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Portfolio (Quarterly) Guide ↗

Trail Ridge Investment Advisors, LLC

· CIK 0001911013
13F Portfolio $230M AUM 99 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 41 Added 27 Reduced 7 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 3,745.0 $635K 0.28% $169.66 -6.0%
62 ALLY ALLY FINL INC Financial Services 15,734.0 $617K 0.27% +859.0 +5.8% $39.23 +11.5%
63 GGG GRACO INC Industrials 6,959.0 $589K 0.26% +77.0 +1.1% $84.65 -8.0%
64 PG PROCTER & GAMBLE CO Consumer Defensive 4,074.0 $588K 0.26% -436.0 -9.7% $144.44 +1.4%
65 V VISA INC Financial Services 1,867.0 $564K 0.24% +75.0 +4.2% $302.25 +24.1%
66 PSTG EVERPURE INC 9,464.0 $559K 0.24% -443.0 -4.5% $59.04
67 IWP ISHARES TR 4,264.0 $546K 0.24% -29.0 -0.7% $128.12 +9.0%
68 VOYA VOYA FINANCIAL INC Financial Services 7,758.0 $530K 0.23% -1K -13.3% $68.32 +52.3%
69 HCSG HEALTHCARE SVCS GROUP INC Healthcare 27,653.0 $513K 0.22% +1K +3.9% $18.55 +17.6%
70 IJS ISHARES TR 4,253.0 $504K 0.22% -90.0 -2.1% $118.45 +16.1%
71 FUTY FIDELITY COVINGTON TRUST 8,407.0 $497K 0.22% -329.0 -3.8% $59.07 -5.8%
72 SANM SANMINA CORP Technology 3,729.0 $483K 0.21% +144.0 +4.0% $129.64 +53.1%
73 FDS FACTSET RESH SYS INC Financial Services 2,200.0 $477K 0.21% $216.99 +39.2%
74 WMT WALMART INC Consumer Defensive 3,826.0 $475K 0.21% +215.0 +6.0% $124.28 -13.8%
75 ABBV ABBVIE INC Healthcare 2,148.0 $467K 0.20% +33.0 +1.6% $217.53 +17.8%
76 IVOV VANGUARD ADMIRAL FDS INC 4,535.0 $462K 0.20% -53.0 -1.2% $101.95 +12.2%
77 LRN STRIDE INC Consumer Defensive 4,757.0 $419K 0.18% -67.0 -1.4% $88.17 -4.0%
78 KO COCA COLA CO Consumer Defensive 5,302.0 $403K 0.17% +159.0 +3.1% $76.05 +15.8%
79 IVW ISHARES TR 3,499.0 $396K 0.17% -328.0 -8.6% $113.11 +24.3%
80 MCD MCDONALDS CORP Consumer Cyclical 1,250.0 $388K 0.17% -21.0 -1.6% $310.80 -17.7%
Page 4 of 5  ·  99 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 35.3%
Financial Services 14.8%
Consumer Cyclical 14.0%
Consumer Defensive 10.5%
Industrials 10.1%
Healthcare 9.9%
Utilities 2.1%
Communication Services 1.8%
Real Estate 0.9%
Energy 0.6%