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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 4 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHD SCHWAB STRATEGIC TR 194,041.0 $6.2M 0.41% +10K +5.3% $31.71 +10.7%
62 VBK VANGUARD INDEX FDS 16,592.0 $6.1M 0.41% -100.0 -0.6% $365.70 -1.9%
63 JPM JPMORGAN CHASE & CO Financial Services 18,206.0 $6.0M 0.40% +1K +6.2% $327.35 +7.4%
64 IGV ISHARES TR 65,445.0 $5.9M 0.40% -7K -10.3% $90.60 +14.1%
65 QUAL ISHARES TR 26,724.0 $5.9M 0.40% +4K +15.7% $219.43 +1.7%
66 IBIT ISHARES BITCOIN TRUST ETF Financial Services 175,645.0 $5.8M 0.39% +4K +2.4% $33.29 +31.2%
67 BA BOEING CO Industrials 26,950.0 $5.8M 0.39% -270.0 -1.0% $216.46 -1.0%
68 CGDV CAPITAL GROUP DIVIDEND VALUE 117,066.0 $5.8M 0.39% +16K +16.1% $49.28 +1.9%
69 VCSH VANGUARD SCOTTSDALE FDS 72,913.0 $5.8M 0.39% +11K +18.6% $79.03 -0.6%
70 VFMV VANGUARD WELLINGTON FD 41,234.0 $5.7M 0.39% +815.0 +2.0% $139.36 +4.6%
71 VTC VANGUARD SCOTTSDALE FDS 72,409.0 $5.6M 0.37% -872.0 -1.2% $76.80 -2.2%
72 OEF ISHARES TR 14,921.0 $5.5M 0.37% +3K +26.2% $365.88 +3.3%
73 XOM EXXON MOBIL CORP Energy 39,695.0 $5.4M 0.36% +892.0 +2.3% $136.72 +20.8%
74 NOW SERVICENOW INC Technology 52,045.0 $5.2M 0.35% NEW $99.28 +29.4%
75 VOT VANGUARD INDEX FDS 16,642.0 $5.1M 0.34% $306.29 -0.3%
76 IVES WEDBUSH SER TR 131,658.0 $5.0M 0.34% +12K +10.2% $38.10 +1.6%
77 BIL SPDR SERIES TRUST 54,069.0 $5.0M 0.33% -7K -11.3% $91.64 -0.0%
78 SDVY FIRST TR EXCHANGE TRADED FD 111,256.0 $4.8M 0.32% +5K +4.8% $43.14 +1.7%
79 DGRO ISHARES TR 61,382.0 $4.7M 0.31% $75.79 +5.0%
80 SPYM SPDR SERIES TRUST 51,517.0 $4.5M 0.30% +12K +30.4% $87.88 +2.6%
Page 4 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%