Home/Smart Money/Trail Ridge Investment Advisors, LLC
§ 13F · FUND PROFILE

Trail Ridge Investment Advisors, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $208M (13F)Positions · 104Turnover · · Q1Filed · May 5, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$647K deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 5, 2026
#TickerNameShares$ value% portΔ Q1
1GSIEGOLDMAN SACHS ETF TR520K$22M9.8%+3%
2EMXCISHARES INC250K$20M8.5%+3%
3VNLAJANUS DETROIT STR TR343K$17M7.3%+3%
4AAPLAPPLE INC54K$14M6.0%+1%
5IVVISHARES TR18K$12M5.0%±0%
6MSFTMICROSOFT CORP22K$8M3.6%+1%
7GOOGALPHABET INC29K$8M3.6%+1%
8NVDANVIDIA CORPORATION39K$7M2.9%+1%
9COSTCOSTCO WHOLESALE CORPORATION5K$5M2.4%±0%
10GVIISHARES TR48K$5M2.2%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE TRAIL SIGNAL

AC read

Trail Ridge Investment Advisors, LLC is a Other fund managing $208 million in assets. The fund runs a portfolio of 104 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed