Trail Ridge Investment Advisors, LLC - Portfolio overview

Trail Ridge Investment Advisors, LLC has 112 reported holdings in this dataset, with the latest filing dated 2026-05-05.

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. GSIE - GOLDMAN SACHS ETF TR, 9.58%
  2. EMXC - ISHARES INC, 8.39%
  3. VNLA - JANUS DETROIT STR TR, 7.15%

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

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