TITAN INVESTMENT MANAGEMENT LLC

PrivateCIK: 2112547
Location

INDIANAPOLIS, IN

37
Positions
$113.32M
Total AUM (reported)
768.54K
Total Shares

Allocation by class

TOTAL AUM$113.32M37 positions
COM$66.40M58.6%
STATE STREET SPD$7.09M6.3%
CAP STK CL A$6.23M5.5%
CL A$6.00M5.3%
COM CL A$5.53M4.9%
CL C$5.10M4.5%
SPONSORED ADS$5.07M4.5%

Portfolio Concentration

Top 326.2%4–1029.1%11–2532.1%Rest12.6%TOP 1055.3%0%100%
Top 3$29.66M26.2%
4–10$33.01M29.1%
11–25$36.34M32.1%
Rest$14.31M12.6%

Top 3 weight

26.2%

Top 10 weight

55.3%

Voting Authority Distribution

Total shares with voting rights: 768.54K

Sole

Full voting authority

768.54K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares89.48K
TypeSH
Market value$15.61M
13.77%
Sole
89.48K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares77.39K
TypeSH
Market value$7.09M
6.26%
Sole
77.39K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares18.82K
TypeSH
Market value$6.97M
6.15%
Sole
18.82K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares21.65K
TypeSH
Market value$6.23M
5.49%
Sole
21.65K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares8.94K
TypeSH
Market value$5.12M
4.52%
Sole
8.94K
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares31.07K
TypeSH
Market value$5.10M
4.50%
Sole
31.07K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares15.02K
TypeSH
Market value$5.07M
4.48%
Sole
15.02K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares49.36K
TypeSH
Market value$4.08M
3.60%
Sole
49.36K
Shared
0.00
None
0.00

JABIL INC

SOLE
COM
Shares14.30K
TypeSH
Market value$3.80M
3.35%
Sole
14.30K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares61.63K
TypeSH
Market value$3.61M
3.18%
Sole
61.63K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares12.71K
TypeSH
Market value$3.18M
2.81%
Sole
12.71K
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares5.65K
TypeSH
Market value$3.10M
2.74%
Sole
5.65K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares4.87K
TypeSH
Market value$2.94M
2.60%
Sole
4.87K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares3.07K
TypeSH
Market value$2.65M
2.34%
Sole
3.07K
Shared
0.00
None
0.00

VERISK ANALYTICS INC

SOLE
COM
Shares13.22K
TypeSH
Market value$2.51M
2.21%
Sole
13.22K
Shared
0.00
None
0.00

CLOROX CO DEL

SOLE
COM
Shares24.08K
TypeSH
Market value$2.49M
2.20%
Sole
24.08K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares7.76K
TypeSH
Market value$2.35M
2.07%
Sole
7.76K
Shared
0.00
None
0.00

MORGAN STANLEY

SOLE
COM NEW
Shares14.23K
TypeSH
Market value$2.34M
2.07%
Sole
14.23K
Shared
0.00
None
0.00

FIFTH THIRD BANCORP

SOLE
COM
Shares49.42K
TypeSH
Market value$2.30M
2.03%
Sole
49.42K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares8.17K
TypeSH
Market value$2.21M
1.95%
Sole
8.17K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares5.78K
TypeSH
Market value$2.15M
1.90%
Sole
5.78K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares13.69K
TypeSH
Market value$2.13M
1.88%
Sole
13.69K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares6.28K
TypeSH
Market value$2.06M
1.82%
Sole
6.28K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares12.48K
TypeSH
Market value$2.06M
1.82%
Sole
12.48K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares30.58K
TypeSH
Market value$1.85M
1.64%
Sole
30.58K
Shared
0.00
None
0.00
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