Arkolith/Funds/Trust Investment Advisors

Trust Investment Advisors

CIK 1597690
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Trust Investment Advisors holds a focused book of 97 stocks worth $209.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Metlife Inc and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 11% of the equity book.

Opened
134
bought for the first time
  • Metlife Inc
  • Honeywell Intl Inc
  • Honeywell Aerospace Inc
  • +131 more · largest first
Added to
32
already held, bought more
Trimmed
43
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
47%
Top 20 holdings
62%

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

Direct sector allocation

99% mapped to company sectors

Information Technology
47%
Health Care
14%
Financials
10%
Industrials
9%
Consumer Discretionary
6%
Materials
4%
Utilities
3%
Communication Services
2%

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 Trust Investment Advisors

Manager / fundShared namesTheir $ in those
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$10.6B
Arax Advisory Partners80 / 80$2.6B
Integrated Wealth Concepts LLC80 / 80$2.3B
Global Retirement Partners, LLC80 / 80$1.1B
IFP Advisors, Inc80 / 80$963.0M
Kestra Advisory Services, LLC79 / 80$5.4B
Steward Partners Investment Advisory, LLC79 / 80$4.8B
Clearstead Advisors, LLC79 / 80$1.8B

Ranked by the share of each fund's own book sitting in the names it shares with Trust Investment Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

97 positions
#SecurityValueShares% PortLast moveHistory
1Eli Lilly & Co
COM
$22.6M18.8K
10.8%
−2.4%
Reduced · −463 sh
2Apple Inc
COM
$18.8M65.1K
9.0%
−0.9%
Reduced · −588 sh
3Taiwan Semiconductor Manufac
SPONSORED ADS
$8.4M17.5K
4.0%
+1.3%
Added · +223 sh
4Advanced Micro Devices Inc
COM
$8.0M13.8K
3.8%
−1.8%
Reduced · −254 sh
5Celestica Inc
COM
$7.6M20.9K
3.6%
−1.2%
Reduced · −262 sh
6Broadcom Inc
COM
$7.4M19.6K
3.5%
−2.4%
Reduced · −483 sh
7Nvidia Corporation
COM
$6.5M32.7K
3.1%
−2.0%
Reduced · −658 sh
8Microsoft Corp
COM
$6.5M17.3K
3.1%
+0.7%
Added · +124 sh
9Caterpillar Inc
COM
$6.4M6.0K
3.0%
−0.3%
Reduced · −21 sh
10Bloom Energy Corp
COM CL A
$5.2M17.2K
2.5%
+1.2%
Added · +210 sh
11Palo Alto Networks Inc
COM
$4.9M14.4K
2.3%
−0.2%
Reduced · −26 sh
12Alphabet Inc
CAP STK CL C
$4.2M11.9K
2.0%
−2.2%
Reduced · −268 sh
13Kla Corp
COM NEW
$3.6M11.8K
1.7%
10×
Added · +11K sh
14Rio Tinto PLC
SPONSORED ADR
$3.4M35.9K
1.6%
+4.8%
Added · +2K sh
15Cisco Sys Inc
COM
$3.2M27.2K
1.5%
+0.6%
Added · +174 sh
16Dell Technologies Inc
CL C
$3.1M7.2K
1.5%
−46%
Reduced · −6K sh
17Morgan Stanley
COM NEW
$3.0M14.3K
1.4%
−2.0%
Reduced · −300 sh
18JPMorgan Chase & Co
COM
$2.8M8.5K
1.3%
−0.3%
Reduced · −24 sh
19TJX Cos Inc New
COM
$2.5M16.5K
1.2%
~0%
Added · +4 sh
20International Business Machs
COM
$2.5M8.7K
1.2%
−0.2%
Reduced · −18 sh
21RTX Corporation
COM
$2.4M12.7K
1.1%
−0.9%
Reduced · −116 sh
22Citizens Finl Group Inc
COM
$2.4M34.0K
1.1%
−0.2%
Reduced · −79 sh
23Eaton Corp PLC
SHS
$2.2M5.2K
1.1%
−0.2%
Reduced · −13 sh
24Deere & Co
COM
$2.2M3.5K
1.0%
−0.1%
Reduced · −2 sh
25United Parcel Svcs Inc
CL B
$2.1M19.2K
1.0%
+669%
Added · +17K sh
26Trane Technologies PLC
SHS
$2.1M4.2K
1.0%
~0%
Reduced · −2 sh
27Capital One Finl Corp
COM
$2.1M10.3K
1.0%
−0.1%
Reduced · −15 sh
28Iron MTN Inc Del
COM
$1.9M15.1K
0.9%
+8.3%
Added · +1K sh
29Metlife Inc
COM
$1.9M22.4K
0.9%
New
New position
30Oneok Inc New
COM
$1.9M21.7K
0.9%
+0.4%
Added · +80 sh
31Exxon Mobil Corp
COM
$1.9M13.6K
0.9%
−0.1%
Reduced · −7 sh
32Vulcan Matls Co
COM
$1.8M6.2K
0.9%
~0%
Reduced · −3 sh
33Qualcomm Inc
COM
$1.8M9.8K
0.9%
−0.7%
Reduced · −71 sh
34Home Depot Inc
COM
$1.8M5.1K
0.9%
~0%
Added · +1 sh
35Motorola Solutions Inc
COM NEW
$1.8M4.3K
0.9%
Held
36Visa Inc
COM CL A
$1.8M5.1K
0.8%
+0.3%
Added · +15 sh
37Webster Finl Corp
COM
$1.7M21.9K
0.8%
−0.9%
Reduced · −206 sh
38Best Buy Inc
COM
$1.7M21.9K
0.8%
−1.5%
Reduced · −337 sh
39Mastercard Incorporated
CL A
$1.6M3.0K
0.7%
+0.4%
Added · +13 sh
40Amazon Com Inc
COM
$1.6M6.5K
0.7%
−0.1%
Reduced · −4 sh
41Keysight Technologies Inc
COM
$1.6M4.4K
0.7%
+0.1%
Added · +6 sh
42Chevron Corporation
COM
$1.4M8.7K
0.7%
~0%
Added · +2 sh
43Duke Energy Corp New
COM NEW
$1.4M11.3K
0.7%
~0%
Added · +4 sh
44NXP Semiconductors N V
COM
$1.4M5.0K
0.7%
~0%
Reduced · −2 sh
45Boeing Co
COM
$1.4M6.5K
0.7%
−0.3%
Reduced · −22 sh
46Kinder Morgan Inc Del
COM
$1.3M40.7K
0.6%
~0%
Added · +17 sh
47Realty Income Corp
COM
$1.3M20.5K
0.6%
+0.1%
Added · +32 sh
48Lincoln Natl Corp Ind
COM
$1.3M35.6K
0.6%
−0.3%
Reduced · −128 sh
49Unitedhealth Group Inc
COM
$1.2M3.0K
0.6%
+0.1%
Added · +4 sh
50Amgen Inc
COM
$1.2M3.4K
0.6%
+0.9%
Added · +32 sh
Showing 50 of 97 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202698$209.4M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202690$170.9M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202691$187.9M13F-HR
Q3 2025Sep 30, 2025Nov 24, 2025105$177.8M13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025123$164.7M13F-HR
Q1 2025Mar 31, 2025May 2, 2025118$155.3M13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025107$156.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024119$157.0M13F-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.