Trask Adam Roland Portfolio Stock Holdings

Trask Adam Roland disclosed 190 stock positions valued at approximately $105.7 million in its latest SEC 13F filing. The largest holdings include ELI LILLY & CO, CENTRUS ENERGY CORP, and GOLDMAN SACHS ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
190
Portfolio Value
$105.7M
Holdings by Sector
Trask Adam Roland Portfolio Holdings in Q1 2026

180 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ELI LILLY & COLLYHealthcare7.23%8,308+8,308+100.00%$7,641,449
CENTRUS ENERGY CORPLEUEnergy6.79%41,330+41,330+100.00%$7,174,475
GOLDMAN SACHS ETF TRGSSTOther5.35%111,933+111,933+100.00%$5,658,213
NVIDIA CORPORATIONNVDATechnology5.32%32,208+32,208+100.00%$5,617,075
AMAZON COM INCAMZNConsumer Cyclical5.04%25,580+25,580+100.00%$5,327,547
MICROSOFT CORPMSFTTechnology4.90%13,986+13,986+100.00%$5,177,198
APPLE INCAAPLTechnology4.20%17,470+17,470+100.00%$4,433,711
STRYKER CORPORATIONSYKHealthcare3.76%12,077+12,077+100.00%$3,968,381
UNITED PARCEL SVCS INCUPSIndustrials3.27%35,086+35,086+100.00%$3,451,761
HNI CORPHNIIndustrials3.11%98,524+98,524+100.00%$3,289,732
ABBVIE INCABBVHealthcare2.68%13,003+13,003+100.00%$2,828,022
ALPHABET INCGOOGLCommunication Services2.60%9,563+9,563+100.00%$2,749,936
CONSTELLATION ENERGY CORPCEGUtilities2.41%9,132+9,132+100.00%$2,550,111
NUSCALE PWR CORPSMRIndustrials1.89%183,975+183,975+100.00%$1,994,289
JOHNSON & JOHNSONJNJHealthcare1.78%7,716+7,716+100.00%$1,886,087
INTERNATIONAL BUSINESS MACHSIBMTechnology1.73%7,547+7,547+100.00%$1,829,317
FIDELITY MERRIMACK STR TRFLDROther1.73%36,444+36,444+100.00%$1,824,022
VISTRA CORPVSTUtilities1.52%10,714+10,714+100.00%$1,610,636
GOLDMAN SACHS ETF TRGPIXOther1.48%31,275+31,275+100.00%$1,565,001
XYLEM INCXYLIndustrials1.28%11,283+11,283+100.00%$1,348,319
ALPHABET INCGOOGCommunication Services1.20%4,415+4,415+100.00%$1,266,487
JPMORGAN CHASE & COJPMFinancial Services1.10%3,955+3,955+100.00%$1,163,403
ETFIS SER TR IPFFAOther1.09%56,609+56,609+100.00%$1,152,559
ABBOTT LABORATORIESABTHealthcare1.00%10,307+10,307+100.00%$1,058,220
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.00%1,059+1,059+100.00%$1,055,219
ECOLAB INCECLBasic Materials0.97%3,865+3,865+100.00%$1,028,167
CLEAN HARBORS INCCLHIndustrials0.97%3,580+3,580+100.00%$1,026,493
WALMART INCWMTConsumer Defensive0.96%8,172+8,172+100.00%$1,015,616
DBX ETF TRSHYLOther0.92%22,000+22,000+100.00%$976,580
ETFIS SER TR INFLTOther0.86%39,900+39,900+100.00%$907,725
OKLO INCOKLOUtilities0.84%18,003+18,003+100.00%$892,769
WELLS FARGO & COWFCFinancial Services0.80%10,675+10,675+100.00%$849,837
UNITEDHEALTH GROUP INCUNHHealthcare0.79%3,075+3,075+100.00%$832,064
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.78%1,670+1,670+100.00%$820,855
TESLA INCTSLAConsumer Cyclical0.76%2,150+2,150+100.00%$799,263
MP MATERIALS CORPMPBasic Materials0.71%15,475+15,475+100.00%$746,824
J P MORGAN EXCHANGE TRADED FJPSTOther0.70%14,550+14,550+100.00%$736,376
CELESTICA INCCLSTechnology0.67%2,500+2,500+100.00%$704,200
TARGET CORPTGTConsumer Defensive0.67%5,800+5,800+100.00%$702,960
INVESCO EXCH TRADED FD TR IIPGXOther0.66%64,188+64,188+100.00%$698,361
J P MORGAN EXCHANGE TRADED FJCPBOther0.58%13,100+13,100+100.00%$616,748
PALANTIR TECHNOLOGIES INCPLTRTechnology0.55%3,980+3,980+100.00%$582,194
META PLATFORMS INCMETACommunication Services0.52%963+963+100.00%$550,961
INVESCO EXCHANGE TRADED FD TPHOOther0.51%8,000+8,000+100.00%$534,880
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.45%1,000+1,000+100.00%$479,200
