Fund Holdings — Trust Investment Advisors

Total Portfolio Value
$170.93M
Total Bought
$4.10M
Total Sold
$28.67M
Net Transaction
-$24.57M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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GLOBUS MED INC(GMED)011,928+11,92801,0280.60%+1,028
CME GROUP INC(CME)03,433+3,43301,0140.59%+1,014
BLOOM ENERGY CORP16,28617,026+7401,4152,3071.35%+892
EXXON MOBIL CORP13,70713,610-971,6492,3091.35%+660
DELL TECHNOLOGIES INC(DELL)13,61113,227-3841,7132,1711.27%+458
CATERPILLAR INC(CAT)6,7395,987-7523,8614,2422.48%+381
NEXTPOWER INC10,71910,290-4299341,2400.73%+307
GENERAL DYNAMICS CORP(GD)0882+88203030.18%+303
DEERE & CO(DE)3,5383,456-821,6471,9471.14%+300
MCKESSON CORP(MCK)0335+33502900.17%+290
KLA CORP(KLAC)1,2131,180-331,4741,7371.02%+264
CHEVRON CORPORATION(CVX)10,2148,732-1,4821,5571,8071.06%+250
ACADEMY SPORTS & OUTDOORS IN(ASO)16,84618,763+1,9178421,0590.62%+218
MURPHY OIL CORP(MUR)05,014+5,01402070.12%+207
KINDER MORGAN INC DEL(KMI)42,68840,688-2,0001,1731,3640.80%+191
MOTOROLA SOLUTIONS INC(MSI)4,4334,308-1251,6991,8701.09%+170
RIO TINTO PLC(RIO)37,82534,259-3,5663,0273,1961.87%+169
KEYSIGHT TECHNOLOGIES INC(KEYS)5,3844,425-9591,0941,2490.73%+156
COCA COLA CO(KO)5,2096,686+1,4773645080.30%+144
AT&T INC(T)49,99047,175-2,8151,2421,3680.80%+126
HONEYWELL INTL INC(HON)5,1074,938-1699961,1160.65%+120
LINDE PLC(LIN)2,1522,066-869181,0240.60%+107
ONEOK INC NEW(OKE)25,40021,647-3,7531,8671,9571.14%+90
OLD DOMINION FREIGHT LINE IN(ODFL)1,8441,84402893600.21%+71
TARGET CORP(TGT)6,0645,354-7105936490.38%+56
SIRIUSXM HOLDINGS INC(SIRI)15,00015,00003003460.20%+46
TYSON FOODS INC(TSN)15,50414,804-7009099480.55%+40
TAIWAN SEMICONDUCTOR MANUFAC(TSM)19,10717,292-1,8155,8065,8443.42%+38
ASML HLDG NV
N Y REGISTRY SHS
213200-132282640.15%+36
LOCKHEED MARTIN CORP(LMT)560495-652712990.18%+28
TRANE TECHNOLOGIES PLC(TT)4,4244,198-2261,7221,7491.02%+28
AMEREN CORP(AEE)2,2002,20002202420.14%+22
JOHNSON & JOHNSON(JNJ)1,8041,609-1953733930.23%+20
BANK MONTREAL MEDIUM1,5791,589+102052150.13%+10
MCDONALDS CORP(MCD)1,0601,06003243290.19%+5
UNITED PARCEL SVCS INC(UPS)2,5002,50002482460.14%-2
WALMART INC(WMT)4,4353,942-4934944900.29%-4
FIDELITY MERRIMACK STR TR10,80010,80004694650.27%-4
FIDELITY MERRIMACK STR TR18,29218,29208428340.49%-8
IRON MTN INC DEL(IRM)17,31113,955-3,3561,4361,4250.83%-11
HUNT J B TRANS SVCS INC(JBHT)1,9611,730-2313813670.21%-15
RTX CORPORATION(RTX)13,54512,775-7702,4842,4641.44%-20
STELLANTIS N.V(STLA)14,00014,0000152990.06%-53
REALTY INCOME CORP(O)23,26620,472-2,7941,3111,2530.73%-59
LOWES COS INC(LOW)4,7514,597-1541,1461,0860.64%-60
THE CIGNA GROUP(CI)3,6203,489-1319969310.54%-66
VISTRA CORP(VST)5,0434,890-1538147350.43%-78
VULCAN MATLS CO(VMC)6,1876,18701,7651,6850.99%-80
