Institutions / Advisortrust Partners, LLC
Advisortrust Partners, LLC
CIK 2115523 · Institution · as of Dec 31, 2025
Portfolio value
$227.62M
Positions
156
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 156 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $16.74M | 7.4% |
| Broadcom Inc. | $15.23M | 6.7% |
| iShares Tr | $12.22M | 5.4% |
| iShares Tr | $11.47M | 5.0% |
| SPDR Gold Tr | $11.26M | 4.9% |
| iShares Tr | $10.98M | 4.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $10.40M | 4.6% |
| JPMorgan Chase & Co | $8.23M | 3.6% |
| Apple Inc. | $7.41M | 3.3% |
| Walmart Inc. | $6.22M | 2.7% |
| SPDR S&P 500 ETF Tr | $5.27M | 2.3% |
| The PNC Financial Services Group, Inc. | $5.02M | 2.2% |
| Target Corp | $4.29M | 1.9% |
| Medtronic plc | $4.08M | 1.8% |
| Merck & Co., Inc. | $4.06M | 1.8% |
| Amgen Inc | $3.65M | 1.6% |
| Prologis Inc | $3.52M | 1.5% |
| Emerson Electric Co | $3.41M | 1.5% |
| Qualcomm INC/DE | $3.21M | 1.4% |
| Pepsico Inc | $2.95M | 1.3% |
| Capital Group Core Equity Et | $2.91M | 1.3% |
| Microsoft Corp | $2.72M | 1.2% |
| NXP Semiconductors N.V. | $2.64M | 1.2% |
| Capital Group Dividend Value | $2.57M | 1.1% |
| iShares Bitcoin Trust ETF | $2.28M | 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.