TEALWOOD ASSET MANAGEMENT INC

CIK 0001164062 • 6 13F filings • Apr 11, 2025 – Jul 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $220K118 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1K	0.7%	14,152 SH	New
ABBVIE INC	COM	$3K	1.5%Prev: 1.6%	14,813 SH	Decreased-1,684 SH
ADOBE INC	COM	$1K	0.6%Prev: 0.7%	5,292 SH	Decreased+1,589 SH
ADVANCED MICRO DEVICES INC	COM	$2K	1.1%Prev: 0.6%	11,660 SH	Increased-974 SH
ALLISON TRANSMISSION HLDGS I	COM	$3K	1.5%Prev: 1.4%	28,532 SH	Increased-1,968 SH
ALPHABET INC	CAP STK CL A	$5K	2.2%Prev: 1.4%	16,730 SH	Increased-2,839 SH
AMERICAN EXPRESS CO	COM	$3K	1.1%Prev: 1.1%	8,325 SH	Increased-200 SH
AMGEN INC	COM	$2K	0.8%Prev: 0.8%	4,941 SH	Increased-293 SH
AON PLC	SHS CL A	$2K	0.7%	4,867 SH	New
APOLLO GLOBAL MGMT INC	COM	$2K	0.8%Prev: 1.0%	14,975 SH	Decreased-385 SH
APPLE INC	COM	$2K	1.1%Prev: 1.1%	9,833 SH	Increased-492 SH
APPLIED MATLS INC	COM	$3K	1.2%Prev: 0.5%	7,580 SH	Increased-541 SH
ARGENX SE	SPONSORED ADR	$1K	0.6%	1,889 SH	New
ARMSTRONG WORLD INDS INC NEW	COM	$1K	0.6%Prev: 0.6%	8,304 SH	Increased-671 SH
ASTRAZENECA PLC	ORD	$3K	1.6%	17,589 SH	New
AT&T INC	COM	$962	0.4%Prev: 0.4%	33,181 SH	Increased-465 SH
AUTOMATIC DATA PROCESSING IN	COM	$2K	0.8%Prev: 1.3%	8,847 SH	Decreased-610 SH
AUTOZONE INC	COM	$2K	0.8%Prev: 0.9%	503 SH	Decreased-28 SH
BERKLEY W R CORP	COM	$3K	1.2%Prev: 1.3%	38,401 SH	Decreased-2,534 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2K	1.0%Prev: 1.3%	4,525 SH	Decreased-546 SH
BIOMARIN PHARMACEUTICAL INC	COM	$1K	0.5%Prev: 0.5%	18,002 SH	Decreased+2,313 SH
BJS WHSL CLUB HLDGS INC	COM	$3K	1.2%Prev: 1.7%	27,318 SH	Decreased-5,424 SH
BLACKROCK INC	COM	$2K	0.7%Prev: 0.7%	1,570 SH	Decreased-124 SH
BLACKSTONE INC	COM	$2K	0.9%Prev: 1.2%	17,630 SH	Decreased-986 SH
BLOCK H & R INC	COM	$2K	1.0%Prev: 1.2%	66,438 SH	Decreased+19,064 SH
BOOKING HOLDINGS INC	COM	$1K	0.7%Prev: 0.8%	341 SH	Decreased-12 SH
BOX INC	CL A	$1K	0.5%Prev: 0.7%	43,957 SH	Decreased-2,461 SH
BROADCOM INC	COM	$3K	1.4%Prev: 1.3%	9,760 SH	Increased-6,908 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$2K	1.0%	51,448 SH	New
CACI INTL INC	CL A	$2K	0.7%Prev: 0.5%	2,915 SH	Increased-241 SH
CAMECO CORP	COM	$3K	1.2%Prev: 0.5%	24,959 SH	Increased-2,147 SH
CATERPILLAR INC	COM	$217	0.1%	307 SH	New
CELCUITY INC	COM	$212	0.1%	1,855 SH	New
CHART INDS INC	COM	$1K	0.6%Prev: 0.5%	6,413 SH	Increased-1,128 SH
CISCO SYS INC	COM	$3K	1.5%Prev: 1.3%	42,145 SH	Increased-4,701 SH
CITIZENS FINL GROUP INC	COM	$2K	0.7%Prev: 0.8%	25,972 SH	Decreased-16,307 SH
CLEAR SECURE INC	COM CL A	$2K	0.9%Prev: 0.6%	42,763 SH	Increased-3,111 SH
CLEARWATER ANALYTICS HLDGS I	CL A	$1K	0.6%	60,244 SH	New
COMMVAULT SYS INC	COM	$1K	0.5%Prev: 0.6%	15,234 SH	Decreased+7,518 SH
CORPAY INC	COM SHS	$1K	0.5%Prev: 0.7%	3,811 SH	Decreased-296 SH
CRANE COMPANY	COMMON STOCK	$1K	0.5%	6,894 SH	New
