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Portfolio (Quarterly) Guide ↗

TI-TRUST, INC

· CIK 0001802284
13F Portfolio $186M AUM 132 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 27 Added 13 Reduced 5 Exited
Page 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNK SPDR SERIES TRUST 26,995.0 $2.6M 1.40% +3K +11.8% $96.37 -0.4%
22 JPM JPMORGAN CHASE & CO Financial Services 7,895.0 $2.6M 1.39% $327.33 +9.3%
23 CVX CHEVRON CORPORATION Energy 14,840.0 $2.5M 1.32% $165.76 +21.8%
24 MO ALTRIA GROUP INC Consumer Defensive 31,205.0 $2.2M 1.21% $71.95 -4.6%
25 TIP ISHARES TR 18,784.0 $2.1M 1.10% -3K -15.0% $109.43 -2.3%
26 BAB INVESCO EXCH TRADED FD TR II 73,462.0 $2.0M 1.06% $26.84 -1.9%
27 EMR EMERSON ELEC CO Industrials 13,645.0 $2.0M 1.05% $143.15 +8.4%
28 AAPL APPLE INC Technology 6,685.0 $1.9M 1.04% +105.0 +1.6% $289.36 +10.5%
29 NEE NEXTERA ENERGY INC Utilities 21,717.0 $1.9M 1.02% $87.77 -6.8%
30 AEE AMEREN CORP Utilities 16,762.0 $1.9M 1.02% +296.0 +1.8% $113.04 -6.1%
31 GWW WW GRAINGER INC Industrials 1,300.0 $1.8M 0.95% $1360.40 -4.0%
32 VNQ VANGUARD INDEX FDS 17,852.0 $1.7M 0.93% +922.0 +5.5% $96.43 +0.8%
33 NUE NUCOR CORP Basic Materials 7,430.0 $1.7M 0.89% $222.75 +12.5%
34 DE DEERE & CO Industrials 2,600.0 $1.6M 0.89% $634.33 -0.6%
35 ED CONSOLIDATED EDISON INC Utilities 14,608.0 $1.6M 0.87% $110.63 -2.8%
36 IJR ISHARES TR 10,546.0 $1.6M 0.84% $148.31 -1.8%
37 GOOG ALPHABET INC 4,291.0 $1.5M 0.81% $353.33
38 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,002.0 $1.5M 0.80% $746.77 +3.0%
39 OGE OGE ENERGY CORP Utilities 30,640.0 $1.5M 0.80% $48.66 -6.0%
40 VMC VULCAN MATLS CO Basic Materials 4,800.0 $1.4M 0.76% $295.01 -6.9%
Page 2 of 7  ·  132 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
Technology 22.8%
Industrials 19.0%
Utilities 16.1%
Financial Services 14.8%
Healthcare 8.3%
Energy 6.6%
Consumer Defensive 5.8%
Basic Materials 3.7%
Consumer Cyclical 1.6%
Communication Services 1.3%