Trust Investment Advisors
•CIK: 1597690•Filing: Q4 2025
**Trust Investment Advisors** manages $188M across a diversified portfolio of 91 positions. The fund exhibits significant concentration in mega-cap technology and healthcare names, notably holding LLY at $21.7M and AAPL at $19.2M. Further top allocations include MSFT ($9.3M), AVGO ($7.9M), and NVDA ($6.6M). This positioning suggests a focused, large-cap growth mandate within the current market cycle.
Total AUM
$187.9M
QoQ Performance
+5.6%
Positions
90
Top 10 Concentration
46.6%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
AAPL
LLY11.6%
AAPL10.2%
MSFT5.0%
AVGO4.2%
NVDA3.5%
CLS3.3%
TSM3.1%
CAT2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.7%
Technology31.0%
Healthcare14.1%
Industrial5.9%
Financial5.7%
Consumer2.9%
Communication1.3%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW5 new positions
↑55 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023