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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC Communication Services 846.0 $302K 0.03% NEW $356.77 -4.3%
62 LLY ELI LILLY & CO Healthcare 256.0 $294K 0.03% NEW $1149.04 +3.1%
63 QTEC FIRST TR EXCHANGE-TRADED FD 944.0 $282K 0.03% NEW $298.52 +9.2%
64 AMD ADVANCED MICRO DEVICES INC Technology 572.0 $272K 0.03% NEW $476.15 +6.3%
65 SIL GLOBAL X FDS 3,537.0 $261K 0.03% NEW $73.75 +23.0%
66 TQQQ PROSHARES TR 4,016.0 $259K 0.03% NEW $64.61 +18.2%
67 IUSB ISHARES TR 5,599.0 $254K 0.03% NEW $45.45 -0.1%
68 XOM EXXON MOBIL CORP Energy 1,632.0 $254K 0.03% NEW $155.47 +3.9%
69 V VISA INC Financial Services 679.0 $249K 0.03% NEW $366.16 -2.0%
70 VUG VANGUARD INDEX FDS 2,892.0 $246K 0.03% NEW $85.20 +4.3%
71 SCHA SCHWAB STRATEGIC TR 7,316.0 $246K 0.03% NEW $33.56 +6.7%
72 MRK MERCK & CO INC Healthcare 1,855.0 $242K 0.03% NEW $130.20 +4.4%
73 VTV VANGUARD INDEX FDS 1,085.0 $239K 0.03% NEW $219.94 +3.1%
74 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 20,782.0 $238K 0.03% NEW $11.47 +0.6%
75 BBUS J P MORGAN EXCHANGE TRADED F 1,765.0 $238K 0.03% NEW $134.60 +3.6%
76 IUSV ISHARES TR 2,105.0 $236K 0.03% NEW $112.31 +2.1%
77 ACWI ISHARES TR 1,466.0 $229K 0.02% NEW $156.41 +3.5%
78 EXK ENDEAVOUR SILVER CORP Basic Materials 30,320.0 $228K 0.02% NEW $7.52 +34.8%
79 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,191.0 $220K 0.02% NEW $30.59 +9.9%
80 IBB ISHARES TR 1,178.0 $220K 0.02% NEW $186.37 +8.3%
Page 4 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%