Titan Investment Management LLC

Registered adviser

CIK

2112547

Location

INDIANAPOLIS, IN

Portfolio Value

Small $129,327,262

Diversification

Diversified

Filing Date

Global Rank

#7,742 / 8,827 ▲ 108 · as of Jun 2026

Top Industry

Semiconductors 26.3%

Period ended 38 days ago

Filed Oct 22, 2026 · 16d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 291148

Roster of Nov 1, 2026

Regulatory AUM

$123,932,769

Main clients

Individuals and high net worth (96% of AUM)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.3% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 73.1%; sector active share 17.6% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

40 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.2%

+3.0 pts

Top 5

45.1%

+0.9 pts

Top 10

62.6%

−3.7 pts

HHI

609

Diversified+20

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.0%	$56,868,200	10
Financial Services	10.2%	$13,134,424	6
Industrials	9.7%	$12,492,702	4
Unclassified	9.0%	$11,587,560	7
Consumer Cyclical	8.2%	$10,602,180	5
Healthcare	7.6%	$9,797,069	3
Consumer Defensive	6.1%	$7,861,680	4
Communication Services	5.4%	$6,983,447	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	+15,000	37,991	$1,904,868
APO	Apollo Global Management, Inc.	+12,791	24,219	$2,810,857
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+9,759	63,559	$4,977,305
HSY	Hershey Co	+4,718	12,912	$2,035,060
MS	Morgan Stanley	+3,958	21,609	$4,064,220
PLTR	Palantir Technologies Inc.	+2,688	8,748	$1,636,313
NVDA	Nvidia Corp	+2,380	91,879	$20,983,326
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,861	21,808	$9,948,591
IDXX	Idexx Laboratories Inc	+1,509	4,205	$2,195,808
MSFT	Microsoft Corp	+1,375	20,059	$10,288,261
MCK	Mckesson Corp	+622	3,711	$3,168,488
PWR	Quanta Services, Inc.	+381	6,243	$4,011,189
AZO	Autozone Inc	+209	718	$2,031,954
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	−19,272	13,131	$7,063,821
—		−12,048	77,074	$0
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−9,850	54,664	$3,146,459
FITB	Fifth Third Bancorp	−6,388	43,598	$2,205,186
JBL	Jabil Inc	−4,025	10,407	$2,985,352
PM	Philip Morris International Inc.	−3,466	9,387	$1,791,227
ANET	Arista Networks, Inc.	−1,776	1,535	$312,510
GOOGL	Alphabet Inc.	−1,549	20,296	$6,983,447
CL	Colgate Palmolive Co	−528	12,389	$1,057,029
V	Visa Inc.	−519	7,320	$2,630,295
LMT	Lockheed Martin Corp	−83	4,875	$2,482,593
VRT	Vertiv Holdings Co	−33	13,330	$3,216,662
TSLA	Tesla, Inc.	−3	5,490	$1,947,906
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	3,831	$4,432,773
KR	Kroger Co	50,808	$2,978,364
ULTA	Ulta Beauty, Inc.	5,096	$2,783,282
FLR	Fluor Corp	58,109	$2,782,258
ADSK	Autodesk, Inc.	11,246	$2,350,414
LOW	Lowes Companies Inc	11,633	$2,143,845
DPZ	Dominos Pizza Inc	5,658	$1,695,193
ARCC	Ares Capital Corp	74,548	$1,423,866
FICO	Fair Isaac Corp	1,845	$1,093,107
SGOV	iShares 0-3 Month Treasury Bond ETF	8,214	$826,985
IVV	iShares Core S&P 500 ETF	543	$415,856
VOO	VANGUARD 500 INDEX FUND	451	$316,087
CRWD	CrowdStrike Holdings, Inc.	780	$206,505
QQQM	Invesco Ltd.	1,364	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	8,927	$5,028,489
UNH	Unitedhealth Group Inc	8,376	$3,481,316
VRSK	Verisk Analytics, Inc.	13,349	$2,396,545
HD	Home Depot, Inc.	6,326	$2,231,053
PEP	Pepsico Inc	14,069	$1,904,942
BMY	Bristol Myers Squibb Co	31,955	$1,841,247
CBOE	Cboe Global Markets, Inc.	5,817	$1,411,611
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	11,214	$661,401
