Titan Investment Management LLC

CIK

2112547

Location

INDIANAPOLIS, IN

Portfolio Value

Small $116,761,333

Diversification

Diversified

Filing Date

Global Rank

#5,612 / 8,517 ▲ 333

Top Industry

Semiconductors 24.2%

3Y Alpha vs SPY

+12.0%

Period ended 46 days ago

Filed Aug 3, 2026 · 12d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical 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

+19.9%

SPY

+13.9%

Annualised alpha

+14.2%

Max drawdown

−8.2%

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

33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.3%

+0.3 pts

Top 5

48.1%

+8.6 pts

Top 10

67.8%

+8.8 pts

HHI

664

Diversified+124

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.0%	$56,038,241	10
Industrials	11.7%	$13,617,520	4
Communication Services	11.0%	$12,835,236	2
Financial Services	10.4%	$12,174,257	6
Healthcare	7.8%	$9,075,893	4
Consumer Defensive	5.9%	$6,852,045	4
Consumer Cyclical	5.3%	$6,168,141	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APO	Apollo Global Management, Inc.	+5,109	11,428	$1,352,046
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+4,930	19,947	$9,526,088
MS	Morgan Stanley	+3,416	17,651	$3,689,765
BMY	Bristol Myers Squibb Co	+1,371	31,955	$1,841,247
DELL	Dell Technologies Inc.	+1,328	32,403	$13,980,598
VRT	Vertiv Holdings Co	+657	13,363	$4,474,199
FITB	Fifth Third Bancorp	+568	49,986	$2,817,710
PEP	Pepsico Inc	+376	14,069	$1,904,942
PM	Philip Morris International Inc.	+375	12,853	$2,325,236
CL	Colgate Palmolive Co	+292	12,917	$1,184,230
PWR	Quanta Services, Inc.	+215	5,862	$4,220,874
UNH	Unitedhealth Group Inc	+209	8,376	$3,481,316
HSY	Hershey Co	+201	8,194	$1,437,637
GOOGL	Alphabet Inc.	+196	21,845	$7,806,747
JBL	Jabil Inc	+132	14,432	$5,563,247
VRSK	Verisk Analytics, Inc.	+127	13,349	$2,396,545
CBOE	Cboe Global Markets, Inc.	+124	5,817	$1,411,611
LMT	Lockheed Martin Corp	+92	4,958	$2,525,902
V	Visa Inc.	+74	7,839	$2,689,482
PLTR	Palantir Technologies Inc.	+51	6,060	$707,020
HD	Home Depot, Inc.	+51	6,326	$2,231,053
IDXX	Idexx Laboratories Inc /De	+29	2,696	$1,419,282
MCK	Mckesson Corp	+23	3,089	$2,334,048
NVDA	Nvidia Corp	+16	89,499	$17,907,854
AZO	Autozone Inc	+5	509	$1,626,733
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	−41,720	20,347	$213,643
TSLA	Tesla, Inc.	−289	5,493	$2,310,355
MSFT	Microsoft Corp	−137	18,684	$6,969,505
META	Meta Platforms, Inc.	−17	8,927	$5,028,489
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ANET	Arista Networks, Inc.	3,311	$562,472
CRDO	Credo Technology Group Holding Ltd	1,199	$326,068
ALAB	Astera Labs, Inc.	562	$271,457
MU	Micron Technology Inc	194	$223,932
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	77,390	$7,092,019
CLX	Clorox Co /De/	24,076	$2,494,995
VRSN	Verisign Inc/Ca	6,089	$1,512,264
PYPL	PayPal Holdings, Inc.	26,051	$1,178,286
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $116,761,333 total · filing declares 38 positions · $135,059,985 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	89,499	+16	$17,907,854	+14.8%	15.34%
DELL	Dell Technologies Inc. Technology	Added	32,403	+1,328	$13,980,598	+174.1%	11.97%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	19,947	+4,930	$9,526,088	+87.7%	8.16%
GOOGL	Alphabet Inc. Communication Services	Added	21,845	+196	$7,806,747	+25.4%	6.69%
MSFT	Microsoft Corp Technology	Reduced	18,684	-137	$6,969,505	+0.0%	5.97%
JBL	Jabil Inc Technology	Added	14,432	+132	$5,563,247	+46.5%	4.76%
META	Meta Platforms, Inc. Communication Services	Reduced	8,927	-17	$5,028,489	−1.7%	4.31%
VRT	Vertiv Holdings Co Industrials	Added	13,363	+657	$4,474,199	+40.5%	3.83%
PWR	Quanta Services, Inc. Industrials	Added	5,862	+215	$4,220,874	+36.1%	3.61%
MS	Morgan Stanley Financial Services	Added	17,651	+3,416	$3,689,765	+57.5%	3.16%
UNH	Unitedhealth Group Inc Healthcare	Added	8,376	+209	$3,481,316	+57.5%	2.98%
FITB	Fifth Third Bancorp Financial Services	Added	49,986	+568	$2,817,710	+22.7%	2.41%
V	Visa Inc. Financial Services	Added	7,839	+74	$2,689,482	+14.6%	2.30%
LMT	Lockheed Martin Corp Industrials	Added	4,958	+92	$2,525,902	−14.1%	2.16%
VRSK	Verisk Analytics, Inc. Industrials	Added	13,349	+127	$2,396,545	−4.5%	2.05%
MCK	Mckesson Corp Healthcare	Added	3,089	+23	$2,334,048	−12.0%	2.00%
PM	Philip Morris International Inc. Consumer Defensive	Added	12,853	+375	$2,325,236	+12.7%	1.99%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,493	-289	$2,310,355	+7.5%	1.98%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,326	+51	$2,231,053	+8.1%	1.91%
PEP	Pepsico Inc Consumer Defensive	Added	14,069	+376	$1,904,942	−10.4%	1.63%
BMY	Bristol Myers Squibb Co Healthcare	Added	31,955	+1,371	$1,841,247	−0.7%	1.58%
AZO	Autozone Inc Consumer Cyclical	Added	509	+5	$1,626,733	−4.4%	1.39%
HSY	Hershey Co Consumer Defensive	Added	8,194	+201	$1,437,637	−13.5%	1.23%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	2,696	+29	$1,419,282	−5.3%	1.22%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	5,817	+124	$1,411,611	−11.8%	1.21%
APO	Apollo Global Management, Inc. Financial Services	Added	11,428	+5,109	$1,352,046	+92.0%	1.16%
CL	Colgate Palmolive Co Consumer Defensive	Added	12,917	+292	$1,184,230	+10.1%	1.01%
PLTR	Palantir Technologies Inc. Technology	Added	6,060	+51	$707,020	−19.6%	0.61%
ANET	Arista Networks, Inc. Technology	NEW	3,311	NEW	$562,472	NEW	0.48%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	1,199	NEW	$326,068	NEW	0.28%
ALAB	Astera Labs, Inc. Technology	NEW	562	NEW	$271,457	NEW	0.23%
MU	Micron Technology Inc Technology	NEW	194	NEW	$223,932	NEW	0.19%
FSK	FS KKR Capital Corp Financial Services	Reduced	20,347	-41,720	$213,643	−66.2%	0.18%

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.