INC—$4.3K92,9001.1%
Centene Corp—$4.3K103,5951.0%
FISERV INC—$4.2K62,4431.0%
Strategy Inc—$4.1K27,2701.0%
First Solar Inc—$3.5K13,5880.9%
Axon Enterprise Inc—$3.3K5,8330.8%
JAMES HARDIE IND PLC-SP—$3.1K150,7540.8%
EBAY INC—$3.1K35,4010.8%
Arista Networks, Inc.ANETCommon Stock$3.0K22,9410.7%
Mastercard Inc—$2.9K5,0820.7%
ADVANCED MICRO DEVICES INC—$2.9K13,3310.7%
INSMED INC—$2.8K16,3080.7%
Newmont Corp—$2.8K27,9380.7%
Netflix Inc—$2.7K28,6660.7%
KLA CORP—$2.7K2,2050.7%
DOLLAR TREE, INC.—$2.7K21,7470.7%
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