Tobam Buys Conagra Brands Inc, Teladoc Health Inc, Gilead Sciences Inc, Sells NextEra Energy Inc, Edison International, Ulta Beauty Inc

• New Purchases: TDOC, GILD, MRNA, VIPS, FANG, ERIE, ATVI, MAR, ALNY, TWLO, ATHM, PRMW, FLIR, TTWO, WUBA, AUPH, NFLX, IAG, ARMK, EGO, SEE, DAL, OXY, TME, HRL, BEST, CIGI, IQ, PCG, WBA, ZS, MASI, KNX, IMMU, DLR, CTXS, CHGG, MOH, INCY, AOS, LUV, HFC, EA, UAL, MTN, BDX, AVLR,
• Added Positions: CAG, CLX, NLOK, K, REGN, COG, ROKU, DPZ, CPB, GIS, PODD, BIIB, SRPT, ABMD, SJM, BB, RNG, KR, ZLAB, KDP, DBX, NG, ED, SHOP, AGI, NLY, SGEN, CHRW, BLDP, EXR, CCJ, MLCO, VZ, PVG, NIO, DLTR, AMRN, STN, AUY, DVA, ASND,
• Reduced Positions: NEE, EIX, ULTA, AZO, ES, NEM, HSY, HUM, NVR, QCOM, MKTX, IFF, CBOE, CMG, GPS, MCD, PSA, GE, KSS, EXPE, JWN, CTL, RCI, SNAP, D, BVN, CHD, FNV, AGNC, HBI, CMS, GIL, AEM, RBA, XRAY, MKC, WPM, ICE, DXCM, MHK, TRI, TAL, KGC, MTCH, MTCH, MTCH, HEI.A, GWW, NBIX, BMY, RGLD, CIEN, UHAL, HCM,
• Sold Out: VTR, GRUB, STZ, EXC, SRE, TSLA, AMT, NOV, DRI, HAS, ATUS, BURL, WPC, MIDD, CNP, GC6, SQ, LEA, SYY, AAP, HAL, BK, TEVA, DGX, VIAC, SSRM, SPR, UAA, CLR, A2A, MBT, GGAL, SAGE, TTD, WYNN, BMA, USFD, HUYA,

For the details of TOBAM's stock buys and sells, go to https://www.gurufocus.com/guru/tobam/current-portfolio/portfolio

1. Newmont Corp (NEM) - 829,777 shares, 3.30% of the total portfolio. Shares reduced by 27.18%
2. The Kroger Co (KR) - 1,510,294 shares, 3.29% of the total portfolio. Shares added by 12.40%
3. Domino's Pizza Inc (DPZ) - 119,212 shares, 2.83% of the total portfolio. Shares added by 37.27%
4. Clorox Co (CLX) - 192,162 shares, 2.71% of the total portfolio. Shares added by 228.06%
5. JM Smucker Co (SJM) - 385,307 shares, 2.62% of the total portfolio. Shares added by 20.67%

Tobam initiated holding in Teladoc Health Inc. The purchase prices were between $139.1 and $204.94, with an estimated average price of $174.49. The stock is now traded at around $217.28. The impact to a portfolio due to this purchase was 2.26%. The holding were 183,779 shares as of .

Tobam initiated holding in Gilead Sciences Inc. The purchase prices were between $72.34 and $84, with an estimated average price of $76.51. The stock is now traded at around $69.06. The impact to a portfolio due to this purchase was 2.04%. The holding were 411,700 shares as of .

Tobam initiated holding in Moderna Inc. The purchase prices were between $29.67 and $80, with an estimated average price of $54.26. The stock is now traded at around $67.03. The impact to a portfolio due to this purchase was 1.63%. The holding were 395,454 shares as of .

Tobam initiated holding in Vipshop Holdings Ltd. The purchase prices were between $14.11 and $21.19, with an estimated average price of $17.09. The stock is now traded at around $23.91. The impact to a portfolio due to this purchase was 1.16%. The holding were 903,428 shares as of .

Tobam initiated holding in Diamondback Energy Inc. The purchase prices were between $25.07 and $59.82, with an estimated average price of $40.55. The stock is now traded at around $44.49. The impact to a portfolio due to this purchase was 0.95%. The holding were 352,504 shares as of .

Tobam initiated holding in Erie Indemnity Co. The purchase prices were between $148.24 and $191.9, with an estimated average price of $175.38. The stock is now traded at around $222.31. The impact to a portfolio due to this purchase was 0.69%. The holding were 55,473 shares as of .

Tobam added to a holding in Conagra Brands Inc by 83817.48%. The purchase prices were between $29.34 and $35.17, with an estimated average price of $33.25. The stock is now traded at around $38.18. The impact to a portfolio due to this purchase was 2.34%. The holding were 1,032,185 shares as of .

Tobam added to a holding in Clorox Co by 228.06%. The purchase prices were between $173.25 and $219.37, with an estimated average price of $199.13. The stock is now traded at around $228.17. The impact to a portfolio due to this purchase was 1.88%. The holding were 192,162 shares as of .

Tobam added to a holding in NortonLifeLock Inc by 95.87%. The purchase prices were between $18.29 and $22.78, with an estimated average price of $20.32. The stock is now traded at around $22.85. The impact to a portfolio due to this purchase was 1.18%. The holding were 1,891,399 shares as of .

Tobam added to a holding in Kellogg Co by 1071.36%. The purchase prices were between $59.99 and $67.78, with an estimated average price of $64.33. The stock is now traded at around $70.11. The impact to a portfolio due to this purchase was 1.12%. The holding were 289,408 shares as of .

Tobam added to a holding in Regeneron Pharmaceuticals Inc by 1137.84%. The purchase prices were between $488.29 and $643.92, with an estimated average price of $565.62. The stock is now traded at around $618.59. The impact to a portfolio due to this purchase was 0.97%. The holding were 26,168 shares as of .

Tobam added to a holding in Cabot Oil & Gas Corp by 192.65%. The purchase prices were between $16.57 and $22.37, with an estimated average price of $19.34. The stock is now traded at around $19.89. The impact to a portfolio due to this purchase was 0.9%. The holding were 1,233,434 shares as of .

Tobam sold out a holding in Ventas Inc. The sale prices were between $22.52 and $45.69, with an estimated average price of $32.95.

Tobam sold out a holding in GrubHub Inc. The sale prices were between $34.27 and $70.3, with an estimated average price of $52.76.

Tobam sold out a holding in Constellation Brands Inc. The sale prices were between $131.22 and $185.93, with an estimated average price of $166.29.

Tobam sold out a holding in Exelon Corp. The sale prices were between $32.75 and $41.86, with an estimated average price of $37.24.

Tobam sold out a holding in Sempra Energy. The sale prices were between $103.71 and $134.79, with an estimated average price of $122.86.

Tobam sold out a holding in Tesla Inc. The sale prices were between $454.47 and $1079.81, with an estimated average price of $803.57.