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TABR Capital Management, LLC

Location
ORANGE, CA
Portfolio Value
Micro $17,487,966
Diversification
Diversified
Filing Date
Global Rank
#7,460 / 8,232 ▲ 244
Top Industry
Semiconductors 16.5%
3Y Alpha vs SPY
+2.8%
Period ended 2 months ago
Filed Apr 27, 2026 · 47d
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+27.4%
SPY
+23.4%
Annualised alpha
+2.8%
Max drawdown
−28.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
12.4%
−4.8 pts
Top 5
42.7%
−9.5 pts
Top 10
53.3%
−10.4 pts
HHI
502
Dec 2024 → Mar 2026 · range 502 – 2,453
Diversified−213

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 42.2% $7,386,344
Industrials 20.5% $3,585,004
Consumer Cyclical 17.7% $3,091,620
Healthcare 9.2% $1,603,298
Financial Services 5.0% $878,181
Communication Services 2.3% $405,172
Energy 1.6% $285,935
Basic Materials 1.4% $252,412

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
8 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
23 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
18 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
39 positions · $17,487,966 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History