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Portfolio (Quarterly) Guide ↗

TBH Global Asset Management, LLC

· CIK 0001787125
13F Portfolio $599M AUM 238 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 122 Added 43 Reduced 54 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GSY INVESCO ACTIVELY MANAGED EXC 6,697.0 $337K 0.06% -1K -17.2% $50.25 -0.4%
42 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,137.0 $293K 0.05% -76.0 -6.3% $257.31 -13.5%
43 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 16,885.0 $277K 0.05% -500.0 -2.9% $16.42 +5.6%
Page 3 of 3  ·  43 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 32.9%
Financial Services 17.7%
Communication Services 16.6%
Consumer Cyclical 7.1%
Consumer Defensive 6.8%
Healthcare 6.4%
Industrials 5.2%
Energy 4.1%
Real Estate 1.5%
Utilities 1.1%