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.
TOTAL INVESTMENT MANAGEMENT INC (CIK 1068804) reported $857.8M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKUI ($93.4M, 10.89%), SPY ($89.5M, 10.44%), XHLF ($89.6M, 10.44%), EEM ($88.5M, 10.31%), FNK ($76.6M, 8.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKUI | BNY MELLON ETF TRUST | $93.4M | 10.89% | 1.9M | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $89.5M | 10.44% | 137,653 | Added |
| 3 | XHLF | BONDBLOXX ETF TRUST | $89.6M | 10.44% | 1.8M | Trimmed |
| 4 | EEM | ISHARES TR | $88.5M | 10.31% | 1.6M | Trimmed |
| 5 | FNK | FIRST TR EXCHANGE-TRADED ALP | $76.6M | 8.93% | 1.3M | Added |
| 6 | BKAG | BNY MELLON ETF TRUST | $72.5M | 8.45% | 1.7M | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $71.3M | 8.31% | 300,039 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $66.1M | 7.71% | 344,580 | Added |
| 9 | IVV | ISHARES TR | $63.1M | 7.36% | 96,608 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $53.2M | 6.20% | 165,873 | New |
| 11 | TBIL | RBB FD INC | $19.5M | 2.27% | 391,225 | Trimmed |
| 12 | VV | VANGUARD INDEX FDS | $15.8M | 1.85% | 53,009 | Trimmed |
| 13 | AAPL | APPLE INC | $7.5M | 0.88% | 29,628 | Added |
| 14 | BOND | PIMCO ETF TR | $5.4M | 0.63% | 58,407 | Trimmed |
| 15 | AGG | ISHARES TR | $2.6M | 0.30% | 26,162 | Trimmed |
| 16 | IBIT | ISHARES BITCOIN TRUST ETF | $2.6M | 0.30% | 66,726 | Trimmed |
| 17 | IVE | ISHARES TR | $2.3M | 0.27% | 11,043 | Added |
| 18 | CAT | CATERPILLAR INC | $2.2M | 0.25% | 3,073 | Added |
| 19 | FSS | FEDERAL SIGNAL CORP | $2.0M | 0.23% | 18,364 | Trimmed |
| 20 | WMT | WALMART INC | $1.9M | 0.22% | 15,323 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $1.4M | 0.17% | 8,157 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.14% | 4,032 | Added |
| 23 | AMZN | AMAZON COM INC | $1.2M | 0.14% | 5,758 | Trimmed |
| 24 | BIL | SPDR SERIES TRUST | $1.1M | 0.13% | 12,338 | Added |
| 25 | UAL | UNITED AIRLS HLDGS INC | $1.0M | 0.12% | 11,250 | Added |
Source: SEC Form 13F filings · as of 2026-03-31