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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 1,271.0 $388K 0.17% NEW $305.63 -9.1%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 9,398.0 $383K 0.17% NEW $40.73 +18.4%
83 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 599.0 $361K 0.15% NEW $603.28 +12.6%
84 KO COCA COLA CO Consumer Defensive 5,143.0 $360K 0.15% NEW $69.91 +15.0%
85 IJR ISHARES TR 2,798.0 $336K 0.14% NEW $120.18 +16.2%
86 MDYG SPDR SERIES TRUST 3,483.0 $322K 0.14% NEW $92.43 +17.2%
87 BIIB BIOGEN INC Healthcare 1,807.0 $318K 0.14% NEW $175.99 +11.6%
88 LRN STRIDE INC Consumer Defensive 4,824.0 $313K 0.14% NEW $64.93 +41.6%
89 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 8,309.0 $311K 0.13% NEW $37.42 -15.8%
90 BAC BANK AMERICA CORP Financial Services 5,376.0 $296K 0.13% NEW $55.00 -7.7%
91 SPYM SPDR SERIES TRUST 3,501.0 $281K 0.12% NEW $80.22 +10.7%
92 VSH VISHAY INTERTECHNOLOGY INC Technology 18,654.0 $270K 0.12% NEW $14.49 +237.5%
93 CMCSA COMCAST CORP NEW Communication Services 9,024.0 $270K 0.12% NEW $29.89 -15.8%
94 SOUTHSTATE BK CORP 2,762.0 $260K 0.11% NEW $94.11
95 QCOM QUALCOMM INC Technology 1,517.0 $259K 0.11% NEW $171.05 +42.2%
96 IWR ISHARES TR 2,643.0 $254K 0.11% NEW $96.27 +11.3%
97 PBI PITNEY BOWES INC Industrials 23,584.0 $249K 0.11% NEW $10.57 +49.5%
98 ABT ABBOTT LABS Healthcare 1,904.0 $239K 0.10% NEW $125.29 -31.1%
99 DYNF BLACKROCK ETF TRUST 3,744.0 $228K 0.10% NEW $60.81 +10.7%
100 META META PLATFORMS INC Communication Services 317.0 $209K 0.09% NEW $660.09 -3.8%
Page 5 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%