TBH Global Asset Management, LLC

13F filer · CIK 0001787125

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$546MU.S. long equity reported on 13F

Positions15514 new · 6 closed

Net flow last quarter+$3.36MBuys minus sells

Top 10 positions weight28.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026155 positions
AAPLApple Inc.	$60.2M	11.02%	0.00%	-0.9%	Q4 2019
GOOGLAlphabet Inc.	$17.1M	3.13%	0.00%	+0.4%	Q4 2019
BRK.BBerkshire Hathaway Inc	$14.4M	2.64%	Not reported	-0.5%	Q4 2019
GOOGAlphabet Inc.	$12.6M	2.30%	Not reported	-4.9%	Q4 2019
AMZNAmazon Com Inc	$11.1M	2.03%	0.00%	+0.8%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.1M	1.85%	Not reported	-9.4%	Q4 2019
MAMastercard Inc	$9.2M	1.69%	0.00%	-1.7%	Q4 2019
MSFTMicrosoft Corp	$8.36M	1.53%	0.00%	+0.9%	Q4 2019
METAMeta Platforms, Inc.	$7.14M	1.31%	Not reported	+1.6%	Q2 2020
XOMExxonMobil Holdings Corp	$6.66M	1.22%	0.00%	-0.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$6.19M	1.13%	Not reported	+7.7%	Q4 2019
HCAHCA Healthcare, Inc.	$4.97M	0.91%	0.01%	+87.5%	Q4 2019
WMTWalmart Inc.	$4.92M	0.90%	0.00%	+0.8%	Q4 2019
JPMJPMorgan Chase & Co	$4.88M	0.89%	0.00%	-1.9%	Q4 2019
COSTCostco Wholesale Corp	$4.49M	0.82%	0.00%	+2.0%	Q4 2019
NVDANvidia Corp	$4.21M	0.77%	0.00%	+1.3%	Q1 2023
JNJJohnson & Johnson	$4.03M	0.74%	0.00%	+1.0%	Q4 2019
LLYELI LILLY & Co	$3.76M	0.69%	0.00%	+24.5%	Q2 2020
PWRQuanta Services, Inc.	$3.52M	0.64%	0.00%	Not reported	Q4 2020
KOCoca Cola Co	$3.23M	0.59%	0.00%	0.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$3.11M	0.57%	Not reported	+0.3%	Q4 2019
VVisa Inc.	$3M	0.55%	0.00%	-3.8%	Q4 2019
