account_balance

Investment manager · 13F filer · SEC CIK 1911013

Trail Ridge Investment Advisors, LLC

Reported value$236Mas of Sep 30, 2026
Positions96 7 new, 4 sold out
Top 10 weight54.7%EMXC alone is 11%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
EMXC iShares Inc 11.2% Held
GSIE Goldman Sachs ETF Tr 10.8% Held
AAPL Apple Inc. 7.0% Held
IVV iShares Tr 5.7% Held
VNLA Janus Detroit STR Tr 5.6% Trimmed −23%
GOOG Alphabet Inc. 4.1% Trimmed −2%NVDA NVIDIA Corp 3.7% HeldMSFT Microsoft Corp 2.3% Trimmed −43%
GVI iShares Tr 2.2% Added +3%
ETN Eaton Corp PLC 2.0% Held
SLQD iShares Tr 1.8% Added +4%
VTI Vanguard Index FDS 1.8% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • VTI $4.17M
  • HYG $506K
  • CHEF $505K
  • MUB $276K
arrow_upwardAdded
arrow_downwardTrimmed
  • MSFT −43%
  • P −38%
  • BUFR −24%
  • VNLA −23%
remove_circleSold out
  • POST $547K
  • FUTY $217K
  • BKNG $214K
  • BUFB $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist