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
201
MSMMSC INDL DIRECT INC
855$72.7M0.07%
202
MDTMEDTRONIC PLC
829$72.3M0.07%
203
BNYBLACKROCK N Y MUN INCOME TRU
7,468$72.2M0.07%
204
UNHUNITEDHEALTH GROUP INC
228$71.1M0.07%
205
NADNUVEEN QUALITY MUNCP INCOME
6,300$71.1M0.07%
206
CLOABLACKROCK ETF TRUST II
1,355$70.4M0.07%
207
MARMARRIOTT INTL INC NEW
252$68.8M0.06%
208
HIGHARTFORD INSURANCE GROUP INC
536$68.0M0.06%
209
SPYSPDR S&P 500 ETF TR
110$68.0M0.06%
210
SMGSCOTTS MIRACLE-GRO CO
1,020$67.3M0.06%
211
GIIIG III APPAREL GROUP LTD
3,000$67.2M0.06%
212
IJJISHARES TR
538$66.5M0.06%
213
NUWNUVEEN AMT-FREE MUN VALUE FD
4,725$64.6M0.06%
214
NVGNUVEEN AMT FREE MUN CR INC F
5,302$63.3M0.06%
215
QCOMQUALCOMM INC
395$62.9M0.06%
216
PVBCPROVIDENT BANCORP INC
5,000$62.5M0.06%
217
HUMHUMANA INC
250$61.1M0.06%
218
LULULULULEMON ATHLETICA INC
257$61.1M0.06%
219
SANBANCO SANTANDER S.A.
7,353$61.0M0.06%
220
VOEVANGUARD INDEX FDS
370$60.9M0.06%
221
VMBSVANGUARD SCOTTSDALE FDS
1,304$60.4M0.06%
222
FSLRFIRST SOLAR INC
359$59.4M0.05%
223
WTWISDOMTREE INC
5,000$57.5M0.05%
224
NVSNNOVARTIS AG
469$56.8M0.05%
225
MPLXMPLX LP
1,100$56.7M0.05%
226
A4SAMERIPRISE FINL INC
105$56.0M0.05%
227
SEESEALED AIR CORP NEW
1,770$54.9M0.05%
228
GILDGILEAD SCIENCES INC
488$54.1M0.05%
229
JLLJONES LANG LASALLE INC
205$52.4M0.05%
230
WPPWPP PLC NEW
1,490$52.2M0.05%
231
SNYSANOFI
1,050$50.7M0.05%
232
AVTAVNET INC
950$50.4M0.05%
233
ZETAZETA GLOBAL HOLDINGS CORP
3,205$49.6M0.05%
234
FBINFORTUNE BRANDS INNOVATIONS I
950$48.9M0.05%
235
NMLNEUBERGER BERMAN ENERGY INFR
5,400$48.6M0.04%
236
TTWOTAKE-TWO INTERACTIVE SOFTWAR
200$48.6M0.04%
237
CITHE CIGNA GROUP
147$48.5M0.04%
238
BSVVANGUARD BD INDEX FDS
600$47.2M0.04%
239
CVXCHEVRON CORP NEW
321$46.0M0.04%
240
GISGENERAL MLS INC
882$45.7M0.04%
241
ACNACCENTURE PLC IRELAND
150$44.8M0.04%
242
INTCINTEL CORP
1,939$43.4M0.04%
243
ASMLASML HOLDING N V
54$43.3M0.04%
244
PSXPHILLIPS 66
362$43.2M0.04%
245
BSXBOSTON SCIENTIFIC CORP
398$42.7M0.04%
246
MYIBLACKROCK MUNIYIELD QUALITY
4,073$42.7M0.04%
247
MATMATTEL INC
2,050$40.4M0.04%
248
CCSCENTURY CMNTYS INC
700$39.4M0.04%
249
NINISOURCE INC
970$39.1M0.04%
250
DOCHEALTHPEAK PROPERTIES INC
2,195$38.4M0.04%
251
REGNREGENERON PHARMACEUTICALS
73$38.3M0.04%
252
COPCONOCOPHILLIPS
426$38.3M0.04%
253
EMREMERSON ELEC CO
280$37.3M0.03%
254
NZFNUVEEN MUNICIPAL CREDIT INC
3,100$37.0M0.03%
255
MDLZMONDELEZ INTL INC
546$36.8M0.03%
256
JHGJANUS HENDERSON GROUP PLC
948$36.8M0.03%
257
IWRISHARES TR
400$36.8M0.03%
258
MGAMAGNA INTL INC
944$36.4M0.03%
259
WISETHEMES ETF TR
1,000$36.2M0.03%
260
DCODUCOMMUN INC DEL
420$34.7M0.03%
261
GQ9SPDR GOLD TR
113$34.4M0.03%
262
XLFISELECT SECTOR SPDR TR
425$34.4M0.03%
263
SCHCSCHWAB STRATEGIC TR
800$34.1M0.03%
264
XNEAXNUVEEN AMT FREE QLTY MUN INC
3,100$33.9M0.03%
265
EEMISHARES TR
699$33.7M0.03%
266
JBLJABIL INC
151$32.9M0.03%
267
VEUVANGUARD INTL EQUITY INDEX F
485$32.6M0.03%
268
ESLTELBIT SYS LTD
70$31.5M0.03%
269
EPDENTERPRISE PRODS PARTNERS L
1,010$31.3M0.03%
270
IAU*ISHARES GOLD TR
500$31.2M0.03%
271
ZIONZIONS BANCORPORATION N A
589$30.6M0.03%
272
VBRVANGUARD INDEX FDS
155$30.2M0.03%
273
LOWLOWES COS INC
133$29.5M0.03%
274
LFUSLITTELFUSE INC
130$29.5M0.03%
275
MCDMCDONALDS CORP
100$29.2M0.03%
276
BLKBLACKROCK INC
27$28.3M0.03%
277
CSLCARLISLE COS INC
75$28.0M0.03%
278
APDAIR PRODS & CHEMS INC
99$27.9M0.03%
279
FXIISHARES TR
750$27.6M0.03%
280
EBFENNIS INC
1,500$27.2M0.03%
281
BXBLACKSTONE INC
179$26.8M0.02%
282
CARRCARRIER GLOBAL CORPORATION
363$26.6M0.02%
283
XYZBLOCK INC
389$26.4M0.02%
284
PG4PRINCIPAL FINANCIAL GROUP IN
331$26.3M0.02%
285
4I1PHILIP MORRIS INTL INC
140$25.5M0.02%
286
DFACDIMENSIONAL ETF TRUST
706$25.3M0.02%
287
SLQDISHARES TR
500$25.3M0.02%
288
FNDBSCHWAB STRATEGIC TR
1,050$25.2M0.02%
289
HWMHOWMET AEROSPACE INC
133$24.8M0.02%
290
IJSISHARES TR
246$24.5M0.02%
291
CLDTCHATHAM LODGING TR
3,500$24.4M0.02%
292
UNPUNION PAC CORP
106$24.4M0.02%
293
HASHASBRO INC
328$24.2M0.02%
294
UALUNITED AIRLS HLDGS INC
300$23.9M0.02%
295
AVDVAMERICAN CENTY ETF TR
300$23.8M0.02%
296
SSNCSS&C TECHNOLOGIES HLDGS INC
285$23.6M0.02%
297
CHKPCHECK POINT SOFTWARE TECH LT
100$22.1M0.02%
298
LLYELI LILLY & CO
28$21.8M0.02%
299
BFHBREAD FINANCIAL HOLDINGS INC
380$21.7M0.02%
300
SCHBSCHWAB STRATEGIC TR
900$21.4M0.02%
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