Fund HoldingsTrust Investment Advisors

Total Portfolio Value
$209.40M
Total Bought
$19.25M
Total Sold
$32.11M
Net Transaction
-$12.87M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)14,01013,756-2542,8507,9913.82%+5,141
ELI LILLY & CO(LLY)19,30218,839-46317,75322,59610.79%+4,843
BLOOM ENERGY CORP17,02617,236+2102,3075,2172.49%+2,910
PALO ALTO NETWORKS INC(PANW)14,44014,414-262,3154,9152.35%+2,600
TAIWAN SEMICONDUCTOR MANUFAC(TSM)17,29217,515+2235,8448,3653.99%+2,521
APPLE INC(AAPL)65,70365,115-58816,67518,8429.00%+2,167
CATERPILLAR INC(CAT)5,9875,966-214,2426,3533.03%+2,112
METLIFE INC(MET)022,364+22,36401,8920.90%+1,892
KLA CORP(KLAC)1,18011,800+10,6201,7373,5601.70%+1,823
UNITED PARCEL SVCS INC(UPS)2,50019,225+16,7252462,0670.99%+1,821
CELESTICA INC(CLS)21,13820,876-2625,9527,6153.64%+1,662
BROADCOM INC(AVGO)20,05119,568-4836,2067,3923.53%+1,186
CISCO SYS INC(CSCO)27,04527,219+1742,0983,1971.53%+1,099
DELL TECHNOLOGIES INC(DELL)13,2277,165-6,0622,1713,0911.48%+920
NVIDIA CORPORATION(NVDA)33,35532,697-6585,8176,5423.12%+725
ALPHABET INC(GOOG)12,17711,909-2683,4934,2082.01%+715
MORGAN STANLEY(MS)14,57514,275-3002,3992,9841.43%+585
HONEYWELL INTL INC02,356+2,35605470.26%+547
QUALCOMM INC(QCOM)9,8989,827-711,2751,8160.87%+541
HONEYWELL AEROSPACE INC02,356+2,35605210.25%+521
IRON MTN INC DEL(IRM)13,95515,117+1,1621,4251,9090.91%+484
UNITEDHEALTH GROUP INC(UNH)3,0003,004+48121,2490.60%+437
NXP SEMICONDUCTORS N V
COM
5,0425,040-29931,4160.68%+424
MARVELL TECHNOLOGY INC(MRVL)01,415+1,41504220.20%+422
EATON CORP PLC(ETN)5,2135,200-131,8652,2161.06%+351
CITIZENS FINL GROUP INC(CFG)34,06633,987-792,0432,3811.14%+339
INTERNATIONAL BUSINESS MACHS(IBM)8,7618,743-182,1242,4591.17%+335
INTEL CORP(INTC)02,353+2,35303290.16%+329
TRANE TECHNOLOGIES PLC(TT)4,1984,196-21,7492,0610.98%+311
KEYSIGHT TECHNOLOGIES INC(KEYS)4,4254,431+61,2491,5510.74%+302
GOLDMAN SACHS GROUP INC(GS)0297+29703000.14%+300
TEXAS INSTRS INC(TXN)0936+93602790.13%+279
JPMORGAN CHASE & CO(JPM)8,5658,541-242,5202,7961.34%+276
DEERE & CO(DE)3,4563,454-21,9472,1911.05%+244
ALPHABET INC(GOOG)0674+67402410.12%+241
BEST BUY INC(BBY)22,28321,946-3371,4311,6650.80%+235
JABIL INC(JBL)0571+57102200.11%+220
VISA INC(V)5,1055,120+151,5431,7570.84%+214
RIO TINTO PLC(RIO)34,25935,915+1,6563,1963,4091.63%+213
ARROW ELECTRS INC0995+99502120.10%+212
NORFOLK SOUTHN CORP(NSC)0673+67302120.10%+212
MERCK & CO INC(MRK)01,639+1,63902110.10%+211
CUMMINS INC(CMI)0287+28702050.10%+205
AMAZON COM INC(AMZN)6,5236,519-41,3591,5540.74%+195
CAPITAL ONE FINL CORP(COF)10,27210,257-151,8742,0580.98%+184
FIRST SOLAR INC(FSLR)4,2114,231+208319980.48%+168
VULCAN MATLS CO(VMC)6,1876,184-31,6851,8240.87%+140
WEBSTER FINL CORP(WBS)22,10021,894-2061,5341,6730.80%+139
