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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 10 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SBUX STARBUCKS CORP Consumer Cyclical 5,036.0 $424K 0.07% -105.0 -2.0% $84.21 +26.3%
182 BSV VANGUARD BD INDEX FDS 5,362.0 $423K 0.07% +148.0 +2.8% $78.80 -1.2%
183 UNP UNION PAC CORP Industrials 1,826.0 $422K 0.07% +31.0 +1.7% $231.31 +17.4%
184 VMBS VANGUARD SCOTTSDALE FDS 8,916.0 $420K 0.07% NEW $47.08 -1.3%
185 CSCO CISCO SYS INC Technology 5,429.0 $418K 0.07% +59.0 +1.1% $77.03 +49.8%
186 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,354.0 $418K 0.07% NEW $50.01 -37.7%
187 AMT AMERICAN TOWER CORP NEW Real Estate 2,298.0 $403K 0.07% +129.0 +6.0% $175.57 +4.8%
188 SPTL SPDR SERIES TRUST 14,526.0 $393K 0.07% NEW $27.06 -5.7%
189 ADBE ADOBE INC Technology 1,086.0 $380K 0.06% -1K -52.6% $349.89 -27.6%
190 ONEQ FIDELITY COMWLTH TR 4,067.0 $372K 0.06% +582.0 +16.7% $91.39 +13.2%
191 HYDB ISHARES TR 7,652.0 $362K 0.06% $47.35 -1.4%
192 DFUS DIMENSIONAL ETF TRUST 8,517.0 $361K 0.06% NEW $42.34 +90.3%
193 VLO VALERO ENERGY CORP Energy 2,208.0 $359K 0.06% $162.79 +61.3%
194 NKE NIKE INC Consumer Cyclical 5,595.0 $356K 0.06% +661.0 +13.4% $63.71 -33.4%
195 SHYG ISHARES TR 8,243.0 $353K 0.06% $42.87 -1.1%
196 ACWV ISHARES INC 2,970.0 $353K 0.06% -396.0 -11.8% $118.76 +2.9%
197 CMCSA COMCAST CORP NEW Communication Services 11,747.0 $351K 0.06% +81.0 +0.7% $29.89 -17.0%
198 TMO THERMO FISHER SCIENTIFIC INC Healthcare 606.0 $351K 0.06% +36.0 +6.3% $579.18 -22.7%
199 PFRL PGIM ETF TR 6,810.0 $338K 0.06% -3K -29.5% $49.68 -0.2%
200 GSY INVESCO ACTIVELY MANAGED EXC 6,697.0 $337K 0.06% -1K -17.2% $50.25 -0.3%
Page 10 of 12  ·  238 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%