TW
Titan Wealth (CI) Ltd
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$231.5M
Reporting period: 2026-03-31 · Number of holdings: 51
Titan Wealth (CI) Ltd disclosed 51 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $231.5M and a quarterly turnover rate of 40.9%.
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Personality snowflake
- Concentration
- 14.18
- Portfolio Stability
- 40.88
- Momentum/Contrarian
- 100
- Sector conviction
- 51.47
- Diversification
- 100
- Sizing Uniformity
- 90.92
Recent moves
Trim LLY
-83.4% -$7.9M
Add BKR
+23.3% $3.6M
Add XOM
-7.6% $3.0M
Trim MELI
-80.9% -$3.6M
Trim MSFT
-18.1% -$4.5M
Trim ANET
-24.9% -$3.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 5.66% | +1.79% | -7.64% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.10% | +0.30% | +3.51% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.97% | +0.42% | +7.80% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.53% | +0.28% | +9.48% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.45% | -0.74% | -31.46% | |
| 6 | BKR | Baker Hughes Co | Stock-Energy | 3.89% | +1.79% | +23.27% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.72% | +0.05% | -3.57% | |
| 8 | ABBV | Abbvie INC | Stock-Healthcare | 3.70% | +0.57% | +10.53% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.70% | +0.35% | +7.63% | |
| 10 | LHX | L3harris Technologies INC | Stock-Industrials | 3.66% | — | -14.66% | |
| 11 | ✓ | Raytheon Technologies CORP | Stock-Other | 3.63% | +0.51% | -1.44% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.61% | +3.61% | NEW | |
| 13 | KLAC | Kla CORP | Stock-Tech | 3.55% | — | -17.49% | |
| 14 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 3.52% | +0.78% | +21.95% | |
| 15 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 3.37% | +0.29% | +16.76% | |
| 16 | AVGO | Broadcom INC | Stock-Tech | 3.26% | +0.09% | +2.15% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -1.35% | -18.11% | |
| 18 | ANET | Arista Networks INC | Stock-Tech | 3.19% | -0.84% | -24.86% | |
| 19 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 3.19% | +0.43% | -1.33% | |
| 20 | UNH | Unitedhealth Group INC | Stock-Healthcare | 3.02% | +0.21% | +16.80% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.99% | +0.83% | -1.29% | |
| 22 | CAT | Caterpillar INC | Stock-Industrials | 2.97% | +0.51% | -13.04% | |
| 23 | UBER | Uber Technologies INC | Stock-Industrials | 2.79% | +0.49% | +22.51% | |
| 24 | EBAY | Ebay INC | Stock-Consumer Disc | 2.79% | +0.07% | -12.55% | |
| 25 | MOS | Mosaic Co/the | Stock-Materials | 2.48% | +2.48% | NEW | |
| 26 | COIN | Coinbase Global INC -class A | Stock-Financials | 1.49% | -0.04% | +12.29% | |
| 27 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 1.46% | +1.46% | NEW | |
| 28 | NFLX | Netflix INC | Stock-Comm Services | 1.45% | +1.45% | NEW | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.39% | +1.39% | NEW | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | -2.97% | -83.39% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.12% | +39.57% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | +0.09% | — | |
| 33 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.31% | -1.36% | -80.94% | |
| 34 | SUNB | Sunbelt Rentals Holdings INC | Stock-Industrials | 0.26% | +0.26% | NEW | |
| 35 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.20% | -0.06% | -40.83% | |
| 36 | BP | Bp Plc-spons Adr | Stock-Energy | 0.20% | +0.04% | -17.92% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.01% | — | |
| 38 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.14% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | — | |
| 40 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.11% | — | — | |
| 41 | CRM | Salesforce INC | Stock-Tech | 0.10% | -0.02% | — | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.09% | — | — | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.06% | — | — | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.06% | -0.01% | — | |
| 45 | AAPL | Apple INC | Stock-Tech | 0.05% | — | — | |
| 46 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.04% | — | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.02% | +0.02% | NEW | |
| 48 | TMDX | Transmedics Group INC | Stock-Healthcare | 0.01% | — | — | |
| 49 | TSLA | Tesla INC | Stock-Consumer Disc | — | — | — | |
| 50 | HBR | Canary Hbar ETF | ETF-Other | — | — | — |
1–50 of 51
