MondegarAI
TOBAM

Q1 2025 · 13F-HR

TOBAMholdings as filed

Filed 2025-04-16 · accession 0001527488-25-000003

$233,999
Reported value
251
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
00206R102TAT&T INC$7,1053.04%251,234CommonSOLE
12503M108CBOECBOE HOLDINGS INC$7,0923.03%31,339CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6,9892.99%154,071CommonSOLE
370334104GISGENERAL MILLS INC$6,7642.89%113,137CommonSOLE
427866108HSYHERSHEY CO/THE$6,6512.84%38,890CommonSOLE
58155Q103MCKMCKESSON CORP$6,5192.79%9,686CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$6,3692.72%57,850CommonSOLE
189054109CLXCLOROX COMPANY$6,1462.63%41,736CommonSOLE
00287Y109ABBVABBVIE INC$5,7922.48%27,644CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$5,3432.28%16,331CommonSOLE
58933Y105MRKMERCK & CO. INC.$5,1692.21%57,588CommonSOLE
084423102WRBWR BERKLEY CORP$5,0982.18%71,641CommonSOLE
256677105DGDOLLAR GENERAL CORP$4,6812.00%53,240CommonSOLE
134429109CPBTHE CAMPBELL'S COMPANY$4,2401.81%106,218CommonSOLE
532457108LLYELI LILLY & CO$4,1721.78%5,051CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3,9981.71%79,628CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3,9561.69%64,862CommonSOLE
594972408MSTRMICROSTRATEGY INC-CL A$3,9041.67%13,544CommonSOLE
67066G104NVDANVIDIA CORP$3,6631.57%33,794CommonSOLE
285512109EAELECTRONIC ARTS INC$3,5801.53%24,773CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3,3341.42%97,434CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3,1701.35%43,737CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$3,1691.35%14,155CommonSOLE
252131107DXCMDEXCOM INC$3,1581.35%46,241CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2,9771.27%36,987CommonSOLE
336433107FSLRFIRST SOLAR INC$2,9501.26%23,330CommonSOLE
11135F101AVGOBROADCOM INC$2,9381.26%17,548CommonSOLE
253393102DKSDICK'S SPORTING GOODS INC$2,8051.20%13,918CommonSOLE
03073E105CORCENCORA INC$2,7211.16%9,783CommonSOLE
67059N108NTNXNUTANIX INC - A$2,6151.12%37,461CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2,6131.12%4,969CommonSOLE
34959E109FTNTFORTINET INC$2,5571.09%26,560CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$2,5021.07%37,651CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2,4351.04%22,012CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$2,4131.03%37,808CommonSOLE
03027X100AMTAMERICAN TOWER CORP$2,3821.02%10,947CommonSOLE
444859102HUMHUMANA INC$2,3721.01%8,966CommonSOLE
743315103PGRPROGRESSIVE CORP$2,1940.94%7,754CommonSOLE
02079K305GOOGLALPHABET INC-CL A$2,1160.90%13,684CommonSOLE
478160104JNJJOHNSON & JOHNSON$2,0230.86%12,201CommonSOLE
501044101KRKROGER CO$2,0140.86%29,750CommonSOLE
651639106NEMNEWMONT CORP$1,9840.85%41,084CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$1,9690.84%6,388CommonSOLE
654106103NKENIKE INC -CL B$1,8590.79%29,282CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1,8100.77%11,322CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1,7720.76%16,023CommonSOLE
83304A106SNAPSNAP INC - A$1,7570.75%201,729CommonSOLE
256746108DLTRDOLLAR TREE INC$1,7380.74%23,150CommonSOLE
717081103PFEPFIZER INC$1,6920.72%66,755CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$1,6500.71%16,115CommonSOLE
579780206MKCMCCORMICK & CO-NON VTG SHRS$1,6130.69%19,593CommonSOLE
902494103TSNTYSON FOODS INC-CL A$1,5990.68%25,057CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1,4120.60%2,695CommonSOLE
086516101BBYBEST BUY CO INC$1,3890.59%18,865CommonSOLE
832696405SJMJM SMUCKER CO/THE$1,3880.59%11,726CommonSOLE
037833100AAPLAPPLE INC$1,3810.59%6,215CommonSOLE
30161N101EXCEXELON CORP$1,2730.54%27,619CommonSOLE
60770K107MRNAMODERNA INC$1,2690.54%44,753CommonSOLE
