Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trail Ridge Investment Advisors, LLC (CIK 1911013) reported $230.1M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GSIE ($22.4M, 9.76%), EMXC ($19.7M, 8.55%), VNLA ($16.8M, 7.29%), AAPL ($13.8M, 6.01%), IVV ($11.5M, 5.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSIE | GOLDMAN SACHS ETF TR | $22.4M | 9.76% | 520,439 | Added |
| 2 | EMXC | ISHARES INC | $19.7M | 8.55% | 250,064 | Added |
| 3 | VNLA | JANUS DETROIT STR TR | $16.8M | 7.29% | 343,222 | Added |
| 4 | AAPL | APPLE INC | $13.8M | 6.01% | 54,494 | Added |
| 5 | IVV | ISHARES TR | $11.5M | 5.00% | 17,621 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $8.3M | 3.61% | 22,446 | Added |
| 7 | GOOG | ALPHABET INC | $8.3M | 3.60% | 28,862 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $6.8M | 2.94% | 38,831 | Added |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $5.4M | 2.36% | 5,452 | Added |
| 10 | GVI | ISHARES TR | $5.1M | 2.21% | 47,556 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $4.3M | 1.86% | 20,568 | Added |
| 12 | IJJ | ISHARES TR | $4.3M | 1.86% | 32,365 | Trimmed |
| 13 | SLQD | ISHARES TR | $4.0M | 1.76% | 79,989 | Trimmed |
| 14 | ETN | EATON CORP PLC | $4.0M | 1.73% | 11,106 | Hold |
| 15 | IJK | ISHARES TR | $3.9M | 1.69% | 38,532 | Trimmed |
| 16 | FENY | FIDELITY COVINGTON TRUST | $3.8M | 1.64% | 110,839 | Added |
| 17 | TOL | TOLL BROTHERS INC | $3.6M | 1.55% | 26,143 | Added |
| 18 | IVE | ISHARES TR | $3.3M | 1.42% | 15,517 | Added |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | $3.1M | 1.34% | 91,202 | Added |
| 20 | IJT | ISHARES TR | $3.1M | 1.34% | 21,379 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.29% | 10,081 | Added |
| 22 | MA | MASTERCARD INCORPORATED | $2.8M | 1.21% | 5,571 | Added |
| 23 | OEF | ISHARES TR | $2.4M | 1.04% | 7,508 | Trimmed |
| 24 | FSS | FEDERAL SIGNAL CORP | $2.2M | 0.98% | 20,780 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.98% | 4,697 | Added |
Source: SEC Form 13F filings · as of 2026-03-31