TABR Capital Management, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of $136.4 million in assets under management as of September 30, 2026. This update is significant as it provides insights into the firm's investment strategy and positions within the financial services industry.
The filing, identified by accession number 0001754960-26-000917, was submitted on October 20, 2026. It indicates that TABR Capital Management continues to actively manage its portfolio, which includes notable investments in major companies.
Background
TABR Capital Management, LLC is a firm based in Orange, California, focusing on asset management. The company is categorized under the financial services sector, although specific SIC descriptions are not provided in the filing. Recent filings include a 13F-HR on October 20, 2026, and a prior N-PX filing on July 27, 2026.
What the Filing Says
The filing details a total of 59 entries in its holdings report, with a total value of $136,414,272. This indicates a strategic approach to asset management, focusing on a diverse range of investments.
Impact
This filing may affect various stakeholders, including clients and investors interested in TABR's investment strategies. The transparency provided by the filing allows for better understanding and assessment of the firm's performance in the competitive financial services sector.
What's Next
The filing does not say what happens next.