TOBAM

data from 30/09/2025

Capitalization

$ 276.010 M 7.72 %

Average holding period

14 ans

Performance

$ 2.080 B 45 842.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TOBAM

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSTR STRATEGY INC 3.17% 8.761 M $ 27189 2021/06/30 -1.096 M $ -20.29 %
2025/09/30 ED CONSOLIDATED EDISON INC 2.76% 7.620 M $ 75802 2014/12/31 10.482 K $ 0.17 %
2025/09/30 HSY HERSHEY CO/THE 2.74% 7.566 M $ 40449 2017/03/31 913.883 K $ 12.71 %
2025/09/30 CBOE CBOE HOLDINGS INC 2.73% 7.543 M $ 30756 2017/06/30 388.687 K $ 5.16 %
2025/09/30 KR KROGER CO 2.72% 7.515 M $ 111482 2016/03/31 -356.931 K $ -6.02 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 2.71% 7.485 M $ 85412 2018/03/31 -648.448 K $ -8.82 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 2.70% 7.454 M $ 169592 2018/12/31 115.759 K $ 1.57 %
2025/09/30 T AT&T INC 2.68% 7.408 M $ 262322 2020/09/30 -181.416 K $ -2.42 %
2025/09/30 ABC CENCORA INC 2.50% 6.892 M $ 22053 2020/09/30 0.000 $ 0.00 %
2025/09/30 CLX CLOROX COMPANY 2.42% 6.693 M $ 54281 2014/09/30 157.572 K $ 2.69 %
2025/09/30 EXC EXELON CORP 2.40% 6.612 M $ 146893 2023/09/30 173.472 K $ 3.66 %
2025/09/30 EA ELECTRONIC ARTS INC 2.39% 6.586 M $ 32651 2024/12/31 1.565 M $ 26.30 %
2025/09/30 GOOGL ALPHABET INC-CL A 2.28% 6.292 M $ 25884 2022/03/31 1.587 M $ 37.94 %
2025/09/30 DG DOLLAR GENERAL CORP 1.96% 5.420 M $ 52447 2020/09/30 -489.776 K $ -9.64 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.89% 5.216 M $ 15105 2020/09/30 563.476 K $ 10.68 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 1.89% 5.215 M $ 67056 2020/09/30 -19.770 K $ -0.56 %
2025/09/30 AMT AMERICAN TOWER CORP 1.82% 5.033 M $ 26169 2018/03/31 -779.664 K $ -12.99 %
2025/09/30 TMUS T-MOBILE US INC 1.70% 4.681 M $ 19553 2023/12/31 16.864 K $ 0.47 %
2025/09/30 GIS GENERAL MILLS INC 1.67% 4.610 M $ 91435 2018/09/30 -157.489 K $ -2.68 %
2025/09/30 LPLA LPL FINANCIAL HOLDINGS INC 1.65% 4.541 M $ 13648 2022/03/31 -496.916 K $ -11.28 %
2025/09/30 CNC CENTENE CORP 1.57% 4.331 M $ 121376 2020/09/30 -671.385 K $ -34.27 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 1.56% 4.311 M $ 95595 2016/12/31 -96.970 K $ -2.57 %
2025/09/30 WST WEST PHARMACEUTICAL SERVICES 1.55% 4.286 M $ 16338 2020/09/30 879.088 K $ 19.89 %
2025/09/30 KDP KEURIG DR PEPPER INC 1.48% 4.097 M $ 160589 2019/09/30 -664.150 K $ -22.84 %
2025/09/30 DXCM DEXCOM INC 1.46% 4.034 M $ 59948 2018/12/31 -995.100 K $ -22.91 %
2025/09/30 DLTR DOLLAR TREE INC 1.43% 3.960 M $ 41964 2019/03/31 -206.965 K $ -4.72 %
2025/09/30 AVGO BROADCOM INC 1.41% 3.895 M $ 11806 2023/06/30 810.318 K $ 19.68 %
2025/09/30 MDLZ MONDELEZ INTERNATIONAL INC-A 1.40% 3.863 M $ 61835 2020/09/30 -40.878 K $ -7.37 %
2025/09/30 NVDA NVIDIA CORP 1.37% 3.782 M $ 20270 2022/06/30 559.649 K $ 18.09 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.33% 3.668 M $ 19780 2020/09/30 404.356 K $ 21.38 %
2025/09/30 FSLR FIRST SOLAR INC 1.30% 3.582 M $ 16244 2022/09/30 1.206 M $ 33.22 %
