Trail Ridge Investment Advisors, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $214 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Inc Msci Emerging Mkts with a value of $15.4M, Goldman Sachs ETF Tr Activebet with a value of $15M, Janus Henderson Short Duration with a value of $14.1M, Apple Inc. with a value of $13.6M, and Ishares Core S&P 500 ETF with a value of $11.6M.
Examining the 13F form we can see an increase of $16.5M in the current position value, from $197M to 214M.
Below you can find more details about Trail Ridge Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
ETFs: $103 Million
Technology: $39.5 Million
Financial Services: $14.2 Million
Consumer Cyclical: $14.2 Million
Consumer Defensive: $11.5 Million
Industrials: $10.7 Million
Communication Services: $9.15 Million
Healthcare: $8.38 Million
Other: $3.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
