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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 12 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 B BARRICK MNG CORP Basic Materials 6,525.0 $284K 0.05% NEW $43.55 -6.0%
222 USB US BANCORP DEL Financial Services 5,316.0 $284K 0.05% NEW $53.36 -0.1%
223 AMD ADVANCED MICRO DEVICES INC Technology 1,312.0 $281K 0.05% NEW $214.17 +109.0%
224 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 16,885.0 $277K 0.05% -500.0 -2.9% $16.42 +6.8%
225 LNG CHENIERE ENERGY INC Energy 1,405.0 $273K 0.05% $194.43 +26.9%
226 VRTX VERTEX PHARMACEUTICALS INC Healthcare 592.0 $269K 0.04% NEW $453.55 -4.2%
227 CAH CARDINAL HEALTH INC Healthcare 1,277.0 $262K 0.04% NEW $205.51 -3.1%
228 KMI KINDER MORGAN INC DEL Energy 9,487.0 $261K 0.04% +151.0 +1.6% $27.49 +24.8%
229 AOM ISHARES TR 3,050.0 $261K 0.04% NEW $85.44 -42.4%
230 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,240.0 $260K 0.04% +1K +25.5% $49.65 -11.4%
231 PRU PRUDENTIAL FINL INC Financial Services 2,300.0 $260K 0.04% NEW $112.88 -10.4%
232 HR HEALTHCARE RLTY TR Real Estate 15,200.0 $258K 0.04% $16.95 +19.2%
233 IBB ISHARES TR 1,523.0 $257K 0.04% NEW $168.73 -0.5%
234 BLV VANGUARD BD INDEX FDS 3,693.0 $257K 0.04% $69.51 -3.1%
235 RDDT REDDIT INC Communication Services 1,115.0 $256K 0.04% $229.83 -32.6%
236 VHT VANGUARD WORLD FD 748.0 $254K 0.04% NEW $338.97 -18.9%
237 EXACT SCIENCES CORP 2,496.0 $253K 0.04% NEW $101.56
238 VOOG VANGUARD ADMIRAL FDS INC 564.0 $251K 0.04% NEW $444.48 -81.6%
Page 12 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%