TBH Global Asset Management, LLC Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$521.2M

Holdings

170

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
101
DONSPDR DOW JONES INDL AVERAGE
1,533$643K0.12%
102
BUDANHEUSER BUSCH INBEV SA/NV
10,425$641K0.12%
103
PNFPPINNACLE FINL PARTNERS INC
6,001$636K0.12%
104
CSXCSX CORP
21,494$632K0.12%
105
ADIANALOG DEVICES INC
3,102$625K0.12%
106
HDHOME DEPOT INC
1,686$617K0.12%
107
UNHUNITEDHEALTH GROUP INC
1,174$614K0.12%
108
NKENIKE INC
9,546$605K0.12%
109
BNBROOKFIELD CORP
11,495$602K0.12%
110
BAMBROOKFIELD ASSET MANAGMT LTD
12,417$601K0.12%
111
SHOPSHOPIFY INC
6,202$592K0.11%
112
DEDEERE & CO
1,237$580K0.11%
113
BACBANK AMERICA CORP
13,805$576K0.11%
114
IIIVI3 VERTICALS INC
23,339$575K0.11%
115
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,460$574K0.11%
116
CRWDCROWDSTRIKE HLDGS INC
1,620$571K0.11%
117
DUKDUKE ENERGY CORP NEW
4,488$547K0.10%
118
GEGE AEROSPACE
2,731$546K0.10%
119
GEVGE VERNOVA INC
1,788$545K0.10%
120
BMYBRISTOL-MYERS SQUIBB CO
8,873$541K0.10%
121
NVONOVO-NORDISK A S
7,757$538K0.10%
122
UBERUBER TECHNOLOGIES INC
7,390$538K0.10%
123
AMTAMERICAN TOWER CORP NEW
2,446$532K0.10%
124
SBUXSTARBUCKS CORP
5,431$532K0.10%
125
MLB1MERCADOLIBRE INC
268$521K0.10%
126
GRBKGREEN BRICK PARTNERS INC
8,941$521K0.10%
127
URIUNITED RENTALS INC
830$520K0.10%
128
SOSOUTHERN CO
5,617$516K0.10%
129
CGCARLYLE GROUP INC
11,773$513K0.10%
130
CATCATERPILLAR INC
1,539$507K0.10%
131
MMM3M CO
3,414$501K0.10%
132
CMCSACOMCAST CORP NEW
13,483$497K0.10%
133
ORLYOREILLY AUTOMOTIVE INC
333$477K0.09%
134
ANAUTONATION INC
2,855$462K0.09%
135
WFCWELLS FARGO CO NEW
6,436$462K0.09%
136
WPMWHEATON PRECIOUS METALS CORP
5,931$460K0.09%
137
TSCOTRACTOR SUPPLY CO
8,125$447K0.09%
138
UNPUNION PAC CORP
1,850$437K0.08%
139
VSTVISTRA CORP
3,473$407K0.08%
140
CSCOCISCO SYS INC
6,590$406K0.08%
141
XMMOINVESCO EXCHANGE TRADED FD T
2,228$385K0.07%
142
UPSUNITED PARCEL SERVICE INC
3,497$384K0.07%
143
ADPAUTOMATIC DATA PROCESSING IN
1,228$375K0.07%
144
SIVRABRDN SILVER ETF TRUST
11,455$372K0.07%
145
CHCTCOMMUNITY HEALTHCARE TR INC
20,432$371K0.07%
146
LNGCHENIERE ENERGY INC
1,583$366K0.07%
147
MRKMERCK & CO INC
4,040$362K0.07%
148
VLOVALERO ENERGY CORP
2,705$357K0.07%
149
AURAAURA BIOSCIENCES INC
60,322$353K0.07%
150
TRVCCITIGROUP INC
4,608$327K0.06%
151
TMOTHERMO FISHER SCIENTIFIC INC
644$320K0.06%
152
IDXXIDEXX LABS INC
764$320K0.06%
153
HUMHUMANA INC
1,179$312K0.06%
154
ASMLASML HOLDING N V
465$308K0.06%
155
CLXCLOROX CO DEL
2,038$300K0.06%
156
T7DTRANSDIGM GROUP INC
217$300K0.06%
157
VRTXVERTEX PHARMACEUTICALS INC
613$297K0.06%
158
SCHVSCHWAB STRATEGIC TR
11,070$294K0.06%
159
ALVOALVOTECH
30,500$294K0.06%
160
BKNGBOOKING HOLDINGS INC
64$294K0.06%
161
MPCMARATHON PETE CORP
1,962$285K0.05%
162
MDLZMONDELEZ INTL INC
4,145$281K0.05%
163
ICEINTERCONTINENTAL EXCHANGE IN
1,610$277K0.05%
164
BIPBROOKFIELD INFRAST PARTNERS
9,297$276K0.05%
165
ARDTARDENT HEALTH PARTNERS INC
20,000$275K0.05%
166
KMIKINDER MORGAN INC DEL
9,561$272K0.05%
167
FBKFB FINL CORP
5,790$268K0.05%
168
PRUPRUDENTIAL FINL INC
2,389$266K0.05%
169
HRHEALTHCARE RLTY TR
15,200$256K0.05%
170
USBUS BANCORP DEL
5,963$251K0.05%
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