Long-term investor
Trail Ridge Investment Advisors, LLC @trailridgeinvestmentadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911013).
Record
- Tracked since 2025-06-30 (448 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +17.2% · all +17.2%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434G764 · 11.4% · long · since 2025-06-30
- 381430107 · 10.6% · long · since 2025-06-30
- 47103U886 · 7.3% · long · since 2025-06-30
- AAPL · 6.1% · long · since 2025-06-30
- 464287200 · 5.5% · long · since 2025-06-30
- 02079K107 · 4.3% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- 464288612 · 2.2% · long · since 2025-06-30
- ETN · 2.0% · long · since 2025-06-30
- 464287705 · 1.8% · long · since 2025-06-30
- TOL · 1.8% · long · since 2025-06-30