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Trust Investment Advisors

Portfolio Manager
Trust Investment Advisors
Performance
-7.19% (2026 Q1)
AUM (13F)
$171.40M
# of Holdings
89
Performance Rank
Allocation (Top 20)
58.28%

Trust Investment Advisors Holdings Map

Top 50 Trust Investment Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LLY
ELI LILLY & CO
10.39%19.3K$17.8M
-4.56%(-923)
2025-Q1: 22.1K shares2025-Q2: 20.8K shares2025-Q3: 20.8K shares2025-Q4: 20.2K shares2026-Q1: 19.3K shares
$263.20(+361.22%)
2026-03-31
AAPL
APPLE INC
9.76%65.7K$16.7M
-7.10%(-5.02K)
2025-Q1: 71.8K shares2025-Q2: 69.7K shares2025-Q3: 69.6K shares2025-Q4: 70.7K shares2026-Q1: 65.7K shares
$113.10(+172.88%)
2026-03-31
MSFT
MICROSOFT CORP
3.73%17.2K$6.4M
-10.52%(-2.02K)
2025-Q1: 21.0K shares2025-Q2: 19.9K shares2025-Q3: 19.9K shares2025-Q4: 19.2K shares2026-Q1: 17.2K shares
$50.77(+669.20%)
2026-03-31
AVGO
BROADCOM INC
3.63%20.1K$6.2M
-11.84%(-2.69K)
2025-Q1: 23.8K shares2025-Q2: 22.9K shares2025-Q3: 23.0K shares2025-Q4: 22.7K shares2026-Q1: 20.1K shares
$60.12(+499.52%)
2026-03-31
CLS
CELESTICA INC
3.48%21.1K$6.0M
-0.05%(-11)
2025-Q1: 22.3K shares2025-Q2: 21.9K shares2025-Q3: 20.5K shares2025-Q4: 21.1K shares2026-Q1: 21.1K shares
$59.17(+468.19%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.42%17.3K$5.8M
-9.50%(-1.81K)
2025-Q1: 20.1K shares2025-Q2: 19.2K shares2025-Q3: 19.2K shares2025-Q4: 19.1K shares2026-Q1: 17.3K shares
$70.48(+515.97%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.4%33.4K$5.8M
-5.79%(-2.05K)
2025-Q1: 35.7K shares2025-Q2: 34.1K shares2025-Q3: 34.2K shares2025-Q4: 35.4K shares2026-Q1: 33.4K shares
$29.78(+554.23%)
2026-03-31
CAT
CATERPILLAR INC
2.48%6.0K$4.2M
-11.16%(-752)
2025-Q1: 6.8K shares2025-Q2: 6.4K shares2025-Q3: 6.5K shares2025-Q4: 6.7K shares2026-Q1: 6.0K shares
$127.10(+658.12%)
2026-03-31
GOOG
ALPHABET INC
2.04%12.2K$3.5M
-0.37%(-45)
2025-Q1: 12.5K shares2025-Q2: 12.1K shares2025-Q3: 12.1K shares2025-Q4: 12.2K shares2026-Q1: 12.2K shares
$77.60(+359.00%)
2026-03-31
RIO
RIO TINTO PLC
1.87%34.3K$3.2M
-9.43%(-3.57K)
2025-Q1: 37.8K shares2025-Q2: 36.4K shares2025-Q3: 37.3K shares2025-Q4: 37.8K shares2026-Q1: 34.3K shares
$41.39(+128.14%)
2026-03-31

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