account_balance

Investment manager · 13F filer · SEC CIK 2111931

TMB Capital Partners, LLC

Reported value$329Mas of Sep 30, 2026
Positions181 15 new, 11 sold out
Top 10 weight38.2%VOO alone is 8%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 8.5% Added +2%
VEA Vanguard Tax-Managed FDS 5.3% Added +4%
WMT Walmart Inc. 4.4% HeldNXRT NexPoint Residential Trust, Inc. 4.1% New
VWO Vanguard Intl Equity Index F 3.2% Added +6%
AAPL Apple Inc. 3.1% Held
IJR iShares Tr 2.9% Held
VTV Vanguard Index FDS 2.7% Held
JPM JPMorgan Chase & Co 2.1% Trimmed −3%TPL Texas Pacific Land Corp 2.0% HeldAVGO Broadcom Inc. 1.8% Trimmed −3%MSFT Microsoft Corp 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist