Traub Capital Management LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$108.1B

Holdings

551

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (551 positions)

#StockSharesValue% PortfolioType
1
VCSHVANGUARD SCOTTSDALE FDS
69,706$5.5B5.13%
2
AAPLAPPLE INC
25,247$5.2B4.79%
3
JAAAJANUS DETROIT STR TR
67,553$3.4B3.17%
4
MSFTMICROSOFT CORP
6,213$3.1B2.86%
5
FNDASCHWAB STRATEGIC TR
101,698$2.9B2.70%
6
METAMETA PLATFORMS INC
3,367$2.5B2.30%
7
BILSSPDR SERIES TRUST
23,522$2.3B2.16%
8
SHYISHARES TR
28,179$2.3B2.16%
9
GOOGLALPHABET INC
12,987$2.3B2.12%
10
PFFDGLOBAL X FDS
109,627$2.1B1.91%
11
AMZNAMAZON COM INC
8,734$1.9B1.77%
12
FNDFSCHWAB STRATEGIC TR
45,111$1.8B1.67%
13
STIPISHARES TR
17,478$1.8B1.66%
14
VWOBVANGUARD WHITEHALL FDS
26,722$1.7B1.62%
15
IUSVISHARES TR
17,916$1.7B1.57%
16
BILSPDR SERIES TRUST
18,276$1.7B1.55%
17
IVEISHARES TR
7,902$1.5B1.43%
18
IVVISHARES TR
2,265$1.4B1.30%
19
FVALFIDELITY COVINGTON TRUST
18,915$1.2B1.12%
20
NVDANVIDIA CORPORATION
7,551$1.2B1.10%
21
FNDCSCHWAB STRATEGIC TR
28,259$1.2B1.10%
22
EMFTEMPLETON EMERGING MKTS FD
78,884$1.2B1.06%
23
GRXGABELLI HLTHCARE & WELLNESS
120,837$1.1B1.06%
24
IGSBISHARES TR
21,211$1.1B1.04%
25
MMUWESTERN ASSET MANAGED MUNS F
104,982$1.0B0.96%
26
TRVCCITIGROUP INC
11,970$1.0B0.94%
27
SBIWESTERN ASSET INTER MUNI FD
130,531$981.6M0.91%
28
DELLDELL TECHNOLOGIES INC
7,963$976.2M0.90%
29
AMGAFFILIATED MANAGERS GROUP IN
4,775$939.6M0.87%
30
IJHISHARES TR
13,597$843.3M0.78%
31
URIUNITED RENTALS INC
1,106$833.4M0.77%
32
PHMPULTE GROUP INC
7,672$809.1M0.75%
33
FLOTISHARES TR
15,570$794.4M0.73%
34
LEOBNY MELLON STRATEGIC MUNS IN
123,038$728.4M0.67%
35
FOXFOX CORP
14,080$727.0M0.67%
36
CVSCVS HEALTH CORP
10,464$721.8M0.67%
37
SGOVISHARES TR
7,050$709.9M0.66%
38
SCHOSCHWAB STRATEGIC TR
28,437$693.3M0.64%
39
BRK/BBERKSHIRE HATHAWAY INC DEL
1,416$687.9M0.64%
40
COFCAPITAL ONE FINL CORP
3,210$682.9M0.63%
41
CMCSACOMCAST CORP NEW
18,146$647.6M0.60%
42
PFEPFIZER INC
26,068$631.9M0.58%
43
BUDANHEUSER BUSCH INBEV SA/NV
9,004$618.8M0.57%
44
WIWWESTERN AST INFL LKD OPP & I
69,411$608.0M0.56%
45
KHCKRAFT HEINZ CO
23,270$600.8M0.56%
46
XOMEXXON MOBIL CORP
5,437$586.1M0.54%
47
PYPLPAYPAL HLDGS INC
7,644$568.1M0.53%
48
FNDESCHWAB STRATEGIC TR
17,155$566.3M0.52%
49
VNQIVANGUARD INTL EQUITY INDEX F
