Institutional filer · SEC 13F · Q3 2025
Trust Investment Advisors
The reported 13F portfolio of Trust Investment Advisors (CIK 1597690) - top holdings, how concentrated the book is, and what changed last quarter.
- $177.8M
- Reported book
- 105
- Positions
- #225
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Trust Investment Advisors ranks #225 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $177.8M across 105 positions, a moderately concentrated portfolio.
- $177.8M
- reported 13F value
- 105
- disclosed positions
- 10.0%
- in APPLE INC
- #225
- of 360 filers
Top-5 share 32.5% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Trust Investment Advisors ranks #225 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Trust Investment Advisors sits by disclosed position count
Trust Investment Advisors reports 105 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Trust Investment Advisors vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
105 180th of 360 higher than 180 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Trust Investment Advisors reports a book ($0.18B) concentrated across only 105 disclosed positions -- fewer than the 124-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1597690 · Q3 2025 $178M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #225/360
- POS-FOCUS 105 names
- CONC-HEAVY 33% top-5
- LEAD-HEAVY 10.0% top
- PHOTO-FINISH NewGen Asset Ltd
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: NewGen Asset Management Ltd
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Trust Investment Advisors
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$177.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | APPLE INC | $17.7M | 10.0% |
| 2 | ELI LILLY & CO | $15.9M | 8.9% |
| 3 | MICROSOFT CORP | $10.3M | 5.8% |
| 4 | BROADCOM INC | $7.6M | 4.3% |
| 5 | NVIDIA CORPORATION | $6.4M | 3.6% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | $5.4M | 3.0% |
| 7 | CELESTICA INC | $5.1M | 2.8% |
| 8 | CATERPILLAR INC | $3.1M | 1.7% |
| 9 | INTERNATIONAL BUSINESS MACHS | $3.1M | 1.7% |
| 10 | JPMORGAN CHASE & CO. | $3.1M | 1.7% |
| 11 | ALPHABET INC | $2.9M | 1.7% |
| 12 | PALO ALTO NETWORKS INC | $2.8M | 1.6% |
| 13 | RIO TINTO PLC | $2.5M | 1.4% |
| 14 | RTX CORPORATION | $2.4M | 1.4% |
| 15 | TJX COS INC NEW | $2.4M | 1.3% |
| 16 | EATON CORP PLC | $2.4M | 1.3% |
| 17 | MORGAN STANLEY | $2.4M | 1.3% |
| 18 | CAPITAL ONE FINL CORP | $2.3M | 1.3% |
| 19 | HOME DEPOT INC | $2.3M | 1.3% |
| 20 | CHEWY INC | $2.3M | 1.3% |
| 21 | ADVANCED MICRO DEVICES INC | $2.2M | 1.3% |
| 22 | CISCO SYS INC | $2.1M | 1.2% |
| 23 | MOTOROLA SOLUTIONS INC | $2.0M | 1.1% |
| 24 | BEST BUY INC | $1.9M | 1.1% |
| 25 | DELL TECHNOLOGIES INC | $1.9M | 1.1% |
Latest Quarter Trades · Q3 2025
New positions (105)
Frequently Asked Questions
- How big is Trust Investment Advisors's 13F portfolio?
- Trust Investment Advisors reports $177.8M of long US-equity positions across 105 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Trust Investment Advisors sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Trust Investment Advisors ranks #225 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Trust Investment Advisors's largest position?
- Trust Investment Advisors's largest reported position is APPLE INC at $17.7M, about 10.0% of its reported book as of Q3 2025.
- What did Trust Investment Advisors trade last quarter?
- In its Q3 2025 filing, Trust Investment Advisors opened 105 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Trust Investment Advisors: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($177.8M here).
Similar holding count
Nearest filers by number of disclosed positions (105 here).
Using this filing
- The rankings sort every tracked filer the same way Trust Investment Advisors was placed above, so you can see exactly how the rest of the field compares. View the rankings
- NewGen Asset Management Ltd reported the nearest book value ($178.5M) this quarter, a useful scale comparison for Trust Investment Advisors. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.