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.
Trust Investment Advisors (CIK 1597690) reported $170.9M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($17.8M, 10.39%), AAPL ($16.7M, 9.76%), MSFT ($6.4M, 3.73%), AVGO ($6.2M, 3.63%), CLS ($6.0M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $17.8M | 10.39% | 19,302 | Trimmed |
| 2 | AAPL | APPLE INC | $16.7M | 9.76% | 65,703 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $6.4M | 3.73% | 17,215 | Trimmed |
| 4 | AVGO | BROADCOM INC | $6.2M | 3.63% | 20,051 | Trimmed |
| 5 | CLS | CELESTICA INC | $6.0M | 3.48% | 21,138 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.8M | 3.42% | 17,292 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $5.8M | 3.40% | 33,355 | Trimmed |
| 8 | CAT | CATERPILLAR INC | $4.2M | 2.48% | 5,987 | Trimmed |
| 9 | GOOG | ALPHABET INC | $3.5M | 2.04% | 12,177 | Trimmed |
| 10 | RIO | RIO TINTO PLC | $3.2M | 1.87% | 34,259 | Trimmed |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $2.9M | 1.67% | 14,010 | Trimmed |
| 12 | TJX | TJX COS INC NEW | $2.6M | 1.54% | 16,519 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.47% | 8,565 | Trimmed |
| 14 | RTX | RTX CORPORATION | $2.5M | 1.44% | 12,775 | Trimmed |
| 15 | MS | MORGAN STANLEY | $2.4M | 1.40% | 14,575 | Trimmed |
| 16 | BE | BLOOM ENERGY CORP | $2.3M | 1.35% | 17,026 | Added |
| 17 | PANW | PALO ALTO NETWORKS INC | $2.3M | 1.35% | 14,440 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $2.3M | 1.35% | 13,610 | Trimmed |
| 19 | DELL | DELL TECHNOLOGIES INC | $2.2M | 1.27% | 13,227 | Trimmed |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $2.1M | 1.24% | 8,761 | Trimmed |
| 21 | CSCO | CISCO SYS INC | $2.1M | 1.23% | 27,045 | Trimmed |
| 22 | CFG | CITIZENS FINL GROUP INC | $2.0M | 1.20% | 34,066 | Trimmed |
| 23 | DE | DEERE & CO | $1.9M | 1.14% | 3,456 | Trimmed |
| 24 | OKE | ONEOK INC NEW | $2.0M | 1.14% | 21,647 | Trimmed |
| 25 | COF | CAPITAL ONE FINL CORP | $1.9M | 1.10% | 10,272 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31