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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 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WDAY WORKDAY INC Technology 2,367.0 $508K 0.04% -86.0 -3.5% $214.78 -40.3%
142 MSCI MSCI INC Financial Services 870.0 $499K 0.03% -35.0 -3.9% $573.73 +2.6%
143 MPWR MONOLITHIC PWR SYS INC Technology 537.0 $487K 0.03% -17.0 -3.1% $906.36 +75.4%
144 YUM YUM BRANDS INC Consumer Cyclical 3,098.0 $469K 0.03% -121.0 -3.8% $151.28 +2.6%
145 DHI D R HORTON INC Consumer Cyclical 3,249.0 $468K 0.03% -130.0 -3.9% $144.03 -0.2%
146 EBAY EBAY INC. Consumer Cyclical 5,362.0 $467K 0.03% -216.0 -3.9% $87.10 +32.9%
147 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,818.0 $465K 0.03% -56.0 -3.0% $256.03 -11.1%
148 FICO FAIR ISAAC CORP Technology 272.0 $460K 0.03% -10.0 -3.5% $1690.62 -26.7%
149 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,513.0 $458K 0.03% -212.0 -3.7% $83.00 -36.4%
150 PRU PRUDENTIAL FINL INC Financial Services 3,968.0 $448K 0.03% -150.0 -3.6% $112.88 -7.8%
151 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,238.0 $446K 0.03% -126.0 -3.8% $137.80 -1.3%
152 NDAQ NASDAQ INC Financial Services 4,555.0 $442K 0.03% -142.0 -3.0% $97.13 -6.3%
153 A AGILENT TECHNOLOGIES INC Healthcare 3,201.0 $436K 0.03% -120.0 -3.6% $136.07 -15.5%
154 IQVIA HLDGS INC 1,929.0 $435K 0.03% -73.0 -3.6% $225.41
155 DELL DELL TECHNOLOGIES INC Technology 3,417.0 $430K 0.03% -131.0 -3.7% $125.88 +134.5%
156 STT STATE STR CORP Financial Services 3,303.0 $426K 0.03% -128.0 -3.7% $129.01 +19.3%
157 FISV FISERV INC Technology 6,318.0 $424K 0.03% -253.0 -3.9% $67.17 -14.9%
158 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,160.0 $423K 0.03% -187.0 -3.5% $82.02 -21.7%
159 FIS FIDELITY NATL INFORMATION SV Technology 6,030.0 $401K 0.03% -234.0 -3.7% $66.46 -34.5%
160 ACGL ARCH CAP GROUP LTD Financial Services 4,152.0 $398K 0.03% -156.0 -3.6% $95.92 +0.4%
Page 8 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%