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Home > Institutional Investor > Trust Investment Advisors > Profile

Instuitional Investor - Trust Investment Advisors

Fund Profile
Filing Period:
Fund Name: Trust Investment Advisors
Portfolio Value $164,734,973
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 20,783 $16,200,966 9.83%
2.
Apple Inc.
 AAPL 69,689 $14,298,161 8.68%
3.
Microsoft Corp
 MSFT 19,858 $9,877,666 6%
4.
Broadcom Inc.
 AVGO 22,950 $6,326,296 3.84%
5.
Nvidia Corp
 NVDA 34,084 $5,384,939 3.27%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)