Tobam

Tobam as of March 31, 2026

Portfolio Holdings for Tobam

Tobam holds 250 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 3.3 $13M 72k 174.40
Alphabet Inc Class A cs (GOOGL) 3.0 $12M 40k 287.57
Consolidated Edison (ED) 2.1 $8.2M 72k 113.18
Apple (AAPL) 2.0 $7.8M 31k 253.78
At&t (T) 2.0 $7.5M 259k 28.99
Exelon Corporation (EXC) 1.9 $7.5M 153k 49.02
Verizon Communications (VZ) 1.9 $7.5M 149k 50.20
CBOE Holdings (CBOE) 1.9 $7.4M 26k 281.08
Kroger (KR) 1.9 $7.4M 102k 72.36
Church & Dwight (CHD) 1.9 $7.3M 78k 93.32
Hershey Company (HSY) 1.9 $7.2M 35k 207.88
Microsoft Corporation (MSFT) 1.8 $7.1M 19k 370.18
Johnson & Johnson (JNJ) 1.8 $7.1M 29k 244.45
Metropcs Communications (TMUS) 1.8 $6.9M 33k 210.04
MicroStrategy Incorporated (MSTR) 1.7 $6.7M 53k 124.81
AmerisourceBergen (COR) 1.7 $6.6M 21k 314.15
Eli Lilly & Co. (LLY) 1.6 $6.2M 6.7k 919.73
Keurig Dr Pepper (KDP) 1.6 $6.0M 230k 26.33
Broadcom (AVGO) 1.5 $5.9M 19k 309.50
Edwards Lifesciences (EW) 1.5 $5.9M 73k 80.08
General Mills (GIS) 1.5 $5.8M 156k 37.22
Amazon (AMZN) 1.5 $5.6M 27k 208.29
Oracle Corporation (ORCL) 1.4 $5.3M 36k 147.11
United Therapeutics Corporation (UTHR) 1.4 $5.3M 8.9k 592.93
General Motors Company (GM) 1.4 $5.2M 70k 74.50
Facebook Inc cl a (META) 1.3 $5.1M 8.8k 572.17
Cardinal Health (CAH) 1.2 $4.7M 22k 211.32
American Tower Reit (AMT) 1.1 $4.4M 25k 172.56
Tesla Motors (TSLA) 1.1 $4.3M 12k 371.71
Fiserv (FISV) 1.1 $4.2M 75k 55.79
Mondelez Int (MDLZ) 1.1 $4.2M 73k 57.64
Dollar General (DG) 1.1 $4.1M 35k 118.73
Centene Corporation (CNC) 1.0 $4.0M 123k 32.74
Dex (DXCM) 1.0 $4.0M 64k 62.79
First Solar (FSLR) 1.0 $3.9M 20k 197.24
Bristol Myers Squibb (BMY) 1.0 $3.8M 63k 60.66
UnitedHealth (UNH) 1.0 $3.8M 14k 270.56
West Pharmaceutical Services (WST) 1.0 $3.8M 15k 250.63
Netflix (NFLX) 1.0 $3.7M 39k 96.16
Insmed (INSM) 0.9 $3.6M 22k 163.50
McKesson Corporation (MCK) 0.9 $3.6M 4.1k 865.47
Clorox Company (CLX) 0.9 $3.5M 34k 103.64
eBay (EBAY) 0.8 $3.1M 34k 91.02
Visa (V) 0.7 $2.8M 9.2k 302.22
American Water Works (AWK) 0.7 $2.8M 20k 136.11
Telus Ord (TU) 0.7 $2.8M 155k 17.88
Bce (BCE) 0.7 $2.7M 78k 35.10
Procter & Gamble Company (PG) 0.7 $2.6M 18k 144.44
Costco Wholesale Corporation (COST) 0.7 $2.6M 2.6k 996.59
Rogers Communications -cl B (RCI) 0.7 $2.6M 49k 53.50
HDFC Bank (HDB) 0.7 $2.5M 101k 24.88
