account_balance

Investment manager · 13F filer · SEC CIK 1802284

Ti-Trust, Inc

Reported value$181Mas of Sep 30, 2026
Positions134 3 new, 1 sold out
Top 10 weight34.3%VTI alone is 8%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 8.0% Held
VEU Vanguard Intl Equity Index F 5.1% Held
MDY SPDR S&P Midcap 400 ETF Trust 3.2% Held
VB Vanguard Index FDS 3.1% Held
MSFT Microsoft Corp 3.1% Held
BSV Vanguard Bd Index FDS 2.5% Added +4%
AGG iShares Tr 2.5% Held
XOM ExxonMobil Holdings Corp 2.4% HeldCAT Caterpillar Inc 2.4% Held
VWO Vanguard Intl Equity Index F 2.0% Held
AVGO Broadcom Inc. 1.8% Held
BKLN Invesco Exch Traded Fd Tr II 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • VCIT +16%
  • JNK +4%
  • TIP +4%
  • BSV +4%
arrow_downwardTrimmed
  • DFAC −6%
  • VUG −5%
  • SPY −5%
  • MCD −3%
remove_circleSold out
  • C $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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