TBH Global Asset Management, LLC Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$521.2B

Holdings

170

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
101
DONSPDR DOW JONES INDL AVERAGE
1,533$643.8M0.12%
102
BUDANHEUSER BUSCH INBEV SA/NV
10,425$641.8M0.12%
103
PNFPPINNACLE FINL PARTNERS INC
6,001$636.4M0.12%
104
CSXCSX CORP
21,494$632.6M0.12%
105
ADIANALOG DEVICES INC
3,102$625.7M0.12%
106
HDHOME DEPOT INC
1,686$617.8M0.12%
107
UNHUNITEDHEALTH GROUP INC
1,174$614.8M0.12%
108
NKENIKE INC
9,546$605.9M0.12%
109
BNBROOKFIELD CORP
11,495$602.5M0.12%
110
BAMBROOKFIELD ASSET MANAGMT LTD
12,417$601.6M0.12%
111
SHOPSHOPIFY INC
6,202$592.2M0.11%
112
DEDEERE & CO
1,237$580.4M0.11%
113
BACBANK AMERICA CORP
13,805$576.1M0.11%
114
IIIVI3 VERTICALS INC
23,339$575.8M0.11%
115
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,460$574.3M0.11%
116
CRWDCROWDSTRIKE HLDGS INC
1,620$571.2M0.11%
117
DUKDUKE ENERGY CORP NEW
4,488$547.4M0.11%
118
GEGE AEROSPACE
2,731$546.7M0.10%
119
GEVGE VERNOVA INC
1,788$545.8M0.10%
120
BMYBRISTOL-MYERS SQUIBB CO
8,873$541.1M0.10%
121
NVONOVO-NORDISK A S
7,757$538.6M0.10%
122
UBERUBER TECHNOLOGIES INC
7,390$538.4M0.10%
123
SBUXSTARBUCKS CORP
5,431$532.7M0.10%
124
AMTAMERICAN TOWER CORP NEW
2,446$532.3M0.10%
125
MLB1MERCADOLIBRE INC
268$522.0M0.10%
126
GRBKGREEN BRICK PARTNERS INC
8,941$521.4M0.10%
127
URIUNITED RENTALS INC
830$520.2M0.10%
128
SOSOUTHERN CO
5,617$516.4M0.10%
129
CGCARLYLE GROUP INC
11,773$513.2M0.10%
130
CATCATERPILLAR INC
1,539$507.7M0.10%
131
MMM3M CO
3,414$501.4M0.10%
132
CMCSACOMCAST CORP NEW
13,483$497.5M0.10%
133
ORLYOREILLY AUTOMOTIVE INC
333$477.0M0.09%
134
ANAUTONATION INC
2,855$462.3M0.09%
135
WFCWELLS FARGO CO NEW
6,436$462.0M0.09%
136
WPMWHEATON PRECIOUS METALS CORP
5,931$460.4M0.09%
137
TSCOTRACTOR SUPPLY CO
8,125$447.7M0.09%
138
UNPUNION PAC CORP
1,850$437.0M0.08%
139
VSTVISTRA CORP
3,473$407.9M0.08%
140
CSCOCISCO SYS INC
6,590$406.7M0.08%
141
XMMOINVESCO EXCHANGE TRADED FD T
2,228$386.0M0.07%
142
UPSUNITED PARCEL SERVICE INC
3,497$384.6M0.07%
143
ADPAUTOMATIC DATA PROCESSING IN
1,228$375.2M0.07%
144
SIVRABRDN SILVER ETF TRUST
11,455$372.4M0.07%
145
CHCTCOMMUNITY HEALTHCARE TR INC
20,432$371.1M0.07%
146
LNGCHENIERE ENERGY INC
1,583$366.2M0.07%
147
MRKMERCK & CO INC
4,040$362.6M0.07%
148
VLOVALERO ENERGY CORP
2,705$357.2M0.07%
149
AURAAURA BIOSCIENCES INC
60,322$353.5M0.07%
150
TRVCCITIGROUP INC
4,608$327.1M0.06%
151
IDXXIDEXX LABS INC
764$320.8M0.06%
152
TMOTHERMO FISHER SCIENTIFIC INC
644$320.5M0.06%
153
HUMHUMANA INC
1,179$312.1M0.06%
154
ASMLASML HOLDING N V
465$308.3M0.06%
155
T7DTRANSDIGM GROUP INC
217$300.2M0.06%
156
CLXCLOROX CO DEL
2,038$300.1M0.06%
157
VRTXVERTEX PHARMACEUTICALS INC
613$297.3M0.06%
158
ALVOALVOTECH
30,500$294.9M0.06%
159
BKNGBOOKING HOLDINGS INC
64$294.8M0.06%
160
SCHVSCHWAB STRATEGIC TR
11,070$294.2M0.06%
161
MPCMARATHON PETE CORP
1,962$285.8M0.05%
162
MDLZMONDELEZ INTL INC
4,145$281.3M0.05%
163
ICEINTERCONTINENTAL EXCHANGE IN
1,610$277.6M0.05%
164
BIPBROOKFIELD INFRAST PARTNERS
9,297$277.0M0.05%
165
ARDTARDENT HEALTH PARTNERS INC
20,000$275.0M0.05%
166
KMIKINDER MORGAN INC DEL
9,561$272.8M0.05%
167
FBKFB FINL CORP
5,790$268.4M0.05%
168
PRUPRUDENTIAL FINL INC
2,389$266.8M0.05%
169
HRHEALTHCARE RLTY TR
15,200$256.9M0.05%
170
USBUS BANCORP DEL
5,963$251.8M0.05%
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