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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 2,447.0 $1.2M 0.76% $502.65
42 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,714.0 $1.2M 0.76% $53.94 +8.1%
43 NUE NUCOR CORP Basic Materials 7,430.0 $1.2M 0.75% $163.11 +37.1%
44 DE DEERE & CO Industrials 2,600.0 $1.2M 0.75% $465.57 +21.4%
45 BA BOEING CO Industrials 5,277.0 $1.1M 0.71% $217.12 +2.1%
46 SRE SEMPRA Utilities 12,040.0 $1.1M 0.66% $88.29 +3.3%
47 RY ROYAL BK CDA Financial Services 6,000.0 $1.0M 0.63% $170.49 +9.6%
48 TD TORONTO DOMINION BK ONT Financial Services 10,130.0 $954K 0.59% $94.20 +16.2%
49 ENB ENBRIDGE INC Energy 19,876.0 $951K 0.59% $47.83 +19.3%
50 CNP CENTERPOINT ENERGY INC Utilities 24,690.0 $947K 0.58% $38.34 +10.8%
51 WDC WESTERN DIGITAL CORP Technology 5,450.0 $939K 0.58% -46.0 -0.8% $172.27 +167.9%
52 NVDA NVIDIA CORPORATION Technology 4,950.0 $923K 0.57% -99.0 -2.0% $186.50 +20.4%
53 MCD MCDONALDS CORP Consumer Cyclical 2,917.0 $892K 0.55% $305.63 -8.4%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 5,554.0 $891K 0.55% +101.0 +1.9% $160.40 +16.8%
55 BMO BANK MONTREAL QUE Financial Services 6,692.0 $869K 0.54% $129.79 +21.8%
56 INTC INTEL CORP Technology 22,664.0 $836K 0.52% $36.90 +215.2%
57 JNJ JOHNSON & JOHNSON Healthcare 4,004.0 $829K 0.51% $206.95 +11.0%
58 MMM 3M CO Industrials 5,040.0 $807K 0.50% $160.10 -6.7%
59 NI NISOURCE INC Utilities 18,950.0 $791K 0.49% $41.76 +13.2%
60 GATX GATX CORP Industrials 4,600.0 $780K 0.48% $169.60 +0.9%
Page 3 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%