MondegarAI
TOBAM

Q1 2026 · 13F-HR

TOBAMholdings as filed

Filed 2026-05-12 · accession 0001527488-26-000004

$384,172
Reported value
250
Positions
2026-03-31
Period end
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The Brief · TOBAM · Q1 2026

AI · grounded in 13F

TOBAM increased its position in AWK by 596.99%. The fund also accumulated shares of TSLA and MSTR, increasing those holdings by 417.67% and 95.42% respectively. On the sell side, the fund trimmed its holdings in KLAC by 96.96% and AMD by 86.52%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$12,5333.26%71,862CommonSOLE
02079K305GOOGLALPHABET INC-CL A$11,4522.98%39,823CommonSOLE
209115104EDCONSOLIDATED EDISON INC$8,1922.13%72,381CommonSOLE
037833100AAPLAPPLE INC$7,7622.02%30,586CommonSOLE
00206R102TAT&T INC$7,5151.96%259,239CommonSOLE
30161N101EXCEXELON CORP$7,4901.95%152,798CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7,4851.95%149,100CommonSOLE
12503M108CBOECBOE HOLDINGS INC$7,4101.93%26,363CommonSOLE
501044101KRKROGER CO$7,3941.92%102,182CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$7,2931.90%78,148CommonSOLE
427866108HSYHERSHEY CO/THE$7,1881.87%34,578CommonSOLE
594918104MSFTMICROSOFT CORP$7,0991.85%19,177CommonSOLE
478160104JNJJOHNSON & JOHNSON$7,0631.84%28,894CommonSOLE
872590104TMUST-MOBILE US INC$6,8751.79%32,732CommonSOLE
594972408MSTRSTRATEGY INC$6,6511.73%53,290CommonSOLE
03073E105CORCENCORA INC$6,5721.71%20,920CommonSOLE
532457108LLYELI LILLY & CO$6,1531.60%6,690CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6,0431.57%229,500CommonSOLE
11135F101AVGOBROADCOM INC$5,8711.53%18,969CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5,8571.52%73,141CommonSOLE
370334104GISGENERAL MILLS INC$5,8111.51%156,118CommonSOLE
023135106AMZNAMAZON.COM INC$5,6311.47%27,035CommonSOLE
68389X105ORCLORACLE CORP$5,3081.38%36,082CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$5,2861.38%8,915CommonSOLE
37045V100GMGENERAL MOTORS CO$5,2211.36%70,085CommonSOLE
30303M102METAMETA PLATFORMS INC$5,0541.32%8,833CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4,7301.23%22,383CommonSOLE
03027X100AMTAMERICAN TOWER CORP$4,3511.13%25,214CommonSOLE
88160R101TSLATESLA INC$4,2681.11%11,482CommonSOLE
337738108FISVFISERV INC$4,1941.09%75,170CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$4,1861.09%72,627CommonSOLE
256677105DGDOLLAR GENERAL CORP$4,0971.07%34,506CommonSOLE
15135B101CNCCENTENE CORP$4,0191.05%122,745CommonSOLE
252131107DXCMDEXCOM INC$3,9951.04%63,622CommonSOLE
336433107FSLRFIRST SOLAR INC$3,9351.02%19,950CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3,8150.99%62,896CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3,8070.99%14,071CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$3,7780.98%15,074CommonSOLE
64110L106NFLXNETFLIX INC$3,7130.97%38,614CommonSOLE
457669307INSMINSMED INC$3,6480.95%22,312CommonSOLE
58155Q103MCKMCKESSON CORP$3,5770.93%4,133CommonSOLE
189054109CLXCLOROX COMPANY$3,4760.90%33,539CommonSOLE
278642103EBAYEBAY INC$3,1030.81%34,092CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$2,7720.72%20,366CommonSOLE
92826C839VVISA INC-CLASS A SHARES$2,7720.72%9,172CommonSOLE
87971M103TUTELUS CORP$2,7710.72%155,004CommonSOLE
05534B760BCEBCE INC$2,7290.71%77,752CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$2,6310.68%18,215CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$2,6280.68%2,637CommonSOLE
775109200RCIROGERS COMMUNICATIONS -CL B$2,5930.67%48,471CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$2,5150.65%101,100CommonSOLE
278768106SATSECHOSTAR CORP-A$2,4680.64%21,078CommonSOLE
380237107GDDYGODADDY INC - CLASS A$2,3190.60%28,047CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$2,2500.59%4,503CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$2,1500.56%3,059CommonSOLE
04626A103ALABASTERA LABS INC$1,9490.51%17,783CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1,9390.50%4,566CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$1,8180.47%6,043CommonSOLE
444859102HUMHUMANA INC$1,7630.46%10,168CommonSOLE
384802104GWWWW GRAINGER INC$1,7570.46%1,611CommonSOLE
191216100KOCOCA-COLA CO/THE$1,7050.44%22,417CommonSOLE
032095101APHAMPHENOL CORP-CL A$1,6910.44%13,380CommonSOLE
00724F101ADBEADOBE INC$1,5930.41%6,552CommonSOLE
58933Y105MRKMERCK & CO. INC.$1,5350.40%12,763CommonSOLE
701094104PHPARKER HANNIFIN CORP$1,4580.38%1,629CommonSOLE
64110D104NTAPNETAPP INC$1,4390.37%14,058CommonSOLE
615369105MCOMOODY'S CORP$1,4100.37%3,233CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$1,4040.37%10,380CommonSOLE
064058100BKBANK OF NEW YORK CO INC$1,3970.36%11,775CommonSOLE
052769106ADSKAUTODESK INC$1,3900.36%5,805CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1,3650.36%4,512CommonSOLE
231561101CWCURTISS-WRIGHT CORP$1,3060.34%1,918CommonSOLE
47030M106JAMES HARDIE IND PLC-SP$1,2900.34%68,124CommonSOLE
632307104NTRANATERA INC$1,2890.34%6,447CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$1,1390.30%4,099CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$1,1330.29%6,823CommonSOLE
74762E102QUREQUANTA SERVICES INC$1,1270.29%2,053CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$1,1160.29%809CommonSOLE
040413205ANETARISTA NETWORKS INC$1,1130.29%9,064CommonSOLE
172908105CTASCINTAS CORP$1,1030.29%6,524CommonSOLE
579780206MKCMCCORMICK & CO-NON VTG SHRS$1,0980.29%21,769CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,0920.28%3,730CommonSOLE
743315103PGRPROGRESSIVE CORP$1,0900.28%5,498CommonSOLE
260003108DOVDOVER CORP$1,0760.28%5,162CommonSOLE
863667101SYKSTRYKER CORP$1,0640.28%3,239CommonSOLE
90138F102TWLOTWILIO INC - A$1,0630.28%8,446CommonSOLE
90384S303ULTAULTA SALON COSMETICS & FRAGR$1,0550.27%2,018CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1,0350.27%16,495CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$1,0270.27%12,685CommonSOLE
74624M102PPURE STORAGE INC - CLASS A$1,0240.27%17,342CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$1,0010.26%11,739CommonSOLE
084423102WRBWR BERKLEY CORP$9940.26%14,991CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$9920.26%4,883CommonSOLE
440452100HRLHORMEL FOODS CORP$9540.25%42,120CommonSOLE
311900104FASTFASTENAL CO$9530.25%20,545CommonSOLE
758849103REGREGENCY CENTERS CORP$9160.24%12,110CommonSOLE
92276F100VTRVENTAS INC$9110.24%11,137CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$9090.24%35,106CommonSOLE
988498101YUMYUM! BRANDS INC$9040.24%5,812CommonSOLE
858119100STLDSTEEL DYNAMICS INC$8900.23%4,947CommonSOLE
654106103NKENIKE INC -CL B$8620.22%16,317CommonSOLE
69370C100PTCPARAMETRIC TECHNOLOGY CORP$8580.22%6,020CommonSOLE
58733R102MELIMERCADOLIBRE INC$8520.22%493CommonSOLE
34959E109FTNTFORTINET INC$8510.22%10,412CommonSOLE
020002101ALLALLSTATE CORP$8500.22%4,099CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$8450.22%7,917CommonSOLE
366651107ITGARTNER INC$8370.22%5,286CommonSOLE
115637209BF/BBROWN-FORMAN CORP-CLASS B$8340.22%31,556CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$8240.21%5,045CommonSOLE
78409V104SPGIS&P GLOBAL INC$8170.21%1,920CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7940.21%1,723CommonSOLE
09260D107BXBLACKSTONE GROUP INC/THE-A$7850.20%6,828CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$7800.20%1,998CommonSOLE
580135101MCDMCDONALD'S CORP$7720.20%2,485CommonSOLE
40412C101HCAHCA INC$7710.20%1,629CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$7620.20%7,611CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$7270.19%3,682CommonSOLE
872540109TJXTJX COMPANIES INC$7180.19%4,495CommonSOLE
833034101SNASNAP-ON INC$7170.19%1,975CommonSOLE
