account_balance
Investment manager · 13F filer · SEC CIK 1608376
Trust Asset Management LLC
Reported value$1.64Bas of Sep 30, 2026
Positions233 40 new, 24 sold out
Top 10 weight77.6%SPY alone is 56%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
55.8%
NVDANVIDIA Corp
3.7%
XLISelect Sector SPDR Tr
3.5%
AAPLApple Inc.
3.3%
MSFTMicrosoft Corp
2.6%
GOOGAlphabet Inc.
2.4%
XLPSelect Sector SPDR Tr
2.0%
AMZNAmazon.com Inc
1.6%
XLE1.5%
AVGOMETA1.1%XLU0.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 55.8% HeldNVDA NVIDIA Corp 3.7% Held
XLI Select Sector SPDR Tr 3.5% Held
AAPL Apple Inc. 3.3% HeldMSFT Microsoft Corp 2.6% HeldGOOG Alphabet Inc. 2.4% HeldXLP Select Sector SPDR Tr 2.0% Held
AMZN Amazon.com Inc 1.6% HeldXLE Select Sector SPDR Tr 1.5% Held
AVGO Broadcom Inc. 1.1% HeldMETA Meta Platforms, Inc. 1.1% HeldXLU Select Sector SPDR Tr 0.8% Held
What changed
Biggest moves since Jun 30, 2026
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