2025/09/30 AXON AXON ENTERPRISE INC 1.29% 3.570 M $ 4974 2022/12/31 -459.509 K $ -13.32 %
2025/09/30 ANET ARISTA NETWORKS INC 1.21% 3.332 M $ 22867 2024/12/31 1.076 M $ 42.42 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP 1.16% 3.205 M $ 7646 2022/06/30 355.098 K $ 45.88 %
2025/09/30 HUM HUMANA INC 1.12% 3.099 M $ 11910 2012/09/30 292.838 K $ 6.42 %
2025/09/30 INSM INSMED INC 1.00% 2.750 M $ 19097 2025/09/30 0.000 $ 0.00 %
2025/09/30 FI FISERV INC 0.98% 2.710 M $ 21016 2022/06/30 -76.437 K $ -25.23 %
2025/09/30 NKE NIKE INC -CL B 0.92% 2.539 M $ 36413 2020/09/30 -48.825 K $ -1.84 %
2025/09/30 TU TELUS CORP 0.90% 2.476 M $ 112948 2022/03/31 -31.614 K $ -1.33 %
2025/09/30 DHI DR HORTON INC 0.87% 2.407 M $ 14206 2024/12/31 643.325 K $ 31.46 %
2025/09/30 ORCL ORACLE CORP 0.86% 2.387 M $ 8486 2020/09/30 136.239 K $ 28.62 %
2025/09/30 BCE BCE INC 0.86% 2.367 M $ 72785 2022/03/31 95.034 K $ 4.04 %
2025/09/30 HDB HDFC BANK LTD-ADR 0.85% 2.351 M $ 68835 2023/12/31 -1.422 M $ -55.45 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.85% 2.341 M $ 7244 2020/09/30 -34.763 K $ -16.96 %
2025/09/30 FTNT FORTINET INC 0.84% 2.322 M $ 27616 2023/03/31 -283.960 K $ -20.47 %
2025/09/30 LLY ELI LILLY & CO 0.84% 2.314 M $ 3033 2020/09/30 -56.301 K $ -2.12 %
2025/09/30 NEM NEWMONT CORP 0.82% 2.258 M $ 26777 2011/12/31 1.826 M $ 44.71 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.81% 2.237 M $ 22065 2023/12/31 -39.399 K $ -1.65 %
2025/09/30 EQT EQUITABLE RESOURCES INC 0.79% 2.189 M $ 40208 2025/06/30 -27.440 K $ -6.68 %
2025/09/30 WRB WR BERKLEY CORP 0.79% 2.179 M $ 28440 2020/12/31 234.407 K $ 4.29 %
2025/09/30 MRK MERCK & CO. INC. 0.79% 2.169 M $ 25843 2020/09/30 232.427 K $ 6.03 %
2025/09/30 GM GENERAL MOTORS CO 0.73% 2.006 M $ 32900 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRNA MODERNA INC 0.67% 1.855 M $ 71798 2020/06/30 -176.519 K $ -6.38 %
2025/09/30 MCK MCKESSON CORP 0.64% 1.761 M $ 2279 2020/09/30 256.889 K $ 5.43 %
2025/09/30 EBAY EBAY INC 0.63% 1.750 M $ 19244 2025/09/30 0.000 $ 0.00 %
2025/09/30 JHX JAMES HARDIE IND PLC-SP 0.62% 1.717 M $ 89373 2025/09/30 0.000 $ 0.00 %
2025/09/30 LULU LULULEMON ATHLETICA INC 0.62% 1.709 M $ 9607 2020/09/30 -252.379 K $ -25.11 %
2025/09/30 CCI CROWN CASTLE INTL CORP 0.61% 1.695 M $ 17564 2020/09/30 -195.386 K $ -6.07 %
2025/09/30 RDDT REDDIT INC-CL A 0.51% 1.413 M $ 6142 2025/06/30 551.333 K $ 52.76 %
2025/09/30 HRL HORMEL FOODS CORP 0.49% 1.349 M $ 54545 2020/06/30 -172.815 K $ -18.21 %
2025/09/30 HUT HUT 8 CORP 0.47% 1.290 M $ 37060 2025/03/31 566.458 K $ 87.15 %
2025/09/30 RCI ROGERS COMMUNICATIONS -CL B 0.45% 1.251 M $ 26108 2021/03/31 19.264 K $ 11.89 %
2025/09/30 INCY INCYTE CORP 0.43% 1.173 M $ 13834 2024/09/30 304.756 K $ 24.54 %
2025/09/30 WT WISDOMTREE INC 0.42% 1.165 M $ 83808 2024/06/30 148.538 K $ 20.77 %
2025/09/30 NTRS NORTHERN TRUST CORP 0.42% 1.163 M $ 8637 2020/09/30 46.297 K $ 6.16 %
2025/09/30 ALAB ASTERA LABS INC 0.41% 1.126 M $ 5750 2025/09/30 0.000 $ 0.00 %
