Trail Ridge Investment Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $15.8M, Ishares Inc Msci Emerging Mkts with a value of $14.6M, Janus Henderson Short Duration with a value of $13.2M, Apple Inc. with a value of $11.9M, and Ishares Core S&P 500 ETF with a value of $9.96M.
Examining the 13F form we can see an decrease of $16.8M in the current position value, from $206M to 189M.
Below you can find more details about Trail Ridge Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$189 Million
ETFs: $94.6 Million
Technology: $30 Million
Financial Services: $14.3 Million
Consumer Cyclical: $12.3 Million
Consumer Defensive: $10.8 Million
Healthcare: $8.81 Million
Industrials: $8.62 Million
Communication Services: $5.87 Million
Other: $3.29 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
