§ 13F · FUND PROFILE
TMB Capital Partners, LLC.
AUM · $321M (13F)Positions · 177Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 39K | $27M | — | — |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 240K | $17M | — | — |
| 3 | WMT | WALMART INC | 138K | $16M | — | — |
| 4 | EXE | EXPAND ENERGY CORPORATION | 153K | $14M | — | — |
| 5 | IJR | ISHARES TR | 69K | $10M | — | — |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 167K | $10M | — | — |
| 7 | TPL | TEXAS PACIFIC LAND CORPORATI | 21K | $9M | — | — |
| 8 | VTV | VANGUARD INDEX FDS | 41K | $9M | — | — |
| 9 | AAPL | APPLE INC | 30K | $9M | — | — |
| 10 | JPM | JPMORGAN CHASE & CO | 21K | $7M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TMB SIGNAL
AC read
TMB Capital Partners, LLC is a Other fund managing $321 million in assets. The fund runs a portfolio of 177 positions.
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