MondegarAI
TOBAM

Q4 2025 · 13F-HR

TOBAMholdings as filed

Filed 2026-03-02 · accession 0001527488-26-000001

$407,181
Reported value
255
Positions
2025-12-31
Period end
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The Brief · TOBAM · Q4 2025

AI · grounded in 13F

TOBAM increased its position in AAPL by 1032.97%, marking its largest share accumulation of the period. The fund also expanded holdings in META by 1067.03% and AMZN by 989.84%. On the sell side, the fund closed its entire position in EA, resulting in a negative delta of $6,586. TOBAM added 170 new positions and reduced 89 others, bringing its total AUM to $407,181.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$12,5543.08%67,313CommonSOLE
02079K305GOOGLALPHABET INC-CL A$11,1532.74%35,634CommonSOLE
11135F101AVGOBROADCOM INC$8,2192.02%23,748CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8,1121.99%199,173CommonSOLE
209115104EDCONSOLIDATED EDISON INC$8,0931.99%81,485CommonSOLE
037833100AAPLAPPLE INC$8,0051.97%29,446CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$7,9871.96%95,248CommonSOLE
00206R102TAT&T INC$7,8651.93%316,628CommonSOLE
023135106AMZNAMAZON.COM INC$7,5011.84%32,499CommonSOLE
03073E105CORCENCORA INC$7,3951.82%21,896CommonSOLE
12503M108CBOECBOE HOLDINGS INC$7,3191.80%29,158CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$7,3011.79%85,646CommonSOLE
427866108HSYHERSHEY CO/THE$7,2601.78%39,894CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7,2201.77%21,870CommonSOLE
501044101KRKROGER CO$6,9661.71%111,490CommonSOLE
30161N101EXCEXELON CORP$6,9431.71%159,276CommonSOLE
256677105DGDOLLAR GENERAL CORP$6,8101.67%51,295CommonSOLE
594918104MSFTMICROSOFT CORP$6,6071.62%13,662CommonSOLE
30303M102METAMETA PLATFORMS INC$6,4481.58%9,768CommonSOLE
532457108LLYELI LILLY & CO$6,2201.53%5,788CommonSOLE
478160104JNJJOHNSON & JOHNSON$5,5851.37%26,987CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$5,5381.36%15,505CommonSOLE
872590104TMUST-MOBILE US INC$5,5061.35%27,117CommonSOLE
68389X105ORCLORACLE CORP$5,4921.35%28,175CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5,4551.34%194,766CommonSOLE
189054109CLXCLOROX COMPANY$5,4011.33%53,570CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$5,2131.28%96,846CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,0661.24%93,924CommonSOLE
37045V100GMGENERAL MOTORS CO$4,8561.19%59,711CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$4,8031.18%9,857CommonSOLE
03027X100AMTAMERICAN TOWER CORP$4,7271.16%26,925CommonSOLE
252131107DXCMDEXCOM INC$4,6201.13%69,604CommonSOLE
92826C839VVISA INC-CLASS A SHARES$4,4141.08%12,586CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$4,4011.08%15,995CommonSOLE
370334104GISGENERAL MILLS INC$4,3201.06%92,900CommonSOLE
15135B101CNCCENTENE CORP$4,2631.05%103,595CommonSOLE
337738108FISVFISERV INC$4,1941.03%62,443CommonSOLE
594972408MSTRSTRATEGY INC$4,1441.02%27,270CommonSOLE
336433107FSLRFIRST SOLAR INC$3,5500.87%13,588CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3,3130.81%5,833CommonSOLE
47030M106JAMES HARDIE IND PLC-SP$3,1280.77%150,754CommonSOLE
278642103EBAYEBAY INC$3,0830.76%35,401CommonSOLE
040413205ANETARISTA NETWORKS INC$3,0060.74%22,941CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$2,9010.71%5,082CommonSOLE
007903107AMDADVANCED MICRO DEVICES$2,8550.70%13,331CommonSOLE
457669307INSMINSMED INC$2,8380.70%16,308CommonSOLE
651639106NEMNEWMONT CORP$2,7900.69%27,938CommonSOLE
64110L106NFLXNETFLIX INC$2,6880.66%28,666CommonSOLE
482480100KLACKLA CORP$2,6790.66%2,205CommonSOLE
256746108DLTRDOLLAR TREE INC$2,6750.66%21,747CommonSOLE
036752103ELVELEVANCE HEALTH INC$2,6740.66%7,627CommonSOLE
87971M103TUTELUS CORP$2,6150.64%144,573CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2,6120.64%12,712CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$2,6100.64%18,215CommonSOLE
