Institutions / Trust Investment Advisors
Trust Investment Advisors
CIK 1597690 · Institution · as of Dec 31, 2025
Portfolio value
$187.86M
Positions
91
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 91 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $21.74M | 11.6% |
| Apple Inc. | $19.23M | 10.2% |
| Microsoft Corp | $9.30M | 5.0% |
| Broadcom Inc. | $7.87M | 4.2% |
| NVIDIA Corp | $6.60M | 3.5% |
| Celestica IncCLS | $6.25M | 3.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $5.81M | 3.1% |
| Caterpillar Inc | $3.86M | 2.1% |
| Alphabet Inc. | $3.84M | 2.0% |
| JPMorgan Chase & Co | $3.10M | 1.7% |
| Advanced Micro Devices Inc | $3.05M | 1.6% |
| Rio Tinto PLC | $3.03M | 1.6% |
| International Business Machines Corp | $3.02M | 1.6% |
| TJX Cos Inc/The | $2.79M | 1.5% |
| Palo Alto Networks Inc | $2.68M | 1.4% |
| Morgan Stanley | $2.67M | 1.4% |
| Capital One Financial Corp | $2.67M | 1.4% |
| RTX Corp | $2.48M | 1.3% |
| Cisco Systems, Inc. | $2.38M | 1.3% |
| Citizens Financial Group INC/RI | $2.25M | 1.2% |
| Eaton Corp plc | $1.96M | 1.0% |
| Qualcomm INC/DE | $1.90M | 1.0% |
| Chewy, Inc. | $1.90M | 1.0% |
| Home Depot, Inc. | $1.88M | 1.0% |
| Visa Inc | $1.87M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.