Adam Roland Trask - Portfolio overview

Adam Roland Trask has 190 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. LLY - ELI LILLY & CO, 7.23%
2. LEU - CENTRUS ENERGY CORP, 6.79%
3. GSST - GOLDMAN SACHS ETF TR, 5.35%

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

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