Titan Investment Management LLC

CIK

2112547

Location

INDIANAPOLIS, IN

Portfolio Value

Micro $96,668,676

Diversification

Diversified

Filing Date

Global Rank

#5,428 / 8,232 ▲ 421

Top Industry

Semiconductors 21.4%

3Y Alpha vs SPY

+19.2%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+14.2%

SPY

+9.1%

Annualised alpha

+19.2%

Max drawdown

−9.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.1%

−1.5 pts

Top 5

40.4%

−1.2 pts

Top 10

59.1%

+0.7 pts

HHI

568

Diversified−52

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.3%	$38,937,907	7
Industrials	12.1%	$11,734,019	4
Communication Services	11.7%	$11,342,516	2
Financial Services	11.5%	$11,099,827	7
Consumer Defensive	9.7%	$9,422,184	5
Healthcare	8.5%	$8,216,580	4
Consumer Cyclical	6.1%	$5,915,643	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
CLX	Clorox Co /De/	+10,038	24,076	$2,494,995
MS	Morgan Stanley	+8,852	14,235	$2,342,653
GOOGL	Alphabet Inc.	+6,294	21,649	$6,225,386
DELL	Dell Technologies Inc.	+5,362	31,075	$5,100,339
TSLA	Tesla, Inc.	+4,324	5,782	$2,149,458
NVDA	Nvidia Corp	+4,232	89,483	$15,605,835
PYPL	PayPal Holdings, Inc.	+2,970	26,051	$1,178,286
META	Meta Platforms, Inc.	+2,327	8,944	$5,117,130
JBL	Jabil Inc	+1,072	14,300	$3,798,509
PWR	Quanta Services, Inc.	+604	5,647	$3,100,315
PEP	Pepsico Inc	+595	13,693	$2,126,385
MSFT	Microsoft Corp	+529	18,821	$6,966,969
HD	Home Depot, Inc.	+502	6,275	$2,063,784
VRT	Vertiv Holdings Co	+278	12,706	$3,183,869
IDXX	Idexx Laboratories Inc /De	+191	2,667	$1,498,560
UNH	Unitedhealth Group Inc	+165	8,167	$2,209,908
V	Visa Inc.	+154	7,765	$2,346,893
LMT	Lockheed Martin Corp	+154	4,866	$2,940,961
VRSN	Verisign Inc/Ca	+101	6,089	$1,512,264
AZO	Autozone Inc	+26	504	$1,702,401
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	−63,743	62,067	$631,842
FITB	Fifth Third Bancorp	−8,979	49,418	$2,295,960
PLTR	Palantir Technologies Inc.	−5,144	6,009	$878,996
MCK	Mckesson Corp	−1,225	3,066	$2,653,193
BMY	Bristol Myers Squibb Co	−726	30,584	$1,854,919
PM	Philip Morris International Inc.	−192	12,478	$2,063,112
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	15,017	$5,074,995
VRSK	Verisk Analytics, Inc.	13,222	$2,508,874
HSY	Hershey Co	7,993	$1,661,664
CBOE	Cboe Global Markets, Inc.	5,693	$1,600,131
CL	Colgate Palmolive Co	12,625	$1,076,028
APO	Apollo Global Management, Inc.	6,319	$704,062
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	2,994	$3,637,949
ABNB	Airbnb, Inc.	19,647	$2,666,490
VZ	Verizon Communications Inc	52,263	$2,128,671
PAYX	Paychex Inc	14,723	$1,651,626
AAL	American Airlines Group Inc.	97,747	$1,498,461
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $96,668,676 total · as of Mar 31, 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	89,483	+4,232	$15,605,835	−1.8%	16.14%
MSFT	Microsoft Corp Technology	Added	18,821	+529	$6,966,969	−21.2%	7.21%
GOOGL	Alphabet Inc. Communication Services	Added	21,649	+6,294	$6,225,386	+29.5%	6.44%
META	Meta Platforms, Inc. Communication Services	Added	8,944	+2,327	$5,117,130	+17.2%	5.29%
DELL	Dell Technologies Inc. Technology	Added	31,075	+5,362	$5,100,339	+57.6%	5.28%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	15,017	NEW	$5,074,995	NEW	5.25%
JBL	Jabil Inc Technology	Added	14,300	+1,072	$3,798,509	+25.9%	3.93%
VRT	Vertiv Holdings Co Industrials	Added	12,706	+278	$3,183,869	+58.1%	3.29%
PWR	Quanta Services, Inc. Industrials	Added	5,647	+604	$3,100,315	+45.7%	3.21%
LMT	Lockheed Martin Corp Industrials	Added	4,866	+154	$2,940,961	+29.0%	3.04%
MCK	Mckesson Corp Healthcare	Reduced	3,066	-1,225	$2,653,193	−24.6%	2.74%
VRSK	Verisk Analytics, Inc. Industrials	NEW	13,222	NEW	$2,508,874	NEW	2.60%
CLX	Clorox Co /De/ Consumer Defensive	Added	24,076	+10,038	$2,494,995	+76.3%	2.58%
V	Visa Inc. Financial Services	Added	7,765	+154	$2,346,893	−12.1%	2.43%
MS	Morgan Stanley Financial Services	Added	14,235	+8,852	$2,342,653	+145.1%	2.42%
FITB	Fifth Third Bancorp Financial Services	Reduced	49,418	-8,979	$2,295,960	−16.0%	2.38%
UNH	Unitedhealth Group Inc Healthcare	Added	8,167	+165	$2,209,908	−16.3%	2.29%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,782	+4,324	$2,149,458	+227.8%	2.22%
PEP	Pepsico Inc Consumer Defensive	Added	13,693	+595	$2,126,385	+13.1%	2.20%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,275	+502	$2,063,784	+3.9%	2.13%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	12,478	-192	$2,063,112	+1.5%	2.13%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	30,584	-726	$1,854,919	+9.8%	1.92%
AZO	Autozone Inc Consumer Cyclical	Added	504	+26	$1,702,401	+5.0%	1.76%
HSY	Hershey Co Consumer Defensive	NEW	7,993	NEW	$1,661,664	NEW	1.72%
CBOE	Cboe Global Markets, Inc. Financial Services	NEW	5,693	NEW	$1,600,131	NEW	1.66%
VRSN	Verisign Inc/Ca Technology	Added	6,089	+101	$1,512,264	+4.0%	1.56%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	2,667	+191	$1,498,560	−10.5%	1.55%
PYPL	PayPal Holdings, Inc. Financial Services	Added	26,051	+2,970	$1,178,286	−12.6%	1.22%
CL	Colgate Palmolive Co Consumer Defensive	NEW	12,625	NEW	$1,076,028	NEW	1.11%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,009	-5,144	$878,996	−55.7%	0.91%
APO	Apollo Global Management, Inc. Financial Services	NEW	6,319	NEW	$704,062	NEW	0.73%
FSK	FS KKR Capital Corp Financial Services	Reduced	62,067	-63,743	$631,842	−66.1%	0.65%