BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

TITLEIST ASSET MANAGEMENT, LLC

· CIK 0001977759
13F Portfolio $1.3B AUM 396 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 209 Added 113 Reduced 32 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CPSJ CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY 8,820 $237K 0.02% SOLD
22 GRAL GRAIL INC COM Healthcare 2,578 $221K 0.02% SOLD
23 MEDP MEDPACE HLDGS INC COM Healthcare 387 $217K 0.02% SOLD
24 SSYS STRATASYS LTD SHS Technology 24,700 $214K 0.02% SOLD
25 UBS UBS GROUP AG SHS Financial Services 4,541 $210K 0.02% SOLD
26 SYK STRYKER CORPORATION COM Healthcare 577 $203K 0.02% SOLD
27 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 11,769 $176K 0.01% SOLD
28 DERM JOURNEY MED CORP COM Healthcare 12,900 $99K 0.01% SOLD
29 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 11,833 $96K 0.01% SOLD
30 STKL SUNOPTA INC COM Consumer Defensive 21,770 $83K 0.01% SOLD
31 TBH BRAG HSE HLDGS INC COM Technology 27,700 $11K 0.00% SOLD
32 LOOP MEDIA INC COM NEW 25,334 $4.0 SOLD
Page 2 of 2  ·  32 positions
Sector Allocation
Technology 28.9%
Financial Services 22.1%
Consumer Cyclical 21.9%
Communication Services 8.3%
Energy 7.5%
Industrials 4.6%
Healthcare 3.0%
Consumer Defensive 1.9%
Utilities 1.0%
Basic Materials 0.6%