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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 3 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 7,966.0 $2.4M 0.17% -298.0 -3.6% $305.63 -7.6%
42 ABT ABBOTT LABS Healthcare 19,275.0 $2.4M 0.17% -708.0 -3.5% $125.29 -30.2%
43 AMAT APPLIED MATLS INC Technology 9,159.0 $2.4M 0.16% -355.0 -3.7% $256.99 +68.2%
44 DIS DISNEY WALT CO Communication Services 20,117.0 $2.3M 0.16% -755.0 -3.6% $113.77 -9.5%
45 AXP AMERICAN EXPRESS CO Financial Services 6,182.0 $2.3M 0.16% -240.0 -3.7% $369.95 -15.7%
46 ISRG INTUITIVE SURGICAL INC Healthcare 3,952.0 $2.2M 0.15% -142.0 -3.5% $566.36 -22.6%
47 QCOM QUALCOMM INC Technology 12,323.0 $2.1M 0.14% -481.0 -3.8% $171.05 +39.2%
48 INTU INTUIT Technology 3,108.0 $2.1M 0.14% -113.0 -3.5% $662.42 -51.7%
49 T AT&T INC Communication Services 79,591.0 $2.0M 0.14% -3K -3.6% $24.84 +1.7%
50 BKNG BOOKING HOLDINGS INC Consumer Cyclical 367.0 $2.0M 0.13% -14.0 -3.7% $5355.33 -97.0%
51 AMGN AMGEN INC Healthcare 5,964.0 $2.0M 0.13% -214.0 -3.5% $327.31 +3.7%
52 TJX TJX COS INC NEW Consumer Cyclical 12,548.0 $1.9M 0.13% -475.0 -3.6% $153.61 +3.0%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 46,722.0 $1.9M 0.13% -2K -3.6% $40.73 +18.7%
54 ACN ACCENTURE PLC IRELAND Technology 6,937.0 $1.9M 0.13% -260.0 -3.6% $268.30 -33.2%
55 SPGI S&P GLOBAL INC Financial Services 3,533.0 $1.8M 0.13% -135.0 -3.7% $522.59 -20.1%
56 KLAC KLA CORP Technology 1,490.0 $1.8M 0.12% -57.0 -3.7% $1215.08 +55.4%
57 APH AMPHENOL CORP NEW Technology 13,389.0 $1.8M 0.12% -490.0 -3.5% $135.14 -2.3%
58 INTC INTEL CORP Technology 47,715.0 $1.8M 0.12% -2K -3.1% $36.90 +224.8%
59 TXN TEXAS INSTRS INC Technology 10,117.0 $1.8M 0.12% -380.0 -3.6% $173.49 +78.2%
60 NOW SERVICENOW INC Technology 11,435.0 $1.8M 0.12% +9K +382.1% $153.19 -33.3%
Page 3 of 12  ·  226 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%