DUKE ENERGY CORP NEW(DUK)13,48411,345-2,1391,5811,4850.87%-95
EATON CORP PLC(ETN)6,1625,213-9491,9631,8651.09%-98
MARTIN MARIETTA MATLS INC(MLM)1,8981,840-581,1821,0830.63%-99
NXP SEMICONDUCTORS N V
COM
5,1325,042-901,1149930.58%-121
BLUE OWL CAPITAL CORPORATION(OBDC)56,04751,597-4,4506975710.33%-126
GE HEALTHCARE TECHNOLOGIES I(GEHC)9,3768,964-4127696380.37%-131
WEBSTER FINL CORP(WBS)26,57222,100-4,4721,6721,5340.90%-138
TJX COS INC NEW(TJX)18,19316,519-1,6742,7952,6381.54%-157
AMGEN INC(AMGN)4,1153,379-7361,3471,1890.70%-158
AMERICAN AIRLS GROUP INC(AAL)10,8050-10,8051660—-166
AMAZON COM INC(AMZN)6,6076,523-841,5251,3590.79%-166
DISNEY WALT CO(DIS)7,9107,585-3259007310.43%-169
ABBVIE INC(ABBV)1,9031,111-7924352420.14%-193
ADVANCED MICRO DEVICES INC(AMD)14,23714,010-2273,0492,8501.67%-199
HOME DEPOT INC(HD)5,4735,118-3551,8831,6830.98%-200
EMERSON ELEC CO(EMR)1,5460-1,5462050—-205
MEDTRONIC PLC(MDT)2,1380-2,1382050—-205
CITIZENS FINL GROUP INC(CFG)38,52434,066-4,4582,2502,0431.20%-207
UNITEDHEALTH GROUP INC(UNH)3,0993,000-991,0238120.47%-211
NORFOLK SOUTHN CORP(NSC)7420-7422140—-214
BOEING CO(BA)7,0446,529-5151,5291,2990.76%-230
TRACTOR SUPPLY CO(TSCO)31,06029,170-1,8901,5531,3210.77%-232
APPLIED MATLS INC9440-9442430—-243
PRUDENTIAL FINL INC(PFH)10,95810,065-8931,2379830.58%-254
MASTERCARD INCORPORATED(MA)3,1013,016-851,7701,5070.88%-263
MORGAN STANLEY(MS)15,05014,575-4752,6722,3991.40%-273
CISCO SYS INC(CSCO)30,93927,045-3,8942,3832,0981.23%-285
CELESTICA INC(CLS)21,14921,138-116,2545,9523.48%-302
FIRST SOLAR INC(FSLR)4,3434,211-1321,1358310.49%-304
VISA INC(V)5,3425,105-2371,8731,5430.90%-331
BEST BUY INC(BBY)26,44122,283-4,1581,7701,4310.84%-339
ALPHABET INC(GOOG)12,22212,177-453,8353,4932.04%-342
CHEWY INC(CHWY)57,36957,36901,8961,5490.91%-347
MERCK & CO INC(MRK)3,3530-3,3533530—-353
RITHM CAPITAL CORP(RITM)101,06778,178-22,8891,1027410.43%-361
PALO ALTO NETWORKS INC(PANW)14,55214,440-1122,6802,3151.35%-365
BLACKSTONE INC(BX)8,8597,274-1,5851,3668360.49%-529
LINCOLN NATL CORP IND(LNC)40,70535,754-4,9511,8131,2690.74%-543
JPMORGAN CHASE & CO(JPM)9,6228,565-1,0573,1012,5201.47%-581
QUALCOMM INC(QCOM)11,1269,898-1,2281,9031,2750.75%-628
EOG RES INC(EOG)7,0350-7,0357390—-739
NVIDIA CORPORATION(NVDA)35,40633,355-2,0516,6035,8173.40%-786
CAPITAL ONE FINL CORP(COF)11,01210,272-7402,6691,8741.10%-795
INTERNATIONAL BUSINESS MACHS(IBM)10,2038,761-1,4423,0222,1241.24%-899
BROADCOM INC(AVGO)22,74320,051-2,6927,8716,2063.63%-1,665
APPLE INC(AAPL)70,72665,703-5,02319,22716,6759.76%-2,553
MICROSOFT CORP(MSFT)19,23917,215-2,0249,3046,3723.73%-2,932
ELI LILLY & CO(LLY)20,22519,302-92321,73517,75310.39%-3,982
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Trust Investment Advisors — 13F Holdings — Q1 2026 | TickerTrail