Arkolith/Funds/Ti-Trust, Inc

Ti-Trust, Inc

CIK 1802284
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Ti-Trust, Inc holds a diversified book of 132 stocks worth $186.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Vanguard Total Stock MKT ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TI-TRUST, INC's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
27
existing
Trimmed
21
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+35.5%
+19.2%/yr · since Nov '24
Their reported book
+30.0%
held from quarter-end
S&P 500
+32.0%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Ti-Trust, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.5 points over this window.

Growth of $10,000 cloning Ti-Trust, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

60% mapped to company sectors

ETF / fund or unclassified
40%
Information Technology
17%
Utilities
11%
Industrials
10%
Financials
6%
Health Care
6%
Energy
4%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ti-Trust, Inc

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$584.1B
MORGAN STANLEY80 / 80$458.2B
JPMORGAN CHASE & CO80 / 80$447.5B
BANK OF AMERICA CORP /DE/80 / 80$351.8B
GOLDMAN SACHS GROUP INC80 / 80$214.3B
Bank of New York Mellon Corp80 / 80$165.8B
ROYAL BANK OF CANADA80 / 80$163.1B
WELLS FARGO & COMPANY/MN80 / 80$143.3B

Ranked by how many of Ti-Trust, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

132 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$14.4M38.8K
7.7%
+1.4%
Added · +535 sh
2Vanguard Intl Equity Index F
ALLWRLD EX US
$9.3M110.7K
5.0%
−6.8%
Reduced · −8K sh
3State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$6.2M8.8K
3.3%
−8.3%
Reduced · −796 sh
4Vanguard Index FDS
SMALL CP ETF
$6.1M20.2K
3.3%
+1.1%
Added · +219 sh
5Caterpillar Inc
COM
$5.7M5.3K
3.1%
Held
6Ishares TR
CORE US AGGBD ET
$4.7M47.6K
2.5%
+0.6%
Added · +267 sh
7Vanguard BD Index FDS
SHORT TRM BOND
$4.5M58.2K
2.4%
−0.2%
Reduced · −144 sh
8Sandisk Corp
COM
$4.1M1.8K
2.2%
Held
9Microsoft Corp
COM
$4.1M10.9K
2.2%
Held
10Exxon Mobil Corp
COM
$3.7M27.1K
2.0%
+2.3%
Added · +602 sh
11Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.7M61.2K
2.0%
+1.0%
Added · +609 sh
12Broadcom Inc
COM
$3.5M9.4K
1.9%
Held
13Western Digital Corp
COM
$3.5M5.5K
1.9%
Held
14Invesco Exch Traded FD TR II
SR LN ETF
$3.2M156.5K
1.7%
Held
15Intel Corp
COM
$3.1M22.2K
1.7%
−0.1%
Reduced · −34 sh
16Illinois Tool WKS Inc
COM
$2.9M10.7K
1.6%
Held
17Cisco Sys Inc
COM
$2.8M23.7K
1.5%
−0.3%
Reduced · −70 sh
18Eli Lilly & Co
COM
$2.7M2.2K
1.4%
−8.2%
Reduced · −200 sh
19Duke Energy Corp New
COM NEW
$2.6M20.9K
1.4%
+0.4%
Added · +78 sh
20Merck & Co Inc
COM
$2.6M20.3K
1.4%
+5.7%
Added · +1K sh
21SPDR Series Trust
ST BLOO HIGH ETF
$2.6M27.0K
1.4%
+4.2%
Added · +1K sh
22JPMorgan Chase & Co
COM
$2.6M7.9K
1.4%
Held
23Chevron Corporation
COM
$2.5M14.8K
1.3%
Held
24Altria Group Inc
COM
$2.2M31.2K
1.2%
Held
25Ishares TR
TIPS BD ETF
$2.1M18.8K
1.1%
−19%
Reduced · −4K sh
26Invesco Exch Traded FD TR II
TAXABLE MUN BD
$2.0M73.5K
1.1%
Held
27Emerson Elec Co
COM
$2.0M13.6K
1.0%
Held
28Apple Inc
COM
$1.9M6.7K
1.0%
+1.6%
Added · +105 sh
29NextEra Energy Inc
COM
$1.9M21.7K
1.0%
Held
30Ameren Corp
COM
$1.9M16.8K
1.0%
+1.8%
Added · +296 sh
31WW Grainger Inc
COM
$1.8M1.3K
1.0%
Held
32Vanguard Index FDS
REAL ESTATE ETF
$1.7M17.9K
0.9%
+3.0%
Added · +526 sh
33Nucor Corp
COM
$1.7M7.4K
0.9%
Held
34Deere & Co
COM
$1.6M2.6K
0.9%
Held
35Consolidated Edison Inc
COM
$1.6M14.6K
0.9%
Held
36Ishares TR
CORE S&P SCP ETF
$1.6M10.5K
0.8%
Held
37Alphabet Inc
CAP STK CL C
$1.5M4.3K
0.8%
Held
38State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.0K
0.8%
Held
39Oge Energy Corp
COM
$1.5M30.6K
0.8%
Held
40Vulcan Matls Co
COM
$1.4M4.8K
0.8%
Held
41Ishares TR
RUS 1000 ETF
$1.4M3.3K
0.7%
−3.0%
Reduced · −102 sh
42Southern Co
COM
$1.4M14.2K
0.7%
Held
43Bristol-Myers Squibb Co
COM
$1.3M23.1K
0.7%
+0.2%
Added · +49 sh
44International Business Machs
COM
$1.3M4.6K
0.7%
+1.9%
Added · +85 sh
45Royal BK Cda
COM
$1.2M6.0K
0.7%
Held
46Toronto Dominion BK Ont
COM NEW
$1.2M10.1K
0.7%
Held
47Berkshire Hathaway Inc Del
CL B NEW
$1.2M2.4K
0.6%
−1.8%
Reduced · −43 sh
48Bank Montreal Medium
COM
$1.2M6.7K
0.6%
Held
49Boeing Co
COM
$1.1M5.3K
0.6%
Held
50Sempra
COM
$1.1M12.0K
0.6%
Held
Showing 50 of 132 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026132$186.0M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026128$168.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026129$162.0M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025130$158.9M13F-HR
Q2 2025Jun 30, 2025Jul 23, 2025128$149.2M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025126$151.0M13F-HR
Q4 2024Dec 31, 2024Jan 22, 2025125$149.3M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024125$139.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.