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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 5 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRWD CROWDSTRIKE HLDGS INC Technology 2,588.0 $1.2M 0.08% -74.0 -2.8% $468.76 +41.5%
82 MCK MCKESSON CORP Healthcare 1,417.0 $1.2M 0.08% -54.0 -3.7% $820.29 -6.6%
83 CVS CVS HEALTH CORP Healthcare 14,022.0 $1.1M 0.08% -514.0 -3.5% $79.36 +17.5%
84 TMUS T-MOBILE US INC Communication Services 5,412.0 $1.1M 0.07% -203.0 -3.6% $203.04 -5.7%
85 CME CME GROUP INC Financial Services 3,998.0 $1.1M 0.07% -147.0 -3.5% $273.08 +6.6%
86 SBUX STARBUCKS CORP Consumer Cyclical 12,609.0 $1.1M 0.07% -467.0 -3.6% $84.21 +22.4%
87 GM GENERAL MTRS CO Consumer Cyclical 12,981.0 $1.1M 0.07% -563.0 -4.2% $81.32 -3.1%
88 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 6,362.0 $1.0M 0.07% -227.0 -3.5% $161.96 -5.6%
89 MRSH MARSH & MCLENNAN COS INC Financial Services 5,454.0 $1.0M 0.07% -208.0 -3.7% $185.52 -11.5%
90 KKR KKR & CO INC Financial Services 7,496.0 $956K 0.07% -267.0 -3.4% $127.48 -26.2%
91 SNPS SYNOPSYS INC Technology 2,033.0 $955K 0.07% -71.0 -3.4% $469.72 +11.7%
92 CDNS CADENCE DESIGN SYSTEM INC Technology 3,043.0 $951K 0.07% -115.0 -3.6% $312.58 +19.5%
93 HCA HCA HEALTHCARE INC Healthcare 2,019.0 $943K 0.06% -89.0 -4.2% $466.86 -15.6%
94 BK BANK NEW YORK MELLON CORP Financial Services 8,073.0 $937K 0.06% -315.0 -3.8% $116.09 +19.9%
95 PNC PNC FINL SVCS GROUP INC Financial Services 4,414.0 $921K 0.06% -168.0 -3.7% $208.73 +5.0%
96 USB US BANCORP DEL Financial Services 17,182.0 $917K 0.06% -649.0 -3.6% $53.36 +2.8%
97 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,584.0 $906K 0.06% -106.0 -3.9% $350.55 +12.6%
98 REGN REGENERON PHARMACEUTICALS Healthcare 1,168.0 $902K 0.06% -45.0 -3.7% $771.87 -17.2%
99 MCO MOODYS CORP Financial Services 1,731.0 $884K 0.06% -65.0 -3.6% $510.85 -12.1%
100 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,668.0 $882K 0.06% -367.0 -3.7% $91.21 +0.6%
Page 5 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%