TOTAL INVESTMENT MANAGEMENT INC

All 13F Filings

Location
Scottsdale, AZ
Most recent 13F
Q4 2025
Holdings value ($000)
779,363
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/3/2026 87 779,363 13F-HR TOTAL INVESTMENT MANAGEMENT INC
Q3 2025 11/13/2025 81 769,258 13F-HR TOTAL INVESTMENT MANAGEMENT INC
Q2 2025 8/29/2025 903 692,058 13F-HR TOTAL INVESTMENT MANAGEMENT INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 512.5 K 65.8% 2.764 K 0 2.764 K
ETFs 194.1 K 24.9% 6.755 K 0 6.755 K
Debt 72.48 K 9.3% 591 0 591
Other 265 0.0% 0 1 -1
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Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
779,363
Holdings
87
QoQ value change ($000)
10,105 (1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.