Ti Trust, Inc has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Huron Consulting Group Inc. with a value of $12.2M, Vanguard Total Stock Market Et with a value of $10.9M, Vanguard Ftse All World Ex Us with a value of $6.37M, Spdr S&P Midcap 400 ETF Trust with a value of $4.98M, and Vanguard Small Cap ETF with a value of $4.55M.

Examining the 13F form we can see an increase of $9.66M in the current position value, from $140M to 149M.

Below you can find more details about Ti Trust, Inc portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $58 Million
Industrials: $31 Million
Utilities: $15.2 Million
Technology: $13.1 Million
Healthcare: $7.42 Million
Financial Services: $5.9 Million
Energy: $5.72 Million
Consumer Defensive: $5.25 Million
Other: $7.75 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $149 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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