Arkolith/Funds/Total Investment Management Inc

Total Investment Management Inc

CIK 1068804
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Total Investment Management Inc holds a focused book of 89 stocks worth $948.4M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Tema S&P 500 Hist Weight ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 10% of the equity book.

Opened
11
bought for the first time
Added to
31
already held, bought more
Trimmed
33
sold some, still holds it
Sold out
11
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
82%
Top 20 holdings
96%

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

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
2%
Financials
1%
Consumer Discretionary
1%
Industrials
1%
Health Care
0%
Energy
0%
Materials
0%

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 Total Investment Management Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY77 / 80$572.6B
WELLS FARGO & COMPANY/MN77 / 80$163.6B
UBS Group AG77 / 80$148.9B
LPL Financial LLC77 / 80$89.8B
RAYMOND JAMES FINANCIAL INC77 / 80$88.4B
OSAIC HOLDINGS, INC.77 / 80$18.7B
ROYAL BANK OF CANADA76 / 80$160.8B
ENVESTNET ASSET MANAGEMENT INC76 / 80$94.5B

Ranked by how many of Total Investment Management 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.

89 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$99.2M132.7K
10.5%
−3.6%
Reduced · −5K sh
2Ishares TR
MSCI EMG MKT ETF
$83.9M1.31M
8.8%
−16%
Reduced · −248K sh
3Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$83.4M294.4K
8.8%
−1.9%
Reduced · −6K sh
4Bny Mellon ETF Trust
ULTRA SHORT INCM
$81.0M1.63M
8.5%
−13%
Reduced · −248K sh
5First TR Exchange-Traded Alp
MID CAP VAL FD
$80.9M1.28M
8.5%
−4.9%
Reduced · −66K sh
6Ishares TR
CORE S&P500 ETF
$75.3M100.4K
7.9%
+3.9%
Added · +4K sh
7Tema ETF Trust
S&P 500 HI WE ET
$73.0M1.12M
7.7%
New
New position
8Bny Mellon ETF Trust
CORE BOND ETF
$71.5M1.73M
7.5%
+0.8%
Added · +14K sh
9Invesco Exchange Traded FD T
S&P500 EQL WGT
$69.0M321.1K
7.3%
−6.8%
Reduced · −23K sh
10Vanguard Index FDS
TOTAL STK MKT
$61.7M167.6K
6.5%
+1.0%
Added · +2K sh
11Bondbloxx ETF Trust
BLOOMBERG SIX MN
$55.4M1.10M
5.8%
−38%
Reduced · −678K sh
12Baron ETF TR
EMERGING MKTS
$29.6M1.15M
3.1%
New
New position
13Vanguard Index FDS
LARGE CAP ETF
$15.7M45.6K
1.7%
−14%
Reduced · −7K sh
14Apple Inc
COM
$9.4M30.3K
1.0%
+2.2%
Added · +658 sh
15RBB FD Inc
F/M US TREASURY
$6.9M139.3K
0.7%
−64%
Reduced · −252K sh
16Pimco ETF TR
ACTIVE BD ETF
$5.4M59.2K
0.6%
+1.3%
Added · +753 sh
17Ishares Bitcoin Trust ETF
SHS BEN INT
$2.8M77.4K
0.3%
+16%
Added · +11K sh
18Caterpillar Inc
COM
$2.6M3.2K
0.3%
+2.8%
Added · +86 sh
19Ishares TR
S&P 500 VAL ETF
$2.5M10.9K
0.3%
−1.3%
Reduced · −143 sh
20Ishares TR
CORE US AGGBD ET
$2.5M25.6K
0.3%
−2.3%
Reduced · −610 sh
21Federal Signal Corp
COM
$2.3M18.4K
0.2%
Held
22Walmart Inc
COM
$1.7M15.3K
0.2%
−0.3%
Reduced · −39 sh
23Amazon Com Inc
COM
$1.5M5.6K
0.2%
−3.2%
Reduced · −182 sh
24Nvidia Corporation
COM
$1.5M7.3K
0.2%
−11%
Reduced · −889 sh
25JPMorgan Chase & Co
COM
$1.4M4.0K
0.1%
−1.1%
Reduced · −44 sh
26United Airls Hldgs Inc
COM
$1.4M11.4K
0.1%
+1.6%
Added · +175 sh
27Ishares TR
RUSSELL 2000 ETF
$1.2M4.0K
0.1%
−1.0%
Reduced · −40 sh
28Southwest Airls Co
COM
$1.1M23.6K
0.1%
−3.1%
Reduced · −753 sh
29Broadcom Inc
COM
$1.0M2.7K
0.1%
+11%
Added · +258 sh
30Berkshire Hathaway Inc Del
CL B NEW
$995K1.9K
0.1%
+0.6%
Added · +12 sh
31Tesla Inc
COM
$952K3.1K
0.1%
+7.2%
Added · +205 sh
32Ishares Ethereum TR
SHS
$951K67.6K
0.1%
+30%
Added · +16K sh
33Invesco QQQ TR
UNIT SER 1
$932K1.4K
0.1%
+0.1%
Added · +1 sh
34Ishares TR
MSCI EAFE ETF
$894K8.5K
0.1%
−6.5%
Reduced · −585 sh
35Microsoft Corp
COM
$775K1.7K
0.1%
+0.2%
Added · +3 sh
36SPDR Series Trust
ST STR BLO 1 ETF
$738K8.1K
0.1%
−35%
Reduced · −4K sh
37Cisco Sys Inc
COM
$716K6.2K
0.1%
Held
38Delta Air Lines Inc
COM NEW
$694K7.9K
0.1%
−2.2%
Reduced · −181 sh
39Schwab Strategic TR
US BRD MKT ETF
$638K22.1K
0.1%
+0.2%
Added · +36 sh
40Sprott Asset Management LP
PHYSICAL SILVER
$638K33.9K
0.1%
Held
41Alphabet Inc
CAP STK CL A
$541K1.5K
0.1%
Held
42Direxion Shares ETF Trust
NASDAQ 100 EQ WT
$526K4.5K
0.1%
~0%
Added · +1 sh
43World Gold TR
SPDR GLD MINIS
$525K6.6K
0.1%
Held
44Schwab Strategic TR
FUNDAMENTAL US B
$499K16.1K
0.1%
+0.3%
Added · +51 sh
45Chevron Corporation
COM
$496K2.5K
0.1%
−1.9%
Reduced · −48 sh
46Coca Cola Co
COM
$484K5.5K
0.1%
−4.5%
Reduced · −262 sh
47Ark ETF TR
INNOVATION ETF
$451K6.3K
0.0%
−5.2%
Reduced · −350 sh
48Schwab Strategic TR
LONG TERM US
$438K14.6K
0.0%
~0%
Added · +3 sh
49Meta Platforms Inc
CL A
$418K751
0.0%
Held
50Pimco ETF TR
ENHAN SHRT MA AC
$406K4.0K
0.0%
+0.1%
Added · +5 sh
Showing 50 of 89 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202689$948.4M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202689$857.8M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202687$779.4M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202581$769.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.