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Portfolio (Quarterly) Guide ↗

Trail Ridge Investment Advisors, LLC

· CIK 0001911013
13F Portfolio $233M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New
Page 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOYA VOYA FINANCIAL INC Financial Services 8,946.0 $666K 0.29% NEW $74.49 +8.7%
62 PSTG PURE STORAGE INC Technology 9,907.0 $664K 0.28% NEW $67.01 +31.8%
63 PG PROCTER AND GAMBLE CO Consumer Defensive 4,510.0 $646K 0.28% NEW $143.31 +1.8%
64 FDS FACTSET RESH SYS INC Financial Services 2,200.0 $638K 0.28% NEW $290.19 -17.7%
65 V VISA INC Financial Services 1,792.0 $628K 0.27% NEW $350.71 -6.6%
66 MRK MERCK & CO INC Healthcare 5,600.0 $589K 0.25% NEW $105.26 +13.9%
67 IWP ISHARES TR 4,293.0 $588K 0.25% NEW $136.94 +3.7%
68 GGG GRACO INC Industrials 6,882.0 $564K 0.24% NEW $81.97 -7.5%
69 SANM SANMINA CORPORATION Technology 3,585.0 $538K 0.23% NEW $150.07 +75.4%
70 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 6,200.0 $515K 0.22% NEW $83.00 -35.1%
71 HCSG HEALTHCARE SVCS GROUP INC Healthcare 26,615.0 $509K 0.22% NEW $19.12 +8.4%
72 IJS ISHARES TR 4,343.0 $494K 0.21% NEW $113.72 +15.8%
73 ABBV ABBVIE INC Healthcare 2,115.0 $483K 0.21% NEW $228.53 -4.3%
74 FUTY FIDELITY COVINGTON TRUST 8,736.0 $482K 0.21% NEW $55.22 +4.6%
75 IVW ISHARES TR 3,827.0 $472K 0.20% NEW $123.26 +13.3%
76 IVOV VANGUARD ADMIRAL FDS INC 4,588.0 $463K 0.20% NEW $101.01 +8.6%
77 EVEREST GROUP LTD 1,345.0 $456K 0.20% NEW $339.35
78 XOM EXXON MOBIL CORP Energy 3,745.0 $451K 0.19% NEW $120.34 +22.9%
79 XLK SELECT SECTOR SPDR TR 3,046.0 $439K 0.19% NEW $143.97 +29.8%
80 WMT WALMART INC Consumer Defensive 3,611.0 $402K 0.17% NEW $111.41 +6.4%
Page 4 of 6  ·  103 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
Technology 35.1%
Financial Services 13.9%
Consumer Cyclical 12.9%
Communication Services 9.9%
Healthcare 8.9%
Industrials 8.4%
Consumer Defensive 8.2%
Utilities 1.4%
Real Estate 0.8%
Energy 0.4%