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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 8 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWM ISHARES TR 2,734.0 $661K 0.13% NEW $241.93 +13.2%
142 VST VISTRA CORP Utilities 3,365.0 $659K 0.13% NEW $195.92 -30.7%
143 BBIN J P MORGAN EXCHANGE TRADED F 9,341.0 $655K 0.13% NEW $70.13 +9.8%
144 CG CARLYLE GROUP INC Financial Services 10,379.0 $651K 0.13% NEW $62.70 -27.0%
145 SYK STRYKER CORPORATION Healthcare 1,754.0 $648K 0.13% NEW $369.69 -14.6%
146 BN BROOKFIELD CORP Financial Services 9,393.0 $644K 0.13% NEW $68.58 -34.1%
147 ABT ABBOTT LABS Healthcare 4,785.0 $641K 0.12% NEW $133.94 -33.9%
148 IYW ISHARES TR 3,250.0 $637K 0.12% NEW $195.89 +20.3%
149 HD HOME DEPOT INC Consumer Cyclical 1,564.0 $634K 0.12% NEW $405.08 -25.4%
150 AN AUTONATION INC Consumer Cyclical 2,855.0 $625K 0.12% NEW $218.77 -18.0%
151 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 8,445.0 $624K 0.12% NEW $73.86 -14.0%
152 MELI MERCADOLIBRE INC Consumer Cyclical 267.0 $624K 0.12% NEW $2336.02 -31.7%
153 CL COLGATE PALMOLIVE CO Consumer Defensive 7,768.0 $621K 0.12% NEW $79.94 +12.3%
154 IWS ISHARES TR 4,357.0 $609K 0.12% NEW $139.67 +11.0%
155 SPMO INVESCO EXCH TRADED FD TR II 4,966.0 $601K 0.12% NEW $121.05 +17.0%
156 XLK SELECT SECTOR SPDR TR 2,084.0 $587K 0.12% NEW $281.91 -38.3%
157 CAT CATERPILLAR INC Industrials 1,216.0 $580K 0.11% NEW $477.25 +81.1%
158 FPEI FIRST TR EXCH TRADED FD III 29,521.0 $571K 0.11% NEW $19.34 -1.0%
159 VEU VANGUARD INTL EQUITY INDEX F 7,929.0 $566K 0.11% NEW $71.37 +13.7%
160 IJT ISHARES TR 3,962.0 $561K 0.11% NEW $141.50 +11.4%
Page 8 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%