TI-Trust Reveals $151M Equity Holdings
The Quincy-based investment manager discloses a diverse portfolio of public equities without external manager involvement.
April 24, 2025
TI-Trust Reports Q1 Equity Holdings
TI-Trust, Inc. is keeping a close hand on the wheel. In its latest quarterly disclosure, the Quincy, Illinois-based institutional investment manager reported $151 million in public equity holdings as of March 31, 2025. The report covers 126 positions across its portfolio—each one directly managed by TI-Trust without the involvement of outside managers.
This isn’t a passive filing. It’s a clear reflection of how the firm allocates capital across the public markets. Each position represents an intentional decision, and with no external managers listed, every move comes from within. The data—filed under Form 13F with the SEC—makes that clear.
TI-Trust’s filing confirms that the firm continues to execute its investment strategy in-house. And while the summary doesn’t detail which securities are included, the volume of positions signals a portfolio designed for diversification and exposure across a wide spectrum of the market.
The number of entries also suggests that TI-Trust isn’t focused on a handful of large bets—it’s actively managing a broader slice of the market.
Filing Assurance and Strategic Implications
Holly Allen, the firm’s Senior Corporate Risk Management Officer, signed off on the report, certifying that the information is accurate and complete. That kind of assurance is standard in regulatory filings, but it also reinforces the firm’s role as a steward of capital in a dynamic environment.
For anyone tracking institutional flows or looking to understand how mid-sized managers are navigating the market, this snapshot offers valuable insight. It shows where the firm stood at the end of Q1—and sets the stage for what comes next. As market conditions shift, filings like this help ensure visibility into the strategies shaping capital deployment in real time.
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