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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 $147,096,824
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 372,581 $11,188,607 7.6%
2.
Apple Inc.
 AAPL 57,730 $9,883,869 6.71%
3.
Ishares Trust
 IEF 22,337 $9,592,178 6.52%
4.
Microsoft Corp
 MSFT 23,777 $7,507,588 5.1%
5.
Ishares Inc
 146,779 $7,313,998 4.97%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)