Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TI-TRUST, INC (CIK 1802284) reported $168.2M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($12.3M, 7.30%), VEU ($8.9M, 5.30%), MDY ($5.9M, 3.52%), VB ($5.2M, 3.11%), AGG ($4.7M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $12.3M | 7.30% | 38,276 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $8.9M | 5.30% | 118,749 | Added |
| 3 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.9M | 3.52% | 9,595 | Added |
| 4 | VB | VANGUARD INDEX FDS | $5.2M | 3.11% | 19,962 | Added |
| 5 | AGG | ISHARES TR | $4.7M | 2.79% | 47,350 | Added |
| 6 | BSV | VANGUARD BD INDEX FDS | $4.6M | 2.72% | 58,299 | Added |
| 7 | XOM | EXXON MOBIL CORP | $4.5M | 2.67% | 26,511 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $4.0M | 2.39% | 10,865 | Hold |
| 9 | CAT | CATERPILLAR INC | $3.8M | 2.25% | 5,344 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.95% | 60,592 | Added |
| 11 | BKLN | INVESCO EXCH TRADED FD TR II | $3.2M | 1.90% | 156,536 | Hold |
| 12 | CVX | CHEVRON CORPORATION | $3.1M | 1.82% | 14,840 | Hold |
| 13 | AVGO | BROADCOM INC | $2.9M | 1.72% | 9,353 | Trimmed |
| 14 | ITW | ILLINOIS TOOL WKS INC | $2.8M | 1.66% | 10,733 | Hold |
| 15 | DUK | DUKE ENERGY CORP NEW | $2.7M | 1.62% | 20,837 | Hold |
| 16 | TIP | ISHARES TR | $2.6M | 1.52% | 23,158 | Added |
| 17 | JNK | SPDR SERIES TRUST | $2.5M | 1.47% | 25,897 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.38% | 7,895 | Trimmed |
| 19 | MRK | MERCK & CO INC | $2.3M | 1.37% | 19,200 | Hold |
| 20 | LLY | ELI LILLY & CO | $2.2M | 1.33% | 2,430 | Added |
| 21 | MO | ALTRIA GROUP INC | $2.1M | 1.22% | 31,205 | Hold |
| 22 | NEE | NEXTERA ENERGY INC | $2.0M | 1.20% | 21,717 | Hold |
| 23 | BAB | INVESCO EXCH TRADED FD TR II | $2.0M | 1.18% | 73,462 | Hold |
| 24 | CSCO | CISCO SYS INC | $1.8M | 1.10% | 23,799 | Hold |
| 25 | AEE | AMEREN CORP | $1.8M | 1.08% | 16,466 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31