Trail Ridge Investment Advisors, LLC Reduced Holdings in Q2 2025

Trail Ridge Investment Advisors, LLC

  • $197 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-565
- 1.05%
$172.42 - $223.89 $97.4K - $126K
53.1K $10.9M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-31.2K
- 6.2%
N/A
472K $14.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-24.5K
- 16.83%
$27.3 - $31.8 $669K - $779K
121K $3.85M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-145
- 3.75%
$390.26 - $489.06 $56.6K - $70.9K
3.72K $1.51M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-6.22K
- 5.62%
$20.83 - $25.75 $130K - $160K
104K $2.45M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-39K
- 14.74%
$50.08 - $63.14 $1.95M - $2.46M
225K $14.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-46
- 1.02%
$483.48 - $539.8 $22.2K - $24.8K
4.47K $2.17M
PHM
Pultegroup Inc

Consumer Cyclical
-1.92K
- 10.29%
$92.02 - $106.54 $176K - $204K
16.7K $1.76M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.51K
- 38.88%
$58.41 - $72.69 $147K - $183K
3.95K $287K
VOYA
Voya Financial, Inc.

Financial Services
-1.88K
- 18.71%
$54.27 - $71.0 $102K - $133K
8.15K $578K
LLY
Eli Lilly & CO

Healthcare
-32
- 2.29%
$713.71 - $898.95 $22.8K - $28.8K
1.37K $1.06M
IVE
Ishares S&P 500 Value ETF

ETFs
-826
- 5.4%
$168.34 - $195.42 $139K - $161K
14.5K $2.83M
CB
Chubb LTD

Financial Services
-35
- 0.56%
$274.32 - $302.46 $9.6K - $10.6K
6.24K $1.81M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.79K
- 12.03%
$29.82 - $30.19 $83.3K - $84.3K
20.4K $616K
MRK
Merck & Co., Inc.

Healthcare
-143
- 2.49%
$73.47 - $87.12 $10.5K - $12.5K
5.6K $443K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-1.27K
- 12.91%
$27.94 - $35.91 $35.4K - $45.5K
8.54K $269K
PG
Procter & Gamble CO

Consumer Defensive
-39
- 0.87%
$157.66 - $172.39 $6.15K - $6.72K
4.43K $705K
ABBV
Abb Vie Inc.

Healthcare
-100
- 6.57%
$170.16 - $206.27 $17K - $20.6K
1.42K $263K
POST
Post Holdings, Inc.

Consumer Defensive
-24
- 0.34%
$107.47 - $118.46 $2.58K - $2.84K
6.97K $760K
PBI
Pitney Bowes Inc

Industrials
-9.66K
- 32.69%
$7.81 - $10.94 $75.4K - $106K
19.9K $216K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.36K
- 4.19%
$103.88 - $123.68 $141K - $168K
31.1K $3.85M
CMCSA
Comcast Corp

Communication Services
-711
- 7.62%
$32.84 - $36.72 $23.3K - $26.1K
8.62K $307K
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 1.96%
$335.24 - $380.78 $27.2K - $30.8K
4.06K $1.49M
V
Visa Inc.

Financial Services
-88
- 4.99%
$308.27 - $373.31 $27.1K - $32.9K
1.68K $595K
WMT
Walmart Inc.

Consumer Defensive
-496
- 12.96%
$81.79 - $99.98 $40.6K - $49.6K
3.33K $325K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-371
- 4.45%
$47.29 - $53.34 $17.5K - $19.8K
7.96K $418K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-49
- 7.32%
$468.22 - $566.51 $22.9K - $27.8K
620 $351K
KO
Coca Cola CO

Consumer Defensive
-7
- 0.18%
$68.37 - $73.9 $479 - $517
3.92K $277K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-1.08K
- 1.45%
N/A
73.6K $281K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-78
- 2.89%
$90.56 - $109.49 $7.06K - $8.54K
2.62K $286K
ALLY
Ally Financial Inc.

Financial Services
-898
- 5.57%
$30.09 - $38.95 $27K - $35K
15.2K $593K
IWR
Ishares Russell Mid Cap ETF

ETFs
-112
- 4.07%
$74.88 - $91.97 $8.39K - $10.3K
2.64K $243K
ADBE
Adobe Inc.

Technology
-10
- 0.24%
$340.0 - $420.68 $3.4K - $4.21K
4.19K $1.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-330
- 4.02%
$152.93 - $181.74 $50.5K - $60K
7.88K $1.43M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-350
- 1.82%
$42.02 - $50.36 $14.7K - $17.6K
18.9K $942K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-167
- 0.22%
$49.79 - $50.59 $8.31K - $8.45K
75.2K $3.8M
BAC
Bank Of America Corp

Financial Services
-145
- 2.89%
$34.39 - $47.46 $4.99K - $6.88K
4.88K $230K
IVW
Ishares S&P 500 Growth ETF

ETFs
-362
- 8.76%
$82.96 - $110.1 $30K - $39.9K
3.77K $415K
MA
Mastercard Inc

Financial Services
-35
- 0.63%
$479.92 - $590.74 $16.8K - $20.7K
5.49K $3.08M
GOOGL
Alphabet Inc.

Communication Services
-97
- 2.06%
$144.7 - $178.6 $14K - $17.3K
4.6K $811K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-658
- 4.15%
$60.99 - $77.53 $40.1K - $51K
15.2K $1.18M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-638
- 2.99%
$108.87 - $133.04 $69.5K - $84.9K
20.7K $2.75M
PSTG
Pure Storage, Inc.

Technology
-931
- 7.19%
$37.18 - $57.58 $34.6K - $53.6K
12K $691K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.38K
- 3.64%
$73.7 - $90.98 $102K - $126K
36.6K $3.33M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-392
- 1.53%
$90.5 - $114.3 $35.5K - $44.8K
25.2K $2.88M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-126
- 1.47%
$97.32 - $136.25 $12.3K - $17.2K
8.44K $1.07M
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 0.31%
$908.13 - $1056.85 $15.4K - $18K
5.4K $5.34M
CW
Curtiss Wright Corp

Industrials
-4
- 0.3%
$283.18 - $488.55 $1.13K - $1.95K
1.32K $645K
JPM
Jpmorgan Chase & CO

Financial Services
-276
- 3.11%
$210.28 - $289.91 $58K - $80K
8.6K $2.49M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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