Total-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MQT",
  "GOOGL",
  null,
  null,
  null,
  "T",
  "CAT",
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  "META",
  null,
  "KMI",
  null,
  null,
  "MSFT",
  "FSS",
  null,
  "EEM",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "VZ",
  null,
  "GLD",
  null,
  "IBM",
  "UAL",
  "VV",
  "SIVR",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  "LUV",
  null,
  "MGK",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "SCHF",
  "SCHA",
  "DIA",
  null,
  null,
  "BRK-B",
  "BA",
  "MHD",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DAL",
  "RSP",
  "EFA",
  "QQQ",
  "IWM",
  "XOM",
  "LLY",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 74
Total Value: 764951914
Accession Number: 0001068804-25-000004
Form Type: 13F-HR
CIK: total-investment-management
Manager Name: Total-Investment-Management

Data Enrichment

72% identified

53 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $765.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FEDERAL SIGNAL CORP /DE/

FSS|313855108

Shares:20.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$765.0M)

AMAZON COM INC

AMZN|023135106

Shares:7.1K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$765.0M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:37.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$765.0M)

NVIDIA CORP

NVDA|67066G104

Shares:11.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$765.0M)

464287465

EFA|464287465

Shares:14.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$765.0M)

CATERPILLAR INC

CAT|149123101

Shares:3.4K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$765.0M)

922908363

VOO|922908363

Shares:2.1K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$765.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$998.1K

% of Portfolio:0.1% ($998.1K/$765.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.9K

Value:$963.1K

% of Portfolio:0.1% ($963.1K/$765.0M)

464287655

IWM|464287655

Shares:4.4K

Value:$870.1K

% of Portfolio:0.1% ($870.1K/$765.0M)

98149E303

Shares:13.5K

Value:$833.6K

% of Portfolio:0.1% ($833.6K/$765.0M)

Tesla, Inc.

TSLA|88160R101

Shares:3.2K

Value:$831.4K

% of Portfolio:0.1% ($831.4K/$765.0M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:11.8K

Value:$812.6K

% of Portfolio:0.1% ($812.6K/$765.0M)

MICROSOFT CORP

MSFT|594918104

Shares:1.7K

Value:$642.3K

% of Portfolio:0.1% ($642.3K/$765.0M)

808524102

SCHB|808524102

Shares:25.4K

Value:$546.8K

% of Portfolio:0.1% ($546.8K/$765.0M)

00214Q104

Shares:11.1K

Value:$528.9K

% of Portfolio:0.1% ($528.9K/$765.0M)

Meta Platforms, Inc.

META|30303M102

Shares:880

Value:$507.0K

% of Portfolio:0.1% ($507.0K/$765.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.7K

Value:$464.9K

% of Portfolio:0.1% ($464.9K/$765.0M)

922908744

VTV|922908744

Shares:2.6K

Value:$450.6K

% of Portfolio:0.1% ($450.6K/$765.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.1K

