Titan Investment Management LLC

CIK

2112547

Location

INDIANAPOLIS, IN

Portfolio Value

Micro $38,937,907

Diversification

Diversified

Filing Date

Global Rank

#5,776 / 8,586 ▲ 304

Top Industry

Semiconductors 21.4%

3Y Alpha vs SPY

+17.1%

Period ended 3 months ago

Filed Apr 28, 2026 · 49d

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

+15.7%

SPY

+11.2%

Annualised alpha

+17.1%

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

7 positions · $38,937,907 total · Technology only · 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%	40.08%
MSFT	Microsoft Corp Technology	Added	18,821	+529	$6,966,969	−21.2%	17.89%
DELL	Dell Technologies Inc. Technology	Added	31,075	+5,362	$5,100,339	+57.6%	13.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	15,017	NEW	$5,074,995	NEW	13.03%
JBL	Jabil Inc Technology	Added	14,300	+1,072	$3,798,509	+25.9%	9.76%
VRSN	Verisign Inc/Ca Technology	Added	6,089	+101	$1,512,264	+4.0%	3.88%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,009	-5,144	$878,996	−55.7%	2.26%