TOTAL INVESTMENT MANAGEMENT INC

CIK: 1068804SEC EDGAR →

Portfolio Value

$505.1B

Holdings

89

As of

Q2 2026

New Positions

9

Closed Positions

11

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

1,309,112$83.9B
16.61%
2

BNY MELLON ETF TRUST

1,628,213$81.0B
16.03%
3

FIRST TR EXCHANGE-TRADED ALP

1,275,782$80.9B
16.01%
4

TEMA ETF TRUST

1,119,453$73.0B
14.45%
5

BNY MELLON ETF TRUST

1,732,205$71.5B
14.16%
6

BONDBLOXX ETF TRUST

1,101,014$55.4B
10.97%
7

BARON ETF TR

1,145,415$29.6B
5.87%
8

RBB FD INC

139,261$6.9B
1.38%
9

PIMCO ETF TR

59,160$5.4B
1.06%
10

ISHARES BITCOIN TRUST ETF

77,396$2.8B
0.55%

Quarterly Changes

Top Buys

DSPYNEW
$73.0B
BARON ETF TRNEW
$29.6B
UAL↑ Increased
$1.0B
BKAG↑ Increased
$989.8M
QQQE↑ Increased
$441.7M

Top Sells

XHLF↓ Decreased
$34.2B
TBIL↓ Decreased
$12.6B
BKUI↓ Decreased
$12.4B
EEM↓ Decreased
$4.6B
FNK↓ Decreased
$4.3B

New Positions (11)

$73.0B · 1.1M shares
BARON ETF TR
$29.6B · 1.1M shares
$380.9M · 8K shares
$362.1M · 4K shares
$259.5M · 4K shares
$212.0M · 8K shares
$57.3M · 15K shares
SPACE EXPLORATION TECHN CORP
$342K · 3K shares
$272K · 572 shares
$220K · 1K shares
$203K · 2K shares

Closed Positions (11)

$341.8M · 12K shares
$249.3M · 8K shares
$232.6M · 8K shares
$219.6M · 8K shares
$208.4M · 7K shares
$44.3M · 23K shares
$1.0M · 1K shares
$559K · 935 shares
$356K · 2K shares
$222K · 1K shares
$205K · 206 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services49$470.4B93.1%
Unknown8$30.8B6.1%
Industrials6$1.8B0.3%
Technology11$1.4B0.3%
Consumer Defensive3$486.1M0.1%
Energy3$313.2M0.1%
Consumer Cyclical3$2.8M0.0%
Communication Services3$1.3M0.0%
Healthcare3$753K0.0%