MondegarAI
TMB Capital Partners, LLC

Q4 2025 · 13F-HR

TMB Capital Partners, LLCholdings as filed

Filed 2026-02-19 · accession 0001951757-26-000482

$292.4M
Reported value
169
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · TMB Capital Partners, LLC · Q4 2025

AI · grounded in 13F

TMB Capital Partners, LLC established a new position in VOO valued at $22.88M. The fund also initiated new stakes in ARE for $21.81M and WMT for $15.60M. Additional new positions include VEA at $15.24M, IJR at $8.61M, and AAPL at $8.57M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$22.9M7.83%36,479CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$21.8M7.46%445,626CommonNONE
931142103WMTWALMART INC$15.6M5.33%139,984CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$15.2M5.21%243,965CommonNONE
464287804IJRISHARES TR$8.6M2.94%71,636CommonNONE
037833100AAPLAPPLE INC$8.6M2.93%31,511CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.6M2.93%159,128CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$7.3M2.51%25,560CommonNONE
922908744VTVVANGUARD INDEX FDS$7.0M2.40%36,775CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.7M2.30%20,913CommonNONE
11135F101AVGOBROADCOM INC$6.2M2.12%17,939CommonNONE
594918104MSFTMICROSOFT CORP$5.7M1.97%11,889CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$4.7M1.62%157,852CommonNONE
78463X541GNRSPDR INDEX SHS FDS$4.2M1.43%67,500CommonNONE
437076102HDHOME DEPOT INC$3.8M1.30%11,063CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$3.7M1.27%9,683CommonNONE
46434V613IUSBISHARES TR$3.7M1.25%78,719CommonNONE
032654105ADIANALOG DEVICES INC$3.4M1.16%12,533CommonNONE
478160104JNJJOHNSON & JOHNSON$3.3M1.13%16,014CommonNONE
29364G103ETRENTERGY CORP NEW$3.3M1.11%35,236CommonNONE
852066208SIISPROTT INC$3.1M1.07%32,035CommonNONE
G29183103ETNEATON CORP PLC$3.0M1.03%9,455CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$3.0M1.03%25,500CommonNONE
00287Y109ABBVABBVIE INC$3.0M1.02%13,095CommonNONE
922908553VNQVANGUARD INDEX FDS$2.9M1.00%33,201CommonNONE
464287200IVVISHARES TR$2.8M0.95%4,065CommonNONE
023135106AMZNAMAZON COM INC$2.7M0.91%11,534CommonNONE
548661107LOWLOWES COS INC$2.6M0.89%10,775CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.4M0.81%87,605CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$2.3M0.79%19,387CommonNONE
12572Q105CMECME GROUP INC$2.2M0.76%8,167CommonNONE
56585A102MPCMARATHON PETE CORP$2.2M0.75%13,414CommonNONE
H1467J104CBCHUBB LIMITED$2.1M0.73%6,827CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.1M0.71%6,998CommonNONE
922908736VUGVANGUARD INDEX FDS$2.0M0.70%4,198CommonNONE
00162Q858SDOGALPS ETF TR$2.0M0.68%33,117CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.9M0.64%3,314CommonNONE
436893200HOMBHOME BANCSHARES INC$1.8M0.63%66,575CommonNONE
30231G102XOMEXXON MOBIL CORP$1.8M0.62%15,178CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.8M0.61%19,159CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.7M0.59%42,018CommonNONE
G5960L103MDTMEDTRONIC PLC$1.7M0.58%17,588CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.7M0.57%9,034CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.6M0.56%2,385CommonNONE
756109104OREALTY INCOME CORP$1.6M0.55%28,689CommonNONE
78464A649SPABSPDR SERIES TRUST$1.6M0.55%62,266CommonNONE
060505104BACBANK AMERICA CORP$1.6M0.54%28,723CommonNONE
464287168DVYISHARES TR$1.5M0.52%10,795CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.5M0.52%32,901CommonNONE
45378A106IRTINDEPENDENCE RLTY TR INC$1.5M0.51%86,123CommonNONE
166764100CVXCHEVRON CORP NEW$1.5M0.51%9,801CommonNONE