GSGoldman Sachs Group Inc	$2.82M	0.52%	0.00%	Not reported	Q4 2019
RTXRTX Corp	$2.74M	0.50%	0.00%	-1.0%	Q2 2020
PSXPhillips 66	$2.7M	0.50%	0.00%	-1.2%	Q1 2022
AVGOBroadcom Inc.	$2.69M	0.49%	0.00%	+0.2%	Q4 2021
PANWPalo Alto Networks Inc	$2.6M	0.48%	0.00%	+1.3%	Q1 2021
FHNFirst Horizon Corp	$2.56M	0.47%	0.02%	Not reported	Q1 2023
MUMicron Technology Inc	$2.51M	0.46%	0.00%	-8.4%	Q1 2024
IAUIshares Gold Trust	$2.34M	0.43%	0.00%	-1.6%	Q1 2020
GLDSPDR Gold Trust	$2.28M	0.42%	0.00%	+0.2%	Q1 2021
GHCGraham Holdings Co	$2.26M	0.41%	Not reported	-9.8%	Q4 2020
TSLATesla, Inc.	$2.23M	0.41%	0.00%	+5.4%	Q3 2020
VMIValmont Industries Inc	$2.16M	0.40%	0.02%	Not reported	Q4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$2.14M	0.39%	Not reported	-11.2%	Q4 2023
GEVGE Vernova Inc.	$2.02M	0.37%	0.00%	+0.8%	Q2 2024
ABBVAbbVie Inc.	$2.02M	0.37%	0.00%	+0.6%	Q4 2019
DISWalt Disney Co	$1.97M	0.36%	0.00%	-1.0%	Q4 2019
PMBSPuramed Bioscience Inc.	$1.8M	0.33%	0.02%	+203.9%	Q1 2026
COPConocophillips	$1.71M	0.31%	0.00%	-0.3%	Q1 2021
NFLXNetflix Inc	$1.69M	0.31%	0.00%	+13.6%	Q4 2019
DGDollar General Corp	$1.6M	0.29%	0.01%	0.0%	Q4 2019
IBMInternational Business Machines Corp	$1.59M	0.29%	0.00%	-0.7%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.51M	0.28%	0.00%	-0.1%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$1.5M	0.28%	0.00%	-1.0%	Q1 2024
PGPROCTER & GAMBLE Co	$1.5M	0.28%	0.00%	-5.2%	Q4 2019
COLDAmericold Realty Trust	$1.42M	0.26%	0.03%	Not reported	Q4 2019
PLTRPalantir Technologies Inc.	$1.38M	0.25%	0.00%	-2.2%	Q3 2020
FDXFedex Corp	$1.31M	0.24%	0.00%	Not reported	Q4 2019
VRSKVerisk Analytics, Inc.	$1.27M	0.23%	0.01%	Not reported	Q4 2019