651639106NEMNEWMONT CORP$7090.18%6,553CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$7060.18%7,834CommonSOLE
29084Q100EMEEMCOR GROUP INC$6950.18%942CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$6920.18%3,992CommonSOLE
45784P101PODDINSULET CORP$6890.18%3,284CommonSOLE
778296103ROSTROSS STORES INC$6890.18%3,180CommonSOLE
165167735EXEEXPAND ENERGY CORP$6790.18%6,186CommonSOLE
31428X106FDXFEDEX CORP$6640.17%1,863CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6620.17%1,871CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$6140.16%8,453CommonSOLE
88339J105TTDTRADE DESK INC/THE -CLASS A$6130.16%27,023CommonSOLE
125896100CMSCMS ENERGY CORP$6120.16%7,886CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMM$6080.16%4,979CommonSOLE
443510607HUBBHUBBELL INC$5990.16%1,220CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$5820.15%4,479CommonSOLE
55261F104MTBM & T BANK CORP$5820.15%2,814CommonSOLE
00766T100ACMAECOM$5630.15%6,641CommonSOLE
15101Q207CLSCELESTICA INC$5620.15%1,433CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5620.15%1,259CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5620.15%2,865CommonSOLE
46266C105IQVQUINTILES TRANSNATIONAL HOLD$5510.14%3,229CommonSOLE
29444U700EQIXEQUINIX INC$5450.14%556CommonSOLE
14316J108CGCARLYLE GROUP INC/THE$5380.14%11,116CommonSOLE
461202103INTUINTUIT INC$5240.14%1,212CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP$5130.13%5,692CommonSOLE
74460D109PSAPUBLIC STORAGE INC$5000.13%1,844CommonSOLE
91913Y100VLOVALERO ENERGY CORP$4710.12%1,905CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4660.12%603CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SERVICES$4480.12%9,553CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$4460.12%6,159CommonSOLE
631103108NDAQNASDAQ INC$4330.11%5,103CommonSOLE
816851109SRESEMPRA ENERGY$4280.11%4,408CommonSOLE
717081103PFEPFIZER INC$4220.11%15,029CommonSOLE
254687106DISWALT DISNEY CO/THE$4210.11%4,371CommonSOLE
452308109ITWILLINOIS TOOL WORKS$4010.10%1,541CommonSOLE
26884L109EQTEQUITABLE RESOURCES INC$4010.10%6,300CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$3990.10%3,378CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$3780.10%1,935CommonSOLE
007903107AMDADVANCED MICRO DEVICES$3660.10%1,797CommonSOLE
97717P104WTWISDOMTREE INC$3590.09%24,673CommonSOLE
871607107SNPSSYNOPSYS INC$3540.09%894CommonSOLE
086516101BBYBEST BUY CO INC$3450.09%5,370CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$3430.09%2,394CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$3410.09%734CommonSOLE
060505104BACBANK OF AMERICA CORP$3390.09%6,959CommonSOLE
59156R108METMETLIFE INC$3350.09%4,734CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3340.09%10,443CommonSOLE
256746108DLTRDOLLAR TREE INC$3310.09%3,026CommonSOLE
75734B100RDDTREDDIT INC-CL A$3270.09%2,427CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$3210.08%2,560CommonSOLE
049560105ATOATMOS ENERGY CORP$3020.08%1,636CommonSOLE
458140100INTCINTEL CORP$2970.08%6,727CommonSOLE
713448108PEPPEPSICO INC$2890.08%1,864CommonSOLE
670346105NUENUCOR CORP$2800.07%1,657CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2750.07%559CommonSOLE
217204106CPRTCOPART INC$2720.07%8,196CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2690.07%749CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2630.07%311CommonSOLE
852234103XYZBLOCK INC$2620.07%4,357CommonSOLE
60770K107MRNAMODERNA INC$2610.07%5,130CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2470.06%1,614CommonSOLE
565788106MARAMARA HOLDINGS INC$2430.06%29,726CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$2220.06%1,549CommonSOLE
617446448MSMORGAN STANLEY$2190.06%1,332CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$2080.05%1,262CommonSOLE
