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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 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,387.0 $393K 0.03% -54.0 -3.8% $283.31 -24.2%
162 RMD RESMED INC Healthcare 1,630.0 $393K 0.03% -64.0 -3.8% $240.87 -13.6%
163 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,931.0 $392K 0.03% -81.0 -4.0% $203.19 +70.6%
164 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,978.0 $381K 0.03% -241.0 -3.9% $63.72 +46.6%
165 MTB M & T BK CORP Financial Services 1,844.0 $372K 0.03% -76.0 -4.0% $201.48 +5.8%
166 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,122.0 $369K 0.03% -44.0 -3.8% $328.60 -21.7%
167 SYF SYNCHRONY FINANCIAL Financial Services 4,363.0 $364K 0.03% -173.0 -3.8% $83.43 -13.9%
168 CCL CARNIVAL CORP Consumer Cyclical 11,543.0 $353K 0.02% -385.0 -3.2% $30.54 -14.9%
169 FITB FIFTH THIRD BANCORP Financial Services 7,466.0 $349K 0.02% -324.0 -4.2% $46.81 +5.7%
170 TER TERADYNE INC Technology 1,800.0 $348K 0.02% -62.0 -3.3% $193.56 +85.2%
171 GRMN GARMIN LTD Technology 1,715.0 $348K 0.02% -59.0 -3.3% $202.85 +18.7%
172 HPE HEWLETT PACKARD ENTERPRISE C Technology 14,414.0 $346K 0.02% -537.0 -3.6% $24.02 +56.5%
173 HUM HUMANA INC Healthcare 1,343.0 $344K 0.02% -50.0 -3.6% $256.13 +20.2%
174 TPR TAPESTRY INC Consumer Cyclical 2,577.0 $329K 0.02% -125.0 -4.6% $127.77 +8.4%
175 MTD METTLER TOLEDO INTERNATIONAL Healthcare 236.0 $329K 0.02% -10.0 -4.1% $1394.19 -20.9%
176 RJF RAYMOND JAMES FINL INC Financial Services 2,040.0 $328K 0.02% -79.0 -3.7% $160.59 -5.7%
177 ULTA ULTA BEAUTY INC Consumer Cyclical 525.0 $318K 0.02% -25.0 -4.5% $605.01 -14.9%
178 FSLR FIRST SOLAR INC Energy 1,183.0 $309K 0.02% -39.0 -3.2% $261.23 -1.3%
179 NTRS NORTHERN TR CORP Financial Services 2,206.0 $301K 0.02% -102.0 -4.4% $136.59 +22.8%
180 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,947.0 $297K 0.02% -247.0 -4.0% $50.01 -36.8%
Page 9 of 12  ·  226 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%