TOBAM — 13F holdings

TOBAM reported 258 holdings worth $412M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $13.1M (3.2%)
  2. GOOGL ALPHABET INC — $12.1M (2.9%)
  3. AAPL APPLE INC — $9.00M (2.2%)
  4. ED CONSOLIDATED EDISON INC — $8.82M (2.1%)
  5. TMUS T-MOBILE US INC — $8.41M (2.0%)
  6. KR KROGER CO — $8.09M (2.0%)
  7. CHD CHURCH & DWIGHT CO INC — $8.04M (2.0%)
  8. EXC EXELON CORP — $8.03M (1.9%)
  9. KDP KEURIG DR PEPPER INC — $7.68M (1.9%)
  10. CBOE CBOE GLOBAL MKTS INC — $7.65M (1.9%)