Echostar Corporation (SATS) 0.6 $2.5M 21k 117.09
Godaddy Inc cl a (GDDY) 0.6 $2.3M 28k 82.68
MasterCard Incorporated (MA) 0.6 $2.3M 4.5k 499.67
Lumentum Hldgs (LITE) 0.6 $2.2M 3.1k 702.84
Astera Labs (ALAB) 0.5 $1.9M 18k 109.60
Axon Enterprise (AXON) 0.5 $1.9M 4.6k 424.66
Lpl Financial Holdings (LPLA) 0.5 $1.8M 6.0k 300.84
Humana (HUM) 0.5 $1.8M 10k 173.39
W.W. Grainger (GWW) 0.5 $1.8M 1.6k 1090.63
Coca-Cola Company (KO) 0.4 $1.7M 22k 76.06
Amphenol Corporation (APH) 0.4 $1.7M 13k 126.38
Adobe Systems Incorporated (ADBE) 0.4 $1.6M 6.6k 243.13
Merck & Co (MRK) 0.4 $1.5M 13k 120.27
Parker-Hannifin Corporation (PH) 0.4 $1.5M 1.6k 895.03
NetApp (NTAP) 0.4 $1.4M 14k 102.36
Moody's Corporation (MCO) 0.4 $1.4M 3.2k 436.13
Hartford Financial Services (HIG) 0.4 $1.4M 10k 135.26
Bank of New York Mellon Corporation (BK) 0.4 $1.4M 12k 118.64
Autodesk (ADSK) 0.4 $1.4M 5.8k 239.45
American Express Company (AXP) 0.4 $1.4M 4.5k 302.53
Curtiss-Wright (CW) 0.3 $1.3M 1.9k 680.92
James Hardie Industries SE 0.3 $1.3M 68k 18.94
Natera (NTRA) 0.3 $1.3M 6.4k 199.94
Cadence Design Systems (CDNS) 0.3 $1.1M 4.1k 277.87
C.H. Robinson Worldwide (CHRW) 0.3 $1.1M 6.8k 166.06
Quanta Services (PWR) 0.3 $1.1M 2.1k 548.95
Comfort Systems USA (FIX) 0.3 $1.1M 809.00 1379.48
Arista Networks (ANET) 0.3 $1.1M 9.1k 122.79
Cintas Corporation (CTAS) 0.3 $1.1M 6.5k 169.07
McCormick & Company, Incorporated (MKC) 0.3 $1.1M 22k 50.44
Anthem (ELV) 0.3 $1.1M 3.7k 292.76
Progressive Corporation (PGR) 0.3 $1.1M 5.5k 198.25
Dover Corporation (DOV) 0.3 $1.1M 5.2k 208.45
Stryker Corporation (SYK) 0.3 $1.1M 3.2k 328.50
Twilio Inc cl a (TWLO) 0.3 $1.1M 8.4k 125.86
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $1.1M 2.0k 522.79
Boston Scientific Corporation (BSX) 0.3 $1.0M 17k 62.75
Public Service Enterprise (PEG) 0.3 $1.0M 13k 80.96
Pure Storage Inc - Class A (PSTG) 0.3 $1.0M 17k 59.05
Colgate-Palmolive Company (CL) 0.3 $1.0M 12k 85.27
W.R. Berkley Corporation (WRB) 0.3 $994k 15k 66.31
Automatic Data Processing (ADP) 0.3 $992k 4.9k 203.15
Hormel Foods Corporation (HRL) 0.2 $954k 42k 22.65
Fastenal Company (FAST) 0.2 $953k 21k 46.39
Regency Centers Corporation (REG) 0.2 $916k 12k 75.64
Ventas (VTR) 0.2 $911k 11k 81.80
ICICI Bank (IBN) 0.2 $909k 35k 25.89
Yum! Brands (YUM) 0.2 $904k 5.8k 155.54
Steel Dynamics (STLD) 0.2 $890k 4.9k 179.91
