Trail Ridge Investment Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 96 total positions held by the firm.
The portfolio is diversified across various sectors, with notable holdings including Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The top individual stock position is Apple Inc., with 49,355 shares. Microsoft follows with 10,737 shares, and NVIDIA holds 38,252 shares.
Other significant positions in the filing include JPMorgan Chase & Co., Visa Inc., and Eli Lilly & Co. The firm also holds substantial stakes in exchange-traded funds, including the iShares Core S&P 500 ETF and the Vanguard Total Stock Market Index Fund.
The filing was submitted on October 15, 2026, and lists Aryn Sands as the agent for the firm, which is based in Fort Collins, Colorado.
