TMB Capital Partners, LLC Q4 2025 Filing

Filed February 19, 2026

Portfolio Value

$292K

Holdings

169

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
AREALEXANDRIA REAL ESTATE EQ IN
$21.8M
WMTWALMART INC
$15.6M
VEAVANGUARD TAX-MANAGED FDS
$15.2M
IJRISHARES TR
$8.6M
AAPLAPPLE INC
$8.6M
VWOVANGUARD INTL EQUITY INDEX F
$8.6M
TPLTEXAS PACIFIC LAND CORPORATI
$7.3M
VTVVANGUARD INDEX FDS
$7.0M
JPMJPMORGAN CHASE & CO.
$6.7M
AVGOBROADCOM INC
$6.2M
MSFTMICROSOFT CORP
$5.7M
SCHMSCHWAB STRATEGIC TR
$4.7M
GNRSPDR INDEX SHS FDS
$4.2M
HDHOME DEPOT INC
$3.8M
MSIMOTOROLA SOLUTIONS INC
$3.7M
IUSBISHARES TR
$3.7M
ADIANALOG DEVICES INC
$3.4M
JNJJOHNSON & JOHNSON
$3.3M
ETRENTERGY CORP NEW
$3.3M
SIISPROTT INC
$3.1M
ETNEATON CORP PLC
$3.0M
WPMWHEATON PRECIOUS METALS CORP
$3.0M
ABBVABBVIE INC
$3.0M
VNQVANGUARD INDEX FDS
$2.9M
AMZNAMAZON COM INC
$2.7M
LOWLOWES COS INC
$2.6M
RFREGIONS FINANCIAL CORP NEW
$2.4M
JCIJOHNSON CTLS INTL PLC
$2.3M
CMECME GROUP INC
$2.2M
MPCMARATHON PETE CORP
$2.2M
CBCHUBB LIMITED
$2.1M
IBMINTERNATIONAL BUSINESS MACHS
$2.1M
VUGVANGUARD INDEX FDS
$2.0M
SDOGALPS ETF TR
$2.0M
HOMBHOME BANCSHARES INC
$1.8M
XOMEXXON MOBIL CORP
$1.8M
WFCWELLS FARGO CO NEW
$1.8M
BACVERIZON COMMUNICATIONS INC
$1.7M
MDTMEDTRONIC PLC
$1.7M
DRIDARDEN RESTAURANTS INC
$1.7M
OREALTY INCOME CORP
$1.6M
SPABSPDR SERIES TRUST
$1.6M
BACBANK AMERICA CORP
$1.6M
AQLTISHARES TR
$1.5M
OZKBANK OZK LITTLE ROCK ARK
$1.5M
IRTINDEPENDENCE RLTY TR INC
$1.5M
CVXCHEVRON CORP NEW
$1.5M
IWMISHARES TR
$1.4M
TAT&T INC
$1.4M
UNPUNION PAC CORP
$1.4M
SEASEABRIDGE GOLD INC
$1.4M
NEENEXTERA ENERGY INC
$1.3M
FISFIDELITY NATL INFORMATION SV
$1.2M
APDAIR PRODS & CHEMS INC
$1.2M
VYMVANGUARD WHITEHALL FDS
$1.2M
USIGISHARES TR
$1.1M
SPYDSPDR SERIES TRUST
$1.1M
UNHUNITEDHEALTH GROUP INC
$990K
SPMBSPDR SERIES TRUST
$963K
EFAISHARES TR
$958K
SFNCSIMMONS 1ST NATL CORP
$919K
VGITVANGUARD SCOTTSDALE FDS
$914K
ORCLORACLE CORP
$900K
AMLPALPS ETF TR
$831K
VCSHVANGUARD SCOTTSDALE FDS
$826K
IWDISHARES TR
$819K
MURMURPHY OIL CORP
$808K
KOCOCA COLA CO
$770K
VYMIVANGUARD WHITEHALL FDS
$745K
VVISA INC
$745K
MCDMCDONALDS CORP
$741K
PGPROCTER AND GAMBLE CO
$730K
BNDXVANGUARD CHARLOTTE FDS
$692K
ETENERGY TRANSFER L P
$688K
CINFCINCINNATI FINL CORP
$678K
VIGVANGUARD SPECIALIZED FUNDS
$677K
MDIVFIRST TR EXCHANGE TRADED FD
$657K
GEGE AEROSPACE
$649K
NKENIKE INC
$637K
AGGISHARES TR
$633K
VDEVANGUARD WORLD FD
$627K
TSLATESLA INC
$626K
CMCSACOMCAST CORP NEW
$626K
CSCOCISCO SYS INC
$620K
BBYBEST BUY INC
$596K
IWFISHARES TR
$585K
IJHISHARES TR
$567K
VGUSVANGUARD INSTL INDEX FD
$561K
SPHYSPDR SERIES TRUST
$560K
MUSAMURPHY USA INC
$555K
NVDANVIDIA CORPORATION
$552K
FT2FIRST HORIZON CORPORATION
$552K
VBILVANGUARD INSTL INDEX FD
$535K
IWRISHARES TR
$502K
GQ9SPDR GOLD TR
$493K
BXBLACKSTONE INC
$486K
CTGOCONTANGO ORE INC
$475K
PCTPURECYCLE TECHNOLOGIES INC
$474K
VGSHVANGUARD SCOTTSDALE FDS
$463K
IWBISHARES TR
$441K
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