Arkolith/Funds/Trail Ridge Investment Advisors, LLC

Trail Ridge Investment Advisors, LLC

CIK 1911013
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Trail Ridge Investment Advisors, LLC holds a focused book of 93 stocks worth $236.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Qualcomm Inc and trimmed Apple Inc. Their largest long position is Ishares Msci Emr MRK Ex Chna at 11% of the equity book.

Opened
30
bought for the first time
Added to
19
already held, bought more
Trimmed
57
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
56%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

44% mapped to company sectors

ETF / fund or unclassified
56%
Information Technology
21%
Industrials
6%
Financials
5%
Consumer Discretionary
5%
Health Care
3%
Consumer Staples
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Trail Ridge Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$553.3B
JPMORGAN CHASE & CO80 / 80$518.1B
ROYAL BANK OF CANADA80 / 80$160.4B
WELLS FARGO & COMPANY/MN80 / 80$155.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$86.5B
FIFTH THIRD BANCORP80 / 80$25.2B
OSAIC HOLDINGS, INC.80 / 80$16.1B
Integrated Wealth Concepts LLC80 / 80$3.5B

Ranked by how many of Trail Ridge Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

93 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Inc
MSCI EMRG CHN
$27.1M264.9K
11.4%
+5.9%
Added · +15K sh
2Goldman Sachs ETF TR
ACTIVEBETA INT
$25.1M548.9K
10.6%
+5.5%
Added · +28K sh
3Janus Detroit STR TR
HENDRSN SHRT ETF
$17.2M352.6K
7.3%
+2.7%
Added · +9K sh
4Apple Inc
COM
$14.3M49.5K
6.1%
−9.1%
Reduced · −5K sh
5Ishares TR
CORE S&P500 ETF
$13.1M17.5K
5.5%
−0.8%
Reduced · −151 sh
6Alphabet Inc
CAP STK CL C
$10.2M28.9K
4.3%
+0.1%
Added · +23 sh
7Nvidia Corporation
COM
$7.7M38.3K
3.2%
−1.3%
Reduced · −508 sh
8Microsoft Corp
COM
$7.0M18.8K
3.0%
−16%
Reduced · −4K sh
9Ishares TR
INTRM GOV CR ETF
$5.3M50.2K
2.2%
+5.5%
Added · +3K sh
10Eaton Corp PLC
SHS
$4.7M11.1K
2.0%
−0.2%
Reduced · −21 sh
11Ishares TR
S&P MC 400VL ETF
$4.3M29.3K
1.8%
−9.5%
Reduced · −3K sh
12Toll Brothers Inc
COM
$4.3M26.0K
1.8%
−0.7%
Reduced · −180 sh
13Ishares TR
0-5YR INVT GR CP
$4.1M82.3K
1.8%
+2.9%
Added · +2K sh
14Ishares TR
S&P MC 400GR ETF
$4.1M35.2K
1.7%
−8.7%
Reduced · −3K sh
15First TR Exchng Traded FD VI
FT LADD BUFF ETF
$4.0M108.3K
1.7%
+19%
Added · +17K sh
16Costco Wholesale Corporation
COM
$3.7M3.9K
1.6%
−28%
Reduced · −2K sh
17Ishares TR
S&P 500 VAL ETF
$3.5M15.3K
1.5%
−1.6%
Reduced · −252 sh
18JPMorgan Chase & Co
COM
$3.2M9.9K
1.4%
−2.1%
Reduced · −212 sh
19Ishares TR
S&P SML 600 GWT
$3.0M16.6K
1.3%
−22%
Reduced · −5K sh
20Mastercard Incorporated
CL A
$2.8M5.5K
1.2%
−1.3%
Reduced · −71 sh
21Ishares TR
S&P 100 ETF
$2.7M7.5K
1.2%
Held
22Federal Signal Corp
COM
$2.6M20.5K
1.1%
−1.6%
Reduced · −329 sh
23Fidelity Covington Trust
MSCI ENERGY IDX
$2.6M88.2K
1.1%
−20%
Reduced · −23K sh
24Jabil Inc
COM
$2.6M6.6K
1.1%
−5.3%
Reduced · −373 sh
25Amazon Com Inc
COM
$2.4M9.9K
1.0%
−52%
Reduced · −11K sh
26Berkshire Hathaway Inc Del
CL B NEW
$2.3M4.5K
1.0%
−3.9%
Reduced · −184 sh
27State STR SPDR S&P 500 ETF T
TR UNIT
$2.2M2.9K
0.9%
+4.4%
Added · +123 sh
28Ishares TR
MSCI EAFE ETF
$2.1M20.2K
0.9%
Held
29Broadcom Inc
COM
$1.8M4.9K
0.8%
−3.9%
Reduced · −199 sh
30NextEra Energy Inc
COM
$1.8M20.4K
0.8%
−1.4%
Reduced · −281 sh
31Thermo Fisher Scientific Inc
COM
$1.8M3.6K
0.8%
−4.6%
Reduced · −171 sh
32Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.8M8.3K
0.8%
−0.2%
Reduced · −17 sh
33Cardinal Health Inc
COM
$1.8M7.5K
0.7%
−1.1%
Reduced · −87 sh
34Fidelity Covington Trust
MSCI INDL INDX
$1.7M16.7K
0.7%
−6.5%
Reduced · −1K sh
35BlackRock Inc
COM
$1.7M1.7K
0.7%
−20%
Reduced · −421 sh
36Eli Lilly & Co
COM
$1.6M1.4K
0.7%
−2.5%
Reduced · −36 sh
37Johnson & Johnson
COM
$1.6M6.4K
0.7%
−1.9%
Reduced · −126 sh
38Home Depot Inc
COM
$1.4M4.1K
0.6%
−2.1%
Reduced · −88 sh
39Mamas Creations Inc
COM
$1.4M77.6K
0.6%
−4.8%
Reduced · −4K sh
40United Therapeutics Corp Del
COM
$1.3M2.4K
0.5%
−7.7%
Reduced · −200 sh
41Union Pac Corp
COM
$1.2M4.4K
0.5%
−8.8%
Reduced · −426 sh
42Curtiss Wright Corp
COM
$1.2M1.5K
0.5%
−0.7%
Reduced · −11 sh
43Fidelity Covington Trust
MSCI MATLS INDEX
$1.1M18.1K
0.4%
−5.4%
Reduced · −1K sh
44Covista Inc
COM
$1.1M8.4K
0.4%
−7.0%
Reduced · −636 sh
45Alphabet Inc
CAP STK CL A
$983K2.8K
0.4%
−42%
Reduced · −2K sh
46Caci Intl Inc
CL A
$963K2.1K
0.4%
−6.9%
Reduced · −155 sh
47Ishares TR
MSCI EMG MKT ETF
$895K13.1K
0.4%
+3.6%
Added · +461 sh
48American Tower Corp
COM
$873K5.3K
0.4%
Held
49Sanmina Corp
COM
$871K3.4K
0.4%
−7.7%
Reduced · −287 sh
50Vanguard Index FDS
VALUE ETF
$811K3.7K
0.3%
+5.9%
Added · +206 sh
Showing 50 of 93 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202693$236.8M13F-HR
Q1 2026Mar 31, 2026May 5, 202699$230.1M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026103$232.5M13F-HR
Q3 2025Sep 30, 2025Oct 20, 2025108$223.0M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025104$208.0M13F-HR
Q1 2025Mar 31, 2025May 2, 2025102$194.1M13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025102$210.4M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024106$209.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.