TMB Capital Partners, LLC: 13F holdings
CIK 21119312026Q2
| Positions | 177 |
|---|
| Reported value | $320.6m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 177 (+1 vs prior quarter) |
|---|
| Reported value | $320.6m (+7.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 38,803 | $26.7m | 8.3% |
| VEA VANGUARD TAX-MANAGED FDS | 240,270 | $17.1m | 5.3% |
| WMT WALMART INC | 138,072 | $15.6m | 4.9% |
| EXE EXPAND ENERGY CORPORATION | 152,593 | $13.9m | 4.3% |
| IJR ISHARES TR | 69,193 | $10.3m | 3.2% |
| VWO VANGUARD INTL EQUITY INDEX F | 167,068 | $10.0m | 3.1% |
| TPL TEXAS PACIFIC LAND CORPORATI | 20,544 | $9.0m | 2.8% |
| VTV VANGUARD INDEX FDS | 40,706 | $8.9m | 2.8% |
| AAPL APPLE INC | 30,444 | $8.8m | 2.7% |
| JPM JPMORGAN CHASE & CO | 20,995 | $6.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111931")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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