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Portfolio (Quarterly) Guide ↗

Trust Asset Management LLC

· CIK 0001608376
13F Portfolio $1.5B AUM 226 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 5 Added 219 Reduced 5 Exited
Page 10 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CINF CINCINNATI FINL CORP Financial Services 1,737.0 $284K 0.02% -67.0 -3.7% $163.32 +2.9%
182 HBAN HUNTINGTON BANCSHARES INC Financial Services 16,155.0 $280K 0.02% -623.0 -3.7% $17.35 -8.2%
183 STE STERIS PLC Healthcare 1,096.0 $278K 0.02% -43.0 -3.8% $253.52 -14.6%
184 RF REGIONS FINANCIAL CORP NEW Financial Services 10,124.0 $274K 0.02% -452.0 -4.3% $27.10 +2.7%
185 LEN LENNAR CORP Consumer Cyclical 2,660.0 $273K 0.02% -107.0 -3.9% $102.80 -13.6%
186 PHM PULTE GROUP INC Consumer Cyclical 2,292.0 $269K 0.02% -90.0 -3.8% $117.26 -0.7%
187 TDY TELEDYNE TECHNOLOGIES INC Technology 519.0 $265K 0.02% -19.0 -3.5% $510.73 +21.5%
188 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,253.0 $260K 0.02% -52.0 -4.0% $207.81 -38.8%
189 ON ON SEMICONDUCTOR CORP Technology 4,723.0 $256K 0.02% -205.0 -4.2% $54.15 +114.6%
190 TROW PRICE T ROWE GROUP INC Financial Services 2,469.0 $253K 0.02% -99.0 -3.9% $102.38 +1.0%
191 WAT WATERS CORP Healthcare 660.0 $251K 0.02% -27.0 -3.9% $379.83 -9.9%
192 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3,822.0 $249K 0.02% -156.0 -3.9% $65.09 -24.1%
193 NVR NVR INC Consumer Cyclical 34.0 $248K 0.02% -1.0 -2.9% $7292.76 -17.2%
194 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,732.0 $247K 0.02% -53.0 -3.0% $142.50 +16.2%
195 NTAP NETAPP INC Technology 2,282.0 $244K 0.02% -89.0 -3.8% $107.09 +30.1%
196 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,356.0 $242K 0.02% -49.0 -3.5% $178.59 +7.8%
197 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,307.0 $241K 0.02% -54.0 -4.0% $184.02 +10.6%
198 HPQ HP INC Technology 10,595.0 $236K 0.02% -321.0 -2.9% $22.28 +13.3%
199 CORPAY INC 781.0 $235K 0.02% -27.0 -3.3% $300.93
200 WRB BERKLEY W R CORP Financial Services 3,346.0 $235K 0.02% -132.0 -3.8% $70.12 -3.7%
Page 10 of 11  ·  219 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 68.5%
Technology 16.7%
Communication Services 5.3%
Consumer Cyclical 4.9%
Healthcare 4.5%
Industrials 0.1%
Energy 0.0%