Value:$449.6K

% of Portfolio:0.1% ($449.6K/$765.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FEDERAL SIGNAL CORP /DE/(FSScusip313855108)	20.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$765.0M)	QoQ -20.39% (-$393.5K) YoY -13.33% (-$236.4K)
AMAZON COM INC(AMZNcusip023135106)	7.1K	QoQ -3.67% (-269) YoY -1.23% (-88)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$765.0M)	QoQ -16.46% (-$264.4K) YoY +4.18% (-$53.9K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	37.1K	QoQ +0.01% (-7) YoY +46.20% (+11.7K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$765.0M)	QoQ -0.09% (-$1.2K) YoY +68.19% (+$504.7K)
NVIDIA CORP(NVDAcusip67066G104)	11.5K	QoQ -15.40% (-2.1K) YoY +514.69% (-9.6K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$765.0M)	QoQ -31.73% (-$577.5K) YoY -26.29% (-$443.2K)
(EFAcusip464287465)	14.3K	QoQ -24.10% (-4.5K) YoY NEW(+14.3K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$765.0M)	QoQ -17.96% (-$256.2K) YoY NEW(+$1.2M)
CATERPILLAR INC(CATcusip149123101)	3.4K	QoQ -0.14% (-5) YoY +64.72% (+1.3K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$765.0M)	QoQ -9.21% (-$113.5K) YoY +48.22% (+$363.7K)
(VOOcusip922908363)	2.1K	QoQ +217.10% (+1.4K) YoY NEW(+2.1K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$765.0M)	QoQ +202.57% (+$708.1K) YoY NEW(+$1.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ -27.97% (-728) YoY -22.30% (-538)	All Managers (Combined)	$998.1K	0.1% ($998.1K/$765.0M)	QoQ -15.37% (-$181.4K) YoY -1.60% (-$16.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.9K	QoQ +0.07% (+3) YoY +2.23% (+86)	All Managers (Combined)	$963.1K	0.1% ($963.1K/$765.0M)	QoQ +2.41% (+$22.7K) YoY +25.23% (+$194.0K)
(IWMcusip464287655)	4.4K	QoQ +4.13% (-173) YoY NEW(+4.4K)	All Managers (Combined)	$870.1K	0.1% ($870.1K/$765.0M)	QoQ -5.97% (-$55.3K) YoY NEW(+$870.1K)
(cusip98149E303)✕	13.5K	QoQ -32.00% (-6.3K) YoY -32.69% (-6.5K)	All Managers (Combined)	$833.6K	0.1% ($833.6K/$765.0M)	QoQ -19.05% (-$196.2K) YoY -5.44% (-$48.0K)
Tesla, Inc.(TSLAcusip88160R101)	3.2K	QoQ +6.50% (-196) YoY +34.50% (+823)	All Managers (Combined)	$831.4K	0.1% ($831.4K/$765.0M)	QoQ -31.65% (-$385.0K) YoY +98.29% (+$412.1K)
United Airlines Holdings, Inc.(UALcusip910047109)	11.8K	QoQ -6.51% (-820) YoY -26.56% (-4.3K)	All Managers (Combined)	$812.6K	0.1% ($812.6K/$765.0M)	QoQ -33.52% (-$409.7K) YoY +5.90% (-$45.3K)
MICROSOFT CORP(MSFTcusip594918104)	1.7K	QoQ -12.61% (-247) YoY -43.21% (-1.3K)	All Managers (Combined)	$642.3K	0.1% ($642.3K/$765.0M)	QoQ -22.18% (-$183.1K) YoY -49.32% (-$625.3K)
(SCHBcusip808524102)	25.4K	QoQ +10.43% (+2.4K) YoY +222.51% (+17.5K)	All Managers (Combined)	$546.8K	0.1% ($546.8K/$765.0M)	QoQ +4.74% (+$24.8K) YoY +13.73% (+$66.0K)
(cusip00214Q104)✕	11.1K	QoQ -5.07% (-594) YoY -99.01% (-1.1M)	All Managers (Combined)	$528.9K	0.1% ($528.9K/$765.0M)	QoQ -20.43% (-$135.9K) YoY -99.06% (-$56.1M)
Meta Platforms, Inc.(METAcusip30303M102)	880	QoQ +1.14% (-10) YoY -42.89% (-661)	All Managers (Combined)	$507.0K	0.1% ($507.0K/$765.0M)	QoQ -0.41% (-$2.1K) YoY -32.24% (-$241.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.7K	QoQ -6.86% (-201) YoY +0.66% (+18)	All Managers (Combined)	$464.9K	0.1% ($464.9K/$765.0M)	QoQ -5.31% (-$26.1K) YoY +5.74% (+$25.3K)
(VTVcusip922908744)	2.6K	QoQ +0.42% (+11) YoY -29.82% (-1.1K)	All Managers (Combined)	$450.6K	0.1% ($450.6K/$765.0M)	QoQ +2.45% (+$10.8K) YoY -25.58% (-$154.9K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.1K	QoQ -0.14% (-3) YoY NEW(+2.1K)	All Managers (Combined)	$449.6K	0.1% ($449.6K/$765.0M)	QoQ -6.39% (-$30.7K) YoY NEW(+$449.6K)