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Portfolio (Quarterly) Guide ↗

TI-TRUST, INC

· CIK 0001802284
13F Portfolio $162M AUM 129 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 17 Added 22 Reduced 4 Exited
Page 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAB INVESCO EXCH TRADED FD TR II 73,462.0 $2.0M 1.23% $27.20 -2.6%
22 CSCO CISCO SYS INC Technology 23,799.0 $1.8M 1.13% $77.03 +49.6%
23 EMR EMERSON ELEC CO Industrials 13,645.0 $1.8M 1.12% $132.72 +0.0%
24 MO ALTRIA GROUP INC Consumer Defensive 31,205.0 $1.8M 1.11% $57.66 +28.1%
25 AAPL APPLE INC Technology 6,580.0 $1.8M 1.10% -63.0 -0.9% $271.86 +10.6%
26 NEE NEXTERA ENERGY INC Utilities 21,717.0 $1.7M 1.08% $80.28 +10.5%
27 AEE AMEREN CORP Utilities 16,466.0 $1.6M 1.01% $99.86 +9.0%
28 VYM VANGUARD WHITEHALL FDS 10,564.0 $1.5M 0.94% $143.52 +9.2%
29 VNQ VANGUARD INDEX FDS 16,930.0 $1.5M 0.93% $88.49 +8.5%
30 ED CONSOLIDATED EDISON INC Utilities 14,608.0 $1.5M 0.90% $99.32 +7.2%
31 HON HONEYWELL INTL INC Industrials 7,159.0 $1.4M 0.86% $195.09 +11.5%
32 VMC VULCAN MATLS CO Basic Materials 4,800.0 $1.4M 0.84% $285.22 -8.2%
33 SPY SPDR S&P 500 ETF TR Financial Services 2,002.0 $1.4M 0.84% $681.92 +8.4%
34 GOOG ALPHABET INC Communication Services 4,291.0 $1.3M 0.83% $313.80 +21.8%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 4,495.0 $1.3M 0.82% $296.21 -24.9%
36 GWW WW GRAINGER INC Industrials 1,300.0 $1.3M 0.81% $1009.05 +23.8%
37 OGE OGE ENERGY CORP Utilities 30,640.0 $1.3M 0.81% $42.70 +12.3%
38 IWB ISHARES TR 3,419.0 $1.3M 0.79% $373.44 +7.9%
39 IJR ISHARES TR 10,546.0 $1.3M 0.78% $120.18 +12.5%
40 SO SOUTHERN CO Utilities 14,160.0 $1.2M 0.76% $87.20 +7.6%
Page 2 of 7  ·  129 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
Industrials 19.0%
Technology 18.0%
Utilities 16.8%
Financial Services 15.6%
Healthcare 8.5%
Energy 6.9%
Consumer Defensive 6.2%
Basic Materials 3.8%
Communication Services 2.9%
Consumer Cyclical 2.2%