231021106CMICUMMINS INC$1.5M0.50%2,860CommonNONE
464287655IWMISHARES TR$1.4M0.50%5,881CommonNONE
00206R102TAT&T INC$1.4M0.48%56,374CommonNONE
907818108UNPUNION PAC CORP$1.4M0.48%6,039CommonNONE
811916105SASEABRIDGE GOLD INC$1.4M0.47%46,153CommonNONE
65339F101NEENEXTERA ENERGY INC$1.3M0.46%16,601CommonNONE
149123101CATCATERPILLAR INC$1.3M0.44%2,258CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.42%2,414CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$1.2M0.41%18,190CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.2M0.40%4,791CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.2M0.40%8,075CommonNONE
464288620USIGISHARES TR$1.1M0.38%21,608CommonNONE
78468R788SPYDSPDR SERIES TRUST$1.1M0.37%25,230CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$990,9400.34%3,002CommonNONE
78464A383SPMBSPDR SERIES TRUST$963,7610.33%42,996CommonNONE
464287465EFAISHARES TR$958,4490.33%9,981CommonNONE
828730200SFNCSIMMONS 1ST NATL CORP$919,9280.31%48,803CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$914,7720.31%15,264CommonNONE
68389X105ORCLORACLE CORP$900,6250.31%4,621CommonNONE
00162Q452AMLPALPS ETF TR$831,9500.28%17,694CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$826,1310.28%10,362CommonNONE
464287598IWDISHARES TR$819,2890.28%3,895CommonNONE
626717102MURMURPHY OIL CORP$808,4200.28%25,869CommonNONE
46090E103QQQINVESCO QQQ TR$780,4930.27%1,271CommonNONE
191216100KOCOCA COLA CO$770,0940.26%11,016CommonNONE
92826C839VVISA INC$745,7680.26%2,126CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$745,7500.26%8,286CommonNONE
580135101MCDMCDONALDS CORP$741,8850.25%2,427CommonNONE
742718109PGPROCTER AND GAMBLE CO$730,2230.25%5,095CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$692,5130.24%14,332CommonNONE
29273V100ETENERGY TRANSFER L P$688,7140.24%41,766CommonNONE
172062101CINFCINCINNATI FINL CORP$678,7360.23%4,156CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$677,2270.23%3,081CommonNONE
33738R100MDIVFIRST TR EXCHANGE TRADED FD$657,4000.22%41,819CommonNONE
369604301GEGE AEROSPACE$649,2750.22%2,108CommonNONE
654106103NKENIKE INC$637,2270.22%10,002CommonNONE
464287226AGGISHARES TR$633,8440.22%6,346CommonNONE
92204A306VDEVANGUARD WORLD FD$627,1690.21%4,981CommonNONE
88160R101TSLATESLA INC$626,4600.21%1,393CommonNONE
20030N101CMCSACOMCAST CORP NEW$626,2590.21%20,952CommonNONE
17275R102CSCOCISCO SYS INC$620,8960.21%8,060CommonNONE
086516101BBYBEST BUY INC$596,4670.20%8,912CommonNONE
464287614IWFISHARES TR$585,9450.20%1,238CommonNONE
464287507IJHISHARES TR$567,9650.19%8,606CommonNONE
922040852VGUSVANGUARD INSTL INDEX FD$561,6110.19%7,442CommonNONE
78468R606SPHYSPDR SERIES TRUST$560,8470.19%23,694CommonNONE
626755102MUSAMURPHY USA INC$555,6470.19%1,377CommonNONE
320517105FHNFIRST HORIZON CORPORATION$552,8440.19%23,132CommonNONE
67066G104NVDANVIDIA CORPORATION$552,7310.19%2,964CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$535,1760.18%7,095CommonNONE
464287499IWRISHARES TR$502,2410.17%5,217CommonNONE
78463V107GLDSPDR GOLD TR$493,4060.17%1,245CommonNONE
09260D107BXBLACKSTONE INC$486,8320.17%3,158CommonNONE
21077F100CTGOCONTANGO ORE INC$475,3800.16%18,000CommonNONE
74623V103PCTPURECYCLE TECHNOLOGIES INC$474,6150.16%55,252CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$463,3800.16%7,890CommonNONE
532457108LLYELI LILLY & CO$456,4370.16%425CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$452,1130.15%749CommonNONE
464287622IWBISHARES TR$441,7800.15%1,183CommonNONE
58933Y105MRKMERCK & CO INC$440,7470.15%4,187CommonNONE
