Titan Wealth (CI) Ltd
CIK
2109452
Location
ST PETER PORT, Y7
Portfolio Value
Small
$260,369,991
Diversification
Diversified
Files via
Titan Investment Solutions Ltd
Filing Date
Global Rank
#3,979
/ 8,633
▲ 178
Top Industry
Software - Infrastructure
13.0%
3Y Alpha vs SPY
+183.3%
Period ended 51 days ago
Filed Aug 12, 2026 · 8d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+78.4%
SPY
+12.8%
Annualised alpha
+183.3%
Max drawdown
−11.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.7%
−0.2 pts
Top 5
24.8%
−1.3 pts
Top 10
44.5%
−1.0 pts
HHI
368
Diversified−5
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.7% | $103,374,248 |
| Communication Services | 14.0% | $36,342,037 |
| Healthcare | 10.9% | $28,303,471 |
| Financial Services | 8.7% | $22,730,982 |
| Energy | 8.2% | $21,333,515 |
| Consumer Cyclical | 8.0% | $20,778,633 |
| Industrials | 7.5% | $19,422,248 |
| Basic Materials | 2.8% | $7,253,670 |
| Unclassified | 0.2% | $446,818 |
| Consumer Defensive | 0.1% | $384,369 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MOS | Mosaic Co | +94,977 | 319,916 | $6,779,020 | |
| NFLX | Netflix Inc | +54,638 | 89,435 | $6,385,659 | |
| KLAC | Kla Corp | +36,207 | 41,783 | $12,606,348 | |
| BKR | Baker Hughes Co | +35,616 | 183,158 | $10,165,269 | |
| ORCL | Oracle Corp | +25,974 | 47,844 | $7,011,538 | |
| COIN | Coinbase Global, Inc. | +10,633 | 30,448 | $4,451,193 | |
| LHX | L3harris Technologies, Inc. /De/ | +4,677 | 29,214 | $8,489,296 | |
| XOM | ExxonMobil Holdings Corp | +4,517 | 81,687 | $11,168,246 | |
| MSFT | Microsoft Corp | +3,820 | 24,053 | $8,972,250 | |
| AVGO | Broadcom Inc. | +1,801 | 26,163 | $9,883,073 | |
| JPM | Jpmorgan Chase & Co | +1,406 | 30,527 | $9,992,402 | |
| AMZN | Amazon Com Inc | +1,253 | 56,550 | $13,478,127 | |
| CRM | Salesforce, Inc. | +1,185 | 2,400 | $375,984 | |
| DIS | Walt Disney Co | +120 | 4,200 | $404,250 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBKR | Interactive Brokers Group, Inc. | −15,261 | 94,711 | $8,243,645 | |
| LMT | Lockheed Martin Corp | −9,684 | 1,785 | $909,386 | |
| EBAY | Ebay Inc | −5,694 | 65,216 | $7,287,888 | |
| CRWD | CrowdStrike Holdings, Inc. | −5,206 | 14,752 | $11,257,841 | |
| UNH | Unitedhealth Group Inc | −4,970 | 20,843 | $8,662,976 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −4,303 | 26,170 | $12,498,006 | |
| NVDA | Nvidia Corp | −2,841 | 46,540 | $9,312,188 | |
| UBER | Uber Technologies, Inc | −2,704 | 87,092 | $6,284,558 | |
| GOOGL | Alphabet Inc. | −2,404 | 41,971 | $14,842,702 | |
| META | Meta Platforms, Inc. | −2,031 | 16,283 | $9,172,051 | |
| ANET | Arista Networks, Inc. | −1,298 | 58,841 | $9,995,909 | |
| CAT | Caterpillar Inc | −1,000 | 8,695 | $9,259,305 | |
| ABBV | AbbVie Inc. | −699 | 38,717 | $9,742,745 | |
| JNJ | Johnson & Johnson | −600 | 2,592 | $658,290 | |
| PLTR | Palantir Technologies Inc. | −466 | 56,600 | $6,603,522 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
5 positions
45 tracked positions ·
$260,369,991 total
· filing declares
51 positions · $269,297,135
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 41,971 | $14,842,702 | 5.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 56,550 | $13,478,127 | 5.18% | |
| KLAC |
Kla Corp
Technology
|
Added | 41,783 | $12,606,348 | 4.84% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 26,170 | $12,498,006 | 4.80% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 14,752 | $11,257,841 | 4.32% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 81,687 | $11,168,246 | 4.29% | |
| BKR |
Baker Hughes Co
Energy
|
Added | 183,158 | $10,165,269 | 3.90% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 58,841 | $9,995,909 | 3.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 30,527 | $9,992,402 | 3.84% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 26,163 | $9,883,073 | 3.80% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 38,717 | $9,742,745 | 3.74% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 46,540 | $9,312,188 | 3.58% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 8,695 | $9,259,305 | 3.56% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Held | 101,900 | $9,217,874 | 3.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 16,283 | $9,172,051 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 24,053 | $8,972,250 | 3.45% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 20,843 | $8,662,976 | 3.33% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 29,214 | $8,489,296 | 3.26% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 84,921 | $8,430,956 | 3.24% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 94,711 | $8,243,645 | 3.17% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 65,216 | $7,287,888 | 2.80% | |
| ORCL |
Oracle Corp
Technology
|
Added | 47,844 | $7,011,538 | 2.69% | |
| MOS |
Mosaic Co
Basic Materials
|
Added | 319,916 | $6,779,020 | 2.60% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 56,600 | $6,603,522 | 2.54% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 89,435 | $6,385,659 | 2.45% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 87,092 | $6,284,558 | 2.41% | |
| RDDT |
Reddit, Inc.
Communication Services
|
NEW | 31,901 | $5,537,375 | 2.13% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 30,448 | $4,451,193 | 1.71% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,785 | $909,386 | 0.35% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
Held | 9,725 | $727,527 | 0.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,592 | $658,290 | 0.25% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Held | 5,000 | $474,650 | 0.18% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 4,200 | $404,250 | 0.16% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,400 | $375,984 | 0.14% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Held | 4,200 | $337,596 | 0.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 435 | $324,844 | 0.12% | |
| AAPL |
Apple Inc.
Technology
|
Held | 491 | $142,075 | 0.05% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 3,664 | $121,974 | 0.05% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 50 | $46,773 | 0.02% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 215 | $36,734 | 0.01% | |
| TMDX |
TransMedics Group, Inc.
Healthcare
|
Held | 325 | $21,586 | 0.01% | |
| BST |
BlackRock Science & Technology Trust
Financial Services
|
NEW | 420 | $21,298 | 0.01% | |
| SPGI |
S&P Global Inc.
Financial Services
|
NEW | 32 | $13,032 | 0.01% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 30 | $12,618 | 0.00% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 41 | $9,412 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.