SEC 13F Intelligence

Managers / Q1 2026

TOTAL INVESTMENT MANAGEMENT INC

CIK 0001068804 · 9383 E BAHIA DR #120, SCOTTSDALE, AZ, 85260 · 4809985735

Reported Value
$858M
Q1 2026
Positions
89
Filings on Record
30
2019–present window
Filed
Apr 13, 2026
original filing

Summary

Total Investment Management Inc reported $858M in U.S.-listed holdings across 89 positions for Q1 2026.

Its largest position, BKUI, represents 10.9% of the portfolio.

Compared with Q4 2025, the fund opened 7 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $316MQ4 ’18Q1 ’19: $416MQ2 ’19: $439MQ3 ’19: $493MQ4 ’19: $523MQ4 ’19Q1 ’20: $355MQ2 ’20: $287MQ3 ’20: $346MQ4 ’20: $516MQ4 ’20Q1 ’21: $355MQ2 ’21: $579MQ3 ’21: $401MQ4 ’21: $606MQ4 ’21Q1 ’22: $522MQ2 ’22: $551MQ3 ’22: $495MQ4 ’22: $410.7BQ4 ’22Q1 ’23: $524MQ2 ’23: $771MQ3 ’23: $699MQ4 ’23: $788MQ4 ’23Q1 ’24: $795MQ2 ’24: $760MQ3 ’24: $893MQ4 ’24: $713MQ4 ’24Q1 ’25: $765MQ2 ’25: $692MQ3 ’25: $769MQ4 ’25: $779MQ4 ’25Q1 ’26: $858Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$858M89Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$779M87Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$769M81Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$692M903Aug 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$765M74May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$713M75Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$893M71Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$760M67Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$795M74Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$788M73Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$699M67Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$771M70Jul 6, 202313F-HRchanges · EDGAR ↗
Q1 2023$524M63May 16, 202313F-HRchanges · EDGAR ↗
Q4 2022$410.7B59Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$495M54Oct 13, 202213F-HRchanges · EDGAR ↗
Q2 2022$551M62Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$522M70May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$606M75Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$401M56Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$579M61Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$355M50Apr 26, 202113F-HRchanges · EDGAR ↗
Q4 2020$516M48Jan 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$346M46Nov 2, 202013F-HRchanges · EDGAR ↗
Q2 2020$287M43Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$355M50Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$523M54Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$493M52Oct 28, 201913F-HRchanges · EDGAR ↗
Q2 2019$439M53Aug 7, 201913F-HRchanges · EDGAR ↗
Q1 2019$416M51May 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$316M50Feb 8, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.