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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHEL SHELL PLC Energy 4,920.0 $362K 0.22% -30.0 -0.6% $73.48 +19.4%
102 ABBV ABBVIE INC Healthcare 1,553.0 $355K 0.22% +25.0 +1.6% $228.49 -6.4%
103 THO THOR INDS INC Consumer Cyclical 3,435.0 $353K 0.22% $102.67 -27.8%
104 EIX EDISON INTL Utilities 5,860.0 $352K 0.22% $60.02 +17.4%
105 PAYX PAYCHEX INC Industrials 3,033.0 $340K 0.21% -137.0 -4.3% $112.18 -16.0%
106 Q QNITY ELECTRONICS INC Technology 4,155.0 $339K 0.21% NEW $81.65 +85.1%
107 DD DUPONT DE NEMOURS INC Basic Materials 8,315.0 $334K 0.21% $40.20 +15.9%
108 V VISA INC Financial Services 935.0 $328K 0.20% -20.0 -2.1% $350.71 -5.7%
109 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,121.0 $320K 0.20% +81.0 +1.0% $39.39 -21.1%
110 SYY SYSCO CORP Consumer Defensive 4,020.0 $296K 0.18% $73.69 +3.3%
111 VCIT VANGUARD SCOTTSDALE FDS 3,465.0 $290K 0.18% +239.0 +7.4% $83.75 -2.2%
112 GOOGL ALPHABET INC Communication Services 920.0 $288K 0.18% -67.0 -6.8% $313.00 +24.1%
113 TRV TRAVELERS COMPANIES INC Financial Services 970.0 $281K 0.17% $290.06 +6.4%
114 KHC KRAFT HEINZ CO Consumer Defensive 11,208.0 $272K 0.17% $24.25 -2.4%
115 VBK VANGUARD INDEX FDS 899.0 $272K 0.17% $302.11 +12.7%
116 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,661.0 $268K 0.17% +23.0 +0.9% $100.89 -2.9%
117 IEMG ISHARES INC 3,974.0 $267K 0.17% $67.22 +18.8%
118 UPS UNITED PARCEL SERVICE INC Industrials 2,544.0 $252K 0.16% +29.0 +1.1% $99.19 -1.3%
119 WMT WALMART INC Consumer Defensive 2,175.0 $242K 0.15% -119.0 -5.2% $111.41 +8.7%
120 XLK SELECT SECTOR SPDR TR 1,592.0 $229K 0.14% +796.0 +100.0% $143.97 +23.0%
Page 6 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%