2025/09/30 SJM JM SMUCKER CO/THE 0.40% 1.112 M $ 10238 2018/12/31 16.712 K $ 10.58 %
2025/09/30 V VISA INC-CLASS A SHARES 0.40% 1.103 M $ 3231 2021/12/31 -31.536 K $ -3.85 %
2025/09/30 PSTG PURE STORAGE INC - CLASS A 0.38% 1.049 M $ 12519 2024/03/31 16.210 K $ 45.03 %
2025/09/30 MA MASTERCARD INC-CLASS A 0.38% 1.047 M $ 1841 2022/06/30 8.127 K $ 1.22 %
2025/09/30 IBN ICICI BANK LTD-SPON ADR 0.37% 1.034 M $ 34192 2023/12/31 -116.594 K $ -10.14 %
2025/09/30 MARA MARA HOLDINGS INC 0.37% 1.028 M $ 56293 2023/09/30 96.120 K $ 16.46 %
2025/09/30 CLSK CLEANSPARK INC 0.35% 972.000 K $ 67051 2021/12/31 178.448 K $ 31.47 %
2025/09/30 XYZ BLOCK INC 0.35% 960.000 K $ 13283 2021/09/30 44.341 K $ 6.39 %
2025/09/30 PODD INSULET CORP 0.34% 941.000 K $ 3047 2025/06/30 -5.215 K $ -1.73 %
2025/09/30 SNPS SYNOPSYS INC 0.31% 846.000 K $ 1715 2022/06/30 -96.000 $ -3.22 %
2025/09/30 MSFT MICROSOFT CORP 0.29% 799.000 K $ 1542 2022/03/31 31.713 K $ 4.13 %
2025/09/30 NTNX NUTANIX INC - A 0.27% 738.000 K $ 9920 2023/12/31 -23.861 K $ -2.68 %
2025/09/30 SMLR SEMLER SCIENTIFIC INC 0.26% 716.000 K $ 23879 2025/09/30 0.000 $ 0.00 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 0.26% 708.000 K $ 5041 2018/12/31 140.788 K $ 11.68 %
2025/09/30 AAPL APPLE INC 0.24% 662.000 K $ 2599 2020/09/30 127.260 K $ 24.10 %
2025/09/30 TWLO TWILIO INC - A 0.24% 662.000 K $ 6619 2020/06/30 -79.217 K $ -19.51 %
2025/09/30 AMZN AMAZON.COM INC 0.24% 655.000 K $ 2982 2024/09/30 514.000 $ 0.08 %
2025/09/30 CF CF INDUSTRIES HOLDINGS INC 0.23% 640.000 K $ 7138 2021/12/31 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.22% 615.000 K $ 837 2020/09/30 -2.404 K $ -0.50 %
2025/09/30 CLS CELESTICA INC 0.20% 554.000 K $ 1619 2024/03/31 59.217 K $ 42.30 %
2025/09/30 QCOM QUALCOMM INC 0.19% 535.000 K $ 3214 2019/06/30 13.674 K $ 4.45 %
2025/09/30 CVS CVS HEALTH CORP 0.19% 516.000 K $ 6846 2020/09/30 31.729 K $ 9.30 %
2025/09/30 INTC INTEL CORP 0.15% 412.000 K $ 12276 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES 0.15% 412.000 K $ 2544 2020/09/30 40.734 K $ 14.00 %
2025/09/30 BAC BANK OF AMERICA CORP 0.14% 395.000 K $ 7663 2020/12/31 33.720 K $ 9.02 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.14% 392.000 K $ 10003 2013/12/31 -1.050 M $ -30.20 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.13% 367.000 K $ 461 2022/03/31 39.870 K $ 12.54 %
2025/09/30 TSLA TESLA INC 0.11% 316.000 K $ 710 2024/09/30 93.389 K $ 40.08 %
2025/09/30 PEP PEPSICO INC 0.10% 277.000 K $ 1969 2020/09/30 16.539 K $ 6.36 %
2025/09/30 CAH CARDINAL HEALTH INC 0.09% 260.000 K $ 1656 2020/09/30 -53.488 K $ -6.57 %
2025/09/30 HIVE HIVE DIGITAL TECHNOLOGIES LT - USD 0.09% 240.000 K $ 59656 2024/09/30 145.471 K $ 124.33 %
2025/09/30 PG PROCTER & GAMBLE CO/THE 0.09% 237.000 K $ 1541 2020/09/30 -8.629 K $ -3.57 %
2025/09/30 APH AMPHENOL CORP-CL A 0.08% 223.000 K $ 1803 2023/09/30 49.600 K $ 25.31 %
2025/09/30 CNI CANADIAN NATL RAILWAY CO 0.07% 198.000 K $ 1505 2024/03/31 -14.658 K $ -6.85 %