Trust Investment Advisors: 13F holdings
CIK 15976902026Q2
| Positions | 97 |
|---|
| Reported value | $209.4m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 97 (+8 vs prior quarter) |
|---|
| Reported value | $209.4m (+22.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 18,839 | $22.6m | 10.8% |
| AAPL APPLE INC | 65,115 | $18.8m | 9.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 17,515 | $8.4m | 4.0% |
| AMD ADVANCED MICRO DEVICES INC | 13,756 | $8.0m | 3.8% |
| CLS CELESTICA INC | 20,876 | $7.6m | 3.6% |
| AVGO BROADCOM INC | 19,568 | $7.4m | 3.5% |
| NVDA NVIDIA CORPORATION | 32,697 | $6.5m | 3.1% |
| MSFT MICROSOFT CORP | 17,339 | $6.5m | 3.1% |
| CAT CATERPILLAR INC | 5,966 | $6.4m | 3.0% |
| BE BLOOM ENERGY CORP | 17,236 | $5.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1597690")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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