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 (2026-03-31)

Traub Capital Management LLC (CIK 2079207) reported $100.8M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($6.0M, 5.93%), VCSH ($5.5M, 5.45%), JAAA ($5.0M, 4.99%), GOOGL ($3.7M, 3.72%), FNDA ($3.4M, 3.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$6.0M5.93%23,545Trimmed
2VCSHVANGUARD SCOTTSDALE FDS$5.5M5.45%69,322Trimmed
3JAAAJANUS DETROIT STR TR$5.0M4.99%99,828Added
4GOOGLALPHABET INC$3.7M3.72%13,034Added
5FNDASCHWAB STRATEGIC TR$3.4M3.39%105,388Added
6MSFTMICROSOFT CORP$2.6M2.61%7,120Added
7FNDFSCHWAB STRATEGIC TR$2.6M2.54%52,307Added
8STIPISHARES TR$2.5M2.46%23,987Added
9BILSSPDR SERIES TRUST$2.4M2.42%24,516Added
10SHYISHARES TR$2.4M2.34%28,561Trimmed
11JMBSJANUS DETROIT STR TR$2.2M2.20%49,059Added
12METAMETA PLATFORMS INC$2.0M1.95%3,439Added
13AMZNAMAZON COM INC$1.9M1.87%9,033Added
14SGOVISHARES TR$1.8M1.82%18,225Trimmed
15IUSVISHARES TR$1.8M1.74%17,199Added
16VWOBVANGUARD WHITEHALL FDS$1.7M1.66%25,485Trimmed
17IVEISHARES TR$1.6M1.59%7,590Hold
18PFFDGLOBAL X FDS$1.6M1.59%87,135Trimmed
19NVDANVIDIA CORPORATION$1.6M1.58%9,113Added
20BILSPDR SERIES TRUST$1.6M1.57%17,224Trimmed
21IVVISHARES TR$1.4M1.41%2,169Hold
22FNDCSCHWAB STRATEGIC TR$1.3M1.29%27,992Trimmed
23FVALFIDELITY COVINGTON TRUST$1.3M1.26%18,348Trimmed
24DELLDELL TECHNOLOGIES INC$1.3M1.26%7,736Trimmed
25AMGAFFILIATED MANAGERS GROUP$1.3M1.25%4,551Hold

Source: SEC Form 13F filings · as of 2026-03-31