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.
TITLEIST ASSET MANAGEMENT, LLC (CIK 1977759) reported $1.32B across 396 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($64.1M, 4.84%), TSLA ($62.8M, 4.74%), NVDA ($37.4M, 2.83%), IJH ($36.1M, 2.73%), IWM ($34.0M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $64.1M | 4.84% | 636,949 | Trimmed |
| 2 | TSLA | TESLA INC COM | $62.8M | 4.74% | 168,853 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION COM | $37.4M | 2.83% | 214,598 | Trimmed |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | $36.1M | 2.73% | 535,025 | Trimmed |
| 5 | IWM | ISHARES RUSSELL 2000 ETF | $34.0M | 2.57% | 137,202 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $32.8M | 2.48% | 68,473 | Added |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | $27.5M | 2.07% | 42,215 | Added |
| 8 | MGV | VANGUARD MEGA CAP VALUE ETF | $26.5M | 2.00% | 183,109 | Added |
| 9 | IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $24.3M | 1.83% | 1.2M | Added |
| 10 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $24.0M | 1.81% | 206,501 | Trimmed |
| 11 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $23.8M | 1.79% | 95,463 | Added |
| 12 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $22.4M | 1.69% | 116,725 | Trimmed |
| 13 | AMZN | AMAZON COM INC COM | $21.0M | 1.59% | 100,871 | Added |
| 14 | VUSB | VANGUARD ULTRA-SHORT BOND ETF | $20.7M | 1.56% | 416,126 | Added |
| 15 | AAPL | APPLE INC COM | $20.1M | 1.52% | 79,349 | Added |
| 16 | IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $19.5M | 1.47% | 955,082 | Added |
| 17 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $18.8M | 1.42% | 196,862 | Added |
| 18 | IJR | ISHARES CORE S&P SMALL CAP ETF | $18.0M | 1.36% | 144,521 | Added |
| 19 | VUG | VANGUARD GROWTH ETF | $16.9M | 1.27% | 38,655 | Added |
| 20 | IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $15.4M | 1.16% | 686,345 | Added |
| 21 | DIVZ | POLEN DIVIDEND INCOME ETF | $14.7M | 1.11% | 396,060 | Trimmed |
| 22 | FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $13.4M | 1.01% | 224,826 | Trimmed |
| 23 | VTV | VANGUARD VALUE ETF | $13.1M | 0.99% | 66,551 | Trimmed |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $12.8M | 0.96% | 87,282 | Added |
| 25 | IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $12.5M | 0.94% | 558,845 | Added |
Source: SEC Form 13F filings · as of 2026-03-31