040413205ANETARISTA NETWORKS INC$1,2620.54%16,292CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$1,2330.53%3,743CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1,2310.53%8,933CommonSOLE
440452100HRLHORMEL FOODS CORP$1,2190.52%39,391CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$1,1530.49%11,059CommonSOLE
90138F102TWLOTWILIO INC - A$1,1480.49%11,721CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1,1370.49%9,454CommonSOLE
872590104TMUST-MOBILE US INC$1,0610.45%3,977CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$1,0250.44%21,356CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$9920.42%5,874CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$9390.40%29,780CommonSOLE
876030107TPRCOACH INC$9190.39%13,054CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9090.39%3,366CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$8550.37%645CommonSOLE
911312106UPSUNITED PARCEL SERVICE-CL B$7920.34%7,197CommonSOLE
68389X105ORCLORACLE CORP$7870.34%5,628CommonSOLE
459506101IFFINTL FLAVORS & FRAGRANCES$7750.33%9,983CommonSOLE
58733R102MELIMERCADOLIBRE INC$7730.33%396CommonSOLE
87612E106TGTTARGET CORP$7060.30%6,762CommonSOLE
94106L109WMWASTE MANAGEMENT INC$6920.30%2,988CommonSOLE
23918K108DVADAVITA INC$6850.29%4,475CommonSOLE
466313103JBLJABIL CIRCUIT INC$6740.29%4,950CommonSOLE
281020107EIXEDISON INTERNATIONAL$6650.28%11,280CommonSOLE
254687106DISWALT DISNEY CO/THE$6570.28%6,654CommonSOLE
92826C839VVISA INC-CLASS A SHARES$6510.28%1,857CommonSOLE
594918104MSFTMICROSOFT CORP$6470.28%1,723CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP-CL A$5850.25%2,659CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$5460.23%5,507CommonSOLE
30303M102METAMETA PLATFORMS INC$5260.22%912CommonSOLE
023135106AMZNAMAZON.COM INC$5180.22%2,725CommonSOLE
665859104NTRSNORTHERN TRUST CORP$5100.22%5,169CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$5000.21%913CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$5000.21%2,063CommonSOLE
97717P104WTWISDOMTREE INC$4910.21%55,091CommonSOLE
45337C102INCYINCYTE CORP$4860.21%8,033CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$4840.21%5,165CommonSOLE
31428X106FDXFEDEX CORP$4790.20%1,966CommonSOLE
05534B760BCEBCE INC$4320.18%13,088CommonSOLE
852234103XYZBLOCK INC$4200.18%7,730CommonSOLE
87971M103TUTELUS CORP$4090.17%19,834CommonSOLE
88160R101TSLATESLA MOTORS INC$4000.17%1,542CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$3940.17%1,585CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC-A$3830.16%26,640CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC-SUB VT$3460.15%4,976CommonSOLE
437076102HDHOME DEPOT INC$3210.14%877CommonSOLE
817565104SCISERVICE CORP INTERNATIONAL$3160.14%3,939CommonSOLE
060505104BACBANK OF AMERICA CORP$3060.13%7,322CommonSOLE
007903107AMDADVANCED MICRO DEVICES$2970.13%2,892CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2960.13%26,532CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$2850.12%1,673CommonSOLE
44812J104HUTHUT 8 CORP USD$2730.12%23,463CommonSOLE
565788106MARAMARA HOLDINGS INC$2700.12%23,435CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2590.11%963CommonSOLE
949746101WMT2WELLS FARGO & CO$2520.11%3,506CommonSOLE
03743Q108APAAPA CORP$2520.11%12,004CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2510.11%896CommonSOLE
18452B209CLSKCLEANSPARK INC$2470.11%36,795CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$2450.10%259CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$2390.10%1,704CommonSOLE
842587107SOSOUTHERN CO$2310.10%2,507CommonSOLE
747525103QCOMQUALCOMM INC$2130.09%1,388CommonSOLE
032095101APHAMPHENOL CORP-CL A$2100.09%3,197CommonSOLE
713448108PEPPEPSICO INC$2070.09%1,379CommonSOLE
