TBH Global Asset Management, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$467.7B

Holdings

172

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
101
ABTABBOTT LABS
5,285$718.8M0.15%
102
ADIANALOG DEVICES INC
3,000$714.1M0.15%
103
CLCOLGATE PALMOLIVE CO
7,768$706.1M0.15%
104
SYKSTRYKER CORPORATION
1,782$705.0M0.15%
105
GDGENERAL DYNAMICS CORP
2,402$700.6M0.15%
106
MLB1MERCADOLIBRE INC
268$700.6M0.15%
107
GEGE AEROSPACE
2,717$699.3M0.15%
108
BAMBROOKFIELD ASSET MANAGMT LTD
12,268$678.2M0.15%
109
BUDANHEUSER BUSCH INBEV SA/NV
9,613$660.6M0.14%
110
VSTVISTRA CORP
3,365$652.2M0.14%
111
CSXCSX CORP
19,944$650.8M0.14%
112
PNFPPINNACLE FINL PARTNERS INC
5,853$646.2M0.14%
113
BNBROOKFIELD CORP
10,335$639.2M0.14%
114
BACBANK AMERICA CORP
10,869$630.9M0.13%
115
WECWEC ENERGY GROUP INC
5,916$616.4M0.13%
116
URIUNITED RENTALS INC
810$610.3M0.13%
117
DEDEERE & CO
1,189$604.5M0.13%
118
SPIBSPDR SERIES TRUST
17,602$591.1M0.13%
119
HDHOME DEPOT INC
1,563$573.2M0.12%
120
ANAUTONATION INC
2,855$567.1M0.12%
121
CGCARLYLE GROUP INC
10,625$546.1M0.12%
122
WPMWHEATON PRECIOUS METALS CORP
5,931$532.6M0.11%
123
GRBKGREEN BRICK PARTNERS INC
8,445$531.0M0.11%
124
NVONOVO-NORDISK A S
7,660$528.7M0.11%
125
DUKDUKE ENERGY CORP NEW
4,464$526.7M0.11%
126
SOSOUTHERN CO
5,584$512.7M0.11%
127
DONSPDR DOW JONES INDL AVERAGE
1,161$511.5M0.11%
128
BABAALIBABA GROUP HLDG LTD
4,495$509.8M0.11%
129
FNKOFUNKO INC
105,224$500.9M0.11%
130
WFCWELLS FARGO CO NEW
6,212$497.7M0.11%
131
AMTAMERICAN TOWER CORP NEW
2,248$497.0M0.11%
132
CATCATERPILLAR INC
1,261$489.6M0.10%
133
SBUXSTARBUCKS CORP
5,137$470.7M0.10%
134
MMM3M CO
3,040$462.8M0.10%
135
CMCSACOMCAST CORP NEW
12,794$456.6M0.10%
136
ORLYOREILLY AUTOMOTIVE INC
4,995$450.2M0.10%
137
IDXXIDEXX LABS INC
780$418.3M0.09%
138
CSCOCISCO SYS INC
5,958$413.4M0.09%
139
BMYBRISTOL-MYERS SQUIBB CO
8,930$413.4M0.09%
140
UNPUNION PAC CORP
1,795$412.9M0.09%
141
SIVRABRDN SILVER ETF TRUST
11,455$394.2M0.08%
142
AURAAURA BIOSCIENCES INC
60,322$377.6M0.08%
143
ADPAUTOMATIC DATA PROCESSING IN
1,208$372.7M0.08%
144
NKENIKE INC
5,224$371.1M0.08%
145
BKNGBOOKING HOLDINGS INC
64$370.5M0.08%
146
VEAVANGUARD TAX-MANAGED FDS
6,366$362.9M0.08%
147
TRVCCITIGROUP INC
4,241$361.0M0.08%
148
CLXCLOROX CO DEL
3,000$360.2M0.08%
149
SPDWSPDR INDEX SHS FDS
8,692$352.3M0.08%
150
LNGCHENIERE ENERGY INC
1,417$345.0M0.07%
151
MUMICRON TECHNOLOGY INC
2,765$340.8M0.07%
152
T7DTRANSDIGM GROUP INC
217$330.0M0.07%
153
ALVOALVOTECH
35,500$323.8M0.07%
154
MPCMARATHON PETE CORP
1,948$323.7M0.07%
155
ASMLASML HOLDING N V
394$315.6M0.07%
156
BIPBROOKFIELD INFRAST PARTNERS
9,297$311.5M0.07%
157
NOWSERVICENOW INC
296$304.6M0.07%
158
SPOTSPOTIFY TECHNOLOGY S A
395$303.1M0.06%
159
VLOVALERO ENERGY CORP
2,208$296.8M0.06%
160
CHCTCOMMUNITY HEALTHCARE TR INC
17,432$289.9M0.06%
161
BABOEING CO
1,350$282.9M0.06%
162
MRKMERCK & CO INC
3,554$281.3M0.06%
163
MDLZMONDELEZ INTL INC
4,133$278.7M0.06%
164
ONEQFIDELITY COMWLTH TR
3,445$275.9M0.06%
165
KMIKINDER MORGAN INC DEL
9,336$274.5M0.06%
166
ANETARISTA NETWORKS INC
2,675$273.7M0.06%
167
ICEINTERCONTINENTAL EXCHANGE IN
1,490$273.4M0.06%
168
ARDTARDENT HEALTH INC
20,000$273.2M0.06%
169
USBUS BANCORP DEL
5,861$265.2M0.06%
170
SLYVSPDR SERIES TRUST
3,219$256.7M0.05%
171
VRTXVERTEX PHARMACEUTICALS INC
569$253.3M0.05%
172
TMOTHERMO FISHER SCIENTIFIC INC
622$252.4M0.05%
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