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)

StockValue
MSMMSC INDL DIRECT INC
$72.7M
MDTMEDTRONIC PLC
$72.3M
BNYBLACKROCK N Y MUN INCOME TRU
$72.2M
UNHUNITEDHEALTH GROUP INC
$71.1M
NADNUVEEN QUALITY MUNCP INCOME
$71.1M
CLOABLACKROCK ETF TRUST II
$70.4M
MARMARRIOTT INTL INC NEW
$68.8M
HIGHARTFORD INSURANCE GROUP INC
$68.0M
SPYSPDR S&P 500 ETF TR
$68.0M
SMGSCOTTS MIRACLE-GRO CO
$67.3M
GIIIG III APPAREL GROUP LTD
$67.2M
IJJISHARES TR
$66.5M
NUWNUVEEN AMT-FREE MUN VALUE FD
$64.6M
NVGNUVEEN AMT FREE MUN CR INC F
$63.3M
QCOMQUALCOMM INC
$62.9M
PVBCPROVIDENT BANCORP INC
$62.5M
HUMHUMANA INC
$61.1M
LULULULULEMON ATHLETICA INC
$61.1M
SANBANCO SANTANDER S.A.
$61.0M
VOEVANGUARD INDEX FDS
$60.9M
VMBSVANGUARD SCOTTSDALE FDS
$60.4M
FSLRFIRST SOLAR INC
$59.4M
WTWISDOMTREE INC
$57.5M
NVSNNOVARTIS AG
$56.8M
MPLXMPLX LP
$56.7M
A4SAMERIPRISE FINL INC
$56.0M
SEESEALED AIR CORP NEW
$54.9M
GILDGILEAD SCIENCES INC
$54.1M
JLLJONES LANG LASALLE INC
$52.4M
WPPWPP PLC NEW
$52.2M
SNYSANOFI
$50.7M
AVTAVNET INC
$50.4M
ZETAZETA GLOBAL HOLDINGS CORP
$49.6M
FBINFORTUNE BRANDS INNOVATIONS I
$48.9M
NMLNEUBERGER BERMAN ENERGY INFR
$48.6M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$48.6M
CITHE CIGNA GROUP
$48.5M
BSVVANGUARD BD INDEX FDS
$47.2M
CVXCHEVRON CORP NEW
$46.0M
GISGENERAL MLS INC
$45.7M
ACNACCENTURE PLC IRELAND
$44.8M
INTCINTEL CORP
$43.4M
ASMLASML HOLDING N V
$43.3M
PSXPHILLIPS 66
$43.2M
BSXBOSTON SCIENTIFIC CORP
$42.7M
MYIBLACKROCK MUNIYIELD QUALITY
$42.7M
MATMATTEL INC
$40.4M
CCSCENTURY CMNTYS INC
$39.4M
NINISOURCE INC
$39.1M
DOCHEALTHPEAK PROPERTIES INC
$38.4M
REGNREGENERON PHARMACEUTICALS
$38.3M
COPCONOCOPHILLIPS
$38.3M
EMREMERSON ELEC CO
$37.3M
NZFNUVEEN MUNICIPAL CREDIT INC
$37.0M
MDLZMONDELEZ INTL INC
$36.8M
JHGJANUS HENDERSON GROUP PLC
$36.8M
IWRISHARES TR
$36.8M
MGAMAGNA INTL INC
$36.4M
WISETHEMES ETF TR
$36.2M
DCODUCOMMUN INC DEL
$34.7M
GQ9SPDR GOLD TR
$34.4M
XLFISELECT SECTOR SPDR TR
$34.4M
SCHCSCHWAB STRATEGIC TR
$34.1M
XNEAXNUVEEN AMT FREE QLTY MUN INC
$33.9M
EEMISHARES TR
$33.7M
JBLJABIL INC
$32.9M
VEUVANGUARD INTL EQUITY INDEX F
$32.6M
ESLTELBIT SYS LTD
$31.5M
EPDENTERPRISE PRODS PARTNERS L
$31.3M
IAU*ISHARES GOLD TR
$31.2M
ZIONZIONS BANCORPORATION N A
$30.6M
VBRVANGUARD INDEX FDS
$30.2M
LOWLOWES COS INC
$29.5M
LFUSLITTELFUSE INC
$29.5M
MCDMCDONALDS CORP
$29.2M
BLKBLACKROCK INC
$28.3M
CSLCARLISLE COS INC
$28.0M
APDAIR PRODS & CHEMS INC
$27.9M
FXIISHARES TR
$27.6M
EBFENNIS INC
$27.2M
BXBLACKSTONE INC
$26.8M
CARRCARRIER GLOBAL CORPORATION
$26.6M
XYZBLOCK INC
$26.4M
PG4PRINCIPAL FINANCIAL GROUP IN
$26.3M
4I1PHILIP MORRIS INTL INC
$25.5M
DFACDIMENSIONAL ETF TRUST
$25.3M
SLQDISHARES TR
$25.3M
FNDBSCHWAB STRATEGIC TR
$25.2M
HWMHOWMET AEROSPACE INC
$24.8M
IJSISHARES TR
$24.5M
CLDTCHATHAM LODGING TR
$24.4M
UNPUNION PAC CORP
$24.4M
HASHASBRO INC
$24.2M
UALUNITED AIRLS HLDGS INC
$23.9M
AVDVAMERICAN CENTY ETF TR
$23.8M
SSNCSS&C TECHNOLOGIES HLDGS INC
$23.6M
CHKPCHECK POINT SOFTWARE TECH LT
$22.1M
LLYELI LILLY & CO
$21.8M
BFHBREAD FINANCIAL HOLDINGS INC
$21.7M
SCHBSCHWAB STRATEGIC TR
$21.4M
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