TI-TRUST, INC

data from 30/09/2025

Capitalization

$ 158.900 M 6.52 %

Average holding period

13 ans

Performance

$ 29.391 M 23.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TI-TRUST, INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VTI VANGUARD INDEX FDS 7.91% 12.562 M $ 38278 2021/12/31 926.380 K $ 7.98 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 5.33% 8.472 M $ 118710 2021/12/31 490.907 K $ 6.17 %
2025/09/30 MSFT MICROSOFT CORP 3.54% 5.630 M $ 10870 2021/12/31 222.776 K $ 4.13 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 3.54% 5.630 M $ 9446 2021/12/31 277.119 K $ 5.22 %
2025/09/30 VB VANGUARD INDEX FDS 3.16% 5.023 M $ 19754 2021/12/31 340.377 K $ 7.30 %
2025/09/30 AGG ISHARES TR 2.73% 4.340 M $ 43289 2021/12/31 45.051 K $ 1.06 %
2025/09/30 BSV VANGUARD BD INDEX FDS 2.67% 4.249 M $ 53848 2021/12/31 11.280 K $ 0.27 %
2025/09/30 AVGO BROADCOM INC 2.36% 3.754 M $ 11380 2021/12/31 615.308 K $ 19.68 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 2.06% 3.276 M $ 156536 2021/12/31 1.565 K $ 0.05 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 2.05% 3.250 M $ 59991 2021/12/31 281.109 K $ 9.54 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 1.76% 2.799 M $ 10733 2021/12/31 145.002 K $ 5.46 %
2025/09/30 XOM EXXON MOBIL CORP 1.69% 2.693 M $ 23882 2021/12/31 117.567 K $ 4.59 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.62% 2.573 M $ 20795 2021/12/31 119.916 K $ 4.87 %
2025/09/30 CAT CATERPILLAR INC 1.61% 2.556 M $ 5356 2021/12/31 476.362 K $ 22.91 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.58% 2.507 M $ 7949 2021/12/31 201.072 K $ 8.80 %
2025/09/30 TIP ISHARES TR 1.53% 2.438 M $ 21919 2021/12/31 26.140 K $ 1.07 %
2025/09/30 JNK SPDR SERIES TRUST 1.48% 2.346 M $ 23946 2021/12/31 17.277 K $ 0.74 %
2025/09/30 CVX CHEVRON CORP NEW 1.45% 2.299 M $ 14807 2021/12/31 179.164 K $ 8.45 %
2025/09/30 MO ALTRIA GROUP INC 1.30% 2.061 M $ 31205 2021/12/31 231.853 K $ 12.67 %
2025/09/30 BAB INVESCO EXCH TRADED FD TR II 1.26% 2.005 M $ 73462 2021/12/31 55.831 K $ 2.86 %
2025/09/30 EMR EMERSON ELEC CO 1.13% 1.793 M $ 13666 2021/12/31 -29.250 K $ -1.61 %
2025/09/30 AEE AMEREN CORP 1.08% 1.719 M $ 16466 2021/12/31 137.326 K $ 8.68 %
2025/09/30 LLY ELI LILLY & CO 1.08% 1.708 M $ 2239 2021/12/31 -35.605 K $ -2.12 %
2025/09/30 AAPL APPLE INC 1.06% 1.692 M $ 6643 2021/12/31 325.446 K $ 24.11 %
2025/09/30 NEE NEXTERA ENERGY INC 1.03% 1.635 M $ 21655 2021/12/31 131.445 K $ 8.74 %
2025/09/30 CSCO CISCO SYS INC 1.02% 1.622 M $ 23700 2021/12/31 -22.751 K $ -1.38 %
2025/09/30 MRK MERCK & CO INC 1.01% 1.608 M $ 19153 2021/12/31 91.359 K $ 6.03 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.97% 1.544 M $ 16892 2021/12/31 39.976 K $ 2.65 %
2025/09/30 HON HONEYWELL INTL INC 0.95% 1.509 M $ 7168 2021/12/31 -160.218 K $ -9.61 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.94% 1.494 M $ 10603 2021/12/31 81.006 K $ 5.73 %
2025/09/30 VMC VULCAN MATLS CO 0.93% 1.477 M $ 4800 2021/12/31 224.640 K $ 17.94 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.93% 1.474 M $ 14665 2021/12/31 2.483 K $ 0.17 %
