Trail Ridge Investment Advisors, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Million distributed in 104 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 $14.9M, Ishares Inc Msci Emerging Mkts with a value of $14.2M, Janus Henderson Short Duration with a value of $13.8M, Apple Inc. with a value of $10.9M, and Microsoft Corp with a value of $10.9M.
Examining the 13F form we can see an increase of $8.62M in the current position value, from $189M to 197M.
Below you can find more details about Trail Ridge Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $97.3 Million
Technology: $34.5 Million
Financial Services: $14.2 Million
Consumer Cyclical: $13 Million
Consumer Defensive: $11 Million
Industrials: $10.2 Million
Communication Services: $6.92 Million
Healthcare: $6.85 Million
Other: $3.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
