SEC 13F Intelligence

Managers / Q1 2026

TITLEIST ASSET MANAGEMENT, LLC

CIK 0001977759 · 777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX, 78258 · 210-826-2424

Reported Value
$1.3B
Q1 2026
Positions
396
Filings on Record
13
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Titleist Asset Management, Llc reported $1.3B in U.S.-listed holdings across 396 positions for Q1 2026.

Its largest position, SGOV, represents 4.8% of the portfolio.

Compared with Q4 2025, the fund opened 50 new positions and exited 32.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $473MQ1 ’23Q2 ’23: $508MQ3 ’23: $487MQ3 ’23Q4 ’23: $540MQ1 ’24: $571MQ1 ’24Q2 ’24: $663MQ3 ’24: $694MQ3 ’24Q4 ’24: $873MQ1 ’25: $865MQ1 ’25Q2 ’25: $1.0BQ3 ’25: $1.1BQ3 ’25Q4 ’25: $1.2BQ1 ’26: $1.3BQ1 ’26filingsflow.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$1.3B396Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B378Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B316Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B320Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$865M294May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$873M308Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$694M282Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$663M263Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$571M256May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$540M220Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023$487M213Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$508M227Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$473M223May 18, 202313F-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 ↗.