064058100BKBANK OF NEW YORK CO INC$2000.09%2,385CommonSOLE
92276F100VTRVENTAS INC$1990.09%2,895CommonSOLE
204448104BVNCIA DE MINAS BUENAVENTUR-ADR$1950.08%12,480CommonSOLE
452308109ITWILLINOIS TOOL WORKS$1940.08%783CommonSOLE
191216100KOCOCA-COLA CO/THE$1910.08%2,662CommonSOLE
64110L106NFLXNETFLIX INC$1840.08%197CommonSOLE
00724F101ADBEADOBE INC$1670.07%436CommonSOLE
351858105FNVFRANCO-NEVADA CORP$1570.07%692CommonSOLE
89346D107TACTRANSALTA CORP$1470.06%10,943CommonSOLE
874080104TALTAL EDUCATION GROUP- ADR$1430.06%10,859CommonSOLE
872540109TJXTJX COMPANIES INC$1360.06%1,119CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$1360.06%758CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$1320.06%520CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1310.06%1,169CommonSOLE
09228F103BBBLACKBERRY LTD$1240.05%22,868CommonSOLE
15135B101CNCCENTENE CORP$1230.05%2,021CommonSOLE
806857108SLBSCHLUMBERGER LTD$1220.05%2,921CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1200.05%1,191CommonSOLE
74935Q107RBARITCHIE BROS AUCTIONEERS$1180.05%820CommonSOLE
15101Q207CLSCELESTICA INC$1110.05%976CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$1100.05%514CommonSOLE
863667101SYKSTRYKER CORP$1060.05%286CommonSOLE
548661107LOWLOWE'S COS INC$1060.05%454CommonSOLE
12532H104GIBCGI GROUP INC - CL A$1050.04%729CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1030.04%188CommonSOLE
124765108CAECAE INC$1020.04%2,872CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1000.04%597CommonSOLE
260003108DOVDOVER CORP$920.04%524CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$880.04%2,270CommonSOLE
778296103ROSTROSS STORES INC$870.04%678CommonSOLE
45866F104ICEINTERCONTINENTALEXCHANGE INC$820.04%473CommonSOLE
767292105RIOTRIOT PLATFORMS INC$820.04%11,553CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$790.03%913CommonSOLE
07317Q105BTEBAYTEX ENERGY CORP$780.03%24,598CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$770.03%565CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$690.03%484CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$660.03%375CommonSOLE
969457100WMBWILLIAMS COS INC$640.03%1,076CommonSOLE
74624M102PPURE STORAGE INC - CLASS A$640.03%1,441CommonSOLE
775109200RCIROGERS COMMUNICATIONS -CL B$620.03%1,611CommonSOLE
217204106CPRTCOPART INC$620.03%1,090CommonSOLE
172908105CTASCINTAS CORP$610.03%297CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$600.03%123CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$570.02%1,147CommonSOLE
64110D104NTAPNETAPP INC$570.02%652CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$570.02%222CommonSOLE
74762E102QUREQUANTA SERVICES INC$540.02%211CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$530.02%807CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$500.02%817CommonSOLE
74460D109PSAPUBLIC STORAGE INC$490.02%165CommonSOLE
902653104UDRUDR INC$480.02%1,063CommonSOLE
031100100AMEAMETEK INC$470.02%272CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$460.02%308CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$460.02%375CommonSOLE
316773100FITBFIFTH THIRD BANCORP$460.02%1,183CommonSOLE
036752103ELVELEVANCE HEALTH INC$440.02%102CommonSOLE
40434L105HPQHEWLETT-PACKARD CO$430.02%1,566CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$430.02%387CommonSOLE
284902509EGOELDORADO GOLD CORP$420.02%1,730CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$410.02%4,195CommonSOLE
443510607HUBBHUBBELL INC$400.02%122CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC-CLASS B$400.02%1,027CommonSOLE
311900104FASTFASTENAL CO$380.02%494CommonSOLE
85472N109STNSTANTEC INC$350.01%293CommonSOLE
127097103CTRACOTERRA ENERCOTERRA ENERGY I$350.01%1,208CommonSOLE
