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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 11 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HYDB ISHARES TR 7,652.0 $366K 0.07% NEW $47.85 -2.9%
202 ITM VANECK ETF TRUST 7,729.0 $360K 0.07% NEW $46.60 -0.6%
203 SHYG ISHARES TR 8,243.0 $357K 0.07% NEW $43.30 -2.6%
204 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,213.0 $356K 0.07% NEW $293.58 -24.2%
205 NKE NIKE INC Consumer Cyclical 4,934.0 $344K 0.07% NEW $69.73 -38.8%
206 IVW ISHARES TR 2,779.0 $335K 0.07% NEW $120.72 +11.8%
207 BKNG BOOKING HOLDINGS INC Consumer Cyclical 61.0 $329K 0.06% NEW $5399.26 -97.1%
208 LNG CHENIERE ENERGY INC Energy 1,400.0 $329K 0.06% NEW $234.98 +4.8%
209 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,256.0 $327K 0.06% NEW $45.10 +28.6%
210 C CITIGROUP INC Financial Services 3,191.0 $324K 0.06% NEW $101.51 +19.1%
211 DVY ISHARES TR 2,276.0 $323K 0.06% NEW $142.10 +7.6%
212 JCPB J P MORGAN EXCHANGE TRADED F 6,790.0 $323K 0.06% NEW $47.55 -2.7%
213 VO VANGUARD INDEX FDS 1,098.0 $322K 0.06% NEW $293.61 -74.0%
214 SCHV SCHWAB STRATEGIC TR 11,070.0 $322K 0.06% NEW $29.11 +12.2%
215 ONEQ FIDELITY COMWLTH TR 3,485.0 $311K 0.06% NEW $89.12 +14.8%
216 XLY SELECT SECTOR SPDR TR 1,285.0 $308K 0.06% NEW $239.64 -52.1%
217 FBK FB FINL CORP Financial Services 5,500.0 $307K 0.06% NEW $55.74 -6.9%
218 BIP BROOKFIELD INFRAST PARTNERS Utilities 9,297.0 $306K 0.06% NEW $32.89 +17.3%
219 UNH UNITEDHEALTH GROUP INC Healthcare 883.0 $305K 0.06% NEW $345.21 +13.6%
220 SCHD SCHWAB STRATEGIC TR 10,853.0 $296K 0.06% NEW $27.30 +17.8%
Page 11 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%