Nike (NKE) 0.2 $862k 16k 52.83
Ptc (PTC) 0.2 $858k 6.0k 142.52
MercadoLibre (MELI) 0.2 $852k 493.00 1728.19
Fortinet (FTNT) 0.2 $851k 10k 81.73
Allstate Corporation (ALL) 0.2 $850k 4.1k 207.37
East West Ban (EWBC) 0.2 $845k 7.9k 106.73
Gartner (IT) 0.2 $837k 5.3k 158.34
Brown-Forman Corporation (BF.B) 0.2 $834k 32k 26.43
AvalonBay Communities (AVB) 0.2 $824k 5.0k 163.33
S&p Global (SPGI) 0.2 $817k 1.9k 425.52
Intuitive Surgical (ISRG) 0.2 $794k 1.7k 460.82
Blackstone Group Inc Com Cl A (BX) 0.2 $785k 6.8k 114.97
Crowdstrike Hldgs Inc cl a (CRWD) 0.2 $780k 2.0k 390.39
McDonald's Corporation (MCD) 0.2 $772k 2.5k 310.66
Hca Holdings (HCA) 0.2 $771k 1.6k 473.30
Deckers Outdoor Corporation (DECK) 0.2 $762k 7.6k 100.12
Take-Two Interactive Software (TTWO) 0.2 $727k 3.7k 197.45
TJX Companies (TJX) 0.2 $718k 4.5k 159.73
Snap-on Incorporated (SNA) 0.2 $717k 2.0k 363.04
Newmont Mining Corporation (NEM) 0.2 $709k 6.6k 108.19
T. Rowe Price (TROW) 0.2 $706k 7.8k 90.12
Emcor (EME) 0.2 $695k 942.00 737.79
Marsh & McLennan Companies (MRSH) 0.2 $692k 4.0k 173.35
Ross Stores (ROST) 0.2 $689k 3.2k 216.67
Insulet Corporation (PODD) 0.2 $689k 3.3k 209.81
Chesapeake Energy Corp (EXE) 0.2 $679k 6.2k 109.76
FedEx Corporation (FDX) 0.2 $664k 1.9k 356.41
Roper Industries (ROP) 0.2 $662k 1.9k 353.82
Archer Daniels Midland Company (ADM) 0.2 $614k 8.5k 72.64
Trade Desk (TTD) 0.2 $613k 27k 22.68
CMS Energy Corporation (CMS) 0.2 $612k 7.9k 77.61
Mid-America Apartment (MAA) 0.2 $608k 5.0k 122.11
Hubbell (HUBB) 0.2 $599k 1.2k 490.98
M&T Bank Corporation (MTB) 0.2 $582k 2.8k 206.82
CF Industries Holdings (CF) 0.2 $582k 4.5k 129.94
AECOM Technology Corporation (ACM) 0.1 $563k 6.6k 84.78
Darden Restaurants (DRI) 0.1 $562k 2.9k 196.16
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $562k 1.3k 446.39
Celestica (CLS) 0.1 $562k 1.4k 392.18
Iqvia Holdings (IQV) 0.1 $551k 3.2k 170.64
Equinix (EQIX) 0.1 $545k 556.00 980.22
Carlyle Group (CG) 0.1 $538k 11k 48.40
Intuit (INTU) 0.1 $524k 1.2k 432.34
Principal Financial (PFG) 0.1 $513k 5.7k 90.13
Public Storage (PSA) 0.1 $500k 1.8k 271.15
Valero Energy Corporation (VLO) 0.1 $471k 1.9k 247.24
Regeneron Pharmaceuticals (REGN) 0.1 $466k 603.00 772.80
Fidelity National Information Services (FIS) 0.1 $448k 9.6k 46.90
Monster Beverage Corp (MNST) 0.1 $446k 6.2k 72.41
Nasdaq Omx (NDAQ) 0.1 $433k 5.1k 84.85
