Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Traub Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Traub Capital Management LLC (CIK 2079207) reported $112.1M across 132 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($6.8M, 6.03%), VCSH ($5.6M, 4.99%), JAAA ($5.4M, 4.77%), GOOGL ($4.7M, 4.16%), FNDA ($4.1M, 3.62%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$6.8M6.03%23,357Trimmed
2VCSHVANGUARD SCOTTSDALE FDS$5.6M4.99%70,772Added
3JAAAJANUS DETROIT STR TR$5.4M4.77%106,000Added
4GOOGLALPHABET INC$4.7M4.16%13,034Hold
5FNDASCHWAB STRATEGIC TR$4.1M3.62%106,753Added
6DELLDELL TECHNOLOGIES INC$3.0M2.66%6,919Trimmed
7JMBSJANUS DETROIT STR TR$2.9M2.57%64,091Added
8FNDFSCHWAB STRATEGIC TR$2.8M2.49%52,983Added
9MSFTMICROSOFT CORP$2.8M2.48%7,466Added
10BILSSPDR SERIES TRUST$2.5M2.22%25,068Added
11STIPISHARES TR$2.4M2.18%23,947Trimmed
12AMZNAMAZON COM INC$2.4M2.10%9,885Added
13SHYISHARES TR$2.3M2.09%28,561Hold
14NVDANVIDIA CORPORATION$2.1M1.87%10,453Added
15SGOVISHARES TR$2.0M1.75%19,437Added
16METAMETA PLATFORMS INC$1.9M1.74%3,459Added
17IVEISHARES TR$1.7M1.52%7,520Trimmed
18VWOBVANGUARD WHITEHALL FDS$1.7M1.52%25,274Trimmed
19IUSVISHARES TR$1.7M1.50%15,284Trimmed
20IVVISHARES TR$1.6M1.44%2,150Trimmed
21BILSPDR SERIES TRUST$1.6M1.40%17,089Trimmed
22PFFDGLOBAL X FDS$1.6M1.39%83,224Trimmed
23AMGAFFILIATED MANAGERS GROUP$1.5M1.37%4,551Hold
24FVALFIDELITY COVINGTON TRUST$1.4M1.22%17,605Trimmed
25CCITIGROUP INC$1.4M1.21%9,658Trimmed

Source: SEC Form 13F filings · as of 2026-06-30