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Ticino Wealth

SEC CIK
0002105416
Latest filing
Jul 20, 2026

The latest 13F from Ticino Wealth covers Q2 2026 (filed Jul 20, 2026): 135 long positions worth $317.1M. The top 10 holdings make up 31.2% of the portfolio, and the largest is Scorpio Tankers Inc. (STNG) at 4.0%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
12
Est. +$12.7M
Added
85
Est. +$44.0M
Reduced
31
Est. −$22.0M
Sold out
15
Est. −$12.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. STNGScorpio Tankers Inc.
    4.0%$12.6MHistory
  2. iShares Tr464288646
    3.9%$12.2M
  3. iShares Core S&P 500 ETF464287200
    3.7%$11.6M
  4. iShares Tr464288638
    3.4%$10.8M
  5. Goldman Sachs ETF Tr381430503
    3.3%$10.6M

Biggest buys

New and added positions, by estimated amount bought

  1. State Street Technology Select Sector SPDR ETF81369Y803
    +$4.91MNew
  2. JPMJPMorgan Chase & Co
    +$2.67MAddedHistory
  3. Invesco Exchange Traded FD T46137V357
    +$2.45MAdded
  4. iShares Tr464288646
    +$2.41MAdded
  5. iShares Core MSCI Eafe ETF46432F842
    +$2.15MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street Technology Select Sector SPDR ETF81369Y803
    +1.55 pp0.0% → 1.5%
  2. JPMJPMorgan Chase & Co
    +0.85 pp0.5% → 1.4%History
  3. Invesco Exchange Traded FD T46137V357
    +0.67 pp1.0% → 1.6%
  4. iShares Core MSCI Eafe ETF46432F842
    +0.58 pp0.5% → 1.1%
  5. CSCOCisco Systems, Inc.
    +0.54 pp1.5% → 2.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. COHRCoherent Corp.
    −$5.59MReducedHistory
  2. ONTOOnto Innovation Inc.
    −$4.25MReducedHistory
  3. PSXPhillips 66
    −$3.87MReducedHistory
  4. HONHoneywell International Inc
    −$2.71MSold outHistory
  5. JKHYJack Henry & Associates Inc
    −$2.65MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PSXPhillips 66
    −1.64 pp2.2% → 0.5%History
  2. HONHoneywell International Inc
    −0.94 pp0.9% → 0.0%History
  3. JKHYJack Henry & Associates Inc
    −0.92 pp0.9% → 0.0%History
  4. Vanguard Ftse Developed Markets ETF921943858
    −0.65 pp1.0% → 0.3%
  5. COHRCoherent Corp.
    −0.64 pp3.0% → 2.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$317.1M
+$29.4M (+10.2%) vs. prior quarter
Positions
135
−3 vs. prior quarter
Top 10 concentration
31.2%
Top 10 as share of value
Turnover
11.5%
Q2 2026, one quarter
Average holding period
2.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $317.1M (Q2 2026)

Q4 2025: $269.8MQ1 2026: $287.7MQ2 2026: $317.1M
Q4 2025Q2 2026
13F filings of Ticino Wealth by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 20, 2026135$317.1MSTNGiShares TriShares Core S&P 500 ETFvs. Q1 2026SEC
Q1 2026Apr 23, 2026138$287.7MSTNGASCiShares Core S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 27, 2026139$269.8MCOHRiShares Core S&P 500 ETFGoldman Sachs ETF Tr–SEC