CRDO	Credo Technology Group Holding Ltd	1,199	$326,068
ALAB	Astera Labs, Inc.	562	$271,457
MU	Micron Technology Inc	194	$223,932
FSK	FS KKR Capital Corp	20,347	$213,643
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $129,327,262 total · filing declares 40 positions · $136,805,615 · as of Sep 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	91,879	+2,380	$20,983,326	+17.2%	16.22%
MSFT	Microsoft Corp Technology	Added	20,059	+1,375	$10,288,261	+47.6%	7.96%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	21,808	+1,861	$9,948,591	+4.4%	7.69%
DELL	Dell Technologies Inc. Technology	Reduced	13,131	-19,272	$7,063,821	−49.5%	5.46%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,296	-1,549	$6,983,447	−10.5%	5.40%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	63,559	+9,759	$4,977,305	+11.9%	3.85%
LLY	ELI LILLY & Co Healthcare	NEW	3,831	NEW	$4,432,773	NEW	3.43%
MS	Morgan Stanley Financial Services	Added	21,609	+3,958	$4,064,220	+10.1%	3.14%
PWR	Quanta Services, Inc. Industrials	Added	6,243	+381	$4,011,189	−5.0%	3.10%
VRT	Vertiv Holdings Co Industrials	Reduced	13,330	-33	$3,216,662	−28.1%	2.49%
MCK	Mckesson Corp Healthcare	Added	3,711	+622	$3,168,488	+35.8%	2.45%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	54,664	-9,850	$3,146,459	−16.2%	2.43%
JBL	Jabil Inc Technology	Reduced	10,407	-4,025	$2,985,352	−46.3%	2.31%
KR	Kroger Co Consumer Defensive	NEW	50,808	NEW	$2,978,364	NEW	2.30%
APO	Apollo Global Management, Inc. Financial Services	Added	24,219	+12,791	$2,810,857	+107.9%	2.17%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	NEW	5,096	NEW	$2,783,282	NEW	2.15%
FLR	Fluor Corp Industrials	NEW	58,109	NEW	$2,782,258	NEW	2.15%
V	Visa Inc. Financial Services	Reduced	7,320	-519	$2,630,295	−2.2%	2.03%
LMT	Lockheed Martin Corp Industrials	Reduced	4,875	-83	$2,482,593	−1.7%	1.92%
ADSK	Autodesk, Inc. Technology	NEW	11,246	NEW	$2,350,414	NEW	1.82%
FITB	Fifth Third Bancorp Financial Services	Reduced	43,598	-6,388	$2,205,186	−21.7%	1.71%
IDXX	Idexx Laboratories Inc Healthcare	Added	4,205	+1,509	$2,195,808	+54.7%	1.70%
LOW	Lowes Companies Inc Consumer Cyclical	NEW	11,633	NEW	$2,143,845	NEW	1.66%
HSY	Hershey Co Consumer Defensive	Added	12,912	+4,718	$2,035,060	+41.6%	1.57%
AZO	Autozone Inc Consumer Cyclical	Added	718	+209	$2,031,954	+24.9%	1.57%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,490	-3	$1,947,906	−15.7%	1.51%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Added	37,991	+15,000	$1,904,868	+50.2%	1.47%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	9,387	-3,466	$1,791,227	−23.0%	1.39%
DPZ	Dominos Pizza Inc Consumer Cyclical	NEW	5,658	NEW	$1,695,193	NEW	1.31%
PLTR	Palantir Technologies Inc. Technology	Added	8,748	+2,688	$1,636,313	+131.4%	1.27%
ARCC	Ares Capital Corp Financial Services	NEW	74,548	NEW	$1,423,866	NEW	1.10%
FICO	Fair Isaac Corp Technology	NEW	1,845	NEW	$1,093,107	NEW	0.85%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	12,389	-528	$1,057,029	−10.7%	0.82%
SGOV	iShares 0-3 Month Treasury Bond ETF	NEW	8,214	NEW	$826,985	NEW	0.64%
IVV	iShares Core S&P 500 ETF	NEW	543	NEW	$415,856	NEW	0.32%
VOO	VANGUARD 500 INDEX FUND	NEW	451	NEW	$316,087	NEW	0.24%
ANET	Arista Networks, Inc. Technology	Reduced	1,535	-1,776	$312,510	−44.4%	0.24%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	780	NEW	$206,505	NEW	0.16%
		Reduced	77,074	-12,048	$0	−100.0%	0.00%
QQQM	Invesco Ltd. Financial Services	NEW	1,364	NEW	$0	NEW	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.