Traub Capital Management LLC

All 13F Filings

Location
Needham, MA
Most recent 13F
Q2 2026
Holdings value ($000)
112,095
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 132 112,095 13F-HR Traub Capital Management LLC
Q1 2026 4/23/2026 130 100,830 13F-HR Traub Capital Management LLC
Q4 2025 1/29/2026 135 103,962 13F-HR Traub Capital Management LLC
Q3 2025 10/30/2025 139 101,120 13F-HR Traub Capital Management LLC
Q2 2025 8/11/2025 551 108,088 13F-HR Traub Capital Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 65.46 K 58.4% 8.529 K 0 8.529 K
ETFs 45.53 K 40.6% 2.549 K 0 2.549 K
Debt 861 0.8% 0 52 -52
Other 237 0.2% 237 0 237
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
112,095
Holdings
132
QoQ value change ($000)
11,265 (11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.