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Portfolio (Quarterly) Guide ↗

TBH Global Asset Management, LLC

· CIK 0001787125
13F Portfolio $512M AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 246 New
Page 13 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RDDT REDDIT INC Communication Services 1,115.0 $256K 0.05% NEW $229.95 -31.6%
242 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 21,608.0 $254K 0.05% NEW $11.75 -4.0%
243 SMMV ISHARES TR 5,882.0 $253K 0.05% NEW $43.05 +2.9%
244 LMT LOCKHEED MARTIN CORP Industrials 507.0 $253K 0.05% NEW $498.85 +5.3%
245 AVAV AEROVIRONMENT INC Industrials 803.0 $253K 0.05% NEW $314.89 -49.3%
246 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,490.0 $251K 0.05% NEW $168.48 -7.2%
Page 13 of 13  ·  246 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 17.4%
Communication Services 13.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.4%
Healthcare 6.6%
Industrials 6.0%
Energy 4.6%
Real Estate 1.4%
Utilities 1.4%