account_balance

Investment manager · 13F filer · SEC CIK 2109050

Trask Adam Roland

Reported value$106Mas of Mar 31, 2026
Positions190
Top 10 weight49.0%LLY alone is 7%
FiledMay 1545 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

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
LLY ELI Lilly & Co 7.2% LEU Centrus Energy Corp 6.8%
GSST Goldman Sachs ETF Tr 5.4%
NVDA NVIDIA Corp 5.3% AMZN Amazon.com Inc 5.0% MSFT Microsoft Corp 4.9% AAPL Apple Inc. 4.2% SYK Stryker Corp 3.8% UPS United Parcel Service Inc 3.3% HNI Hni Corp 3.1% ABBV AbbVie Inc. 2.7% GOOGL Alphabet Inc. 2.6%

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