DOSSIER · 13F Holders · Q2 2026
HOBIX

HOLBROOK INCOME I

4 institutions still hold HOLBROOK INCOME I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90213U230·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
4
filers reporting
Concentration
80.88%
GHE, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported HOBIX in Q2 2026. GHE, LLC leads at 80.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GHE, LLC
CIK 0001910179
$1M121K0.45%Q2 2026
02
Mengis Capital Management, Inc.
CIK 0001609674
$244K25K0.04%Q3 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$35K4K0.01%Q1 2026
04
Financial Gravity Companies, Inc.
CIK 0001377167
$1K1180.00%Q2 2026