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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PPG PPG INDS INC Basic Materials 2,000.0 $243K 0.13% $121.29 -5.8%
122 DVY ISHARES TR 1,546.0 $242K 0.13% NEW $156.30 +4.8%
123 SNA SNAP ON INC Industrials 600.0 $241K 0.13% $402.40 -2.6%
124 INFY INFOSYS LTD Technology 22,753.0 $239K 0.13% $10.49 +14.9%
125 DOW DOW HLDGS INC Basic Materials 8,662.0 $237K 0.13% NEW $27.36 +11.5%
126 CI THE CIGNA GROUP Healthcare 816.0 $225K 0.12% +51.0 +6.7% $275.68 +1.2%
127 ITOT ISHARES TR 1,338.0 $220K 0.12% NEW $164.27 +2.6%
128 IWF ISHARES TR 1,708.0 $212K 0.11% +1K +300.0% $124.17 -1.1%
129 BND VANGUARD BD INDEX FDS 2,823.0 $207K 0.11% NEW $73.41 -1.5%
130 MA MASTERCARD INCORPORATED Financial Services 400.0 $205K 0.11% $513.60 +15.9%
131 C CITIGROUP INC Financial Services 1,462.0 $205K 0.11% NEW $139.96 -5.1%
132 PDBC INVESCO ACTVELY MNGD ETC FD 12,572.0 $200K 0.11% $15.88 +15.8%
Page 7 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%