Q1 2026Reported Apr 23, 2026146 positions
AAPLApple Inc.	$53.3M	10.73%	0.00%	-13.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$13.9M	2.80%	Not reported	-25.1%	Q4 2019
GOOGLAlphabet Inc.	$13.7M	2.76%	0.00%	-58.1%	Q4 2019
GOOGAlphabet Inc.	$10.7M	2.16%	Not reported	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.4M	2.10%	Not reported	Not reported	Q4 2019
AMZNAmazon Com Inc	$9.61M	1.94%	0.00%	-24.6%	Q4 2019
MAMastercard Inc	$9.1M	1.83%	0.00%	-8.8%	Q4 2019
XOMExxonMobil Holdings Corp	$8.32M	1.67%	0.00%	-3.8%	Q4 2019
MSFTMicrosoft Corp	$8.22M	1.65%	0.00%	-23.9%	Q4 2019
METAMeta Platforms, Inc.	$7.14M	1.44%	Not reported	-26.3%	Q2 2020
WMTWalmart Inc.	$5.36M	1.08%	0.00%	-5.0%	Q4 2019
COSTCostco Wholesale Corp	$4.68M	0.94%	0.00%	-13.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.5M	0.91%	Not reported	-17.8%	Q4 2019
JPMJPMorgan Chase & Co	$4.47M	0.90%	0.00%	-0.7%	Q4 2019
JNJJohnson & Johnson	$3.84M	0.77%	0.00%	-3.7%	Q4 2019
NVDANvidia Corp	$3.62M	0.73%	0.00%	-18.7%	Q1 2023
HCAHCA Healthcare, Inc.	$3.22M	0.65%	0.00%	-12.2%	Q4 2019
KOCoca Cola Co	$3.02M	0.61%	0.00%	-8.6%	Q4 2019
PSXPhillips 66	$2.95M	0.59%	0.00%	+0.4%	Q1 2022
RTXRTX Corp	$2.82M	0.57%	0.00%	-6.4%	Q2 2020
IAUIshares Gold Trust	$2.77M	0.56%	0.00%	-63.9%	Q1 2020
VVisa Inc.	$2.75M	0.55%	0.00%	-29.5%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.7M	0.54%	Not reported	-12.6%	Q4 2019
PWRQuanta Services, Inc.	$2.68M	0.54%	0.00%	-0.3%	Q4 2020
GLDSPDR Gold Trust	$2.65M	0.53%	0.00%	+6.9%	Q1 2021
GSGoldman Sachs Group Inc	$2.36M	0.47%	0.00%	-11.1%	Q4 2019
GHCGraham Holdings Co	$2.32M	0.47%	Not reported	-3.5%	Q4 2020
LLYELI LILLY & Co	$2.31M	0.47%	0.00%	-7.9%	Q2 2020
FHNFirst Horizon Corp	$2.27M	0.46%	0.02%	-2.4%	Q1 2023
AVGOBroadcom Inc.	$2.2M	0.44%	0.00%	-2.7%	Q4 2021
COPConocophillips	$2.18M	0.44%	0.00%	-35.6%	Q1 2021
NFLXNetflix Inc	$2.16M	0.43%	0.00%	-37.8%	Q4 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$2.04M	0.41%	Not reported	-18.6%	Q4 2023
DISWalt Disney Co	$1.99M	0.40%	0.00%	-2.9%	Q4 2019
TSLATesla, Inc.	$1.87M	0.38%	0.00%	-6.3%	Q3 2020
PLTRPalantir Technologies Inc.	$1.76M	0.36%	0.00%	-4.3%	Q3 2020
ABBVAbbVie Inc.	$1.74M	0.35%	0.00%	-4.5%	Q4 2019
DGDollar General Corp	$1.65M	0.33%	0.01%	-1.5%	Q4 2019
PGPROCTER & GAMBLE Co	$1.56M	0.31%	0.00%	-11.2%	Q4 2019
VMIValmont Industries Inc	$1.49M	0.30%	0.02%	-1.3%	Q4 2020
GEVGE Vernova Inc.	$1.49M	0.30%	0.00%	-8.3%	Q2 2024
CVXChevron Corp	$1.49M	0.30%	0.00%	-7.6%	Q4 2019
FDXFedex Corp	$1.49M	0.30%	0.00%	-9.9%	Q4 2019
CICigna Group	$1.39M	0.28%	0.00%	-54.6%	Q3 2020
IBMInternational Business Machines Corp	$1.38M	0.28%	0.00%	-11.2%	Q4 2019
VRSKVerisk Analytics, Inc.	$1.34M	0.27%	0.01%	-12.5%	Q4 2019
VZVerizon Communications Inc	$1.3M	0.26%	0.00%	-10.9%	Q4 2019
ORCLOracle Corp	$1.24M	0.25%	0.00%	-10.5%	Q4 2022
TOSTToast, Inc.	$1.22M	0.25%	0.02%	-2.2%	Q1 2023
PANWPalo Alto Networks Inc	$1.21M	0.24%	0.00%	-57.5%	Q1 2021

