Trust Investment Advisors Portfolio Stock Holdings

According to the SEC 13F filed on July 24, 2026, Trust Investment Advisors disclosed 96 stock positions valued at approximately $209.40M as of quarter-end June 30, 2026. The largest holdings include ELI LILLY & CO, APPLE INC, and TAIWAN SEMICONDUCTOR MANUFAC.

Report Period
June 30, 2026
No. of Stocks
96
Portfolio Value
$209.40M
Holdings by Sector
Trust Investment Advisors Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ELI LILLY & COLLYHealthcare10.79%18,839-463-2.40%$22,595,990
APPLE INCAAPLTechnology9.00%65,115-588-0.89%$18,841,570
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology3.99%17,515+223+1.29%$8,364,678
ADVANCED MICRO DEVICES INCAMDTechnology3.82%13,756-254-1.81%$7,990,998
CELESTICA INCCLSTechnology3.64%20,876-262-1.24%$7,614,814
BROADCOM INCAVGOTechnology3.53%19,568-483-2.41%$7,391,660
NVIDIA CORPORATIONNVDATechnology3.12%32,697-658-1.97%$6,542,343
MICROSOFT CORPMSFTTechnology3.09%17,339+124+0.72%$6,467,752
CATERPILLAR INCCATIndustrials3.03%5,966-21-0.35%$6,353,283
BLOOM ENERGY CORPBEIndustrials2.49%17,236+210+1.23%$5,217,337
PALO ALTO NETWORKS INCPANWTechnology2.35%14,414-26-0.18%$4,915,462
ALPHABET INCGOOGCommunication Services2.01%11,909-268-2.20%$4,207,807
KLA CORPKLACTechnology1.70%11,800+10,620+900.00%$3,560,178
RIO TINTO PLCRIOBasic Materials1.63%35,915+1,656+4.83%$3,409,411
CISCO SYS INCCSCOTechnology1.53%27,219+174+0.64%$3,197,146
DELL TECHNOLOGIES INCDELLTechnology1.48%7,165-6,062-45.83%$3,091,411
MORGAN STANLEYMSFinancial Services1.43%14,275-300-2.06%$2,984,046
JPMORGAN CHASE & COJPMFinancial Services1.34%8,541-24-0.28%$2,795,854
TJX COS INC NEWTJXConsumer Cyclical1.20%16,523+4+0.02%$2,503,184
INTERNATIONAL BUSINESS MACHSIBMTechnology1.17%8,743-18-0.21%$2,458,533
RTX CORPORATIONRTXIndustrials1.15%12,659-116-0.91%$2,401,792
CITIZENS FINL GROUP INCCFGFinancial Services1.14%33,987-79-0.23%$2,381,469
EATON CORP PLCETNOther1.06%5,200-13-0.25%$2,215,824
DEERE & CODEIndustrials1.05%3,454-2-0.06%$2,190,976
UNITED PARCEL SVCS INCUPSIndustrials0.99%19,225+16,725+669.00%$2,066,688
TRANE TECHNOLOGIES PLCTTOther0.98%4,196-2-0.05%$2,060,907
CAPITAL ONE FINL CORPCOFFinancial Services0.98%10,257-15-0.15%$2,057,759
IRON MTN INC DELIRMReal Estate0.91%15,117+1,162+8.33%$1,909,428
METLIFE INCMETFinancial Services0.90%22,364+22,364+100.00%$1,892,218
ONEOK INC NEWOKEEnergy0.90%21,727+80+0.37%$1,888,945
Showing 30 of 96 holdings in the latest reporting period.
Trust Investment Advisors Portfolio Stock Holdings | InsiderSet