Titan Wealth (CI) Ltd

CIK 0002109452 · Q1 2026

13F Equity AUM

$231.5M

-11.0% QoQ

Positions

-15 QoQ

AUM Rank

#6,840

Top 55%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 24.7%Top 10: 43.4%Top 20: 76.9%

XOM5.7%

GOOG5.1%

AMZN5.0%

META4.5%

TSM4.5%

BKR3.9%

NVDA3.7%

ABBV3.7%

JPM3.7%

LHX3.7%

Others (41)56.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.7%

Communication Services11.6%

Healthcare11.2%

Energy9.8%

Industrials9.6%

Financial Services8.9%

Consumer Cyclical6.7%

Unclassified3.9%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 51Median: 1.49%Avg: 1.96%

0–0.5%

21(2.7%)

0.5–1%

1(0.6%)

1–3%

9(19.8%)

3–5%

18(66.2%)

5%+

2(10.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 49Unique: 2vs 20 funds

0.7%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.9%

JPMORGAN CHASE & CO

BANK OF AMERICA CORP /DE/

BlackRock, Inc.

1.2%

FMR LLC

1.6%

STATE STREET CORP

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

1.2%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New8Increased13Decreased16Exited23

New Positions

PLTR3.6%

+57K

MOS2.5%

+225K

PDD1.5%

+33K

NFLX1.4%

+35K

ORCL1.4%

+22K

SUNBELT RENTALS HO-C…0.3%

+10K

COST0.0%

+50

HBR0.0%

+865

Increased

BKR3.9%

+28K(+23%)

EW3.5%

+18K(+22%)

UBER2.8%

+17K(+23%)

AMZN5.0%

+4K(+8%)

ABBV3.7%

+4K(+11%)

UNH3.0%

+4K(+17%)

CRWD3.4%

+3K(+17%)

COIN1.5%

+2K(+12%)

JPM3.7%

+2K(+8%)

META4.5%

+2K(+9%)

Decreased

ANET3.2%

-19,896(-25%)

TSM4.5%

-13,984(-31%)

EBA2.8%

-10,174(-13%)

LLY0.6%

-7,143(-83%)

XOM5.7%

-6,381(-8%)

MSFT3.2%

-4,475(-18%)

LHX3.7%

-4,215(-15%)

RIO0.2%

-3,450(-41%)

BP0.2%

-2,150(-18%)

NVDA3.7%

-1,830(-4%)

Exited

-320,191

-60,201

-39,073

-14,015

-2,445

-3,600

-2,815

IUSG

-1,500

ALNY

-105

-125

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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