CUMMINS INC	COM	$3K	1.4%Prev: 1.3%	5,665 SH	Increased-2,988 SH
DECKERS OUTDOOR CORP	COM	$1K	0.5%Prev: 0.4%	10,239 SH	Increased+2,059 SH
DEERE & CO	COM	$264	0.1%Prev: 0.1%	468 SH	Increased
DELL TECHNOLOGIES INC	CL C	$3K	1.5%	20,243 SH	New
DEXCOM INC	COM	$2K	0.7%	25,685 SH	New
DIGITAL RLTY TR INC	COM	$3K	1.3%Prev: 1.1%	15,643 SH	Increased-1,197 SH
EATON CORP PLC	SHS	$2K	0.8%Prev: 0.7%	5,017 SH	Increased-176 SH
ELI LILLY & CO	COM	$2K	1.0%	2,412 SH	New
EXELIXIS INC	COM	$1K	0.6%Prev: 1.0%	28,716 SH	Decreased-27,540 SH
F5 INC	COM	$2K	0.7%Prev: 0.7%	5,380 SH	Increased-453 SH
FEDERAL SIGNAL CORP	COM	$1K	0.5%	11,083 SH	New
FORTINET INC	COM	$2K	0.9%Prev: 1.1%	23,034 SH	Decreased-1,912 SH
GARMIN LTD	SHS	$3K	1.2%Prev: 1.2%	10,977 SH	Increased-612 SH
GENPACT LIMITED	SHS	$826	0.4%Prev: 0.6%	22,187 SH	Decreased-1,908 SH
GLOBUS MED INC	CL A	$2K	0.8%Prev: 0.6%	21,223 SH	Increased+2,605 SH
HALOZYME THERAPEUTICS INC	COM	$1K	0.5%Prev: 0.6%	18,242 SH	Decreased-1,113 SH
HOME DEPOT INC	COM	$2K	0.9%Prev: 1.1%	6,086 SH	Decreased-218 SH
ILLUMINA INC	COM	$2K	0.7%Prev: 0.5%	13,038 SH	Increased-485 SH
INTERCONTINENTAL EXCHANGE IN	COM	$2K	0.7%Prev: 0.9%	10,352 SH	Decreased-906 SH
INTUITIVE MACHINES INC	CLASS A COM	$378	0.2%Prev: 0.1%	20,350 SH	Increased
JOHNSON & JOHNSON	COM	$4K	1.6%Prev: 1.2%	14,713 SH	Increased-1,143 SH
KINSALE CAP GROUP INC	COM	$1K	0.5%Prev: 0.6%	3,019 SH	Decreased+368 SH
KLA CORP	COM NEW	$3K	1.1%Prev: 1.1%	1,715 SH	Increased-1,660 SH
KRYSTAL BIOTECH INC	COM	$2K	0.9%	7,664 SH	New
LAM RESEARCH CORP	COM NEW	$2K	0.9%Prev: 0.6%	8,765 SH	Increased-8,942 SH
LOCKHEED MARTIN CORP	COM	$3K	1.4%Prev: 1.2%	5,110 SH	Increased-618 SH
LOGITECH INTL S A	SHS	$1K	0.6%Prev: 0.6%	13,616 SH	Increased-988 SH
MARSH & MCLENNAN COS INC	COM	$2K	0.7%Prev: 1.1%	8,924 SH	Decreased-614 SH
MARVELL TECHNOLOGY INC	COM	$2K	1.0%Prev: 0.6%	21,112 SH	Increased-312 SH
MASCO CORP	COM	$1K	0.5%Prev: 0.6%	16,628 SH	Decreased-883 SH
MCDONALDS CORP	COM	$2K	1.1%Prev: 1.2%	7,429 SH	Decreased-688 SH
MERCK & CO INC	COM	$2K	1.0%Prev: 1.0%	18,852 SH	Increased-6,067 SH
META PLATFORMS INC	CL A	$3K	1.3%Prev: 1.4%	4,979 SH	Decreased-249 SH
MICROSOFT CORP	COM	$2K	0.9%Prev: 1.0%	5,227 SH	Decreased-622 SH
MODINE MFG CO	COM	$2K	1.1%	10,979 SH	New
MOLINA HEALTHCARE INC	COM	$647	0.3%Prev: 0.7%	4,852 SH	Decreased+346 SH
MONSTER BEVERAGE CORP NEW	COM	$2K	0.9%Prev: 0.8%	26,993 SH	Increased-1,310 SH
MUELLER INDS INC	COM	$2K	0.8%Prev: 0.9%	15,437 SH	Decreased-9,397 SH
NASDAQ INC	COM	$1K	0.7%Prev: 0.6%	17,060 SH	Increased-1,281 SH
NETAPP INC	COM	$3K	1.2%Prev: 0.9%	26,492 SH	Increased+3,666 SH
NETFLIX INC.	COM	$2K	0.8%	17,734 SH	New
NEUROCRINE BIOSCIENCES INC	COM	$1K	0.7%Prev: 0.6%	11,023 SH	Increased-701 SH
NMI HLDGS INC	COM	$1K	0.5%Prev: 0.5%	30,150 SH	Decreased-1,520 SH
NOVARTIS AG	SPONSORED ADR	$3K	1.6%Prev: 1.3%	22,362 SH	Increased-1,950 SH
