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Portfolio (Quarterly) Guide ↗

TOTAL INVESTMENT MANAGEMENT INC

· CIK 0001068804
13F Portfolio $948M AUM 89 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 89 New
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FSS FEDERAL SIGNAL CORP Industrials 18,364.0 $2.3M 0.24% NEW $124.95 -2.4%
22 WMT WALMART INC Consumer Defensive 15,284.0 $1.7M 0.18% NEW $111.20 +3.6%
23 AMZN AMAZON COM INC Consumer Cyclical 5,576.0 $1.5M 0.16% NEW $271.56 -4.5%
24 NVDA NVIDIA CORPORATION Technology 7,268.0 $1.5M 0.15% NEW $200.75 +9.5%
25 JPM JPMORGAN CHASE & CO Financial Services 3,988.0 $1.4M 0.15% NEW $351.82 +3.2%
26 UAL UNITED AIRLS HLDGS INC Industrials 11,425.0 $1.4M 0.15% NEW $121.33 -2.2%
27 IWM ISHARES TR 4,006.0 $1.2M 0.12% NEW $291.22 +3.1%
28 LUV SOUTHWEST AIRLS CO Industrials 23,636.0 $1.1M 0.11% NEW $44.97 -5.5%
29 AVGO BROADCOM INC Technology 2,673.0 $1.0M 0.11% NEW $389.28 -2.4%
30 BERKSHIRE HATHAWAY INC DEL 1,946.0 $995K 0.10% NEW $511.54
31 TSLA TESLA INC Consumer Cyclical 3,059.0 $952K 0.10% NEW $311.26 +8.2%
32 ETHA ISHARES ETHEREUM TR Financial Services 67,577.0 $951K 0.10% NEW $14.07 +2.6%
33 QQQ INVESCO QQQ TR Financial Services 1,354.0 $932K 0.10% NEW $688.11 +4.3%
34 EFA ISHARES TR 8,466.0 $894K 0.09% NEW $105.58 +1.6%
35 MSFT MICROSOFT CORP Technology 1,667.0 $775K 0.08% NEW $464.72 +3.6%
36 BIL SPDR SERIES TRUST 8,051.0 $738K 0.08% NEW $91.68 -0.1%
37 CSCO CISCO SYS INC Technology 6,172.0 $716K 0.07% NEW $115.99 -3.8%
38 DAL DELTA AIR LINES INC Industrials 7,933.0 $694K 0.07% NEW $87.44 -2.0%
39 SCHB SCHWAB STRATEGIC TR 22,113.0 $638K 0.07% NEW $28.85 +2.9%
40 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 33,925.0 $638K 0.07% NEW $18.80 +10.1%
Page 2 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 77.4%
Technology 10.2%
Industrials 6.0%
Consumer Cyclical 2.0%
Consumer Defensive 1.8%
Communication Services 1.1%
Energy 0.8%
Healthcare 0.5%
Basic Materials 0.2%