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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 1,080.0 $253K 0.02% -17.0 -1.6% $234.03 +14.6%
102 GE GE AEROSPACE COM NEW Industrials 891.0 $253K 0.02% -140.0 -13.6% $283.64 +2.8%
103 IWB ISHARES RUSSELL 1000 ETF 700.0 $249K 0.02% -39.0 -5.3% $356.37 +12.9%
104 PINS PINTEREST INC CL A Communication Services 13,248.0 $243K 0.02% -716.0 -5.1% $18.34 +3.8%
105 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 4,679.0 $239K 0.02% -798.0 -14.6% $50.98 -0.2%
106 RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 4,719.0 $238K 0.02% -67.0 -1.4% $50.48 +6.3%
107 CGCB CAPITAL GROUP CORE BOND ETF 8,959.0 $235K 0.02% -171.0 -1.9% $26.26 -1.1%
108 AFL AFLAC INC COM Financial Services 2,119.0 $232K 0.02% -708.0 -25.0% $109.70 +6.5%
109 WPC WP CAREY INC COM Real Estate 3,410.0 $232K 0.02% -113.0 -3.2% $67.97 +8.4%
110 BLK BLACKROCK INC COM Financial Services 238.0 $229K 0.02% -234.0 -49.6% $963.64 +12.3%
111 BK BANK NEW YORK MELLON CORP COM Financial Services 1,928.0 $229K 0.02% -275.0 -12.5% $118.63 +13.8%
112 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 3,881.0 $224K 0.02% -150.0 -3.7% $57.64 +5.8%
113 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 4,133.0 $201K 0.01% -1K -21.5% $48.71 -1.3%
Page 6 of 6  ·  113 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 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%