§ 13F · FUND PROFILE
TOBAM.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $256.2B (13F)Positions · 253Turnover · — · Q3Filed · Nov 7, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 7, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | MSTR | STRATEGY INC | 27K | $8.8B | 3.2% | — |
| 2 | ED | CONSOLIDATED EDISON INC | 76K | $7.6B | 2.8% | — |
| 3 | HSY | HERSHEY CO/THE | 40K | $7.6B | 2.7% | — |
| 4 | CBOE | CBOE HOLDINGS INC | 31K | $7.5B | 2.7% | — |
| 5 | KR | KROGER CO | 111K | $7.5B | 2.7% | — |
| 6 | CHD | CHURCH & DWIGHT CO INC | 85K | $7.5B | 2.7% | — |
| 7 | VZ | VERIZON COMMUNICATIONS INC | 170K | $7.5B | 2.7% | — |
| 8 | T | AT&T INC | 262K | $7.4B | 2.7% | — |
| 9 | COR | CENCORA INC | 22K | $6.9B | 2.5% | — |
| 10 | CLX | CLOROX COMPANY | 54K | $6.7B | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOBAM SIGNAL
AC read
TOBAM is a Other fund managing $256.2 trillion in assets. The fund runs a broad portfolio of 253 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed