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TMB Capital Partners, LLC 13F holdings

Filed 2026-07-24 · TMB Capital Partners, LLC · 177 positions · $320.6M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS38.8K$26.7M8.3%
VEAVANGUARD TAX-MANAGED FDS240.3K$17.1M5.3%
WMTWALMART INC138.1K$15.6M4.9%
CHTREXPAND ENERGY CORPORATION152.6K$13.9M4.3%
IJRISHARES TR69.2K$10.3M3.2%
VWOVANGUARD INTL EQUITY INDEX F167.1K$10.0M3.1%
TPLTEXAS PACIFIC LAND CORPORATI20.5K$9.0M2.8%
VTVVANGUARD INDEX FDS40.7K$8.9M2.8%
AAPLAPPLE INC30.4K$8.8M2.7%
JPMJPMORGAN CHASE & CO21.0K$6.9M2.1%
AVGOBROADCOM INC17.4K$6.6M2.0%
SCHMSCHWAB STRATEGIC TR166.1K$6.1M1.9%
GNRSPDR INDEX SHS FDS70.2K$4.7M1.5%
ADIANALOG DEVICES INC11.8K$4.7M1.5%
MSFTMICROSOFT CORP11.4K$4.3M1.3%
JNJJOHNSON & JOHNSON16.2K$4.1M1.3%
ETRENTERGY CORP NEW35.3K$4.1M1.3%
IUSBISHARES TR85.5K$3.9M1.2%
ETNEATON CORP PLC9.0K$3.8M1.2%
HDHOME DEPOT INC10.7K$3.8M1.2%
MSIMOTOROLA SOLUTIONS INC9.0K$3.7M1.2%
VNQVANGUARD INDEX FDS36.7K$3.5M1.1%
MPCMARATHON PETE CORP13.1K$3.4M1.0%
ABBVABBVIE INC13.1K$3.3M1.0%
IVVISHARES TR3.9K$2.9M0.9%
AREALEXANDRIA REAL ESTATE EQ IN54.5K$2.9M0.9%
VUGVANGUARD INDEX FDS33.4K$2.9M0.9%
WPMWHEATON PRECIOUS METALS CORP25.5K$2.9M0.9%
SIISPROTT INC25.0K$2.8M0.9%
UNHUNITEDHEALTH GROUP INC6.7K$2.8M0.9%
AMZNAMAZON COM INC11.6K$2.8M0.9%
—JOHNSON CONTROLS INTERNATION18.3K$2.7M0.8%
RFREGIONS FINANCIAL CORP NEW85.6K$2.6M0.8%
LOWLOWES COS INC10.4K$2.3M0.7%
CBCHUBB LIMITED6.7K$2.3M0.7%
SDOGALPS ETF TR33.0K$2.3M0.7%
CATCATERPILLAR INC2.1K$2.2M0.7%
IBMINTERNATIONAL BUSINESS MACHS7.9K$2.2M0.7%
VZVERIZON COMMUNICATIONS INC51.3K$2.2M0.7%
CMICUMMINS INC3.0K$2.2M0.7%
EXMOCEXXON MOBIL CORP14.6K$2.0M0.6%
SPABSPDR SERIES TRUST77.7K$2.0M0.6%
HOMBHOME BANCSHARES INC66.6K$1.9M0.6%
OREALTY INCOME CORP29.7K$1.8M0.6%
DRIDARDEN RESTAURANTS INC8.8K$1.8M0.6%
CMECME GROUP INC7.8K$1.7M0.5%
SCISERVICE CORP INTL22.5K$1.7M0.5%
OZKBANK OZK LITTLE ROCK ARK32.7K$1.7M0.5%
SPYSTATE STR SPDR S&P 500 ETF T2.3K$1.7M0.5%
DVYISHARES TR10.8K$1.7M0.5%
UNPUNION PAC CORP6.0K$1.6M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL3.2K$1.6M0.5%
IWMISHARES TR5.3K$1.6M0.5%
BACBANK OF AMER CORP27.9K$1.6M0.5%
CVXCHEVRON CORPORATION9.2K$1.5M0.5%
NEENEXTERA ENERGY INC17.2K$1.5M0.5%
WFCWELLS FARGO & CO18.0K$1.5M0.5%
APDAIR PRODUCTS AND CHEMICALS I4.9K$1.4M0.4%
USIGISHARES TR27.5K$1.4M0.4%
VGITVANGUARD SCOTTSDALE FDS22.7K$1.3M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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