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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 4 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FIDELITY GREENWOOD STREET TR 75,349.0 $2.1M 0.41% NEW $28.04
62 JEMA J P MORGAN EXCHANGE TRADED F 43,167.0 $2.1M 0.40% NEW $47.55 +25.1%
63 PWR QUANTA SVCS INC Industrials 4,929.0 $2.0M 0.40% NEW $414.42 +85.8%
64 FMDE FIDELITY COVINGTON TRUST 55,134.0 $2.0M 0.39% NEW $36.15 +6.1%
65 CI THE CIGNA GROUP Healthcare 6,679.0 $1.9M 0.38% NEW $288.24 -0.5%
66 MUB ISHARES TR 17,955.0 $1.9M 0.37% NEW $106.49 -0.4%
67 IWP ISHARES TR 13,425.0 $1.9M 0.37% NEW $142.41 -4.5%
68 LLY ELI LILLY & CO Healthcare 2,505.0 $1.9M 0.37% NEW $763.03 +31.9%
69 VOO VANGUARD INDEX FDS 3,035.0 $1.9M 0.36% NEW $612.29 +10.9%
70 TLH ISHARES TR 18,039.0 $1.9M 0.36% NEW $102.99 -5.1%
71 VYMI VANGUARD WHITEHALL FDS 21,550.0 $1.8M 0.36% NEW $84.68 +17.3%
72 ABBV ABBVIE INC Healthcare 7,857.0 $1.8M 0.35% NEW $231.55 -9.6%
73 VRSK VERISK ANALYTICS INC Industrials 7,211.0 $1.8M 0.35% NEW $251.51 -35.4%
74 IJH ISHARES TR 27,382.0 $1.8M 0.35% NEW $65.26 +10.6%
75 TOST TOAST INC Technology 47,107.0 $1.7M 0.34% NEW $36.51 -36.9%
76 ITOT ISHARES TR 11,779.0 $1.7M 0.34% NEW $145.65 +10.5%
77 PG PROCTER AND GAMBLE CO Consumer Defensive 10,944.0 $1.7M 0.33% NEW $153.65 -7.9%
78 IWF ISHARES TR 3,519.0 $1.6M 0.32% NEW $468.41 -73.5%
79 VTI VANGUARD INDEX FDS 4,999.0 $1.6M 0.32% NEW $328.19 +10.4%
80 ZTS ZOETIS INC Healthcare 11,091.0 $1.6M 0.32% NEW $146.32 -49.3%
Page 4 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%