12,067$556.9M0.52%
50
ETENERGY TRANSFER L P
30,700$556.6M0.51%
51
AVGOBROADCOM INC
1,992$549.0M0.51%
52
VVISA INC
1,419$503.8M0.47%
53
SCHPSCHWAB STRATEGIC TR
18,174$484.9M0.45%
54
METMETLIFE INC
6,005$482.9M0.45%
55
ADBEADOBE INC
1,229$475.5M0.44%
56
SYYSYSCO CORP
5,850$443.1M0.41%
57
AFBALLIANCEBERNSTEIN NATL MUN I
42,918$442.5M0.41%
58
FNDXSCHWAB STRATEGIC TR
17,820$437.3M0.40%
59
TAPMOLSON COORS BEVERAGE CO
8,950$430.4M0.40%
60
JPMEJ P MORGAN EXCHANGE TRADED F
4,150$430.4M0.40%
61
MRKMERCK & CO INC
5,390$426.7M0.39%
62
TPRTAPESTRY INC
4,836$424.6M0.39%
63
NRKNUVEEN NEW YORK AMT QLT MUNI
41,891$415.1M0.38%
64
CSCOCISCO SYS INC
5,983$415.1M0.38%
65
NXPINXP SEMICONDUCTORS N V
1,878$410.4M0.38%
66
ARWARROW ELECTRS INC
3,075$391.8M0.36%
67
SCHXSCHWAB STRATEGIC TR
15,491$378.6M0.35%
68
IJRISHARES TR
3,423$374.1M0.35%
69
GSGOLDMAN SACHS GROUP INC
504$356.5M0.33%
70
BMYBRISTOL-MYERS SQUIBB CO
7,554$349.7M0.32%
71
EBAEBAY INC.
4,593$342.0M0.32%
72
BABINVESCO EXCH TRADED FD TR II
12,440$330.0M0.31%
73
BWABORGWARNER INC
9,743$326.2M0.30%
74
UBERUBER TECHNOLOGIES INC
3,385$315.8M0.29%
75
PFFISHARES TR
10,084$309.4M0.29%
76
RMTROYCE MICRO-CAP TR INC
33,039$305.6M0.28%
77
DSMBNY MELLON STRATEGIC MUN BD
53,029$297.0M0.27%
78
CATCATERPILLAR INC
752$292.0M0.27%
79
SJMSMUCKER J M CO
2,948$289.5M0.27%
80
LYBLYONDELLBASELL INDUSTRIES N
4,925$285.0M0.26%
81
ORCLORACLE CORP
1,300$284.2M0.26%
82
CROXCROCS INC
2,770$280.5M0.26%
83
AZNASTRAZENECA PLC
3,985$278.5M0.26%
84
LYGLLOYDS BANKING GROUP PLC
64,458$273.9M0.25%
85
AGGISHARES TR
2,755$273.3M0.25%
86
ARLPALLIANCE RESOURCE PARTNERS L
10,390$271.6M0.25%
87
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
3,455$269.6M0.25%
88
ICVTISHARES TR
2,962$266.9M0.25%
89
APTVAPTIV PLC
3,873$264.2M0.24%
90
CAGCONAGRA BRANDS INC
12,905$264.2M0.24%
91
TROWPRICE T ROWE GROUP INC
2,690$259.6M0.24%
92
ICSHISHARES TR
5,059$256.5M0.24%
93
ENRENERGIZER HLDGS INC NEW
12,710$256.2M0.24%
94
VOVANGUARD INDEX FDS
900$251.8M0.23%
95
BACBANK AMERICA CORP
5,259$248.9M0.23%
96
VTIVANGUARD INDEX FDS
801$243.5M0.23%
97
HDHOME DEPOT INC
664$243.4M0.23%
98
VGITVANGUARD SCOTTSDALE FDS
4,050$242.2M0.22%
99
JMBSJANUS DETROIT STR TR
5,350$241.0M0.22%
100
BIIBBIOGEN INC
1,910$239.9M0.22%
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