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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 1,520.0 $541K 0.06% NEW $356.17 -3.4%
42 QQQE DIREXION SHARES ETF TRUST 4,489.0 $526K 0.06% NEW $117.07 +4.7%
43 GLDM WORLD GOLD TR Financial Services 6,556.0 $525K 0.06% NEW $80.14 +7.3%
44 FNDB SCHWAB STRATEGIC TR 16,112.0 $499K 0.05% NEW $30.99 +2.2%
45 CVX CHEVRON CORPORATION Energy 2,522.0 $496K 0.05% NEW $196.84 +4.5%
46 KO COCA COLA CO Consumer Defensive 5,526.0 $484K 0.05% NEW $87.59 +1.4%
47 ARKK ARK ETF TR 6,333.0 $451K 0.05% NEW $71.24 +11.1%
48 SCHQ SCHWAB STRATEGIC TR 14,613.0 $438K 0.05% NEW $29.94 -0.5%
49 META META PLATFORMS INC Communication Services 751.0 $418K 0.04% NEW $556.43 -2.3%
50 MINT PIMCO ETF TR 4,027.0 $406K 0.04% NEW $100.80 -0.1%
51 PG PROCTER & GAMBLE CO Consumer Defensive 2,673.0 $386K 0.04% NEW $144.50 -0.7%
52 DFSD DIMENSIONAL ETF TRUST 8,051.0 $381K 0.04% NEW $47.31 +0.0%
53 SIVR ABRDN SILVER ETF TRUST Financial Services 6,681.0 $368K 0.04% NEW $55.05 +9.7%
54 INTC INTEL CORP Technology 4,015.0 $362K 0.04% NEW $90.20 +7.2%
55 XLK SELECT SECTOR SPDR TR 2,060.0 $361K 0.04% NEW $175.31 +5.9%
56 BA BOEING CO Industrials 1,667.0 $360K 0.04% NEW $216.17 +3.2%
57 SPACE EXPLORATION TECHN CORP 3,154.0 $342K 0.04% NEW $108.36
58 SCHX SCHWAB STRATEGIC TR 11,443.0 $337K 0.04% NEW $29.44 +2.8%
59 KMI KINDER MORGAN INC DEL Energy 9,710.0 $312K 0.03% NEW $32.18 +2.1%
60 MCD MCDONALDS CORP Consumer Cyclical 1,136.0 $308K 0.03% NEW $270.69 -1.4%
Page 3 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%