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 (434 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days +14.0% · 6 months +18.0% · 1 year +28.9% · all +28.9%
- Max drawdown -2.6% · Sharpe 1.51 · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 10.8% · long · since 2025-06-30
- AAPL · 9.0% · long · since 2025-06-30
- TSM · 4.0% · long · since 2025-06-30
- AMD · 3.8% · long · since 2025-06-30
- 15101Q207 · 3.6% · long · since 2025-06-30
- AVGO · 3.5% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- CAT · 3.0% · long · since 2025-06-30
- BE · 2.5% · long · since 2025-09-30
- PANW · 2.3% · long · since 2025-06-30
- 02079K107 · 2.0% · long · since 2025-06-30
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