ASML HLDG NV
N Y REGISTRY SHS
20020002643980.19%+134
HOME DEPOT INC(HD)5,1185,119+11,6831,8050.86%+122
BOEING CO(BA)6,5296,507-221,2991,4090.67%+109
SIRIUSXM HOLDINGS INC(SIRI)15,00015,00003464430.21%+97
MICROSOFT CORP(MSFT)17,21517,339+1246,3726,4683.09%+95
PRUDENTIAL FINL INC(PFH)10,0659,961-1049831,0750.51%+92
HUNT J B TRANS SVCS INC(JBHT)1,7301,507-2233674360.21%+70
BANK MONTREAL MEDIUM1,5891,598+92152820.13%+67
LINDE PLC(LIN)2,0662,078+121,0241,0780.51%+54
TARGET CORP(TGT)5,3545,365+116497010.33%+52
MASTERCARD INCORPORATED(MA)3,0163,029+131,5071,5560.74%+49
AMGEN INC(AMGN)3,3793,411+321,1891,2350.59%+46
ABBVIE INC(ABBV)1,1111,118+72422810.13%+40
OLD DOMINION FREIGHT LINE IN(ODFL)1,8441,84403603990.19%+39
THE CIGNA GROUP(CI)3,4893,515+269319690.46%+38
JOHNSON & JOHNSON(JNJ)1,6091,667+583934230.20%+30
REALTY INCOME CORP(O)20,47220,504+321,2531,2700.61%+18
VISTRA CORP(VST)4,8904,732-1587357510.36%+16
AMEREN CORP(AEE)2,2002,20002422490.12%+7
RITHM CAPITAL CORP(RITM)78,17879,053+8757417420.35%+1
FIDELITY MERRIMACK STR TR10,80010,80004654630.22%-2
FIDELITY MERRIMACK STR TR18,29218,29208348320.40%-2
LINCOLN NATL CORP IND(LNC)35,75435,626-1281,2691,2590.60%-10
MARTIN MARIETTA MATLS INC(MLM)1,8401,851+111,0831,0670.51%-16
STELLANTIS N.V(STLA)14,00014,000099800.04%-19
DISNEY WALT CO(DIS)7,5857,395-1907317120.34%-19
NEXTPOWER INC10,29010,248-421,2401,2210.58%-20
BLUE OWL CAPITAL CORPORATION(OBDC)51,59748,710-2,8875715290.25%-41
MCDONALDS CORP(MCD)1,0601,06003292870.14%-43
LOCKHEED MARTIN CORP(LMT)495497+22992530.12%-46
DUKE ENERGY CORP NEW(DUK)11,34511,349+41,4851,4370.69%-49
WALMART INC(WMT)3,9423,785-1574904290.20%-61
RTX CORPORATION(RTX)12,77512,659-1162,4642,4021.15%-63
KINDER MORGAN INC DEL(KMI)40,68840,705+171,3641,3010.62%-63
LOWES COS INC(LOW)4,5974,630+331,0861,0210.49%-65
ONEOK INC NEW(OKE)21,64721,727+801,9571,8890.90%-68
MOTOROLA SOLUTIONS INC(MSI)4,3084,30801,8701,7890.85%-80
GLOBUS MED INC(GMED)11,92811,897-311,0289400.45%-88
TYSON FOODS INC(TSN)14,80414,596-2089488360.40%-113
COCA COLA CO(KO)6,6864,715-1,9715083830.18%-125
TJX COS INC NEW(TJX)16,51916,523+42,6382,5031.20%-135
GE HEALTHCARE TECHNOLOGIES I(GEHC)8,9647,260-1,7046384650.22%-173
MURPHY OIL CORP(MUR)5,0140-5,0142070-207
CME GROUP INC(CME)3,4333,454+211,0147630.36%-251
MCKESSON CORP(MCK)3350-3352900-290
ACADEMY SPORTS & OUTDOORS IN(ASO)18,76316,293-2,4701,0597680.37%-291
GENERAL DYNAMICS CORP(GD)8820-8823030-303
CHEVRON CORPORATION(CVX)8,7328,734+21,8071,4480.69%-359
AT&T INC(T)47,17546,797-3781,3689690.46%-399
TRACTOR SUPPLY CO(TSCO)29,17028,784-3861,3219100.43%-412
CHEWY INC(CHWY)57,36956,344-1,0251,5491,1070.53%-442
EXXON MOBIL CORP13,61013,603-72,3091,8600.89%-449
Page 1 of 1