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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 4 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLK BLACKROCK INC Financial Services 1,621.0 $1.7M 0.12% -58.0 -3.5% $1070.34 +0.2%
62 COF CAPITAL ONE FINL CORP Financial Services 7,100.0 $1.7M 0.12% -263.0 -3.6% $242.36 -22.5%
63 ADBE ADOBE INC Technology 4,882.0 $1.7M 0.12% -193.0 -3.8% $349.99 -30.1%
64 GILD GILEAD SCIENCES INC Healthcare 13,826.0 $1.7M 0.12% -517.0 -3.6% $122.74 +9.5%
65 SCHW SCHWAB CHARLES CORP Financial Services 16,781.0 $1.7M 0.11% -463.0 -2.7% $99.91 -9.8%
66 DHR DANAHER CORPORATION Healthcare 7,146.0 $1.6M 0.11% -269.0 -3.6% $228.92 -24.9%
67 PFE PFIZER INC Healthcare 62,899.0 $1.6M 0.11% -2K -3.5% $24.90 +4.0%
68 BSX BOSTON SCIENTIFIC CORP Healthcare 16,333.0 $1.6M 0.11% -567.0 -3.4% $95.35 -39.4%
69 LOW LOWES COS INC Consumer Cyclical 6,306.0 $1.5M 0.10% -239.0 -3.6% $241.16 -10.8%
70 ADI ANALOG DEVICES INC Technology 5,524.0 $1.5M 0.10% -204.0 -3.6% $271.20 +46.4%
71 ANET ARISTA NETWORKS INC Technology 11,427.0 $1.5M 0.10% -426.0 -3.6% $131.03 +17.6%
72 PGR PROGRESSIVE CORP Financial Services 6,498.0 $1.5M 0.10% -237.0 -3.5% $227.72 -12.4%
73 MDT MEDTRONIC PLC Healthcare 14,302.0 $1.4M 0.09% -530.0 -3.6% $96.06 -18.2%
74 SYK STRYKER CORPORATION Healthcare 3,805.0 $1.3M 0.09% -138.0 -3.5% $351.47 -10.0%
75 PANW PALO ALTO NETWORKS INC Technology 7,238.0 $1.3M 0.09% -259.0 -3.5% $184.20 +41.5%
76 CB CHUBB LIMITED Financial Services 4,171.0 $1.3M 0.09% -158.0 -3.6% $312.12 +5.1%
77 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,856.0 $1.3M 0.09% -106.0 -3.6% $453.36 -4.2%
78 CMCSA COMCAST CORP NEW Communication Services 42,410.0 $1.3M 0.09% -2K -3.8% $29.89 -15.7%
79 BX BLACKSTONE INC Financial Services 8,024.0 $1.2M 0.08% -292.0 -3.5% $154.14 -23.1%
80 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,617.0 $1.2M 0.08% -827.0 -3.5% $53.94 +10.2%
Page 4 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%