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Portfolio (Quarterly) Guide ↗

TITLEIST ASSET MANAGEMENT, LLC

· CIK 0001977759
13F Portfolio $1.5B AUM 412 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 185 Added 153 Reduced 23 Exited
Page 10 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LLY ELI LILLY & CO Healthcare 903.0 $1.1M 0.07% +26.0 +3.0% $1200.39 +4.5%
182 GLW CORNING INC Technology 4,195.0 $1.1M 0.07% -852.0 -16.9% $255.45 -41.4%
183 FEGE RBB FUND TRUST 21,901.0 $1.1M 0.07% +3K +15.7% $48.92 +8.7%
184 C CITIGROUP INC Financial Services 7,630.0 $1.1M 0.07% +1K +21.4% $139.96 -5.9%
185 CEG CONSTELLATION ENERGY CORP Utilities 4,276.0 $1.1M 0.07% +551.0 +14.8% $248.36 +9.9%
186 FEOE RBB FUND TRUST 19,883.0 $1.1M 0.07% +951.0 +5.0% $53.40 +6.1%
187 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,134.0 $1.1M 0.07% +30.0 +2.7% $935.93 +1.3%
188 ITB ISHARES TR 9,913.0 $1.0M 0.07% -5K -31.6% $104.48 -6.7%
189 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,070.0 $1.0M 0.07% -266.0 -19.9% $965.20 -11.9%
190 SLV ISHARES SILVER TR Financial Services 19,130.0 $1.0M 0.07% -1K -6.2% $53.47 +17.3%
191 LQD ISHARES TR 9,172.0 $1.0M 0.07% $109.07 -2.9%
192 FTCS FIRST TR EXCHANGE-TRADED FD 10,606.0 $996K 0.07% -2K -16.2% $93.92 +8.1%
193 CGUS CAPITAL GROUP CORE EQUITY ET 22,312.0 $992K 0.07% +4K +19.2% $44.48 +1.5%
194 UITB VICTORY PORTFOLIOS II 21,183.0 $992K 0.07% +15K +245.1% $46.84 -1.7%
195 PATH UIPATH INC Technology 91,260.0 $992K 0.07% -82K -47.3% $10.87 +50.8%
196 SHY ISHARES TR 12,058.0 $990K 0.07% +1K +10.0% $82.11 -0.1%
197 IUSG ISHARES TR 5,215.0 $981K 0.07% -212.0 -3.9% $188.09 +0.9%
198 SMMU PIMCO ETF TR 19,070.0 $963K 0.07% +785.0 +4.3% $50.50 -0.4%
199 HOOD ROBINHOOD MKTS INC Financial Services 9,427.0 $945K 0.06% +935.0 +11.0% $100.28 +7.8%
200 PFF ISHARES TR 30,915.0 $943K 0.06% -2K -7.4% $30.49 -0.1%
Page 10 of 21  ·  412 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 33.4%
Consumer Cyclical 21.8%
Financial Services 21.7%
Communication Services 5.6%
Energy 5.6%
Industrials 4.6%
Healthcare 3.1%
Utilities 2.2%
Consumer Defensive 1.6%
Basic Materials 0.2%