Trb Advisors LP Portfolio Holdings

Trb Advisors LP

  • $543 Million
  • Q3 2024

Trb Advisors LP has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $543 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $369M, Microsoft Corp with a value of $73.1M, Apple Inc. with a value of $72.2M, Visa Inc. with a value of $22M, and Kkr & Co. Inc. with a value of $6.53M.

Examining the 13F form we can see an increase of $6.91M in the current position value, from $536M to 543M.

Trb Advisors LP is based out at New York, NY

Below you can find more details about Trb Advisors LP portfolio as well as his latest detailed transactions.

Portfolio value $543 Million
ETFs: $369 Million
Technology: $145 Million
Financial Services: $28.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $543 Million
  • Prior Value $536 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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