TOBAM

PrivateCIK: 1527488
250
Positions
$384.2K
Total AUM (reported)
4.03M
Total Shares

Allocation by class

TOTAL AUM$384.2K250 positions
COM$384.2K100.0%

Portfolio Concentration

Top 38.4%4–1013.6%11–2524.1%Rest53.9%TOP 1022.0%0%100%
Top 3$32.2K8.4%
4–10$52.3K13.6%
11–25$92.6K24.1%
Rest$207.0K53.9%

Top 3 weight

8.4%

Top 10 weight

22.0%

Voting Authority Distribution

Total shares with voting rights: 4.03M

Sole

Full voting authority

4.03M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole250
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings250
Rows:

NVIDIA CORP

SOLE
COM
Shares71.86K
TypeSH
Market value$12.5K
3.26%
Sole
71.86K
Shared
0.00
None
0.00

ALPHABET INC-CL A

SOLE
COM
Shares39.82K
TypeSH
Market value$11.5K
2.98%
Sole
39.82K
Shared
0.00
None
0.00

CONSOLIDATED EDISON INC

SOLE
COM
Shares72.38K
TypeSH
Market value$8.2K
2.13%
Sole
72.38K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares30.59K
TypeSH
Market value$7.8K
2.02%
Sole
30.59K
Shared
0.00
None
0.00

AT&T INC

SOLE
COM
Shares259.24K
TypeSH
Market value$7.5K
1.96%
Sole
259.24K
Shared
0.00
None
0.00

EXELON CORP

SOLE
COM
Shares152.80K
TypeSH
Market value$7.5K
1.95%
Sole
152.80K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares149.10K
TypeSH
Market value$7.5K
1.95%
Sole
149.10K
Shared
0.00
None
0.00

CBOE HOLDINGS INC

SOLE
COM
Shares26.36K
TypeSH
Market value$7.4K
1.93%
Sole
26.36K
Shared
0.00
None
0.00

KROGER CO

SOLE
COM
Shares102.18K
TypeSH
Market value$7.4K
1.92%
Sole
102.18K
Shared
0.00
None
0.00

CHURCH & DWIGHT CO INC

SOLE
COM
Shares78.15K
TypeSH
Market value$7.3K
1.90%
Sole
78.15K
Shared
0.00
None
0.00

HERSHEY CO/THE

SOLE
COM
Shares34.58K
TypeSH
Market value$7.2K
1.87%
Sole
34.58K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares19.18K
TypeSH
Market value$7.1K
1.85%
Sole
19.18K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares28.89K
TypeSH
Market value$7.1K
1.84%
Sole
28.89K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares32.73K
TypeSH
Market value$6.9K
1.79%
Sole
32.73K
Shared
0.00
None
0.00

STRATEGY INC

SOLE
COM
Shares53.29K
TypeSH
Market value$6.7K
1.73%
Sole
53.29K
Shared
0.00
None
0.00

CENCORA INC

SOLE
COM
Shares20.92K
TypeSH
Market value$6.6K
1.71%
Sole
20.92K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares6.69K
TypeSH
Market value$6.2K
1.60%
Sole
6.69K
Shared
0.00
None
0.00

KEURIG DR PEPPER INC

SOLE
COM
Shares229.50K
TypeSH
Market value$6.0K
1.57%
Sole
229.50K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares18.97K
TypeSH
Market value$5.9K
1.53%
Sole
18.97K
Shared
0.00
None
0.00

EDWARDS LIFESCIENCES CORP

SOLE
COM
Shares73.14K
TypeSH
Market value$5.9K
1.52%
Sole
73.14K
Shared
0.00
None
0.00

GENERAL MILLS INC

SOLE
COM
Shares156.12K
TypeSH
Market value$5.8K
1.51%
Sole
156.12K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares27.04K
TypeSH
Market value$5.6K
1.47%
Sole
27.04K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares36.08K
TypeSH
Market value$5.3K
1.38%
Sole
36.08K
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP

SOLE
COM
Shares8.91K
TypeSH
Market value$5.3K
1.38%
Sole
8.91K
Shared
0.00
None
0.00

GENERAL MOTORS CO

SOLE
COM
Shares70.08K
TypeSH
Market value$5.2K
1.36%
Sole
70.08K
Shared
0.00
None
0.00
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