05534B760BCEBCE INC$2,5560.63%78,077CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$2,5330.62%69,316CommonSOLE
775109200RCIROGERS COMMUNICATIONS -CL B$2,5150.62%48,541CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2,1650.53%20,887CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$2,0600.51%2,389CommonSOLE
04626A103ALABASTERA LABS INC$2,0570.51%12,363CommonSOLE
58933Y105MRKMERCK & CO. INC.$1,9400.48%18,429CommonSOLE
713448108PEPPEPSICO INC$1,8450.45%12,853CommonSOLE
032095101APHAMPHENOL CORP-CL A$1,8170.45%13,446CommonSOLE
74762E102QUREQUANTA SERVICES INC$1,7380.43%4,119CommonSOLE
384802104GWWWW GRAINGER INC$1,6730.41%1,658CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$1,6100.40%20,374CommonSOLE
58155Q103MCKMCKESSON CORP$1,5760.39%1,921CommonSOLE
444859102HUMHUMANA INC$1,5690.39%6,127CommonSOLE
23331A109DHIDR HORTON INC$1,5490.38%10,757CommonSOLE
615369105MCOMOODY'S CORP$1,5260.37%2,987CommonSOLE
90138F102TWLOTWILIO INC - A$1,4960.37%10,517CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$1,4420.35%18,723CommonSOLE
832696405SJMJM SMUCKER CO/THE$1,4400.35%14,727CommonSOLE
654106103NKENIKE INC -CL B$1,4000.34%21,973CommonSOLE
74624M102PPURE STORAGE INC - CLASS A$1,3990.34%20,882CommonSOLE
34959E109FTNTFORTINET INC$1,3830.34%17,421CommonSOLE
038222105AMATAPPLIED MATERIALS INC$1,3630.33%5,303CommonSOLE
60770K107MRNAMODERNA INC$1,3620.33%46,189CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$1,3450.33%2,869CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1,3230.32%3,575CommonSOLE
191216100KOCOCA-COLA CO/THE$1,3210.32%18,891CommonSOLE
743315103PGRPROGRESSIVE CORP$1,2430.31%5,457CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1,2420.31%7,208CommonSOLE
871607107SNPSSYNOPSYS INC$1,2320.30%2,623CommonSOLE
084423102WRBWR BERKLEY CORP$1,2140.30%17,316CommonSOLE
67059N108NTNXNUTANIX INC - A$1,2070.30%23,350CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1,1890.29%5,720CommonSOLE
00724F101ADBEADOBE INC$1,1870.29%3,392CommonSOLE
632307104NTRANATERA INC$1,1470.28%5,007CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$1,1440.28%8,300CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1,0850.27%11,376CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$1,0240.25%34,355CommonSOLE
064058100BKBANK OF NEW YORK CO INC$1,0240.25%8,823CommonSOLE
260003108DOVDOVER CORP$1,0180.25%5,214CommonSOLE
052769106ADSKAUTODESK INC$1,0140.25%3,425CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$1,0010.25%3,203CommonSOLE
88160R101TSLATESLA INC$9970.24%2,218CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$9910.24%6,595CommonSOLE
26884L109EQTEQUITABLE RESOURCES INC$9830.24%18,336CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$9660.24%7,100CommonSOLE
64110D104NTAPNETAPP INC$9560.23%8,926CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$9540.23%5,934CommonSOLE
172908105CTASCINTAS CORP$9480.23%5,043CommonSOLE
440452100HRLHORMEL FOODS CORP$9290.23%39,211CommonSOLE
217204106CPRTCOPART INC$8690.21%22,192CommonSOLE
45784P101PODDINSULET CORP$8640.21%3,041CommonSOLE
311900104FASTFASTENAL CO$8640.21%21,539CommonSOLE
15101Q207CLSCELESTICA INC$8530.21%2,101CommonSOLE
758849103REGREGENCY CENTERS CORP$8370.21%12,119CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$8270.20%3,216CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8260.20%1,459CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$8190.20%2,823CommonSOLE
665859104NTRSNORTHERN TRUST CORP$8130.20%5,949CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$8090.20%4,397CommonSOLE
863667101SYKSTRYKER CORP$8090.20%2,302CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$8020.20%7,834CommonSOLE
125896100CMSCMS ENERGY CORP$7870.19%11,248CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7760.19%16,581CommonSOLE
74460D109PSAPUBLIC STORAGE INC$7730.19%2,980CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$7580.19%9,440CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$7550.19%809CommonSOLE