92343E102VRSNVERISIGN INC$350.01%136CommonSOLE
756109104OREALTY INCOME CORP$330.01%563CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$330.01%421CommonSOLE
125896100CMSCMS ENERGY CORP$310.01%414CommonSOLE
194693107CIGICOLLIERS INTERNATIONAL GROUP$300.01%175CommonSOLE
422806109HEIHEICO CORP$300.01%111CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$300.01%53CommonSOLE
87807B107TRPTC ENERGY CORP$300.01%442CommonSOLE
891160509TDTORONTO-DOMINION BANK$290.01%339CommonSOLE
65473P105NINISOURCE INC$280.01%687CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$270.01%300CommonSOLE
69370C100PTCPARAMETRIC TECHNOLOGY CORP$270.01%173CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$260.01%770CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$240.01%650CommonSOLE
758750103RRXREGAL REXNORD CORP$230.01%199CommonSOLE
136069101CMCAN IMPERIAL BK OF COMMERCE$220.01%266CommonSOLE
91913Y100VLOVALERO ENERGY CORP$220.01%167CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$210.01%101CommonSOLE
61945C103MOSMOSAIC CO/THE$210.01%784CommonSOLE
45167R104IEXIDEX CORP$200.01%110CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$190.01%10CommonSOLE
008474108AEMAGNICO-EAGLE MINES$190.01%121CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$190.01%242CommonSOLE
433921103HIVEHIVE DIGITAL TECHNOLOGIES LT$180.01%12,354CommonSOLE
690742101OCOWENS CORNING$170.01%116CommonSOLE
17253J106CIFRCIPHER MINING INC$160.01%7,014CommonSOLE
052769106ADSKAUTODESK INC$160.01%63CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA$160.01%80CommonSOLE
29476L107EQREQUITY RESIDENTIAL$150.01%214CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$150.01%49CommonSOLE
020002101ALLALLSTATE CORP$150.01%72CommonSOLE
313745101FRTFEDERAL REALTY INVS TRUST$140.01%144CommonSOLE
831865209AOSSMITH (A.O.) CORP$130.01%199CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$130.01%114CommonSOLE
559222401MGAMAGNA INTERNATIONAL INC-CL A$110.00%233CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$100.00%164CommonSOLE
615369105MCOMOODY'S CORP$50.00%10CommonSOLE
758849103REGREGENCY CENTERS CORP$40.00%51CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC$30.00%21CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$30.00%6CommonSOLE
482480100KLACKLA CORP$30.00%5CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$30.00%5CommonSOLE
038222105AMATAPPLIED MATERIALS INC$30.00%18CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$30.00%36CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$20.00%13CommonSOLE
46284V101IRMIRON MOUNTAIN INC$20.00%19CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$20.00%11CommonSOLE
871607107SNPSSYNOPSYS INC$20.00%5CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$20.00%8CommonSOLE
29444U700EQIXEQUINIX INC$20.00%2CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$20.00%19CommonSOLE
315616102FFIVF5 NETWORKS INC$10.00%4CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10.00%2CommonSOLE
29084Q100EMEEMCOR GROUP INC$10.00%4CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$10.00%3CommonSOLE
22160N109CSGPCOSTAR GROUP INC$10.00%13CommonSOLE
384109104GGGGRACO INC$10.00%16CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$10.00%6CommonSOLE
384802104GWWWW GRAINGER INC$10.00%1CommonSOLE
14316J108CGCARLYLE GROUP INC/THE$10.00%24CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$10.00%7CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$10.00%3CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10.00%3CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$10.00%3CommonSOLE
031162100AMGNAMGEN INC$10.00%3CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.