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Portfolio (Quarterly) Guide ↗

Trust Asset Management LLC

· CIK 0001608376
13F Portfolio $1.5B AUM 226 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 5 Added 219 Reduced 5 Exited
Page 6 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,725.0 $760K 0.05% -98.0 -3.5% $278.92 -4.1%
102 TEL TE CONNECTIVITY PLC Technology 3,336.0 $759K 0.05% -126.0 -3.6% $227.51 -7.2%
103 GLW CORNING INC Technology 8,563.0 $750K 0.05% -320.0 -3.6% $87.56 +125.8%
104 TRV TRAVELERS COMPANIES INC Financial Services 2,524.0 $732K 0.05% -95.0 -3.6% $290.06 +5.5%
105 TFC TRUIST FINL CORP Financial Services 14,747.0 $726K 0.05% -577.0 -3.8% $49.21 -1.2%
106 WBD WARNER BROS DISCOVERY INC Communication Services 24,981.0 $720K 0.05% -785.0 -3.0% $28.82 -6.4%
107 APOS APOLLO GLOBAL MGMT INC Financial Services 4,972.0 $720K 0.05% -175.0 -3.4% $144.76 -81.9%
108 AJG GALLAGHER ARTHUR J & CO Financial Services 2,767.0 $716K 0.05% -98.0 -3.4% $258.79 -21.3%
109 MSI MOTOROLA SOLUTIONS INC Technology 1,857.0 $712K 0.05% -72.0 -3.7% $383.32 +7.1%
110 ADSK AUTODESK INC Technology 2,388.0 $707K 0.05% -93.0 -3.8% $296.01 -19.3%
111 ROST ROSS STORES INC Consumer Cyclical 3,694.0 $665K 0.04% -140.0 -3.6% $180.14 +29.8%
112 CENCORA INC 1,949.0 $658K 0.04% -47.0 -2.4% $337.75
113 WDC WESTERN DIGITAL CORP Technology 3,819.0 $658K 0.04% -117.0 -3.0% $172.27 +206.8%
114 ABNB AIRBNB INC Consumer Cyclical 4,815.0 $653K 0.04% -182.0 -3.6% $135.72 -1.7%
115 PYPL PAYPAL HLDGS INC Financial Services 11,143.0 $651K 0.04% -445.0 -3.8% $58.38 -24.6%
116 AIG AMERICAN INTL GROUP INC Financial Services 7,531.0 $644K 0.04% -308.0 -3.9% $85.55 -9.1%
117 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,333.0 $642K 0.04% -65.0 -2.7% $275.39 +206.7%
118 AZO AUTOZONE INC Consumer Cyclical 189.0 $641K 0.04% -7.0 -3.6% $3391.50 -11.3%
119 ZTS ZOETIS INC Healthcare 5,000.0 $629K 0.04% -192.0 -3.7% $125.82 -36.0%
120 BDX BECTON DICKINSON & CO Healthcare 3,203.0 $622K 0.04% -117.0 -3.5% $194.07 -24.1%
Page 6 of 11  ·  219 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 68.5%
Technology 16.7%
Communication Services 5.3%
Consumer Cyclical 4.9%
Healthcare 4.5%
Industrials 0.1%
Energy 0.0%