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Titleist Asset Management, LLC

CIK:0001977759
Investment Adviser
$2B AUM
320 holdings
San Antonio, TX, United States
Founded:2003
32 employees
Latest filing:Jun 30, 2025

Titleist Asset Management, LLC is a San Antonio, Texas-based Registered Investment Advisor founded in 2003. The firm supports independent advisors with access to industry-leading technology, clearing and custody services, and investment expertise in securities analysis and portfolio management. Titleist services a broad clientele including institutions, retail clients, charities, trusts, foundations, partnerships, and corporations. As of mid-2025, the firm has approximately 32 employees, over half of which are investment professionals and a notable proportion are brokers.

Investment Strategy

Titleist Asset Management provides a platform tailored for independent advisors, emphasizing aligned interests between the firm, advisors, and clients. The firm structures portfolios across equities, ETFs, and other asset classes for discretionary and non-discretionary accounts, with a significant focus on individual and high net worth accounts. The investment approach centers on disciplined securities selection, active portfolio management, and leveraging top-tier technology and market research to help clients navigate complex investment environments. Typical holdings include high-profile technology stocks, ETFs, and a diversified set of asset types.

Top Buys
B
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
+$23.3M
I
IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF
+$12.0M
T
TSLATESLA INC COM
+$10.1M
N
NVDANVIDIA CORPORATION COM
+$9.5M
I
IEFISHARES 7-10 YEAR TREASURY BOND ETF
+$9.2M
Top Sells
S
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
-$21.4M
P
PTLCPACER TRENDPILOT US LARGE CAP ETF
-$6.0M
C
COWZPACER US CASH COWS 100 ETF
-$4.0M
A
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
-$3.7M
B
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$2.4M

Top Holdings

S
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
+6.3%$63.3M
T
TSLATESLA INC COM
+5.5%$55.5M
N
NVDANVIDIA CORPORATION COM
+3.5%$35.4M
I
IJHISHARES CORE S&P MID-CAP ETF
+3.0%$30.5M
I
IWMISHARES RUSSELL 2000 ETF
+2.8%$28.1M

Equity Positions (314)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF6.28%$63.3M629,085$100.33$100.69-$21.4M
T
TSLA
TESLA INC COM5.50%$55.5M174,735$248.30$317.66+$10.1M
N
NVDA
NVIDIA CORPORATION COM3.51%$35.4M223,805$48.25$157.99+$9.5M
I
IJH
ISHARES CORE S&P MID-CAP ETF3.02%$30.5M491,457$56.27$62.02+$4.7M
I
IWM
ISHARES RUSSELL 2000 ETF2.78%$28.1M130,083$196.07$215.79+$2.7M

Industry Allocation

MOTOR VEHICLES & PASSENGER CAR BODIES
+5.5%
SEMICONDUCTORS & RELATED DEVICES
+4.9%
SERVICES-PREPACKAGED SOFTWARE
+3.7%
COMMODITY CONTRACTS BROKERS & DEALERS
+2.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.5%