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Home > Institutional Investor > Trail Ridge Investment Advisors, Llc > Profile

Instuitional Investor - Trail Ridge Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Trail Ridge Investment Advisors, Llc
Portfolio Value $210,404,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 467,654 $15,591,584 7.41%
2.
Apple Inc.
 AAPL 57,375 $14,367,724 6.82%
3.
Ishares Trust
 IEF 23,663 $13,929,935 6.62%
4.
Ishares Inc
 245,286 $13,601,109 6.46%
5.
Microsoft Corp
 MSFT 24,172 $10,188,498 4.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)