Sempra Energy (SRE) 0.1 $428k 4.4k 97.10
Pfizer (PFE) 0.1 $422k 15k 28.08
Walt Disney Company (DIS) 0.1 $421k 4.4k 96.32
EQT Corporation (EQT) 0.1 $401k 6.3k 63.65
Illinois Tool Works (ITW) 0.1 $401k 1.5k 260.22
Datadog Inc Cl A (DDOG) 0.1 $399k 3.4k 118.12
Old Dominion Freight Line (ODFL) 0.1 $378k 1.9k 195.35
Advanced Micro Devices (AMD) 0.1 $366k 1.8k 203.67
WisdomTree Investments (WT) 0.1 $359k 25k 14.55
Synopsys (SNPS) 0.1 $354k 894.00 395.97
Best Buy (BBY) 0.1 $345k 5.4k 64.25
Expeditors International of Washington (EXPD) 0.1 $343k 2.4k 143.27
Lennox International (LII) 0.1 $341k 734.00 464.58
Bank of America Corporation (BAC) 0.1 $339k 7.0k 48.71
MetLife (MET) 0.1 $335k 4.7k 70.76
Chipotle Mexican Grill (CMG) 0.1 $334k 10k 31.98
Dollar Tree (DLTR) 0.1 $331k 3.0k 109.39
Reddit (RDDT) 0.1 $327k 2.4k 134.73
Thomson Reuters Corp. (TRI) 0.1 $321k 2.6k 125.39
Atmos Energy Corporation (ATO) 0.1 $302k 1.6k 184.60
Intel Corporation (INTC) 0.1 $297k 6.7k 44.15
Pepsi (PEP) 0.1 $289k 1.9k 155.04
Nucor Corporation (NUE) 0.1 $280k 1.7k 168.98
Thermo Fisher Scientific (TMO) 0.1 $275k 559.00 491.95
Copart (CPRT) 0.1 $272k 8.2k 33.19
Rockwell Automation (ROK) 0.1 $269k 749.00 359.15
Goldman Sachs (GS) 0.1 $263k 311.00 845.66
Square Inc cl a (XYZ) 0.1 $262k 4.4k 60.13
Moderna (MRNA) 0.1 $261k 5.1k 50.88
Lululemon Athletica (LULU) 0.1 $247k 1.6k 153.04
Marathon Digital Holdings In (MARA) 0.1 $243k 30k 8.17
Canadian Natl Ry (CNI) 0.1 $222k 1.5k 143.32
Morgan Stanley (MS) 0.1 $219k 1.3k 164.41
Shopify Inc cl a (SHOP) 0.1 $208k 1.3k 164.82
Constellation Brands (STZ) 0.1 $200k 1.3k 150.38
JPMorgan Chase & Co. (JPM) 0.0 $170k 578.00 294.12
Verisk Analytics (VRSK) 0.0 $165k 872.00 189.22
Hut 8 Corp (HUT) 0.0 $158k 3.4k 46.90
Gfl Environmental Inc sub vtg (GFL) 0.0 $146k 2.5k 57.91
Cleanspark (CLSK) 0.0 $145k 17k 8.49
Strive Inc Cl A (ASST) 0.0 $138k 14k 10.03
Descartes Sys Grp (DSGX) 0.0 $135k 1.4k 99.93
Veeva Sys Inc cl a (VEEV) 0.0 $135k 767.00 176.01
Williams Companies (WMB) 0.0 $117k 1.6k 72.67
Starbucks Corporation (SBUX) 0.0 $110k 1.2k 89.50
Western Digital (WDC) 0.0 $106k 393.00 269.72
Figure Technology Solutio (FIGR) 0.0 $100k 3.0k 33.81
KLA-Tencor Corporation (KLAC) 0.0 $99k 67.00 1477.61
Jabil Circuit (JBL) 0.0 $90k 338.00 266.27
Franco-Nevada Corporation (FNV) 0.0 $90k 260.00 346.15