Q4 2025Reported Jan 29, 2026152 positions
AAPLApple Inc.	$66.2M	11.04%	0.00%	+14.7%	Q4 2019
GOOGLAlphabet Inc.	$35.6M	5.95%	0.00%	+150.2%	Q4 2019
BRK.BBerkshire Hathaway Inc	$19.4M	3.24%	Not reported	+25.3%	Q4 2019
AMZNAmazon Com Inc	$14.1M	2.36%	0.00%	+23.2%	Q4 2019
MSFTMicrosoft Corp	$14.1M	2.35%	0.00%	+44.2%	Q4 2019
MAMastercard Inc	$11.4M	1.90%	0.00%	+10.4%	Q4 2019
METAMeta Platforms, Inc.	$11.2M	1.87%	Not reported	+50.7%	Q2 2020
IAUIshares Gold Trust	$7.08M	1.18%	0.01%	+185.7%	Q1 2020
XOMExxonMobil Holdings Corp	$6.13M	1.02%	0.00%	+2.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$5.83M	0.97%	Not reported	+16.9%	Q4 2019
WMTWalmart Inc.	$5.05M	0.84%	0.00%	+58.0%	Q4 2019
JPMJPMorgan Chase & Co	$4.93M	0.82%	0.00%	-2.5%	Q4 2019
NVDANvidia Corp	$4.76M	0.79%	0.00%	+24.7%	Q1 2023
COSTCostco Wholesale Corp	$4.66M	0.78%	0.00%	+10.2%	Q4 2019
VVisa Inc.	$4.53M	0.76%	0.00%	+34.1%	Q4 2019
HCAHCA Healthcare, Inc.	$3.61M	0.60%	0.00%	+4.4%	Q4 2019
JNJJohnson & Johnson	$3.37M	0.56%	0.00%	-3.9%	Q4 2019
PANWPalo Alto Networks Inc	$3.26M	0.54%	0.00%	+129.7%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$3.24M	0.54%	Not reported	+12.6%	Q4 2019
CICigna Group	$3.16M	0.53%	0.00%	+71.7%	Q3 2020
NFLXNetflix Inc	$3.14M	0.52%	0.00%	+74.1%	Q4 2019
KOCoca Cola Co	$3.04M	0.51%	0.00%	+4.7%	Q4 2019
LLYELI LILLY & Co	$2.94M	0.49%	0.00%	+9.1%	Q2 2020
RTXRTX Corp	$2.86M	0.48%	0.00%	+9.7%	Q2 2020
GSGoldman Sachs Group Inc	$2.75M	0.46%	0.00%	+13.2%	Q4 2019
AVGOBroadcom Inc.	$2.53M	0.42%	0.00%	+0.9%	Q4 2021
GHCGraham Holdings Co	$2.49M	0.42%	Not reported	+1.9%	Q4 2020
FHNFirst Horizon Corp	$2.44M	0.41%	0.02%	-0.5%	Q1 2023
DISWalt Disney Co	$2.42M	0.40%	0.00%	+1.5%	Q4 2019
TSLATesla, Inc.	$2.42M	0.40%	0.00%	+12.6%	Q3 2020
COPConocophillips	$2.4M	0.40%	0.00%	+53.0%	Q1 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$2.32M	0.39%	Not reported	-6.1%	Q4 2023
GLDSPDR Gold Trust	$2.29M	0.38%	0.00%	-4.9%	Q1 2021
PLTRPalantir Technologies Inc.	$2.24M	0.37%	0.00%	+1.0%	Q3 2020
PSXPhillips 66	$2.08M	0.35%	0.00%	+3.3%	Q1 2022
PWRQuanta Services, Inc.	$2.07M	0.35%	0.00%	-0.5%	Q4 2020
ABBVAbbVie Inc.	$1.91M	0.32%	0.00%	+6.3%	Q4 2019
IBMInternational Business Machines Corp	$1.89M	0.32%	0.00%	+33.4%	Q4 2019
DGDollar General Corp	$1.87M	0.31%	0.01%	-4.1%	Q4 2019
ORCLOracle Corp	$1.83M	0.31%	0.00%	+5.7%	Q4 2022
VRSKVerisk Analytics, Inc.	$1.81M	0.30%	0.01%	+12.3%	Q4 2019
PGPROCTER & GAMBLE Co	$1.74M	0.29%	0.00%	+11.2%	Q4 2019
TOSTToast, Inc.	$1.67M	0.28%	0.02%	Not reported	Q1 2023
BXBlackstone Inc.	$1.55M	0.26%	0.00%	+6.6%	Q1 2021
VMIValmont Industries Inc	$1.52M	0.25%	0.02%	-2.6%	Q4 2020
ZTSZoetis Inc.	$1.4M	0.23%	0.00%	+0.4%	Q4 2019
WFCWells Fargo & Company	$1.37M	0.23%	0.00%	+137.0%	Q2 2022
FDXFedex Corp	$1.34M	0.22%	0.00%	-5.2%	Q4 2019
NHINational Health Investors Inc	$1.32M	0.22%	0.04%	+17.8%	Q4 2019
GEVGE Vernova Inc.	$1.22M	0.20%	0.00%	+9.0%	Q2 2024

