SEC 13F Intelligence

Managers / Q2 2025 · view latest →

TITLEIST ASSET MANAGEMENT, LLC

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

Reported Value
$1.0B
Q2 2025
Positions
320
Filings on Record
13
2019–present window
Filed
Aug 12, 2025
original filing

Summary

Titleist Asset Management, Llc reported $1.0B in U.S.-listed holdings across 320 positions for Q2 2025.

Its largest position, Ishares 0 3 Month Treasury Bond Etf, represents 6.3% of the portfolio.

Compared with Q1 2025, the fund opened 44 new positions and exited 18.

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
ETP: 66.4%Common Stock: 31.3%Other: 1.7%ADR: 0.4%REIT: 0.1%Other: 0.1%
  • ETP · 66.4% · $670M
  • Common Stock · 31.3% · $316M
  • Other · 1.7% · $18M
  • ADR · 0.4% · $4M
  • REIT · 0.1% · $654,307
  • Other · 0.1% · $606,165

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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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 ↗.