Titan Wealth (CI) Ltd
SEC Form 13F institutional filer · CIK 0002109452
13F-HR · 40 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
45.8%
Titan Wealth (CI) Ltd — $215M AUM allocation strategy
Titan Wealth (CI) Ltd files SEC Form 13F and reports $215M of long US equity value across 40 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.8%, followed by Industrials 11.1% and Health Care 11.1%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Titan Wealth (CI) Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$215M
total across 40 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BKR +27.9K sh · +$3.56M+$EW +18.3K sh · +$1.04M+$UBER +16.5K sh · +$471K
Biggest trims (shares)
−$ANET −19.9K sh · −$3.1M−$EBAY −10.2K sh · −$608K−$LLY −7.14K sh · −$7.9M
Exited to nil (held last quarter, gone now)
$XLV ($9.32M last qtr)$AMD ($8.37M last qtr)$ADBE ($4.91M last qtr)$SNPS ($1.15M last qtr)$MU ($1.03M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense11.1%—
- Interactive Media & Services10.4%—
- Semiconductors7.5%—
- Systems Software7.1%—
- Integrated Oil & Gas6.1%—
- Broadline Retail5.4%—
- Oil & Gas Equipment & Services4.2%—
- Biotechnology4.0%—
- Other holdings44.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 77.2K | $13.1M | -6.38K | 6.1% |
| $GOOGL | Alphabet Inc | 41.2K | $11.8M | +1.39K | 5.5% |
| $AMZN | Amazon.com Inc | 55.3K | $11.5M | +4K | 5.4% |
| $META | Meta Platforms Inc | 18.3K | $10.5M | +1.59K | 4.9% |
| $BKR | Baker Hughes Company | 148K | $9.01M | +27.9K | 4.2% |
| $NVDA | NVIDIA Corporation | 49.4K | $8.61M | -1.83K | 4.0% |
| $ABBV | AbbVie Inc | 39.4K | $8.57M | +3.75K | 4.0% |
| $JPM | JP Morgan Chase & Co | 29.1K | $8.57M | +2.06K | 4.0% |
| $LHX | L3Harris Technologies Inc | 24.5K | $8.47M | -4.21K | 3.9% |
| $RTX | RTX Corporation | 43.6K | $8.41M | -635 | 3.9% |
…and 30 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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