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
301
DERMJOURNEY MED CORP COM
12,900$00.00%
302
LLYELI LILLY & CO COM
786$00.00%
303
HONHONEYWELL INTL INC COM
2,822$00.00%
304
MAMASTERCARD INCORPORATED CL A
705$00.00%
305
FBNDFIDELITY TOTAL BOND ETF
142,634$00.00%
306
EFAISHARES MSCI EAFE ETF
106,034$00.00%
307
VUGVANGUARD GROWTH ETF
38,345$00.00%
308
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
7,683$00.00%
309
ITBISHARES U.S. HOME CONSTRUCTION ETF
19,592$00.00%
310
AQLTISHARES SELECT DIVIDEND ETF
9,275$00.00%
311
ADBEADOBE INC COM
776$00.00%
312
VTVANGUARD TOTAL WORLD STOCK ETF
4,837$00.00%
313
XMMOINVESCO S&P MIDCAP MOMENTUM ETF
41,429$00.00%
314
OWLBLUE OWL CAPITAL INC COM CL A
11,769$00.00%
315
BLKBLACKROCK INC COM
472$00.00%
316
ETNEATON CORP PLC SHS
1,707$00.00%
317
SOYSUNOPTA INC COM
21,770$00.00%
318
IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF
1,158,487$00.00%
319
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
4,735$00.00%
320
MUBISHARES NATIONAL MUNI BOND ETF
4,899$00.00%
321
IWBISHARES RUSSELL 1000 ETF
739$00.00%
322
SCHDSCHWAB US DIVIDEND EQUITY ETF
283,259$00.00%
323
SOSOUTHERN CO COM
4,507$00.00%
324
IWNISHARES RUSSELL 2000 VALUE ETF
31,677$00.00%
325
VWOVANGUARD FTSE EMERGING MARKETS ETF
40,278$00.00%
326
VFLOVICTORYSHARES FREE CASH FLOW ETF
8,606$00.00%
327
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
11,247$00.00%
328
COPCONOCOPHILLIPS COM
4,198$00.00%
329
ARKGARK GENOMIC REVOLUTION ETF
8,350$00.00%
330
PCGPG&E CORP COM
43,297$00.00%
331
PEPPEPSICO INC COM
3,441$00.00%
332
GSGOLDMAN SACHS GROUP INC COM
1,281$00.00%
333
CORZCORE SCIENTIFIC INC NEW COM
50,221$00.00%
334
SPOTSPOTIFY TECHNOLOGY S A SHS
6,482$00.00%
335
TEMTEMPUS AI INC CL A
70,568$00.00%
336
WMTWALMART INC COM
16,738$00.00%
337
BMTABRITISH AMERN TOB PLC SPONSORED ADR
13,244$00.00%
338
FOXAFOX CORP CL A COM
13,587$00.00%
339
INCMFRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
7,175$00.00%
340
NEENEXTERA ENERGY INC COM
6,405$00.00%
341
HALHALLIBURTON CO COM
22,979$00.00%
342
SLVISHARES SILVER TRUST
22,175$00.00%
343
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF
4,786$00.00%
344
VSTVISTRA CORP COM
1,764$00.00%
345
IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
76,132$00.00%
346
MGKVANGUARD MEGA CAP GROWTH ETF
838$00.00%
347
VGTVANGUARD INFORMATION TECHNOLOGY ETF
16,451$00.00%
348
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
18,164$00.00%
349
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
12,295$00.00%
350
VGSHVANGUARD SHORT-TERM TREASURY ETF
128,876$00.00%
351
MCDMCDONALDS CORP COM
1,528$00.00%
352
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
2,752$00.00%
353
DVNDEVON ENERGY CORP NEW COM
16,430$00.00%
354
NETCLOUDFLARE INC CL A COM
8,935$00.00%
355
HALOHALOZYME THERAPEUTICS INC COM
4,794$00.00%
356
AEPAMERICAN ELEC PWR CO INC COM
1,845$00.00%
357
CRWDCROWDSTRIKE HLDGS INC CL A
7,724$00.00%
358
VUSBVANGUARD ULTRA-SHORT BOND ETF
357,023$00.00%
359
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
116,707$00.00%
360
IBITISHARES BITCOIN TRUST ETF
117,317$00.00%
361
XOMEXXON MOBIL CORP COM
42,483$00.00%
362
SNOWSNOWFLAKE INC COM SHS
987$00.00%
363
NVDANVIDIA CORPORATION COM
215,209$00.00%
364
TSLATESLA INC COM
169,390$00.00%
365
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF
425,446$00.00%
366
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
30,863$00.00%
367
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
3,655$00.00%
368
COFCAPITAL ONE FINL CORP COM
883$00.00%
369
MMITNYLI MACKAY MUNI INTERMEDIATE ETF
36,048$00.00%
370
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
3,309$00.00%
371
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF
300,987$00.00%
372
CCLCARNIVAL CORP PAIRED CTF
77,332$00.00%
373
FTCSFIRST TRUST CAPITAL STRENGTH ETF
12,282$00.00%
374
HTAXNOMURA NATIONAL HIGH-YIELD MUNICIPAL BOND ETF
10,760$00.00%
375
ADIANALOG DEVICES INC COM
969$00.00%
376
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
206,595$00.00%
377
URIUNITED RENTALS INC COM
618$00.00%
378
DELLDELL TECHNOLOGIES INC CL C
3,708$00.00%
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