Trail Ridge Investment Advisors, LLC — 13F Holdings & Portfolio

CIK 1911013 · latest 13F-HR filed 2026-08-13

Trail Ridge Investment Advisors, LLC manages $236.8M in 13F-reported U.S. long-equity assets across 93 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EMXC (11.45%), GSIE (10.59%), VNLA (7.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 12, added to 49, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2020 CARIBOU DR.
SUITE 102
FORT COLLINS, CO 80525
Phone
(970) 305-5150
Filing Manager
Trail Ridge Investment Advisors, LLC
FORT COLLINS, CO
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$236.8M

Long-equity book

Holdings

93

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+6 / −12 / ↑49 / ↓18

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES INC$7.4M +37.8%
  • GOLDMAN SACHS ETF TR$2.6M +11.8%
  • ALPHABET INC$1.9M +23.3%
  • ISHARES TR$1.6M +13.7%
  • NVIDIA CORPORATION$896.0K +13.2%
Show all 49

Top Trims

  • AMAZON COM INC-$1.9M -44.9%
  • COSTCO WHOLESALE CORPORATION-$1.8M -32.2%
  • PULTE GROUP INC-$1.7M -87.5%
  • BOOKING HOLDINGS INC-$1.4M -86.7%
  • MICROSOFT CORP-$1.3M -15.5%
Show all 18

New Positions

  • QUALCOMM INC$280.3K
  • ISHARES TR$248.2K
  • BLACKROCK ETF TRUST$238.9K
  • FIRST UTD CORP$218.3K
  • VANGUARD ADMIRAL FDS INC$213.4K
Show all 6

Exited Positions

  • CHUBB LTD SWITZ$2.0M
  • CHURCH & DWIGHT CO INC$1.5M
  • ROPER TECHNOLOGIES INC$1.0M
  • GRACO INC$589.1K
  • VOYA FINANCIAL INC$530.1K
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES INC EMXC 46434G764 $27.1M 11.45% 264,923 SH
2 GOLDMAN SACHS ETF TR GSIE 381430107 $25.1M 10.59% 548,908 SH
3 JANUS DETROIT STR TR VNLA 47103U886 $17.2M 7.28% 352,633 SH
4 APPLE INC AAPL 037833100 $14.3M 6.05% 49,519 SH
5 ISHARES TR IVV 464287200 $13.1M 5.53% 17,470 SH
6 ALPHABET INC GOOG 02079K107 $10.2M 4.31% 28,885 SH
7 NVIDIA CORPORATION NVDA 67066G104 $7.7M 3.24% 38,323 SH
8 MICROSOFT CORP MSFT 594918104 $7.0M 2.97% 18,831 SH
9 ISHARES TR GVI 464288612 $5.3M 2.25% 50,189 SH
10 EATON CORP PLC ETN G29183103 $4.7M 1.99% 11,085 SH
11 ISHARES TR IJJ 464287705 $4.3M 1.83% 29,297 SH
12 TOLL BROTHERS INC TOL 889478103 $4.3M 1.81% 25,963 SH
13 ISHARES TR SLQD 46434V100 $4.1M 1.75% 82,302 SH
14 ISHARES TR IJK 464287606 $4.1M 1.74% 35,164 SH
15 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $4.0M 1.67% 108,314 SH
16 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.7M 1.55% 3,935 SH
17 ISHARES TR IVE 464287408 $3.5M 1.46% 15,265 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $3.2M 1.36% 9,869 SH
19 ISHARES TR IJT 464287887 $3.0M 1.25% 16,632 SH
20 MASTERCARD INCORPORATED MA 57636Q104 $2.8M 1.19% 5,500 SH
21 ISHARES TR OEF 464287101 $2.7M 1.16% 7,508 SH
22 FEDERAL SIGNAL CORP FSS 313855108 $2.6M 1.11% 20,451 SH
23 FIDELITY COVINGTON TRUST FENY 316092402 $2.6M 1.10% 88,197 SH
24 JABIL INC JBL 466313103 $2.6M 1.08% 6,634 SH
25 AMAZON COM INC AMZN 023135106 $2.4M 1.00% 9,898 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.3M 0.95% 4,513 SH
27 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.2M 0.92% 2,926 SH
28 ISHARES TR EFA 464287465 $2.1M 0.88% 20,172 SH
29 BROADCOM INC AVGO 11135F101 $1.8M 0.77% 4,855 SH
30 NEXTERA ENERGY INC NEE 65339F101 $1.8M 0.76% 20,424 SH
31 THERMO FISHER SCIENTIFIC INC TMO 883556102 $1.8M 0.75% 3,556 SH
32 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.8M 0.75% 8,348 SH
33 CARDINAL HEALTH INC CAH 14149Y108 $1.8M 0.75% 7,474 SH
34 FIDELITY COVINGTON TRUST FIDU 316092709 $1.7M 0.70% 16,732 SH
35 BLACKROCK INC BLK 09290D101 $1.7M 0.70% 1,725 SH
36 ELI LILLY & CO LLY 532457108 $1.6M 0.70% 1,375 SH
37 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.69% 6,413 SH
38 HOME DEPOT INC HD 437076102 $1.4M 0.61% 4,100 SH
39 MAMAS CREATIONS INC MAMA 56146T103 $1.4M 0.58% 77,581 SH
40 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $1.3M 0.55% 2,400 SH
41 UNION PAC CORP UNP 907818108 $1.2M 0.51% 4,425 SH
42 CURTISS WRIGHT CORP CW 231561101 $1.2M 0.49% 1,526 SH
43 FIDELITY COVINGTON TRUST FMAT 316092881 $1.1M 0.45% 18,133 SH
44 COVISTA INC CVSA 00737L103 $1.1M 0.44% 8,424 SH
45 ALPHABET INC GOOGL 02079K305 $982.7K 0.41% 2,750 SH
46 CACI INTL INC CACI 127190304 $963.1K 0.41% 2,079 SH
47 ISHARES TR EEM 464287234 $895.3K 0.38% 13,087 SH
48 AMERICAN TOWER CORP AMT 03027X100 $872.8K 0.37% 5,336 SH
49 SANMINA CORP SANM 801056102 $871.1K 0.37% 3,442 SH
50 VANGUARD INDEX FDS VTV 922908744 $810.7K 0.34% 3,720 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $236.8M 93 0001754960-26-000765
2026-03-31 2026-05-05 $230.1M 99 0001754960-26-000351
2025-12-31 2026-01-28 $232.5M 103 0001754960-26-000135