TITLEIST ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NET | 10K | $2.13M |
 | MO | 10K | $635.98K |
 | PM | 9K | $1.49M |
 | ROKU | 9K | $916.19K |
 | JNJ | 8K | $1.57M |
 | BP | 8K | $288.80K |
 | LEN | 8K | $1.04M |
 | PYPL | 8K | $547.19K |
 | UBER | 8K | $768.77K |
 | DASH | 8K | $2.07M |
 | FDX | 7K | $1.72M |
 | SPOT | 7K | $4.93M |
 | CRWD | 7K | $3.46M |
 | KO | 7K | $453.73K |
 | TFIN | 7K | $332.27K |
 | CMCSA | 6K | $200.92K |
 | C | 6K | $637.69K |
 | META | 6K | $4.43M |
 | NEE | 6K | $452.14K |
 | WFC | 6K | $479.27K |
Cloudflare, Inc.
NET
Shares Held
10K
Value
$2.13M
Altria Group, Inc.
MO
Shares Held
10K
Value
$635.98K
Philip Morris International Inc.
PM
Shares Held
9K
Value
$1.49M
Roku, Inc.
ROKU
Shares Held
9K
Value
$916.19K
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.57M
BP p.l.c.
BP
Shares Held
8K
Value
$288.80K
Lennar Corporation
LEN
Shares Held
8K
Value
$1.04M
PayPal Holdings, Inc.
PYPL
Shares Held
8K
Value
$547.19K
Uber Technologies, Inc.
UBER
Shares Held
8K
Value
$768.77K
DoorDash, Inc.
DASH
Shares Held
8K
Value
$2.07M
FedEx Corporation
FDX
Shares Held
7K
Value
$1.72M
Spotify Technology S.A.
SPOT
Shares Held
7K
Value
$4.93M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
7K
Value
$3.46M
The Coca-Cola Company
KO
Shares Held
7K
Value
$453.73K
Triumph Financial, Inc.
TFIN
Shares Held
7K
Value
$332.27K
Comcast Corporation
CMCSA
Shares Held
6K
Value
$200.92K
Citigroup Inc.
C
Shares Held
6K
Value
$637.69K
Meta Platforms, Inc.
META
Shares Held
6K
Value
$4.43M
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$452.14K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$479.27K