Read this manager's filing book
Disclosed positions
TOBAM: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- NVIDIA CORP
- Ticker
- NVDA
- Class
- COM
- Reported value
- $13,112,000
- Reported amount
- 65,531
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001527488-26-000009Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
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| NVIDIA CORP | NVDA | COM | $13,112,000 | 65,531 | SH | None |
| ALPHABET INC-CL A | GOOGL | COM | $12,091,000 | 33,832 | SH | None |
| APPLE INC | AAPL | COM | $9,004,000 | 31,116 | SH | None |
| CONSOLIDATED EDISON INC | ED | COM | $8,815,000 | 79,678 | SH | None |
| T-MOBILE US INC | TMUS | COM | $8,414,000 | 50,164 | SH | None |
| KROGER CO | KR | COM | $8,092,000 | 145,723 | SH | None |
| CHURCH & DWIGHT CO INC | CHD | COM | $8,037,000 | 82,962 | SH | None |
| EXELON CORP | EXC | COM | $8,029,000 | 172,217 | SH | None |
| KEURIG DR PEPPER INC | KDP | COM | $7,680,000 | 234,648 | SH | None |
| CBOE HOLDINGS INC | CBOE | COM | $7,647,000 | 31,510 | SH | None |
| HERSHEY CO/THE | HSY | COM | $7,596,000 | 43,294 | SH | None |
| CARDINAL HEALTH INC | CAH | COM | $7,582,000 | 31,916 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $7,494,000 | 177,005 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $7,479,000 | 29,447 | SH | None |
| BROADCOM INC | AVGO | COM | $7,156,000 | 18,943 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,975,000 | 18,700 | SH | None |
| CENCORA INC | COR | COM | $6,887,000 | 24,337 | SH | None |
| AMAZON.COM INC | AMZN | COM | $6,743,000 | 28,293 | SH | None |
| AT&T INC | T | COM | $6,593,000 | 318,507 | SH | None |
| TESLA INC | TSLA | COM | $6,028,000 | 14,333 | SH | None |
| UNITED THERAPEUTICS CORP | UTHR | COM | $5,892,000 | 10,875 | SH | None |
| GENERAL MILLS INC | GIS | COM | $5,884,000 | 169,083 | SH | None |
| ELI LILLY & CO | LLY | COM | $5,817,000 | 4,850 | SH | None |
| AMERICAN WATER WORKS CO INC | AWK | COM | $5,801,000 | 44,086 | SH | None |
| EDWARDS LIFESCIENCES CORP | EW | COM | $5,436,000 | 60,089 | SH | None |
| STRATEGY INC | MSTR | COM | $5,314,000 | 61,132 | SH | None |
| CENTENE CORP | CNC | COM | $4,765,000 | 74,232 | SH | None |
| CLOROX COMPANY | CLX | COM | $4,512,000 | 47,277 | SH | None |
| ORACLE CORP | ORCL | COM | $4,479,000 | 30,563 | SH | None |
| ADVANCED MICRO DEVICES | AMD | COM | $4,455,000 | 7,669 | SH | None |
| GODADDY INC - CLASS A | GDDY | COM | $4,254,000 | 50,121 | SH | None |
| FIRST SOLAR INC | FSLR | COM | $3,770,000 | 15,977 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $3,548,000 | 8,536 | SH | None |
| GENERAL MOTORS CO | GM | COM | $3,545,000 | 45,990 | SH | None |
| MCKESSON CORP | MCK | COM | $3,544,000 | 4,690 | SH | None |
| VISA INC-CLASS A SHARES | V | COM | $3,540,000 | 10,318 | SH | None |
| DEXCOM INC | DXCM | COM | $3,466,000 | 51,456 | SH | None |
| HDFC BANK LTD-ADR | HDB | COM | $3,439,000 | 133,127 | SH | None |
| BROWN-FORMAN CORP-CLASS B | BF.B | COM | $3,438,000 | 129,021 | SH | None |
| NETFLIX INC | NFLX | COM | $3,192,000 | 44,710 | SH | None |
| FISERV INC | FISV | COM | $3,122,000 | 63,645 | SH | None |
| MCCORMICK & CO-NON VTG SHRS | MKC | COM | $3,075,000 | 60,980 | SH | None |
| FORTINET INC | FTNT | COM | $3,052,000 | 19,866 | SH | None |
| ASTERA LABS INC | ALAB | COM | $2,953,000 | 6,114 | SH | None |
| MASTERCARD INC-CLASS A | MA | COM | $2,817,000 | 5,484 | SH | None |
| TELUS CORP | TU | COM | $2,656,000 | 177,067 | SH | None |
| BCE INC | BCE | COM | $2,651,000 | 86,771 | SH | None |
| AMERIPRISE FINANCIAL INC | AMP | COM | $2,604,000 | 5,676 | SH | None |
| LUMENTUM HOLDINGS INC | LITE | COM | $2,507,000 | 2,922 | SH | None |
| MONDELEZ INTERNATIONAL INC-A | MDLZ | COM | $2,494,000 | 43,117 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.