Transalta Corp (TAC) 0.0 $88k 4.8k 18.38
Methanex Corp (MEOH) 0.0 $81k 979.00 82.74
Interactive Brokers (IBKR) 0.0 $77k 1.1k 67.43
General Electric (GE) 0.0 $77k 273.00 282.05
United Rentals (URI) 0.0 $77k 106.00 726.42
Applied Materials (AMAT) 0.0 $76k 221.00 343.89
Cisco Systems (CSCO) 0.0 $72k 926.00 77.75
Sun Life Financial (SLF) 0.0 $72k 830.00 86.75
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $71k 1.3k 56.44
Deere & Company (DE) 0.0 $70k 124.00 564.52
Realty Income (O) 0.0 $69k 1.1k 61.17
Wipro (WIT) 0.0 $66k 31k 2.13
Cgi Inc Cl A Sub Vtg (GIB) 0.0 $64k 628.00 101.91
Sba Communications Corp (SBAC) 0.0 $62k 358.00 173.18
Ameriprise Financial (AMP) 0.0 $60k 136.00 441.18
Kimberly-Clark Corporation (KMB) 0.0 $60k 619.00 96.93
Wells Fargo & Company (WFC) 0.0 $57k 719.00 79.28
Ametek (AME) 0.0 $56k 263.00 212.93
Pan American Silver Corp Can (PAAS) 0.0 $55k 724.00 75.97
American International (AIG) 0.0 $52k 689.00 75.47
Crown Castle Intl (CCI) 0.0 $51k 629.00 81.08
Fifth Third Ban (FITB) 0.0 $50k 1.1k 46.38
Las Vegas Sands (LVS) 0.0 $47k 880.00 53.41
Marvell Technology (MRVL) 0.0 $42k 421.00 99.76
Reinsurance Group of America (RGA) 0.0 $42k 205.00 204.88
Essex Property Trust (ESS) 0.0 $36k 148.00 243.24
D.R. Horton (DHI) 0.0 $35k 258.00 135.66
PG&E Corporation (PCG) 0.0 $33k 1.9k 17.48
Albemarle Corporation (ALB) 0.0 $32k 180.00 177.78
Teck Resources Ltd cl b (TECK) 0.0 $30k 419.00 71.60
Digital Realty Trust (DLR) 0.0 $29k 163.00 177.91
Abbvie (ABBV) 0.0 $28k 127.00 220.47
Extra Space Storage (EXR) 0.0 $25k 187.00 133.69
Tor Dom Bk Cad (TD) 0.0 $23k 177.00 129.94
Manulife Finl Corp (MFC) 0.0 $21k 447.00 46.98
Edison International (EIX) 0.0 $20k 278.00 71.94
Sofi Technologies (SOFI) 0.0 $20k 1.2k 16.17
Compania de Minas Buenaventura SA (BVN) 0.0 $18k 508.00 35.43
PPG Industries (PPG) 0.0 $18k 172.00 104.65
Pembina Pipeline Corp (PBA) 0.0 $18k 295.00 61.02
Cibc Cad (CM) 0.0 $17k 129.00 131.78
Bentley Systems Cl B Ord (BSY) 0.0 $16k 467.00 34.26
Expedia (EXPE) 0.0 $15k 64.00 234.38
Loews Corporation (L) 0.0 $15k 142.00 105.63
Intercontinental Exchange (ICE) 0.0 $12k 74.00 162.16
Domino's Pizza (DPZ) 0.0 $12k 34.00 352.94
Gra (GGG) 0.0 $11k 133.00 82.71
Hesai Group (HSAI) 0.0 $10k 532.00 18.80
Rollins (ROL) 0.0 $8.0k 158.00 50.63
Hive Blockchain Technologies (HIVE) 0.0 $7.0k 3.6k 1.96