21036P108STZCONSTELLATION BRANDS INC-A$2000.05%1,330CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1700.04%578CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC-CLASS A$1650.04%872CommonSOLE
44812J104HUTHUT 8 CORP$1580.04%3,369CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC-SUB VT$1460.04%2,521CommonSOLE
18452B209CLSKCLEANSPARK INC$1450.04%17,079CommonSOLE
862945300ASSTSTRIVE INC-A$1380.04%13,755CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP/THE$1350.04%1,351CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$1350.04%767CommonSOLE
969457100WMBWILLIAMS COS INC$1170.03%1,610CommonSOLE
855244109SBUXSTARBUCKS CORP$1100.03%1,229CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1060.03%393CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUT-CL A$1000.03%2,958CommonSOLE
482480100KLACKLA CORP$990.03%67CommonSOLE
466313103JBLJABIL CIRCUIT INC$900.02%338CommonSOLE
351858105FNVFRANCO-NEVADA CORP$900.02%260CommonSOLE
89346D107TACTRANSALTA CORP$880.02%4,788CommonSOLE
59151K108MEOHMETHANEX CORP$810.02%979CommonSOLE
911363109URIUNITED RENTALS INC$770.02%106CommonSOLE
369604301GEGENERAL ELECTRIC CO$770.02%273CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO-CL A$770.02%1,142CommonSOLE
038222105AMATAPPLIED MATERIALS INC$760.02%221CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$720.02%926CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC$720.02%830CommonSOLE
11271J107BNBROOKFIELD CORP$710.02%1,258CommonSOLE
244199105DEDEERE & CO$700.02%124CommonSOLE
756109104OREALTY INCOME CORP$690.02%1,128CommonSOLE
97651M109WITWIPRO LTD-ADR$660.02%31,046CommonSOLE
12532H104GIBCGI GROUP INC - CL A$640.02%628CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP-CL A$620.02%358CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$600.02%619CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$600.02%136CommonSOLE
949746101WMT2WELLS FARGO & CO$570.01%719CommonSOLE
031100100AMEAMETEK INC$560.01%263CommonSOLE
697900108PAASPAN AMERICAN SILVER CORP$550.01%724CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$520.01%689CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$510.01%629CommonSOLE
316773100FITBFIFTH THIRD BANCORP$500.01%1,078CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$470.01%880CommonSOLE
573874104MRVLMARVELL TECHNOLOGY GROUP LTD$420.01%421CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA$420.01%205CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$360.01%148CommonSOLE
23331A109DHIDR HORTON INC$350.01%258CommonSOLE
69331C108PCGP G & E CORP$330.01%1,888CommonSOLE
012653101ALBALBEMARLE CORP$320.01%180CommonSOLE
878742204TECKTECK RESOURCES LTD-CLS B$300.01%419CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$290.01%163CommonSOLE
00287Y109ABBVABBVIE INC$280.01%127CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$250.01%187CommonSOLE
891160509TDTORONTO-DOMINION BANK$230.01%177CommonSOLE
56501R106MFCMANULIFE FINANCIAL CORP$210.01%447CommonSOLE
281020107EIXEDISON INTERNATIONAL$200.01%278CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$200.01%1,237CommonSOLE
693506107PPGPPG INDUSTRIES INC$180.00%172CommonSOLE
204448104BVNCIA DE MINAS BUENAVENTUR-ADR$180.00%508CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$180.00%295CommonSOLE
136069101CMCAN IMPERIAL BK OF COMMERCE$170.00%129CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC-CLASS B$160.00%467CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$150.00%64CommonSOLE
540424108LLOEWS CORP$150.00%142CommonSOLE
45866F104ICEINTERCONTINENTALEXCHANGE INC$120.00%74CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$120.00%34CommonSOLE
384109104GGGGRACO INC$110.00%133CommonSOLE
428050108HSAIHESAI GROUP$100.00%532CommonSOLE
775711104ROLROLLINS INC$80.00%158CommonSOLE
433921103HIVEHIVE DIGITAL TECHNOLOGIES LT - USD$70.00%3,565CommonSOLE

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.