Trail Ridge Investment Advisors, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Trail Ridge Investment Advisors, LLC opened 2 positions, added to 5, reduced 44, sold out of 11 and left 6 unchanged. The largest increase in value was GOOG (+$1,926,603); the largest decrease was CB (-$1,998,929).
- QCOM: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,517.
- FUNC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 4,948.
Two Form 13F-HR filings compared (SEC CIK 1911013): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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