Trust Asset Management LLC - Portfolio overview

Trust Asset Management LLC has 242 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 55.87%
2. XLI - SELECT SECTOR SPDR TR, 3.95%
3. NVDA - NVIDIA CORPORATION, 3.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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