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Titan Wealth (CI) Ltd's most significant position changes for 2026-03-31: Sold out: Kranesh Csi China Internet (KWEB); Sold out: Ss Health Care Select Sector (XLV); Sold out: Advanced Micro Devices (AMD); New buy: Palantir Technologies Inc-a (PLTR); New buy: Mosaic Co/the (MOS).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKR | Baker Hughes Co | +1.8% | +23.27% | Add |
| 2 | XOM | Exxon Mobil CORP | +1.8% | -7.64% | Trim |
| 3 | LMT | Lockheed Martin CORP | +0.8% | -1.29% | Trim |
| 4 | EW | Edwards Lifesciences CORP | +0.8% | +21.95% | Add |
| 5 | ABBV | Abbvie INC | +0.6% | +10.53% | Add |
| 6 | CAT | Caterpillar INC | +0.5% | -13.04% | Trim |
| 7 | ✓ | Raytheon Technologies CORP | +0.5% | -1.44% | Trim |
| 8 | UBER | Uber Technologies INC | +0.5% | +22.51% | Add |
| 9 | IBKR | Interactive Brokers Gro-cl A | +0.4% | -1.33% | Trim |
| 10 | AMZN | Amazon.com INC | +0.4% | +7.80% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | +7.63% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.3% | +3.51% | Add |
| 13 | CRWD | Crowdstrike Holdings INC - A | +0.3% | +16.76% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +9.48% | Add |
| 15 | UNH | Unitedhealth Group INC | +0.2% | +16.80% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +39.57% | Add |
| 17 | AVGO | Broadcom INC | +0.1% | +2.15% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 19 | EBAY | Ebay INC | +0.1% | -12.55% | Trim |
| 20 | NVDA | Nvidia CORP | +0.1% | -3.57% | Trim |
| 21 | BP | Bp Plc-spons Adr | 0% | -17.92% | Trim |
| 22 | DEO | Diageo Plc-sponsored Adr | — | — | Unchanged |
| 23 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 24 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 25 | CRM | Salesforce INC | 0% | — | Unchanged |
| 26 | COIN | Coinbase Global INC -class A | 0% | +12.29% | Add |
| 27 | RIO | Rio Tinto Plc-spon Adr | -0.1% | -40.83% | Trim |
| 28 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | -31.46% | Trim |
| 29 | ANET | Arista Networks INC | -0.8% | -24.86% | Trim |
| 30 | MSFT | Microsoft CORP | -1.4% | -18.11% | Trim |
| 31 | MELI | Mercadolibre INC | -1.4% | -80.94% | Trim |
| 32 | LLY | Eli Lilly & Co | -3% | -83.39% | Trim |
| 33 | KWEB | Kranesh Csi China Internet | — | EXIT | Sold out |
| 34 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 35 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 36 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 37 | MOS | Mosaic Co/the | — | NEW | New buy |
| 38 | ADBE | Adobe INC | — | EXIT | Sold out |
| 39 | PDD | Pdd Holdings INC | — | NEW | New buy |
| 40 | NFLX | Netflix INC | — | NEW | New buy |
| 41 | ORCL | Oracle CORP | — | NEW | New buy |
| 42 | SNPS | Synopsys INC | — | EXIT | Sold out |
| 43 | MU | Micron Technology INC | — | EXIT | Sold out |
| 44 | SUNB | Sunbelt Rentals Holdings INC | — | NEW | New buy |
| 45 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 46 | IUSG | Ishares Core S&p U.s. Growth | — | EXIT | Sold out |
| 47 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 48 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 49 | ALNY | Alnylam Pharmaceuticals INC | — | EXIT | Sold out |
| 50 | AME | Ametek INC | — | EXIT | Sold out |
FAQ
What is Titan Wealth (CI) Ltd and what type of investor is it?
Titan Wealth (CI) Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $231.5M, spread across 51 disclosed positions.
What are Titan Wealth (CI) Ltd's largest equity positions?
Based on the latest 13F filing, Titan Wealth (CI) Ltd's top holdings by market value are:
1. Exxon Mobil CORP (XOM) — $13.1M (5.7%)
2. Alphabet Inc-cl C (GOOG) — $11.8M (5.1%)
3. Amazon.com INC (AMZN) — $11.5M (5.0%)
4. Meta Platforms Inc-class A (META) — $10.5M (4.5%)
5. Taiwan Semiconductor-sp Adr (TSM) — $10.3M (4.5%)
What changes did Titan Wealth (CI) Ltd make in its most recent portfolio filing?
In the latest reported quarter, Titan Wealth (CI) Ltd made 45 notable position adjustments: 7 new positions were initiated, 13 existing holdings were added to, 14 positions were partially reduced, and 11 were completely exited. The largest of these moves: Sold out: Kranesh Csi China Internet (KWEB); Sold out: Ss Health Care Select Sector (XLV); Sold out: Advanced Micro Devices (AMD); New buy: Palantir Technologies Inc-a (PLTR); New buy: Mosaic Co/the (MOS)
What sectors does Titan Wealth (CI) Ltd focus on?
Titan Wealth (CI) Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.2%
• Industrials: 13.2%
• Communication Services: 12.1%
• Health Care: 11.6%
• Energy: 10.2%
• Consumer Discretionary: 9.9%
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