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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 2,933.0 $881K 0.47% $300.45 -1.6%
62 MMM 3M CO Industrials 5,278.0 $855K 0.46% +238.0 +4.7% $161.91 +7.7%
63 VO VANGUARD INDEX FDS 10,584.0 $853K 0.46% +8K +298.9% $80.57 +2.4%
64 GATX GATX CORP Industrials 4,600.0 $815K 0.44% $177.19 +0.2%
65 D DOMINION ENERGY INC Utilities 11,929.0 $815K 0.44% $68.29 -4.1%
66 MCD MCDONALDS CORP Consumer Cyclical 2,917.0 $788K 0.42% $270.31 -2.0%
67 EFA ISHARES TR 7,276.0 $756K 0.41% $103.88 +3.7%
68 WEC WEC ENERGY GROUP INC Utilities 6,430.0 $751K 0.40% $116.77 -9.0%
69 LMT LOCKHEED MARTIN CORP Industrials 1,464.0 $746K 0.40% $509.46 +10.7%
70 CTVA CORTEVA INC Basic Materials 8,548.0 $724K 0.39% +276.0 +3.3% $84.69 -0.9%
71 KO COCA COLA CO Consumer Defensive 8,788.0 $714K 0.38% $81.27 +10.3%
72 DFAC DIMENSIONAL ETF TRUST 16,088.0 $714K 0.38% -1K -7.4% $44.36 +2.8%
73 VUG VANGUARD INDEX FDS 7,992.0 $688K 0.37% +7K +497.8% $86.14 +2.8%
74 Q QNITY ELECTRONICS INC Technology 4,171.0 $681K 0.37% $163.31 -26.4%
75 PG PROCTER & GAMBLE CO Consumer Defensive 4,460.0 $654K 0.35% $146.64 -2.0%
76 USB US BANCORP Financial Services 10,693.0 $646K 0.35% +1K +12.9% $60.40 +3.4%
77 VYM VANGUARD WHITEHALL FDS 4,084.0 $645K 0.35% -6K -61.3% $158.03 +3.9%
78 GD GENERAL DYNAMICS CORP Industrials 1,800.0 $638K 0.34% $354.24 +7.1%
79 T AT&T INC Communication Services 30,515.0 $632K 0.34% +419.0 +1.4% $20.70 +25.6%
80 EVRG EVERGY INC Utilities 7,047.0 $609K 0.33% $86.43 -6.7%
Page 4 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%