OTIS WORLDWIDE CORP	COM	$1K	0.7%	19,113 SH	New
PALO ALTO NETWORKS INC	COM	$2K	0.7%Prev: 0.8%	9,764 SH	Decreased-311 SH
PARKER-HANNIFIN CORP	COM	$2K	0.8%Prev: 0.8%	1,993 SH	Decreased-992 SH
PATHWARD FINANCIAL INC	COM	$2K	0.8%Prev: 0.8%	20,607 SH	Increased-2,607 SH
PTC INC	COM	$919	0.4%Prev: 0.5%	6,451 SH	Decreased-297 SH
RAMBUS INC DEL	COM	$2K	0.7%Prev: 0.5%	18,979 SH	Increased-1,331 SH
REGENERON PHARMACEUTICALS	COM	$2K	0.8%Prev: 0.5%	2,342 SH	Increased+607 SH
RELX PLC	SPONSORED ADR	$2K	0.8%	52,206 SH	New
ROSS STORES INC	COM	$2K	1.0%Prev: 0.7%	10,239 SH	Increased-878 SH
RTX CORPORATION	COM	$3K	1.2%Prev: 1.0%	13,643 SH	Increased-2,489 SH
S&P GLOBAL INC	COM	$2K	0.8%Prev: 0.8%	4,250 SH	Increased+762 SH
SALESFORCE INC	COM	$1K	0.6%Prev: 0.8%	7,034 SH	Decreased+615 SH
SCHWAB CHARLES CORP	COM	$2K	1.0%Prev: 0.9%	22,968 SH	Increased-2,295 SH
SHERWIN WILLIAMS CO	COM	$2K	0.7%Prev: 0.8%	4,719 SH	Decreased-160 SH
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$2K	0.9%Prev: 0.4%	17,157 SH	Increased-1,440 SH
SOLVENTUM CORP	COM SHS	$295	0.1%Prev: 0.2%	4,512 SH	Decreased+12 SH
SYNOPSYS INC	COM	$1K	0.6%	3,348 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$2K	0.9%Prev: 1.0%	9,883 SH	Decreased-832 SH
TE CONNECTIVITY PLC	ORD SHS	$3K	1.5%	15,489 SH	New
TERADYNE INC	COM	$4K	1.7%Prev: 0.4%	12,327 SH	Increased+2,939 SH
TEXAS INSTRS INC	COM	$2K	1.1%Prev: 1.0%	12,023 SH	Increased-22 SH
THERMO FISHER SCIENTIFIC INC	COM	$2K	0.7%Prev: 0.6%	3,196 SH	Increased+758 SH
UBER TECHNOLOGIES INC	COM	$2K	0.7%	21,582 SH	New
UNION PAC CORP	COM	$2K	1.0%Prev: 1.1%	9,355 SH	Decreased-496 SH
UNITEDHEALTH GROUP INC	COM	$1K	0.5%Prev: 1.2%	4,451 SH	Decreased-592 SH
US BANCORP	COM NEW	$3K	1.3%	56,048 SH	New
VERRA MOBILITY CORP	CL A COM STK	$593	0.3%Prev: 0.5%	41,480 SH	Decreased-2,350 SH
VERTEX PHARMACEUTICALS INC	COM	$2K	0.7%Prev: 0.8%	3,489 SH	Decreased-60 SH
VERTIV HOLDINGS CO	COM CL A	$3K	1.2%	10,099 SH	New
VISA INC	COM CL A	$2K	0.8%Prev: 1.0%	5,530 SH	Decreased-341 SH
WALMART INC	COM	$680	0.3%Prev: 0.2%	5,475 SH	Increased-279 SH
WW GRAINGER INC	COM	$2K	1.0%	1,989 SH	New
ZEBRA TECHNOLOGIES CORPORATI	CL A	$641	0.3%Prev: 0.5%	3,066 SH	Decreased-495 SH

Sold (vs prior filing)

ABBOTT LABS — $2K
AMMO INC — $5K
ASTRAZENECA PLC — $3K
CHORD ENERGY CORPORATION — $1K
CONMED CORP — $975
CORCEPT THERAPEUTICS INC — $2K
ELECTRONIC ARTS INC — $1K
GEN DIGITAL INC — $3K
GODADDY INC — $1K
GRAINGER W W INC — $2K
HOLOGIC INC — $982
ICON PLC — $920
INTERNATIONAL BUSINESS MACHS — $514
IRIDIUM COMMUNICATIONS INC — $1K
KEYSIGHT TECHNOLOGIES INC — $1K
LANTHEUS HLDGS INC — $1K
MEDTRONIC PLC — $2K
MONDELEZ INTL INC — $2K
NOVO-NORDISK A S — $1K
ONTO INNOVATION INC — $840
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001580642-26-006843	—	View
Jan 7, 2026	Q4 2025	13F-HR	0001580642-26-000107	$223K	View
Oct 17, 2025	Q3 2025