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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 12 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALVO ALVOTECH Healthcare 35,500.0 $291K 0.06% NEW $8.19 -60.0%
222 TDG TRANSDIGM GROUP INC Industrials 217.0 $286K 0.06% NEW $1318.02 -10.0%
223 SLV ISHARES SILVER TR Financial Services 6,716.0 $285K 0.06% NEW $42.37 +59.5%
224 SLYV SPDR SERIES TRUST 3,171.0 $281K 0.06% NEW $88.66 +13.0%
225 INTC INTEL CORP Technology 8,316.0 $279K 0.05% NEW $33.55 +228.4%
226 ANET ARISTA NETWORKS INC Technology 1,901.0 $277K 0.05% NEW $145.70 -3.5%
227 TMO THERMO FISHER SCIENTIFIC INC Healthcare 570.0 $276K 0.05% NEW $484.67 -7.2%
228 SPOT SPOTIFY TECHNOLOGY S A Communication Services 395.0 $276K 0.05% NEW $698.00 -37.5%
229 HR HEALTHCARE RLTY TR Real Estate 15,200.0 $274K 0.05% NEW $18.03 +12.7%
230 MPC MARATHON PETE CORP Energy 1,419.0 $273K 0.05% NEW $192.70 +35.1%
231 SE SEA LTD Consumer Cyclical 1,528.0 $273K 0.05% NEW $178.68 -51.7%
232 FELV FIDELITY COVINGTON TRUST 8,120.0 $272K 0.05% NEW $33.53 +14.2%
233 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,174.0 $271K 0.05% NEW $65.01 -33.1%
234 EFV ISHARES TR 3,959.0 $269K 0.05% NEW $67.82 +15.0%
235 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 17,385.0 $266K 0.05% NEW $15.30 +13.4%
236 ARDT ARDENT HEALTH INC Healthcare 20,000.0 $265K 0.05% NEW $13.25 -25.7%
237 KMI KINDER MORGAN INC DEL Energy 9,336.0 $264K 0.05% NEW $28.31 +21.3%
238 BLV VANGUARD BD INDEX FDS 3,693.0 $262K 0.05% NEW $70.84 -5.8%
239 JMOM J P MORGAN EXCHANGE TRADED F 3,843.0 $261K 0.05% NEW $67.90 +15.3%
240 IWB ISHARES TR 708.0 $259K 0.05% NEW $365.48 +9.7%
Page 12 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%