Trust Investment Advisors has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.7M, Eli Lilly & CO with a value of $16.5M, Microsoft Corp with a value of $8.56M, Broadcom Inc. with a value of $5.45M, and Nvidia Corp with a value of $4.38M.

Examining the 13F form we can see an decrease of $1.44M in the current position value, from $153M to 151M.

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

Portfolio value $151 Million
Technology: $57.4 Million
Healthcare: $21.8 Million
Financial Services: $19.1 Million
Consumer Cyclical: $12.9 Million
Industrials: $11.3 Million
Energy: $6.72 Million
Consumer Defensive: $5.81 Million
Communication Services: $4.73 Million
Other: $11.5 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 107
  • Current Value $151 Million
  • Prior Value $153 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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