69370C100PTCPARAMETRIC TECHNOLOGY CORP$7530.18%4,321CommonSOLE
002824100ABTABBOTT LABORATORIES$7490.18%5,981CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$7400.18%3,989CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$7300.18%1,172CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$7220.18%8,122CommonSOLE
876030107TPRCOACH INC$7200.18%5,634CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMM$7170.18%5,165CommonSOLE
78409V104SPGIS&P GLOBAL INC$7040.17%1,348CommonSOLE
13321L108CCJCAMECO CORP$6940.17%5,521CommonSOLE
59156R108METMETLIFE INC$6800.17%8,612CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT- A$6560.16%20,431CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$6500.16%1,326CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$6370.16%2,433CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$6180.15%2,551CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$6110.15%5,438CommonSOLE
031162100AMGNAMGEN INC$6060.15%1,851CommonSOLE
90384S303ULTAULTA SALON COSMETICS & FRAGR$6000.15%991CommonSOLE
29084Q100EMEEMCOR GROUP INC$5780.14%945CommonSOLE
969457100WMBWILLIAMS COS INC$5760.14%9,579CommonSOLE
55261F104MTBM & T BANK CORP$5670.14%2,814CommonSOLE
701094104PHPARKER HANNIFIN CORP$5540.14%630CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$5460.13%3,012CommonSOLE
31428X106FDXFEDEX CORP$5380.13%1,863CommonSOLE
565788106MARAMARA HOLDINGS INC$5240.13%58,338CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5230.13%1,154CommonSOLE
443510607HUBBHUBBELL INC$4990.12%1,123CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$4990.12%1,122CommonSOLE
254687106DISWALT DISNEY CO/THE$4970.12%4,371CommonSOLE
880770102TERTERADYNE INC$4380.11%2,262CommonSOLE
988498101YUMYUM! BRANDS INC$4350.11%2,875CommonSOLE
29444U700EQIXEQUINIX INC$4330.11%565CommonSOLE
833034101SNASNAP-ON INC$4190.10%1,217CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4080.10%11,037CommonSOLE
384109104GGGGRACO INC$4060.10%4,953CommonSOLE
816851109SRESEMPRA ENERGY$3890.10%4,408CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3840.09%498CommonSOLE
060505104BACBANK OF AMERICA CORP$3830.09%6,959CommonSOLE
83304A106SNAPSNAP INC - A$3820.09%47,305CommonSOLE
717081103PFEPFIZER INC$3820.09%15,340CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$3810.09%2,922CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3800.09%432CommonSOLE
452308109ITWILLINOIS TOOL WORKS$3800.09%1,541CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$3480.09%1,204CommonSOLE
92276F100VTRVENTAS INC$3430.08%4,436CommonSOLE
18452B209CLSKCLEANSPARK INC$3420.08%33,783CommonSOLE
00766T100ACMAECOM$3420.08%3,585CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$3380.08%4,371CommonSOLE
496902404KGCKINROSS GOLD CORP$3370.08%8,710CommonSOLE
45337C102INCYINCYTE CORP$3280.08%3,319CommonSOLE
14316J108CGCARLYLE GROUP INC/THE$3250.08%5,506CommonSOLE
775711104ROLROLLINS INC$3150.08%5,247CommonSOLE
351858105FNVFRANCO-NEVADA CORP$3090.08%1,087CommonSOLE
75734B100RDDTREDDIT INC-CL A$3080.08%1,341CommonSOLE
97717P104WTWISDOMTREE INC$2880.07%23,607CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SERVICES$2790.07%4,197CommonSOLE
049560105ATOATMOS ENERGY CORP$2740.07%1,636CommonSOLE
852234103XYZBLOCK INC$2660.07%4,080CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$2610.06%1,461CommonSOLE
44812J104HUTHUT 8 CORP$2420.06%5,258CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$2260.06%1,662CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1960.05%608CommonSOLE
58733R102MELIMERCADOLIBRE INC$1890.05%94CommonSOLE
747525103QCOMQUALCOMM INC$1840.05%1,075CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC-SUB VT$1820.04%3,079CommonSOLE
09228F103BBBLACKBERRY LTD$1560.04%30,159CommonSOLE
244199105DEDEERE & CO$1500.04%322CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1410.03%865CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1350.03%748CommonSOLE
