Trust Investment Advisors
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 229,034
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 102 | 229,034 | 13F-HR | Trust Investment Advisors |
| Q2 2026 | 7/24/2026 | 97 | 209,402 | 13F-HR | Trust Investment Advisors |
| Q1 2026 | 4/24/2026 | 89 | 170,931 | 13F-HR | Trust Investment Advisors |
| Q4 2025 | 1/20/2026 | 91 | 187,864 | 13F-HR | Trust Investment Advisors |
| Q3 2025 | 11/24/2025 | 105 | 177,840 | 13F-HR | Trust Investment Advisors |
| Q2 2025 | 8/1/2025 | 123 | 164,735 | 13F-HR | Trust Investment Advisors |
| Q2 2014 | 8/5/2014 | 99 | 103,999 | 13F-HR | Trust Investment Advisors |
| Q1 2014 | 4/23/2014 | 98 | 99,518 | 13F-HR | Trust Investment Advisors |
| Q4 2013 | 2/10/2014 | 97 | 96,915 | 13F-HR | Trust Investment Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226.6 K | 98.9% | 17.99 K | 0 | 17.99 K |
| ETFs | 2.475 K | 1.1% | 1.643 K | 0 | 1.643 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
229,034
Holdings
102
QoQ value change ($000)
19,632
(9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.