Trust Investment Advisors has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $16.2M, Apple Inc. with a value of $14.3M, Microsoft Corp with a value of $9.88M, Broadcom Inc. with a value of $6.33M, and Nvidia Corp with a value of $5.38M.

Examining the 13F form we can see an increase of $7.76M in the current position value, from $150M to 158M.

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

Portfolio value $158 Million
Technology: $60 Million
Healthcare: $21.3 Million
Financial Services: $19.1 Million
Industrials: $14.2 Million
Consumer Cyclical: $12.2 Million
Energy: $7.06 Million
Consumer Defensive: $5.72 Million
Communication Services: $5.17 Million
Other: $13.1 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 123
  • Current Value $158 Million
  • Prior Value $150 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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