Trust Investment Advisors has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $175 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $20.7M, Apple Inc. with a value of $18.9M, Microsoft Corp with a value of $9.76M, Broadcom Inc. with a value of $7.79M, and Nvidia Corp with a value of $6.61M.

Examining the 13F form we can see an increase of $5.64M in the current position value, from $169M to 175M.

Below you can find more details about Trust Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
Technology: $70.6 Million
Healthcare: $25.4 Million
Financial Services: $19.4 Million
Industrials: $17.6 Million
Consumer Cyclical: $14.1 Million
Energy: $6.93 Million
Communication Services: $5.6 Million
Basic Materials: $5.53 Million
Other: $9.48 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $175 Million
  • Prior Value $169 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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