FIFTH THIRD BANCORPFITBFinancial Services0.44%10,000+10,000+100.00%$464,600
SELECT SECTOR SPDR TRXLKOther0.43%3,413+3,413+100.00%$453,595
ORACLE CORPORCLTechnology0.39%2,808+2,808+100.00%$413,085
ISHARES TRPFFOther0.30%10,488+10,488+100.00%$318,003
ALPS ETF TRAMLPOther0.28%5,594+5,594+100.00%$294,468
PROCTER & GAMBLE COPGConsumer Defensive0.27%1,970+1,970+100.00%$284,547
AES CORPAESUtilities0.26%19,500+19,500+100.00%$274,755
J P MORGAN EXCHANGE TRADED FJEPIOther0.23%4,300+4,300+100.00%$243,724
ADVANCED MICRO DEVICES INCAMDTechnology0.22%1,125+1,125+100.00%$228,859
ENTERPRISE PRODS PARTNERS LEPDEnergy0.21%6,000+6,000+100.00%$227,040
RTX CORPORATIONRTXIndustrials0.21%1,175+1,175+100.00%$226,658
ENERGY TRANSFER L PETEnergy0.21%11,441+11,441+100.00%$220,811
PRUDENTIAL FINL INCPRUFinancial Services0.20%2,174+2,174+100.00%$212,378
TRUIST FINL CORPTFCFinancial Services0.20%4,600+4,600+100.00%$211,462
BANK AMERICA CORPBACFinancial Services0.16%3,500+3,500+100.00%$170,625
BLACKROCK MUNIYIELD MICH QUMIYFinancial Services0.16%14,000+14,000+100.00%$166,320
KEYCORPKEYFinancial Services0.14%7,500+7,500+100.00%$150,375
UNITED BANKSHARES INC WEST VUBSIFinancial Services0.14%3,544+3,544+100.00%$146,792
HOME DEPOT INCHDConsumer Cyclical0.12%400+400+100.00%$131,556
EMERSON ELEC COEMRIndustrials0.12%1,000+1,000+100.00%$131,020
SELECT SECTOR SPDR TRXLVOther0.12%883+883+100.00%$129,457
SELECT SECTOR SPDR TRXLIOther0.11%694+694+100.00%$112,241
FIRST TR EXCHANGE-TRADED FDCIBROther0.10%1,758+1,758+100.00%$110,195
IRIDIUM COMMUNICATIONS INCIRDMCommunication Services0.10%3,836+3,836+100.00%$106,411
OMEGA HEALTHCARE INVS INCOHIReal Estate0.10%2,400+2,400+100.00%$105,168
ISHARES TRIVWOther0.09%850+850+100.00%$96,144
SELECT SECTOR SPDR TRXLCOther0.09%836+836+100.00%$92,679
EXXON MOBIL CORPXOMEnergy0.09%531+531+100.00%$90,089
GE VERNOVA INCGEVUtilities0.08%100+100+100.00%$87,290
MOODYS CORPMCOFinancial Services0.08%200+200+100.00%$87,250
SCHWAB STRATEGIC TRSCHXOther0.08%3,397+3,397+100.00%$87,087
VISA INCVFinancial Services0.08%280+280+100.00%$84,627
SPDR GOLD TRGLDOther0.08%193+193+100.00%$83,046
HUNTINGTON BANCSHARES INCHBANFinancial Services0.08%5,300+5,300+100.00%$82,945
VANGUARD WORLD FDVGTOther0.08%118+118+100.00%$82,331
ROBINHOOD MKTS INCHOODFinancial Services0.08%1,184+1,184+100.00%$82,051
CSX CORPCSXIndustrials0.08%1,950+1,950+100.00%$80,048
GLOBAL X FDSAIQOther0.07%1,547+1,547+100.00%$72,198
GALLAGHER ARTHUR J & COAJGFinancial Services0.07%332+332+100.00%$71,905
WESTERN ALLIANCE BANCORPWALFinancial Services0.07%1,000+1,000+100.00%$70,850
NORTHROP GRUMMAN CORPNOCIndustrials0.06%100+100+100.00%$68,224
PRINCIPAL FINANCIAL GROUP INPFGFinancial Services0.06%750+750+100.00%$67,583
DISNEY WALT CODISCommunication Services0.06%700+700+100.00%$67,466
ISHARES TRDGROOther0.06%950+950+100.00%$66,671
ISHARES TRIJHOther0.06%980+980+100.00%$66,179
REPUBLIC SVCS INCRSGIndustrials0.06%300+300+100.00%$65,706
INVESCO QQQ TRQQQOther0.06%110+110+100.00%$63,490
J P MORGAN EXCHANGE TRADED FJBNDOther0.06%1,150+1,150+100.00%$61,836
GLOBAL X FDSPFFDOther0.06%3,252+3,252+100.00%$59,837
PROSHARES TRBITUOther0.06%5,107+5,107+100.00%$59,445
PLAINS ALL AMERN PIPELINE LPAAEnergy0.05%2,500+2,500+100.00%$55,825
CARETRUST REIT INCCTREReal Estate0.05%1,500+1,500+100.00%$54,975
VANGUARD WHITEHALL FDSVYMOther0.05%360+360+100.00%$53,316
STATE STR SPDR S&P 500 ETF TSPYOther0.05%79+79+100.00%$51,377
AUTOMATIC DATA PROCESSING INADPTechnology0.05%240+240+100.00%$48,763