922908751VBVANGUARD INDEX FDS$397,5010.14%1,541CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$393,7920.13%448CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$382,0450.13%9,965CommonNONE
512807306LRCXLAM RESEARCH CORP$381,2520.13%2,227CommonNONE
981475106WKCWORLD KINECT CORPORATION$368,5540.13%15,730CommonNONE
464287309IVWISHARES TR$362,7150.12%2,943CommonNONE
15135B101CNCCENTENE CORP DEL$357,6350.12%8,691CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$355,5990.12%6,592CommonNONE
30303M102METAMETA PLATFORMS INC$355,0490.12%538CommonNONE
464288448IDVISHARES TR$354,3890.12%8,983CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$349,1050.12%10,889CommonNONE
754730109RJFRAYMOND JAMES FINL INC$341,5750.12%2,127CommonNONE
78463X772DWXSPDR INDEX SHS FDS$329,2200.11%7,493CommonNONE
031162100AMGNAMGEN INC$315,7320.11%965CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$314,4250.11%1,084CommonNONE
36828A101GEVGE VERNOVA INC$310,4560.11%475CommonNONE
09250U101BGRBLACKROCK ENERGY & RES TR$306,7940.10%22,658CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$306,2100.10%13,182CommonNONE
87612E106TGTTARGET CORP$299,9010.10%3,068CommonNONE
78464A698KRESPDR SERIES TRUST$295,2820.10%4,556CommonNONE
682680103OKEONEOK INC NEW$294,1480.10%4,002CommonNONE
902494103TSNTYSON FOODS INC$287,7070.10%4,908CommonNONE
718172109PMPHILIP MORRIS INTL INC$287,5970.10%1,793CommonNONE
172967424CCITIGROUP INC$276,3600.09%2,368CommonNONE
02209S103MOALTRIA GROUP INC$270,0840.09%4,684CommonNONE
26884L109EQTEQT CORP$268,1070.09%5,002CommonNONE
053332102AZOAUTOZONE INC$264,5370.09%78CommonNONE
G87052109TELTE CONNECTIVITY PLC$263,0020.09%1,156CommonNONE
20825C104COPCONOCOPHILLIPS$261,4030.09%2,792CommonNONE
46137V399PBPINVESCO EXCHANGE TRADED FD T$254,7240.09%11,158CommonNONE
853606101SLISTANDARD LITHIUM LTD$254,0700.09%56,839CommonNONE
697900108PAASPAN AMERN SILVER CORP$253,1950.09%4,887CommonNONE
717081103PFEPFIZER INC$250,9520.09%10,078CommonNONE
595112103MUMICRON TECHNOLOGY INC$249,8010.09%875CommonNONE
464287176TIPISHARES TR$247,4070.08%2,251CommonNONE
651639106NEMNEWMONT CORP$246,3160.08%2,467CommonNONE
12740C103CADECADENCE BANK$244,6160.08%5,710CommonNONE
49456B101KMIKINDER MORGAN INC DEL$242,5770.08%8,824CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$241,5720.08%1,128CommonNONE
889478103TOLTOLL BROTHERS INC$239,6870.08%1,773CommonNONE
345370860FFORD MTR CO$239,4690.08%18,252CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$237,7080.08%2,028CommonNONE
375558103GILDGILEAD SCIENCES INC$228,3340.08%1,860CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$227,3010.08%4,493CommonNONE
278274105EOIEATON VANCE ENHANCED EQUITY$223,1440.08%10,853CommonNONE
713448108PEPPEPSICO INC$221,4510.08%1,543CommonNONE
458140100INTCINTEL CORP$217,4970.07%5,894CommonNONE
94106L109WMWASTE MGMT INC DEL$203,6710.07%927CommonNONE
G6683N103NUNU HLDGS LTD$187,6720.06%11,211CommonNONE
912932100UNITUNITI GROUP LLC$185,4640.06%26,457CommonNONE
916896103UECURANIUM ENERGY CORP$116,8000.04%10,000CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$113,7590.04%10,094CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$111,6560.04%12,110CommonNONE
92333F101VGVENTURE GLOBAL INC$102,3000.03%15,000CommonNONE
02319V103ABEVAMBEV SA$73,3610.03%29,701CommonNONE
758075402RWTREDWOOD TRUST INC$63,5950.02%11,500CommonNONE
29278D105ENICENEL CHILE S.A.$49,0720.02%12,207CommonNONE
552939100MGFMFS GOVT MKTS INCOME TR$30,2500.01%10,000CommonNONE

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.