Telos Capital Management, Inc. - Portfolio overview

Telos Capital Management, Inc. has 203 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 5.38%
  2. VTI - VANGUARD INDEX FDS, 3.67%
  3. VEU - VANGUARD INTL EQUITY INDEX F, 2.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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