Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

TI-TRUST, INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

TI-TRUST, INC (CIK 1802284) reported $186.0M across 132 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($14.4M, 7.72%), VEU ($9.3M, 4.98%), MDY ($6.2M, 3.33%), VB ($6.1M, 3.29%), CAT ($5.7M, 3.06%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$14.4M7.72%38,811Added
2VEUVANGUARD INTL EQUITY INDEX F$9.3M4.98%110,683Trimmed
3MDYSTATE STR SPDR S&P MIDCAP 40$6.2M3.33%8,799Trimmed
4VBVANGUARD INDEX FDS$6.1M3.29%20,181Added
5CATCATERPILLAR INC$5.7M3.06%5,344Hold
6AGGISHARES TR$4.7M2.53%47,617Added
7BSVVANGUARD BD INDEX FDS$4.5M2.44%58,155Trimmed
8SNDKSANDISK CORP$4.1M2.22%1,816Hold
9MSFTMICROSOFT CORP$4.1M2.18%10,865Hold
10XOMEXXON MOBIL CORP$3.7M1.99%27,113Added
11VWOVANGUARD INTL EQUITY INDEX F$3.7M1.96%61,201Added
12AVGOBROADCOM INC$3.5M1.90%9,353Hold
13WDCWESTERN DIGITAL CORP$3.5M1.87%5,450Hold
14BKLNINVESCO EXCH TRADED FD TR II$3.2M1.71%156,536Hold
15INTCINTEL CORP$3.1M1.66%22,165Trimmed
16ITWILLINOIS TOOL WKS INC$2.9M1.56%10,733Hold
17CSCOCISCO SYS INC$2.8M1.50%23,729Trimmed
18LLYELI LILLY & CO$2.7M1.44%2,230Trimmed
19DUKDUKE ENERGY CORP NEW$2.6M1.42%20,915Added
20JNKSPDR SERIES TRUST$2.6M1.40%26,995Added
21MRKMERCK & CO INC$2.6M1.40%20,300Added
22JPMJPMORGAN CHASE & CO$2.6M1.39%7,895Hold
23CVXCHEVRON CORPORATION$2.5M1.32%14,840Hold
24MOALTRIA GROUP INC$2.2M1.21%31,205Hold
25TIPISHARES TR$2.1M1.10%18,784Trimmed

Source: SEC Form 13F filings · as of 2026-06-30