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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 10 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWO ISHARES TR 1,460.0 $467K 0.09% NEW $320.04 +10.9%
182 RSP INVESCO EXCHANGE TRADED FD T 2,354.0 $447K 0.09% NEW $189.70 +5.9%
183 FIDELITY COVINGTON TRUST 6,594.0 $441K 0.09% NEW $66.87
184 FNDE SCHWAB STRATEGIC TR 12,186.0 $441K 0.09% NEW $36.16 +11.1%
185 SBUX STARBUCKS CORP Consumer Cyclical 5,141.0 $435K 0.09% NEW $84.60 +25.0%
186 IWR ISHARES TR 4,415.0 $426K 0.08% NEW $96.55 +6.6%
187 UNP UNION PAC CORP Industrials 1,795.0 $424K 0.08% NEW $236.40 +14.7%
188 CGDV CAPITAL GROUP DIVIDEND VALUE 9,954.0 $418K 0.08% NEW $42.03 +12.7%
189 AMT AMERICAN TOWER CORP NEW Real Estate 2,169.0 $417K 0.08% NEW $192.32 -5.5%
190 BSV VANGUARD BD INDEX FDS 5,214.0 $411K 0.08% NEW $78.91 -1.5%
191 VB VANGUARD INDEX FDS 1,600.0 $407K 0.08% NEW $254.21 +9.7%
192 GSY INVESCO ACTIVELY MANAGED EXC 8,088.0 $406K 0.08% NEW $50.23 -0.3%
193 MU MICRON TECHNOLOGY INC Technology 2,420.0 $405K 0.08% NEW $167.34 +332.5%
194 ACWV ISHARES INC 3,366.0 $404K 0.08% NEW $119.92 +1.5%
195 BIV VANGUARD BD INDEX FDS 5,077.0 $396K 0.08% NEW $78.10 -2.9%
196 VLO VALERO ENERGY CORP Energy 2,208.0 $376K 0.07% NEW $170.26 +53.7%
197 AURA AURA BIOSCIENCES INC Healthcare 60,322.0 $373K 0.07% NEW $6.18 +24.5%
198 CLX CLOROX CO DEL Consumer Defensive 3,000.0 $370K 0.07% NEW $123.30 -24.9%
199 CSCO CISCO SYS INC Technology 5,370.0 $367K 0.07% NEW $68.43 +69.9%
200 CMCSA COMCAST CORP NEW Communication Services 11,666.0 $367K 0.07% NEW $31.42 -21.0%
Page 10 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%