TABR Capital Management, LLC — 13F Holdings & Portfolio

CIK 1805603 · latest 13F-HR filed 2026-04-27

TABR Capital Management, LLC manages $108.7M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IBDR (22.20%), IBDS (22.09%), PULS (7.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 25 new positions, exited 22, added to 12, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$108.7M

Long-equity book

Holdings

54

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+25 / −22 / ↑12 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD STAR FDS$3.7M +208.8%
  • PGIM ETF TR$2.7M +46.0%
  • VANGUARD INDEX FDS$224.2K +12.6%
  • VANGUARD BD INDEX FDS$135.1K +6.6%
  • ISHARES TR$115.6K +11.7%
Show all 12

Top Trims

  • ISHARES TR-$14.8M -79.2%
  • TESLA INC-$706.9K -24.6%
  • ELI LILLY & CO-$218.1K -14.2%
  • APPLE INC-$206.7K -13.7%
  • NVIDIA CORPORATION-$161.5K -7.8%
Show all 10

New Positions

  • ISHARES INC$3.8M
  • CIENA CORP$371.1K
  • COMFORT SYS USA INC$321.4K
  • GE VERNOVA INC$321.4K
  • SEAGATE TECHNOLOGY HLDNGS PL$317.4K
Show all 25

Exited Positions

  • ISHARES TR$19.3M
  • ISHARES TR$19.2M
  • JPMORGAN CHASE & CO.$415.3K
  • MICROSOFT CORP$303.8K
  • MONGODB INC$302.2K
Show all 22
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IBDR 46435GAA0 $24.1M 22.20% 995,431 SH
2 ISHARES TR IBDS 46435UAA9 $24.0M 22.09% 990,460 SH
3 PGIM ETF TR PULS 69344A107 $8.7M 7.99% 175,446 SH
4 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $7.2M 6.65% 64,457 SH
5 ISHARES TR IBHF 46436E528 $5.6M 5.15% 243,961 SH
6 VANGUARD STAR FDS VXUS 921909768 $5.5M 5.08% 71,590 SH
7 ISHARES TR IWC 464288869 $3.9M 3.59% 24,458 SH
8 ISHARES INC IEMG 46434G103 $3.8M 3.51% 54,770 SH
9 VANGUARD BD INDEX FDS BND 921937835 $2.2M 2.01% 29,671 SH
10 TESLA INC TSLA 88160R101 $2.2M 1.99% 5,813 SH
11 VANGUARD INDEX FDS VV 922908637 $2.0M 1.85% 6,721 SH
12 NVIDIA CORPORATION NVDA 67066G104 $1.9M 1.75% 10,910 SH
13 ELI LILLY & CO LLY 532457108 $1.3M 1.21% 1,433 SH
14 APPLE INC AAPL 037833100 $1.3M 1.20% 5,144 SH
15 VANGUARD INDEX FDS VB 922908751 $1.1M 1.03% 4,275 SH
16 VANGUARD INDEX FDS VO 922908629 $1.1M 1.01% 3,830 SH
17 ISHARES TR IBDT 46435U515 $1.1M 1.01% 43,395 SH
18 PARKER-HANNIFIN CORP PH 701094104 $774.3K 0.71% 865 SH
19 VANGUARD INDEX FDS VNQ 922908553 $561.7K 0.52% 6,332 SH
20 BROADCOM INC AVGO 11135F101 $421.9K 0.39% 1,363 SH
21 ALPHABET INC GOOGL 02079K305 $405.3K 0.37% 1,409 SH
22 CIENA CORP CIEN 171779309 $371.1K 0.34% 956 SH
23 AMAZON COM INC AMZN 023135106 $348.0K 0.32% 1,671 SH
24 COMFORT SYS USA INC FIX 199908104 $321.4K 0.30% 233 SH
25 GE VERNOVA INC GEV 36828A101 $321.4K 0.30% 368 SH
26 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $317.4K 0.29% 810 SH
27 VERTIV HOLDINGS CO VRT 92537N108 $315.8K 0.29% 1,260 SH
28 WESTERN DIGITAL CORP WDC 958102105 $310.7K 0.29% 1,148 SH
29 CURTISS WRIGHT CORP CW 231561101 $301.1K 0.28% 442 SH
30 TERADYNE INC TER 880770102 $297.2K 0.27% 1,003 SH
31 CREDICORP LTD BAP G2519Y108 $296.1K 0.27% 873 SH
32 RALPH LAUREN CORP RL 751212101 $293.8K 0.27% 854 SH
33 GOLDMAN SACHS GROUP INC GS 38141G104 $291.6K 0.27% 345 SH
34 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $290.2K 0.27% 4,327 SH
35 UBIQUITI INC UI 90353W103 $289.2K 0.27% 366 SH
36 TAPESTRY INC TPR 876030107 $288.8K 0.27% 2,047 SH
37 LAM RESEARCH CORP LRCX 512807306 $287.6K 0.26% 1,346 SH
38 MICRON TECHNOLOGY INC MU 595112103 $286.9K 0.26% 849 SH
39 CHEVRON CORPORATION CVX 166764100 $285.9K 0.26% 1,382 SH
40 CARDINAL HEALTH INC CAH 14149Y108 $285.3K 0.26% 1,350 SH
41 CATERPILLAR INC CAT 149123101 $282.7K 0.26% 399 SH
42 APPLIED MATLS INC AMAT 038222105 $282.3K 0.26% 826 SH
43 HOWMET AEROSPACE INC HWM 443201108 $279.6K 0.26% 1,213 SH
44 COHERENT CORP COHR 19247G107 $277.3K 0.26% 1,164 SH
45 CORNING INC GLW 219350105 $276.2K 0.25% 2,031 SH
46 C H ROBINSON WORLDWIDE IN CHRW 12541W209 $275.0K 0.25% 1,656 SH
47 LUMENTUM HLDGS INC LITE 55024U109 $269.2K 0.25% 383 SH
48 MONOLITHIC PWR SYS INC MPWR 609839105 $269.0K 0.25% 246 SH
49 FTAI AVIATION LTD FTAI G3730V105 $262.1K 0.24% 1,070 SH
50 SOUTHERN COPPER CORP SCCO 84265V105 $252.4K 0.23% 1,467 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $108.7M 54 0001754960-26-000322
2025-12-31 2026-01-28 $149.9M 51 0001754960-26-000132