Tobam Top Holdings and 13F Report (2024) About TobamInvestment ActivityTobam has $548.41 thousand in total holdings as of September 30, 2024.Tobam owns shares of 319 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 12.25% of the portfolio was purchased this quarter.About 32.21% of the portfolio was sold this quarter.This quarter, Tobam has purchased 326 new stocks and bought additional shares in 127 stocks.Tobam sold shares of 116 stocks and completely divested from 30 stocks this quarter.Largest Holdings AT&T $15,772General Mills $14,801Cboe Global Markets $13,910United Therapeutics $13,596AbbVie $13,422 Largest New Holdings this Quarter SUPER MICRO COMPUTER INC $3,987 HoldingIncyte $878 HoldingTesla $678 HoldingInsmed $464 HoldingAmazon.com $337 Holding Largest Purchases this Quarter DexCom 92,719 shares (about $6.22K)Edwards Lifesciences 72,999 shares (about $4.82K)Deckers Outdoor 29,168 shares (about $4.65K)Chipotle Mexican Grill 80,713 shares (about $4.65K)SUPER MICRO COMPUTER INC 9,575 shares (about $3.99K) Largest Sales this Quarter Newmont 154,777 shares (about $8.27K)United Therapeutics 18,317 shares (about $6.56K)Eli Lilly and Company 7,388 shares (about $6.55K)AT&T 282,135 shares (about $6.21K)Cboe Global Markets 27,906 shares (about $5.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTobam Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTAT&T$15,772$6,207 ▼-28.2%716,9192.9%Computer and TechnologyGISGeneral Mills$14,801$4,432 ▼-23.0%200,4172.7%Consumer StaplesCBOECboe Global Markets$13,910$5,717 ▼-29.1%67,8992.5%Financial ServicesUTHRUnited Therapeutics$13,596$6,564 ▼-32.6%37,9412.5%MedicalABBVAbbVie$13,422$4,870 ▼-26.6%67,9672.4%MedicalLLYEli Lilly and Company$13,098$6,545 ▼-33.3%14,7842.4%MedicalCHDChurch & Dwight$12,919$3,755 ▼-22.5%123,3642.4%Consumer StaplesMCKMcKesson$12,899$1,268 ▼-9.0%26,0892.4%MedicalCLXClorox$12,882$4,889 ▼-27.5%79,0772.3%Consumer StaplesMRKMerck & Co., Inc.$12,390$43 ▼-0.3%109,1012.3%MedicalHUMHumana$11,524$2,782 ▼-19.4%36,3832.1%MedicalVZVerizon Communications$11,446$2,679 ▼-19.0%254,8642.1%Computer and TechnologyPFEPfizer$11,400$3,399 ▼-23.0%393,9192.1%MedicalBMYBristol-Myers Squibb$10,819$476 ▼-4.2%209,1062.0%MedicalJNJJohnson & Johnson$10,813$1,901 ▼-15.0%66,7222.0%MedicalSJMJ. M. Smucker$10,035$3,800 ▼-27.5%82,8671.8%Consumer StaplesLPLALPL Financial$9,788$3,328 ▲51.5%42,0741.8%FinanceCPBCampbell Soup$9,024$3,286 ▼-26.7%184,4591.6%Consumer DefensiveKRKroger$8,804$4,540 ▼-34.0%153,6421.6%Retail/WholesaleALNYAlnylam Pharmaceuticals$8,654$477 ▲5.8%31,4671.6%MedicalNBIXNeurocrine Biosciences$8,439$1,984 ▼-19.0%73,2461.5%MedicalNEMNewmont$8,281$8,273 ▼-50.0%154,9301.5%Basic MaterialsANETArista Networks$8,238$5,182 ▼-38.6%21,4631.5%Computer and TechnologyHRLHormel Foods$8,008$2,280 ▼-22.2%252,6041.5%Consumer StaplesDVADaVita$7,224$2,585 ▼-26.4%44,0681.3%MedicalHSYHershey$7,150$267 ▼-3.6%37,2831.3%Consumer StaplesORCLOracle$7,144$2,284 ▼-24.2%41,9261.3%Computer and TechnologyPGRProgressive$6,970$3,272 ▼-31.9%27,4661.3%FinanceFSLRFirst Solar$6,577$106 ▲1.6%26,3671.2%Oils/EnergyNVDANVIDIA$6,571$1,532 ▲30.4%54,1081.2%Computer and TechnologyRBARB Global$6,427$419 ▼-6.1%59,0471.2%Business ServicesDKSDICK'S Sporting Goods$6,417$106 ▲1.7%30,7461.2%Retail/WholesaleCMGChipotle Mexican Grill$6,356$4,651 ▲272.7%110,3131.2%Retail/WholesaleDXCMDexCom$6,285$6,216 ▲9,010.6%93,7481.1%MedicalSRPTSarepta Therapeutics$6,106$37 ▼-0.6%48,8901.1%MedicalDECKDeckers Outdoor$5,977$4,651 ▲350.8%37,4821.1%Retail/WholesaleCORCencora$5,634$2,600 ▲85.7%25,0301.0%MedicalNTNXNutanix$5,616$1,376 ▼-19.7%94,7931.0%Computer and TechnologyTTCToro$5,420$452 ▼-7.7%62,4971.0%Consumer DiscretionaryAKAMAkamai Technologies$5,232$61 ▲1.2%51,8301.0%Computer and TechnologyWRBW. R. Berkley$5,221$3,004 ▲135.4%92,0241.0%FinanceJBLJabil$5,085$2,563 ▼-33.5%42,4380.9%Computer and TechnologyEWEdwards Lifesciences$4,992$4,817 ▲2,756.8%75,6470.9%MedicalDGDollar General$4,915$3,161 ▲180.2%58,1150.9%Retail/WholesaleTSNTyson Foods$4,003$2,480 ▲162.9%67,2080.7%Consumer StaplesSUPER MICRO COMPUTER INC$3,987$3,987 ▲New Holding9,5750.7%COMGOOGLAlphabet$3,782$337 ▼-8.2%22,8010.7%Computer and TechnologyTPLTexas Pacific Land$3,772$475 ▼-11.2%4,2630.7%Oils/EnergyCHRWC.H. Robinson Worldwide$3,760$1,213 ▼-24.4%34,0710.7%TransportationLVSLas Vegas Sands$3,548$1,272 ▼-26.4%70,4840.6%Consumer DiscretionaryFTNTFortinet$3,478$3,351 ▲2,628.2%44,8510.6%Computer and TechnologyMETAMeta Platforms$3,475$232 ▼-6.3%6,0710.6%Computer and TechnologyEPAMEPAM Systems$3,336$2,209 ▲196.0%16,7600.6%Computer and TechnologyBAXBaxter International$3,262$2,489 ▼-43.3%85,9040.6%MedicalCAHCardinal Health$3,113$561 ▼-15.3%28,1680.6%MedicalGENGenesis Healthcare$3,063$1,353 ▼-30.6%111,6680.6%Business ServicesAAPLApple$2,991$3 ▲0.1%12,8360.5%Computer and TechnologySNAPSnap$2,704$1,811 ▼-40.1%252,6820.5%Computer and TechnologySLBSchlumberger$2,684$4,115 ▼-60.5%63,9800.5%Oils/EnergyMSFTMicrosoft$2,513$401 ▲19.0%5,8410.5%Computer and TechnologyWMWaste Management$2,508$502 ▲25.1%12,0800.5%Business ServicesTRIThomson Reuters$2,347$1,490 ▼-38.8%10,1720.4%Business ServicesWCNWaste Connections$2,146$8 ▲0.4%8,8780.4%Business ServicesTTWOTake-Two Interactive Software$2,123$1,684 ▼-44.2%13,8130.4%Consumer DiscretionaryHDBHDFC Bank$2,107$425 ▲25.2%33,6820.4%FinanceMKCMcCormick & Company, Incorporated$2,081$687 ▼-24.8%25,2800.4%Consumer StaplesAVGOBroadcom$2,079$1,898 ▲1,050.2%12,0540.4%Computer and TechnologyEXPEExpedia Group$1,925$1,802 ▼-48.4%13,0020.4%Retail/WholesaleMRNAModerna$1,857$1,019 ▲121.6%27,7940.3%MedicalMBLYMobileye Global$1,809$620 ▲52.2%132,0150.3%Auto/Tires/TrucksAEMAgnico Eagle Mines$1,786$559 ▼-23.8%16,3900.3%Basic MaterialsWPMWheaton Precious Metals$1,592$127 ▼-7.4%19,2730.3%Basic MaterialsRMDResMed$1,557$422 ▲37.2%6,3790.3%MedicalCAGConagra Brands$1,524$190 ▼-11.1%46,8560.3%Consumer StaplesTWLOTwilio$1,412$1,001 ▲243.6%21,6450.3%Computer and TechnologyADMArcher-Daniels-Midland$1,389$1,999 ▼-59.0%23,2490.3%Consumer StaplesUNHUnitedHealth Group$1,356$251 ▲22.7%2,3200.2%MedicalTUTELUS$1,328$1,087 ▲451.7%58,5150.2%UtilitiesPGProcter & Gamble$1,297$143 ▲12.4%7,4870.2%Consumer StaplesDDOGDatadog$1,218$472 ▼-27.9%10,5890.2%Computer and TechnologyIBMInternational Business Machines$1,216$1,397 ▼-53.5%5,4990.2%Computer and TechnologyKDPKeurig Dr Pepper$1,207$1,128 ▲1,424.0%32,2030.2%Consumer StaplesVVisa$1,154$124 ▲12.1%4,1960.2%Business ServicesFNVFranco-Nevada$1,142$210 ▼-15.5%6,8000.2%Basic MaterialsBCEBCE$1,136$147 ▲14.9%24,1550.2%UtilitiesHPQHP$1,112$246 ▼-18.1%31,0080.2%Computer and TechnologyWSTWest Pharmaceutical Services$1,111$728 ▲189.7%3,7000.2%MedicalALLAllstate$1,090$503 ▲85.8%5,7500.2%FinanceAMDAdvanced Micro Devices$1,088$105 ▲10.7%6,6320.2%Computer and TechnologyGILDGilead Sciences$1,087$61 ▲6.0%12,9620.2%MedicalBIIBBiogen$1,0360.0%5,3450.2%MedicalCFCF Industries$1,008$21 ▼-2.1%11,7490.2%Basic MaterialsREGNRegeneron Pharmaceuticals$992$120 ▼-10.8%9440.2%MedicalRCIRogers Communications$935$119 ▲14.7%17,1920.2%Consumer DiscretionaryIBNICICI Bank$912$179 ▲24.4%30,5440.2%FinanceINCYIncyte$878$878 ▲New Holding13,2760.2%MedicalPSTGPure Storage$873$815 ▲1,402.6%17,3700.2%Computer and TechnologyKOCoca-Cola$845$39 ▲4.8%11,7600.2%Consumer StaplesERIEErie Indemnity$839$579 ▼-40.8%1,5550.2%FinanceCCJCameco$805$604 ▼-42.9%12,4670.1%Basic MaterialsShowing largest 100 holdings. 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