TITLEIST ASSET MANAGEMENT, LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$1.2T

Holdings

378

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (378 positions)

#StockSharesValue% PortfolioType
201
CPSJCALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY
8,820$00.00%
202
VBRVANGUARD SMALL CAP VALUE ETF
1,258$00.00%
203
ABBVABBVIE INC COM
4,366$00.00%
204
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
5,178$00.00%
205
GRALGRAIL INC COM
2,578$00.00%
206
MMUWESTERN ASSET MANAGED MUNS FD COM
43,751$00.00%
207
MOALTRIA GROUP INC COM
9,995$00.00%
208
MDLZMONDELEZ INTL INC CL A
4,031$00.00%
209
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
17,981$00.00%
210
SYKSTRYKER CORPORATION COM
577$00.00%
211
PATHUIPATH INC CL A
138,964$00.00%
212
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
94,973$00.00%
213
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
8,400$00.00%
214
UBSUBS GROUP AG SHS
4,541$00.00%
215
EDIVSPDR S&P EMERGING MARKETS DIVIDEND ETF
151,232$00.00%
216
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
12,854$00.00%
217
IHAKISHARES CYBERSECURITY & TECH ETF
13,570$00.00%
218
IUSGISHARES CORE S&P U.S. GROWTH ETF
3,438$00.00%
219
DFAUDIMENSIONAL US CORE EQUITY MARKET ETF
7,050$00.00%
220
MLB1MERCADOLIBRE INC COM
379$00.00%
221
PLTRPALANTIR TECHNOLOGIES INC CL A
84,052$00.00%
222
SDYSTATE STREET SPDR S&P DIVIDEND ETF
2,429$00.00%
223
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
62,884$00.00%
224
LPTVQLOOP MEDIA INC COM NEW
25,334$00.00%
225
APDAIR PRODS & CHEMS INC COM
1,436$00.00%
226
COWZPACER US CASH COWS 100 ETF
56,266$00.00%
227
FEOEFIRST EAGLE OVERSEAS EQUITY ETF
14,155$00.00%
228
WMWASTE MGMT INC DEL COM
12,205$00.00%
229
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
31,773$00.00%
230
IWMISHARES RUSSELL 2000 ETF
135,884$00.00%
231
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF
9,913$00.00%
232
VNQVANGUARD REAL ESTATE ETF
5,142$00.00%
233
NFLXNETFLIX INC COM
5,814$00.00%
234
LENLENNAR CORP CL A
4,001$00.00%
235
IAU*ISHARES GOLD TRUST
46,026$00.00%
236
QCOMQUALCOMM INC COM
1,612$00.00%
237
DASHDOORDASH INC CL A
7,671$00.00%
238
OREALTY INCOME CORP COM
4,839$00.00%
239
JNJJOHNSON & JOHNSON COM
9,494$00.00%
240
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
6,708$00.00%
241
NKENIKE INC CL B
13,344$00.00%
242
UNHUNITEDHEALTH GROUP INC COM
12,194$00.00%
243
MPCMARATHON PETE CORP COM
1,925$00.00%
244
FCXFREEPORT-MCMORAN INC CL B
11,748$00.00%
245
UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETF
9,701$00.00%
246
RBLXROBLOX CORP CL A
4,290$00.00%
247
GDXVANECK GOLD MINERS ETF
84,017$00.00%
248
IEFISHARES 7-10 YEAR TREASURY BOND ETF
175,138$00.00%
249
PINSPINTEREST INC CL A
13,964$00.00%
250
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
30,179$00.00%
251
LONZPIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND
11,693$00.00%
252
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
8,388$00.00%
253
SCHXSCHWAB U.S. LARGE-CAP ETF
16,542$00.00%
254
VOEVANGUARD MID-CAP VALUE ETF
1,344$00.00%
255
ROKUROKU INC COM CL A
10,228$00.00%
256
BKBANK NEW YORK MELLON CORP COM
2,203$00.00%
257
BUFRFT VEST LADDERED BUFFER ETF
41,750$00.00%
258
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
11,833$00.00%
259
GLWCORNING INC COM
4,683$00.00%
260
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
3,098$00.00%
261
JPMJPMORGAN CHASE & CO. COM
16,946$00.00%
262
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
92,361$00.00%
263
KBHKB HOME COM
17,465$00.00%
264
VONGVANGUARD RUSSELL 1000 GROWTH ETF
4,608$00.00%
265
VDEVANGUARD ENERGY ETF
2,072$00.00%
266
UNPUNION PAC CORP COM
4,423$00.00%
267
CSCOCISCO SYS INC COM
4,332$00.00%
268
CFRCULLEN FROST BANKERS INC COM
5,195$00.00%
269
ONON SEMICONDUCTOR CORP COM
4,252$00.00%
270
VVISA INC COM CL A
4,518$00.00%
271
SMHVANECK SEMICONDUCTOR ETF
3,209$00.00%
272
IUSINVESCO RAFI STRATEGIC US ETF
6,885$00.00%
273
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
1,657$00.00%
274
4I1PHILIP MORRIS INTL INC COM
9,350$00.00%
275
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF
66,527$00.00%
276
COSTCOSTCO WHSL CORP NEW COM
1,050$00.00%
277
RKTROCKET COS INC COM CL A
146,268$00.00%
278
IVLUISHARES MSCI INTL VALUE FACTOR ETF
264,121$00.00%
279
CBXACALAMOS BITCOIN 90 SERIES STRUCTURED ALT PROTECTION ETF - APRIL
27,680$00.00%
280
DOCUDOCUSIGN INC COM
12,530$00.00%
281
XBISTATE STREET SPDR S&P BIOTECH ETF
5,612$00.00%
282
UUNITY SOFTWARE INC COM
8,936$00.00%
283
IWVISHARES RUSSELL 3000 ETF
741$00.00%
284
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
54,108$00.00%
285
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
1,265$00.00%
286
JDVIJOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF
9,345$00.00%
287
XSMOINVESCO S&P SMALLCAP MOMENTUM ETF
44,220$00.00%
288
ETHAISHARES ETHEREUM TRUST ETF
239,814$00.00%
289
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
3,555$00.00%
290
MDYSPDR S&P MIDCAP 400 ETF TRUST
977$00.00%
291
RCLROYAL CARIBBEAN GROUP COM
1,016$00.00%
292
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF
66,333$00.00%
293
VBVANGUARD SMALL-CAP ETF
31,134$00.00%
294
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
84,305$00.00%
295
VRTVERTIV HOLDINGS CO COM CL A
3,899$00.00%
296
SCHOSCHWAB SHORT-TERM US TREASURY ETF
18,570$00.00%
297
IYWISHARES U.S. TECHNOLOGY ETF
1,779$00.00%
298
MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF
40,020$00.00%
299
WFCWELLS FARGO CO NEW COM
6,420$00.00%
300
ISRGINTUITIVE SURGICAL INC COM NEW
613$00.00%
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