Susan E Mitchell

Trust Investment Advisors

Assets Managed

$209.402M

Holdings

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

22.51%(2Q avg: 6.75%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Investment Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Trust Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 209.402M in assets, with a quarterly growth rate of 22.51% and a 2-quarter average growth rate of 6.75%. The portfolio is managed by Susan E Mitchell, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
LLY Eli Lilly & Co Recent Activity Decreased -2.39%	10.8%	$22.596M 18,839 shares@ $1199.43 avg price	Decreased -2.39%
AAPL Apple Inc Recent Activity Decreased -0.89%	9%	$18.842M 65,115 shares@ $289.36 avg price	Decreased -0.89%
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 1.29%	4%	$8.365M 17,515 shares@ $477.58 avg price	Increased 1.29%
AMD Advanced Micro Devices Recent Activity Decreased -1.81%	3.82%	$7.991M 13,756 shares@ $580.92 avg price	Decreased -1.81%
CLS Celestica Inc Recent Activity Decreased -1.23%	3.64%	$7.615M 20,876 shares@ $364.77 avg price	Decreased -1.23%
AVGO Broadcom Inc Recent Activity Decreased -2.4%	3.53%	$7.392M 19,568 shares@ $377.75 avg price	Decreased -2.4%
NVDA Nvidia Corp Recent Activity Decreased -1.97%	3.13%	$6.542M 32,697 shares@ $200.1 avg price	Decreased -1.97%
MSFT Microsoft Corp Recent Activity Increased 0.73%	3.09%	$6.468M 17,339 shares@ $373.02 avg price	Increased 0.73%
CAT Caterpillar Inc Recent Activity Decreased -0.35%	3.04%	$6.353M 5,966 shares@ $1064.92 avg price	Decreased -0.35%
BE Bloom Energy Corp- A Recent Activity Increased 1.24%	2.5%	$5.217M 17,236 shares@ $302.7 avg price	Increased 1.24%

1-10 of 97