Long-term investor
Trust Investment Advisors @trustinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001597690).
Record
- Tracked since 2025-06-30 (478 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days -4.0% · 6 months +36.1% · 1 year +38.4% · all +38.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 10.5% · long · since 2025-09-30
- AAPL · 10.3% · long · since 2025-09-30
- MSFT · 4.4% · long · since 2025-09-30
- TSM · 3.8% · long · since 2025-09-30
- AMD · 3.7% · long · since 2025-09-30
- NVDA · 3.7% · long · since 2025-09-30
- AVGO · 3.4% · long · since 2025-09-30
- 15101Q207 · 3.3% · long · since 2025-09-30
- PANW · 2.6% · long · since 2025-09-30
- CAT · 2.4% · long · since 2025-09-30
- BE · 2.1% · long · since 2025-09-30
- 02079K107 · 1.9% · long · since 2025-09-30