Evid Invest
Holders — by stockHoldings — by fund

Traub Capital Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2079207

$112.1M

disclosed book value

132

positions

6%

largest position share

Positions, as of 2026-06-30

top 100 of 132 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC23,357$6.8M6%
2VCSHVANGUARD SCOTTSDALE FDS70,772$5.6M5%
3JAAAJANUS DETROIT STR TR106,000$5.4M4.8%
4GOOGLALPHABET INC13,034$4.7M4.2%
5FNDASCHWAB STRATEGIC TR106,753$4.1M3.6%
6DELLDELL TECHNOLOGIES INC6,919$3.0M2.7%
7JMBSJANUS DETROIT STR TR64,091$2.9M2.6%
8FNDFSCHWAB STRATEGIC TR52,983$2.8M2.5%
9MSFTMICROSOFT CORP7,466$2.8M2.5%
10BILSSPDR SERIES TRUST25,068$2.5M2.2%
11STIPISHARES TR23,947$2.4M2.2%
12AMZNAMAZON COM INC9,885$2.4M2.1%
13SHYISHARES TR28,561$2.3M2.1%
14NVDANVIDIA CORPORATION10,453$2.1M1.9%
15SGOVISHARES TR19,437$2.0M1.7%
16METAMETA PLATFORMS INC3,459$1.9M1.7%
17IVEISHARES TR7,520$1.7M1.5%
18VWOBVANGUARD WHITEHALL FDS25,274$1.7M1.5%
19IUSVISHARES TR15,284$1.7M1.5%
20IVVISHARES TR2,150$1.6M1.4%
21BILSPDR SERIES TRUST17,089$1.6M1.4%
22PFFDGLOBAL X FDS83,224$1.6M1.4%
23AMGAFFILIATED MANAGERS GROUP4,551$1.5M1.4%
24FVALFIDELITY COVINGTON TRUST17,605$1.4M1.2%
25CCITIGROUP INC9,658$1.4M1.2%
26FNDCSCHWAB STRATEGIC TR26,497$1.3M1.1%
27IGSBISHARES TR20,385$1.1M1%
28IJHISHARES TR13,627$1.1M0.9%
29URIUNITED RENTALS INC851$964,3540.9%
30PHMPULTE GROUP INC6,861$941,3980.8%
31SCHPSCHWAB STRATEGIC TR30,261$801,9170.7%
32FLOTISHARES TR15,570$794,8490.7%
33MRKMERCK & CO INC5,859$752,8820.7%
34LEOBNY MELLON STRATEGIC MUNS IN116,438$752,1890.7%
35COFCAPITAL ONE FINL CORP3,701$742,4770.7%
36FNDESCHWAB STRATEGIC TR18,082$717,4940.6%
37AVGOBROADCOM INC1,864$704,1150.6%
38VCRMVANGUARD MUN BD FDS9,198$702,7270.6%
39SCHOSCHWAB STRATEGIC TR28,192$680,5550.6%
40CATCATERPILLAR INC627$667,9590.6%
41XJQCXNUVEEN CR STRATEGIES INCOME137,252$667,0450.6%
42EXMOCEXXON MOBIL CORP4,844$662,2700.6%
43MUMICRON TECHNOLOGY INC564$651,0200.6%
44ARWARROW ELECTRS INC2,965$632,7610.6%
45PFEPFIZER INC25,792$621,0640.6%
46BRK/BBERKSHIRE HATHAWAY INC DEL1,199$600,0280.5%
47BMYBRISTOL-MYERS SQUIBB CO10,228$589,3370.5%
48FNDXSCHWAB STRATEGIC TR18,879$587,1370.5%
49ETENERGY TRANSFER L P30,700$586,9840.5%
50JPMEJ P MORGAN EXCHANGE TRADED F4,372$543,0660.5%
51IJRISHARES TR3,558$527,6870.5%
52NXP SEMICONDUCTORS N V1,854$521,0560.5%
53BUDANHEUSER BUSCH INBEV SA NV6,239$514,0940.5%
54METMETLIFE INC6,060$512,7370.5%
55ADBEADOBE INC2,480$508,4500.5%
56CSCOCISCO SYS INC4,310$506,2580.5%
57VVISA INC1,422$487,8740.4%
58JNJJOHNSON & JOHNSON1,885$478,6190.4%
59CMCSACOMCAST CORP NEW19,472$478,0380.4%
60CVSCVS HEALTH CORP4,619$477,8530.4%
61PYPLPAYPAL HLDGS INC11,048$477,0530.4%
62BABINVESCO EXCH TRADED FD TR II17,645$473,5920.4%
63AMATAPPLIED MATLS INC647$467,7450.4%
64SCHXSCHWAB STRATEGIC TR15,651$460,6090.4%
65MMUWESTERN ASSET MANAGED MUNS F44,104$459,5640.4%
66EMFTEMPLETON EMERGING MKTS FD19,379$449,9870.4%
67KHCKRAFT HEINZ CO18,990$448,5440.4%
68FLEX LTD2,700$437,5890.4%
69SBIWESTERN ASSET INTER MUNI55,335$435,4860.4%
70JPMJPMORGAN CHASE & CO1,330$435,3490.4%
71FOXFOX CORP9,094$425,9630.4%
72HDHOME DEPOT INC1,187$418,6310.4%
73TPRTAPESTRY INC2,809$411,1810.4%
74GOOGALPHABET INC1,110$392,0370.3%
75ASTRAZENECA PLC2,058$390,1480.3%
76CROXCROCS INC3,225$389,0640.3%
77INCYINCYTE CORP3,217$364,6790.3%
78SYYSYSCO CORP4,315$360,6480.3%
79AKAMAKAMAI TECHNOLOGIES INC2,995$354,0390.3%
80UBERUBER TECHNOLOGIES INC4,701$339,2240.3%
81SJMSMUCKER J M CO2,973$334,4630.3%
82AFBALLIANCEBERNSTEIN NATL MUN I28,481$324,9680.3%
83DISDISNEY WALT CO3,308$318,3950.3%
84VTIVANGUARD INDEX FDS852$315,3510.3%
85TAPMOLSON COORS BEVERAGE CO8,070$314,4070.3%
86AGGISHARES TR3,160$312,7770.3%
87SPCXSPACE EXPLORATION TECHN CORP1,815$310,1110.3%
88LYGLLOYDS BANKING GROUP PLC53,050$309,2820.3%
89GNRCGENERAC HLDGS INC1,040$304,5220.3%
90BACBANK OF AMER CORP5,259$299,6580.3%
91VNQIVANGUARD INTL EQUITY INDEX F6,575$294,8890.3%
92ABBVABBVIE INC1,169$294,1670.3%
93PFFISHARES TR9,611$293,0390.3%
94GSGOLDMAN SACHS GROUP INC289$292,2860.3%
95TROWPRICE T ROWE GROUP INC2,550$289,9100.3%
96FELCFIDELITY COVINGTON TRUST6,731$282,0960.3%
97VOOVANGUARD INDEX FDS409$280,7750.3%
98XHLFBONDBLOXX ETF TRUST5,535$278,4110.2%
99VOVANGUARD INDEX FDS3,422$275,7110.2%
100SENSATA TECHNOLOGIES HLDG PL5,750$274,5050.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.