Q3 2025Reported Oct 20, 2025149 positions
AAPLApple Inc.	$54M	10.55%	0.00%	-1.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$15.5M	3.03%	Not reported	-4.2%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.3M	2.21%	Not reported	-37.4%	Q4 2019
GOOGLAlphabet Inc.	$11M	2.16%	0.00%	Not reported	Q4 2019
AMZNAmazon Com Inc	$10.9M	2.13%	0.00%	+0.3%	Q4 2019
MSFTMicrosoft Corp	$10.5M	2.04%	0.00%	+4.4%	Q4 2019
MAMastercard Inc	$10.3M	2.01%	0.00%	-0.3%	Q4 2019
GOOGAlphabet Inc.	$9.7M	1.89%	Not reported	-56.7%	Q4 2019
METAMeta Platforms, Inc.	$8.26M	1.61%	Not reported	-3.6%	Q2 2020
XOMExxonMobil Holdings Corp	$5.62M	1.10%	0.00%	+2.0%	Q4 2019
JPMJPMorgan Chase & Co	$4.95M	0.97%	0.00%	+1.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$4.87M	0.95%	Not reported	-2.6%	Q4 2019
COSTCostco Wholesale Corp	$4.54M	0.89%	0.00%	-0.1%	Q4 2019
NVDANvidia Corp	$3.82M	0.74%	0.00%	+2.9%	Q1 2023
VVisa Inc.	$3.29M	0.64%	0.00%	-3.5%	Q4 2019
HCAHCA Healthcare, Inc.	$3.16M	0.62%	0.00%	+5.9%	Q4 2019
JNJJohnson & Johnson	$3.14M	0.61%	0.00%	-2.2%	Q4 2019
WMTWalmart Inc.	$2.96M	0.58%	0.00%	+2.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$2.81M	0.55%	Not reported	+0.6%	Q4 2019
KOCoca Cola Co	$2.76M	0.54%	0.00%	+1.7%	Q4 2019
GHCGraham Holdings Co	$2.62M	0.51%	Not reported	Not reported	Q4 2020
ORCLOracle Corp	$2.5M	0.49%	0.00%	-2.4%	Q4 2022
DISWalt Disney Co	$2.4M	0.47%	0.00%	+0.5%	Q4 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$2.4M	0.47%	Not reported	Not reported	Q4 2023
AVGOBroadcom Inc.	$2.39M	0.47%	0.00%	-3.3%	Q4 2021
RTXRTX Corp	$2.38M	0.46%	0.00%	-2.0%	Q2 2020
FHNFirst Horizon Corp	$2.32M	0.45%	0.02%	Not reported	Q1 2023
NFLXNetflix Inc	$2.31M	0.45%	0.00%	+13.7%	Q4 2019
PLTRPalantir Technologies Inc.	$2.28M	0.44%	0.00%	-9.8%	Q3 2020
IAUIshares Gold Trust	$2.22M	0.43%	0.00%	+11.7%	Q1 2020
GSGoldman Sachs Group Inc	$2.2M	0.43%	0.00%	Not reported	Q4 2019
GLDSPDR Gold Trust	$2.16M	0.42%	0.00%	+0.1%	Q1 2021
TSLATesla, Inc.	$2.13M	0.41%	0.00%	-1.6%	Q3 2020
PSXPhillips 66	$2.12M	0.41%	0.00%	-0.2%	Q1 2022
PWRQuanta Services, Inc.	$2.04M	0.40%	0.00%	Not reported	Q4 2020
CICigna Group	$1.93M	0.38%	0.00%	-15.3%	Q3 2020
LLYELI LILLY & Co	$1.91M	0.37%	0.00%	-10.8%	Q2 2020
ABBVAbbVie Inc.	$1.82M	0.36%	0.00%	-1.6%	Q4 2019
VRSKVerisk Analytics, Inc.	$1.81M	0.35%	0.01%	Not reported	Q4 2019
TOSTToast, Inc.	$1.72M	0.34%	0.02%	Not reported	Q1 2023
PGPROCTER & GAMBLE Co	$1.68M	0.33%	0.00%	-3.5%	Q4 2019
ZTSZoetis Inc.	$1.62M	0.32%	0.00%	0.0%	Q4 2019
BXBlackstone Inc.	$1.61M	0.31%	0.00%	Not reported	Q1 2021
COPConocophillips	$1.59M	0.31%	0.00%	+2.5%	Q1 2021
PANWPalo Alto Networks Inc	$1.57M	0.31%	0.00%	-1.2%	Q1 2021
DGDollar General Corp	$1.52M	0.30%	0.01%	-13.5%	Q4 2019
VMIValmont Industries Inc	$1.51M	0.29%	0.02%	-0.1%	Q4 2020
VZVerizon Communications Inc	$1.41M	0.28%	0.00%	+1.0%	Q4 2019
IBMInternational Business Machines Corp	$1.35M	0.26%	0.00%	-1.1%	Q4 2019
SNOWSnowflake Inc.	$1.32M	0.26%	0.00%	0.0%	Q1 2021

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