2025/09/30 OGE OGE ENERGY CORP 0.89% 1.418 M $ 30640 2021/12/31 57.909 K $ 4.26 %
2025/09/30 SO SOUTHERN CO 0.84% 1.342 M $ 14160 2021/12/31 41.630 K $ 3.20 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.84% 1.336 M $ 2006 2021/12/31 97.336 K $ 7.82 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.80% 1.267 M $ 4492 2021/12/31 -56.222 K $ -4.28 %
2025/09/30 IJR ISHARES TR 0.79% 1.253 M $ 10548 2021/12/31 100.627 K $ 8.73 %
2025/09/30 IWB ISHARES TR 0.79% 1.250 M $ 3419 2021/12/31 88.586 K $ 7.63 %
2025/09/30 GWW GRAINGER W W INC 0.78% 1.239 M $ 1300 2021/12/31 -113.463 K $ -8.39 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.77% 1.230 M $ 2447 2025/06/30 41.525 K $ 3.49 %
2025/09/30 DE DEERE & CO 0.75% 1.189 M $ 2600 2021/12/31 -133.198 K $ -10.07 %
2025/09/30 BA BOEING CO 0.72% 1.139 M $ 5277 2021/12/31 33.434 K $ 3.01 %
2025/09/30 SRE SEMPRA 0.68% 1.083 M $ 12040 2021/12/31 171.088 K $ 18.75 %
2025/09/30 GOOG ALPHABET INC 0.66% 1.045 M $ 4291 2024/03/31 283.892 K $ 37.30 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.64% 1.021 M $ 22637 2021/12/31 -26.938 K $ -2.57 %
2025/09/30 NUE NUCOR CORP 0.63% 1.006 M $ 7430 2021/12/31 43.762 K $ 4.55 %
2025/09/30 ENB ENBRIDGE INC 0.63% 1.003 M $ 19876 2021/12/31 102.162 K $ 11.34 %
2025/09/30 CNP CENTERPOINT ENERGY INC 0.60% 957.972 K $ 24690 2021/12/31 50.861 K $ 5.61 %
2025/09/30 NVDA NVIDIA CORPORATION 0.59% 942.042 K $ 5049 2024/03/31 141.348 K $ 18.10 %
2025/09/30 MCD MCDONALDS CORP 0.56% 890.702 K $ 2931 2021/12/31 34.187 K $ 4.01 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.56% 884.477 K $ 5453 2021/12/31 -108.678 K $ -10.94 %
2025/09/30 RY ROYAL BK CDA 0.56% 883.920 K $ 6000 2021/12/31 94.619 K $ 11.99 %
2025/09/30 BMO BANK MONTREAL QUE 0.55% 871.633 K $ 6692 2021/12/31 131.297 K $ 17.73 %
2025/09/30 T AT&T INC 0.53% 840.620 K $ 29767 2021/12/31 -20.932 K $ -2.42 %
2025/09/30 NI NISOURCE INC 0.52% 820.535 K $ 18950 2021/12/31 56.091 K $ 7.34 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.51% 806.536 K $ 10088 2021/12/31 65.448 K $ 8.85 %
2025/09/30 GATX GATX CORP 0.51% 804.080 K $ 4600 2021/12/31 97.704 K $ 13.83 %
2025/09/30 MMM 3M CO 0.49% 782.107 K $ 5040 2021/12/31 14.832 K $ 1.93 %
2025/09/30 VO VANGUARD INDEX FDS 0.49% 781.936 K $ 2662 2022/12/31 37.751 K $ 4.97 %
2025/09/30 INTC INTEL CORP 0.48% 760.377 K $ 22664 2021/12/31 252.703 K $ 49.78 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.48% 755.213 K $ 6713 2021/12/31 58.671 K $ 8.42 %
2025/09/30 EEM ISHARES TR 0.47% 751.445 K $ 14072 2021/12/31 71.842 K $ 10.70 %
2025/09/30 IWM ISHARES TR 0.47% 750.802 K $ 3103 2021/12/31 80.263 K $ 12.13 %
2025/09/30 HUBB HUBBELL INC 0.47% 749.170 K $ 1741 2021/12/31 38.127 K $ 5.36 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.47% 742.422 K $ 4004 2021/12/31 130.810 K $ 21.39 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.46% 736.814 K $ 6430 2021/12/31 66.807 K $ 9.97 %
