Arkolith/Funds/Titleist Asset Management, LLC

Titleist Asset Management, LLC

CIK 1977759
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Titleist Asset Management, LLC holds a diversified book of 410 stocks worth $1.5B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Fermi Inc and trimmed Tesla Inc. Their largest long position is Tesla Inc at 5% of the equity book. They also disclosed $1.0M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TITLEIST ASSET MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
147
new positions
Added to
191
existing
Trimmed
165
reduced
Sold out
23
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.9%
+13.6%/yr · since Nov '24
Their reported book
+32.0%
held from quarter-end
S&P 500
+26.7%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Titleist Asset Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +32.0%, a 8.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Titleist Asset Management, LLC'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
17%
Top 10 holdings
28%
Top 20 holdings
42%

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

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
13%
Consumer Discretionary
7%
Financials
6%
Industrials
2%
Energy
1%
Health Care
1%
Materials
1%

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

Holdings: largest first

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

410 positions
#SecurityValueShares% PortLast moveHistory
1Tesla Inc
COM
$70.5M167.6K
4.7%
−0.8%
Reduced · −1K sh
2Ishares TR
0-3 MTH TREASURY
$56.4M560.0K
3.8%
−12%
Reduced · −77K sh
3Nvidia Corporation
COM
$44.0M219.7K
3.0%
+2.4%
Added · +5K sh
4Ishares TR
CORE S&P MCP ETF
$42.9M555.9K
2.9%
+3.9%
Added · +21K sh
5Ishares TR
RUSSELL 2000 ETF
$41.2M137.1K
2.8%
−0.1%
Reduced · −84 sh
6Berkshire Hathaway Inc Del
CL B NEW
$35.2M70.3K
2.4%
+2.7%
Added · +2K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$33.8M45.2K
2.3%
+7.1%
Added · +3K sh
8Vanguard World FD
MEGA CAP VAL ETF
$31.3M191.5K
2.1%
+4.6%
Added · +8K sh
9Ishares TR
RUS TP200 GR ETF
$28.9M99.6K
1.9%
+4.3%
Added · +4K sh
10Invesco Exchange Traded FD T
S&P500 EQL WGT
$27.2M127.8K
1.8%
+9.5%
Added · +11K sh
11Ishares TR
IBOND DEC 2030
$26.8M1.37M
1.8%
+12%
Added · +144K sh
12Ea Series Trust
ALPHA ARCH 1-3
$24.2M206.4K
1.6%
~0%
Reduced · −90 sh
13Ishares TR
CORE S&P SCP ETF
$22.4M150.8K
1.5%
+4.4%
Added · +6K sh
14Apple Inc
COM
$21.5M74.2K
1.4%
−6.5%
Reduced · −5K sh
15Amazon Com Inc
COM
$21.4M89.6K
1.4%
−11%
Reduced · −11K sh
16Vanguard BD Index FDS
VANGUARD ULTRA
$20.5M412.8K
1.4%
−0.8%
Reduced · −3K sh
17Ishares TR
IBONDS DEC 2031
$20.0M990.4K
1.3%
+3.7%
Added · +35K sh
18Vanguard Index FDS
GROWTH ETF
$19.6M227.7K
1.3%
+489%
Added · +189K sh
19Ishares TR
7-10 YR TRSY BD
$18.8M198.6K
1.3%
+0.9%
Added · +2K sh
20Ishares TR
IBONDS 27 TRM TS
$16.4M732.1K
1.1%
+6.7%
Added · +46K sh
21Vanguard World FD
INF TECH ETF
$15.6M130.4K
1.1%
+680%
Added · +114K sh
22Elevation Series Trust
POLEN DIVID ETF
$14.8M396.1K
1.0%
~0%
Added · +90 sh
23Invesco Exch Traded FD TR II
S&P INTL MOMNT
$14.3M237.6K
1.0%
+4.2%
Added · +10K sh
24Vanguard Index FDS
VALUE ETF
$14.2M65.4K
1.0%
−1.8%
Reduced · −1K sh
25First TR Exchange-Traded FD
FIRST TR ENH NEW
$14.2M237.2K
1.0%
+5.5%
Added · +12K sh
26Vanguard World FD
HEALTH CAR ETF
$13.3M44.3K
0.9%
+1.4%
Added · +605 sh
27Vanguard Index FDS
TOTAL STK MKT
$13.1M35.4K
0.9%
+1.7%
Added · +606 sh
28Ishares TR
MSCI INTL VLU FT
$12.9M307.9K
0.9%
+4.5%
Added · +13K sh
29Advanced Micro Devices Inc
COM
$12.8M22.1K
0.9%
−23%
Reduced · −7K sh
30Ishares TR
MSCI EAFE ETF
$12.2M117.4K
0.8%
+7.4%
Added · +8K sh
31Vanguard Index FDS
MID CAP ETF
$11.9M148.1K
0.8%
+301%
Added · +111K sh
32Ishares Inc
CORE MSCI EMKT
$11.9M143.3K
0.8%
+4.1%
Added · +6K sh
33Broadcom Inc
COM
$11.8M31.3K
0.8%
−9.2%
Reduced · −3K sh
34Ark ETF TR
INNOVATION ETF
$11.6M143.8K
0.8%
~0%
Reduced · −18 sh
35Alphabet Inc
CAP STK CL A
$11.6M32.5K
0.8%
−21%
Reduced · −9K sh
36Alphabet Inc
CAP STK CL C
$11.3M31.9K
0.8%
−4.4%
Reduced · −1K sh
37Vanguard Index FDS
SMALL CP ETF
$10.5M34.7K
0.7%
−1.1%
Reduced · −369 sh
38Vanguard Specialized Funds
DIV APP ETF
$10.5M44.3K
0.7%
+3.2%
Added · +1K sh
39Ishares TR
CORE S&P500 ETF
$10.4M13.9K
0.7%
+20%
Added · +2K sh
40Palantir Technologies Inc
CL A
$10.3M88.6K
0.7%
+1.5%
Added · +1K sh
41Vanguard Scottsdale FDS
SHORT TERM TREAS
$10.2M174.5K
0.7%
+19%
Added · +28K sh
42Ishares TR
IBONDS DEC 2032
$10.0M439.4K
0.7%
+379%
Added · +348K sh
43Invesco QQQ TR
UNIT SER 1
$9.7M13.2K
0.7%
+1.9%
Added · +253 sh
44Vanguard BD Index FDS
TOTAL BND MRKT
$9.2M124.9K
0.6%
−4.3%
Reduced · −6K sh
45Microsoft Corp
COM
$9.2M24.6K
0.6%
−6.9%
Reduced · −2K sh
46Vanguard Index FDS
S&P 500 ETF SHS
$9.1M13.2K
0.6%
+1.2%
Added · +162 sh
47Ishares TR
IBONDS 28 TRM TS
$8.8M398.1K
0.6%
−29%
Reduced · −161K sh
48Ishares TR
IBONDS 26 TRM TS
$8.6M376.8K
0.6%
−22%
Reduced · −109K sh
49Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$8.3M48.8K
0.6%
+2.8%
Added · +1K sh
50Viper Energy Inc
CL A
$8.2M192.8K
0.6%
−2.5%
Reduced · −5K sh
Showing 50 of 410 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$1.0M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishTESLA INC$782K2K
CALL · bullishNVIDIA CORPORATION$254K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026412$1.5B13F-HR
Q1 2026Mar 31, 2026Apr 30, 2026396$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026378$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025316$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025320$1.0B13F-HR
Q1 2025Mar 31, 2025May 15, 2025294$864.9M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025308$872.7M13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024282$694.1M13F-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.