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TRUST INVESTMENT ADVISORS 13F portfolio summary

TRUST INVESTMENT ADVISORS of TRUST INVESTMENT ADVISORS has 97 current stock holdings with a reported portfolio value of $209.4M. The portfolio 1 year return is +37.40%. Top holdings include LLY (10.79%), AAPL (9.00%), TSM (3.99%), AMD (3.82%), CLS (3.64%).

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TRUST INVESTMENT ADVISORS

TRUST INVESTMENT ADVISORS
Latest filing: 2026-06-30

TRUST INVESTMENT ADVISORS runs TRUST INVESTMENT ADVISORS and currently holds 97 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $209.40M. Their top holdings are LLY, AAPL, TSM, AMD, CLS. The top five represent 31.2% of reported portfolio weight. TRUST INVESTMENT ADVISORS ranks #301 out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRUST INVESTMENT ADVISORS initiated 9 new positions. They added to 34 existing positions. They trimmed 43 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
LLY10.8%
AAPL9.0%
TSM4.0%
AMD3.8%
CLS3.6%
Top 5: 31.2%
Portfolio Returns
1 Year
+37.40%
#253/1000
3 Year
+84.34%
#348/1000
5 Year
+97.91%
#295/1000

Portfolio Value

$209.40M

Alpha Score

74.2

#301 of 1000

Holdings

97

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97 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
LLY
ELI LILLY & CO
10.79%$289.78$1,254.77+333.01%
Trimmed
-2.40%
AAPL
APPLE INC
9.00%$97.68$309.35+216.70%
Trimmed
-0.89%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.99%$81.87$418.87+411.63%
Added
+1.29%
AMD
ADVANCED MICRO DEVICES INC
3.82%$42.95$473.25+1,001.86%
Trimmed
-1.81%
CLS
CELESTICA INC
3.64%$65.87$296.52+350.16%
Trimmed
-1.24%
AVGO
BROADCOM INC
3.53%$56.21$368.45+555.49%
Trimmed
-2.41%
NVDA
NVIDIA CORPORATION
3.12%$27.55$214.76+679.53%
Trimmed
-1.97%
MSFT
MICROSOFT CORP
3.09%$64.93$483.24+644.25%
Added
+0.72%
CAT
CATERPILLAR INC
3.03%$124.74$827.65+563.50%
Trimmed
-0.35%
BE
BLOOM ENERGY CORP
2.49%$89.70$201.42+124.55%
Added
+1.23%

Showing 1-10 of 97