2025/09/30 ETR ENTERGY CORP NEW 0.46% 730.982 K $ 7844 2021/12/31 78.545 K $ 12.12 %
2025/09/30 D DOMINION ENERGY INC 0.46% 729.697 K $ 11929 2021/12/31 55.469 K $ 8.23 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.46% 727.349 K $ 1457 2021/12/31 52.553 K $ 7.79 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 0.45% 709.495 K $ 18395 2022/03/31 50.218 K $ 7.62 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.43% 688.813 K $ 4483 2021/12/31 -25.288 K $ -3.56 %
2025/09/30 EFA ISHARES TR 0.43% 679.360 K $ 7276 2021/12/31 28.620 K $ 4.45 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.42% 659.850 K $ 5496 2023/03/31 305.581 K $ 87.62 %
2025/09/30 VUG VANGUARD INDEX FDS 0.41% 650.831 K $ 1357 2021/12/31 57.982 K $ 9.40 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.41% 647.739 K $ 8315 2021/12/31 77.412 K $ 13.57 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.39% 617.210 K $ 1810 2021/12/31 88.811 K $ 16.92 %
2025/09/30 FPE FIRST TR EXCH TRADED FD III 0.38% 601.391 K $ 32971 2021/12/31 11.626 K $ 2.47 %
2025/09/30 KO COCA COLA CO 0.36% 577.979 K $ 8715 2021/12/31 -38.607 K $ -6.26 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.36% 576.787 K $ 1920 2021/12/31 85.324 K $ 17.36 %
2025/09/30 WM WASTE MGMT INC DEL 0.36% 574.820 K $ 2603 2022/03/31 -20.797 K $ -3.49 %
2025/09/30 CTVA CORTEVA INC 0.35% 562.343 K $ 8315 2022/06/30 -57.373 K $ -9.26 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.34% 538.168 K $ 12245 2021/12/31 8.326 K $ 1.57 %
2025/09/30 EVRG EVERGY INC 0.34% 535.713 K $ 7047 2024/03/31 49.963 K $ 10.29 %
2025/09/30 MDT MEDTRONIC PLC 0.32% 514.582 K $ 5403 2021/12/31 43.053 K $ 9.26 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.32% 506.757 K $ 8112 2021/12/31 -40.316 K $ -7.37 %
2025/09/30 USB US BANCORP DEL 0.29% 454.785 K $ 9410 2024/03/31 28.982 K $ 6.81 %
2025/09/30 FE FIRSTENERGY CORP 0.28% 452.014 K $ 9865 2022/03/31 54.849 K $ 13.81 %
2025/09/30 IJH ISHARES TR 0.28% 447.684 K $ 6860 2021/12/31 22.226 K $ 5.22 %
2025/09/30 BAC BANK AMERICA CORP 0.28% 446.047 K $ 8646 2024/03/31 36.918 K $ 9.02 %
2025/09/30 SNY SANOFI SA 0.26% 413.661 K $ 8764 2024/06/30 -9.693 K $ -2.30 %
2025/09/30 PFE PFIZER INC 0.26% 405.285 K $ 15906 2021/12/31 19.723 K $ 5.12 %
2025/09/30 PAYX PAYCHEX INC 0.25% 401.829 K $ 3170 2021/12/31 -59.279 K $ -12.86 %
2025/09/30 BTI BRITISH AMERN TOB PLC 0.25% 399.268 K $ 7522 2021/12/31 43.251 K $ 12.15 %
2025/09/30 AMZN AMAZON COM INC 0.25% 399.178 K $ 1818 2024/03/31 322.000 $ 0.08 %
2025/09/30 UL UNILEVER PLC 0.25% 394.508 K $ 6655 2024/03/31 -12.521 K $ -3.09 %
2025/09/30 TFC TRUIST FINL CORP 0.24% 388.803 K $ 8504 2024/03/31 22.740 K $ 6.35 %
2025/09/30 RTX RTX CORPORATION 0.24% 377.831 K $ 2258 2024/03/31 47.286 K $ 14.59 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.23% 373.056 K $ 8040 2024/03/31 -3.457 K $ -0.92 %
2025/09/30 INFY INFOSYS LTD 0.23% 370.191 K $ 22753 2021/12/31 -51.421 K $ -12.20 %
2025/09/30 SWX SOUTHWEST GAS HLDGS INC 0.23% 361.539 K $ 4615 2024/03/31 18.229 K $ 5.31 %