Trail Ridge Investment Advisors, LLC Incresed Positions in Q3 2025

Trail Ridge Investment Advisors, LLC

  • $214 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LRN
Stride, Inc.

Consumer Defensive
96
+ 1.79%
$128.23 - $169.81 $12.3K - $16.3K
5.45K $812K
WMT
Walmart Inc.

Consumer Defensive
170
+ 5.1%
$94.4 - $104.27 $16K - $17.7K
3.5K $360K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
30
+ 0.38%
$52.31 - $56.47 $1.57K - $1.69K
7.99K $451K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
82
+ 2.08%
$72.65 - $78.68 $5.96K - $6.45K
4.03K $315K
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.18%
$77.6 - $87.37 $776 - $874
5.61K $470K
BAC
Bank Of America Corp

Financial Services
94
+ 1.93%
$44.92 - $52.42 $4.22K - $4.93K
4.97K $256K
PBI
Pitney Bowes Inc

Industrials
1.01K
+ 5.07%
$10.92 - $12.79 $11K - $12.9K
20.9K $238K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.8%
$291.67 - $316.99 $2.92K - $3.17K
1.26K $381K
CACI
Caci International Inc

Technology
39
+ 1.98%
N/A
2.01K $861K
RE
Everest Re Group LTD

Financial Services
40
+ 3.34%
N/A
1.24K $458K
META
Meta Platforms, Inc.

Communication Services
13
+ 4.28%
$695.21 - $791.73 $9.04K - $10.3K
317 $232K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
1.88K
+ 2.56%
N/A
75.5K $288K
SPSB
Spdr Portfolio Short Term Corp

ETFs
137
+ 0.67%
$30.02 - $30.29 $4.11K - $4.15K
20.6K $622K
V
Visa Inc.

Financial Services
79
+ 4.71%
$332.09 - $358.86 $26.2K - $28.3K
1.76K $599K
JBL
Jabil Inc

Technology
30
+ 0.47%
$202.08 - $234.45 $6.06K - $7.03K
6.42K $1.39M
POST
Post Holdings, Inc.

Consumer Defensive
86
+ 1.23%
$102.36 - $114.04 $8.8K - $9.81K
7.06K $758K
LLY
Eli Lilly & CO

Healthcare
10
+ 0.73%
$625.65 - $812.69 $6.26K - $8.13K
1.38K $1.05M
NFLX
Netflix Inc

Communication Services
10
+ 5.05%
$1147.87 - $1297.18 $11.5K - $13K
208 $249K
PG
Procter & Gamble CO

Consumer Defensive
45
+ 1.02%
$150.47 - $161.22 $6.77K - $7.25K
4.47K $687K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
300
+ 3.51%
$26.76 - $38.05 $8.03K - $11.4K
8.84K $243K
CMCSA
Comcast Corp

Communication Services
65
+ 0.75%
$31.41 - $36.33 $2.04K - $2.36K
8.68K $272K
PGR
Progressive Corp

Financial Services
39
+ 1.34%
$238.61 - $264.3 $9.31K - $10.3K
2.95K $727K
CAH
Cardinal Health Inc

Healthcare
119
+ 1.78%
$146.04 - $167.63 $17.4K - $19.9K
6.82K $1.07M
AMT
American Tower Corp

Real Estate
120
+ 2.25%
$192.32 - $232.35 $23.1K - $27.9K
5.46K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.13%
$915.95 - $994.57 $6.41K - $6.96K
5.4K $5M
Activity Summary
Buys All Purchases 83 New Holdings 7 Increased Positions 76 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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