573874104MRVLMARVELL TECHNOLOGY GROUP LTD$1270.03%1,490CommonSOLE
292671708UUUUENERGY FUELS INC$1230.03%6,168CommonSOLE
617446448MSMORGAN STANLEY$1230.03%693CommonSOLE
855244109SBUXSTARBUCKS CORP$1210.03%1,431CommonSOLE
466313103JBLJABIL CIRCUIT INC$1040.03%456CommonSOLE
872540109TJXTJX COMPANIES INC$1010.02%655CommonSOLE
89346D107TACTRANSALTA CORP$790.02%4,545CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$770.02%1,183CommonSOLE
858119100STLDSTEEL DYNAMICS INC$770.02%457CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$740.02%152CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$690.02%804CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$650.02%219CommonSOLE
756109104OREALTY INCOME CORP$640.02%1,128CommonSOLE
45866F104ICEINTERCONTINENTALEXCHANGE INC$620.02%384CommonSOLE
031100100AMEAMETEK INC$620.02%303CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP-CL A$600.01%310CommonSOLE
25179M103DVNDEVON ENERGY CORPORATION$600.01%1,633CommonSOLE
693506107PPGPPG INDUSTRIES INC$570.01%553CommonSOLE
949746101WMT2WELLS FARGO & CO$570.01%608CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$550.01%133CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$530.01%524CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$530.01%238CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC$500.01%578CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$460.01%162CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$460.01%181CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$450.01%1,734CommonSOLE
303250104FICOFAIR ISAAC CORP$410.01%24CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$410.01%170CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$390.01%741CommonSOLE
891160509TDTORONTO-DOMINION BANK$390.01%304CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA$330.01%162CommonSOLE
369604301GEGENERAL ELECTRIC CO$320.01%104CommonSOLE
81684M104SMLRSEMLER SCIENTIFIC INC$310.01%2,041CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$300.01%192CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO-CL A$300.01%472CommonSOLE
69331C108PCGP G & E CORP$300.01%1,888CommonSOLE
00287Y109ABBVABBVIE INC$290.01%127CommonSOLE
878742204TECKTECK RESOURCES LTD-CLS B$280.01%419CommonSOLE
778296103ROSTROSS STORES INC$260.01%142CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC-CLASS B$260.01%689CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$250.01%163CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$240.01%187CommonSOLE
56501R106MFCMANULIFE FINANCIAL CORP$220.01%447CommonSOLE
767292105RIOTRIOT PLATFORMS INC$200.00%1,592CommonSOLE
433921103HIVEHIVE DIGITAL TECHNOLOGIES LT - USD$200.00%7,897CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$190.00%135CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$180.00%309CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$180.00%110CommonSOLE
253393102DKSDICK'S SPORTING GOODS INC$170.00%88CommonSOLE
617700109MORNMORNINGSTAR INC$170.00%78CommonSOLE
902653104UDRUDR INC$170.00%472CommonSOLE
11271J107BNBROOKFIELD CORP$170.00%267CommonSOLE
281020107EIXEDISON INTERNATIONAL$170.00%278CommonSOLE
540424108LLOEWS CORP$150.00%142CommonSOLE
911312106UPSUNITED PARCEL SERVICE-CL B$140.00%141CommonSOLE
204448104BVNCIA DE MINAS BUENAVENTUR-ADR$140.00%508CommonSOLE
87807B107TRPTC ENERGY CORP$130.00%167CommonSOLE
92763W103VIPSVIPSHOP HOLDINGS LTD - ADR$120.00%694CommonSOLE
49446R109KIMKIMCO REALTY CORP$100.00%517CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$100.00%65CommonSOLE
36118L106FUTUFUTU HOLDINGS LTD-ADR$100.00%58CommonSOLE
020002101ALLALLSTATE CORP$90.00%45CommonSOLE
133131102CPTCAMDEN PROPERTY TRUST$90.00%84CommonSOLE
459506101IFFINTL FLAVORS & FRAGRANCES$90.00%131CommonSOLE
142339100CSLCARLISLE COS INC$80.00%26CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$80.00%58CommonSOLE

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.