Trust Asset Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 233 distinct positions held by the firm during the third quarter of 2026.
The report identifies John A. Hale Jr. as the Vice President responsible for the filing, which was signed on November 3, 2026. The firm’s principal office is located at 1900 St. James Place Suite 300 in Houston, Texas.
The information table within the filing details the specific securities held. Notable positions include significant stakes in technology and healthcare companies. For example, the firm holds 267,768 shares of NVIDIA Corporation, 242,250 shares of Palantir Technologies Inc., and 242,225 shares of Meta Platforms Inc. In the healthcare sector, the firm lists 87,444 shares of Eli Lilly & Co. and 62,899 shares of Pfizer Inc. Additionally, the filing includes positions in major financial institutions such as JPMorgan Chase & Co., Morgan Stanley, and BlackRock Inc.
