Trust Investment Advisors
RIA/Wealth
Trust Investment Advisors is a RIA/Wealth based in Indianapolis, IN led by Burton P Street, reporting $208.5M in AUM as of Q3 2025 with 41% Technology concentration and 40% technology allocation.
OwnerBurton P Street
- Portfolio Value
- $177.8M
- Positions
- 105
- Top Holding
- AAPL at 9.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Trust Investment Advisors's portfolio (43.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $17.7M | 9.97% | -$14.3K Sold | 0.00% 69.6K shares | |
Drug Manufacturers - General Healthcare | $15.9M | 8.92% | +$7.6K Bought | 0.00% 20.8K shares | |
Software - Infrastructure Technology | $10.3M | 5.79% | +$9.3K Bought | 0.00% 19.9K shares | |
Semiconductors Technology | $7.6M | 4.26% | +$2.6K Bought | 0.00% 23.0K shares | |
Semiconductors Technology | $6.4M | 3.58% | +$12.7K Bought | 0.00% 34.2K shares | |
Semiconductors Technology | $5.4M | 3.02% | +$24.0K Bought | — 19.2K shares | |
Hardware, Equipment & Parts Technology | $5.1M | 2.84% | -$333.8K Sold | 0.02% 20.5K shares | |
Agricultural - Machinery Industrials | $3.1M | 1.73% | +$20.5K Bought | 0.00% 6.5K shares | |
Information Technology Services Technology | $3.1M | 1.72% | +$15.5K Bought | 0.00% 10.8K shares | |
Banks - Diversified Financial Services | $3.1M | 1.72% | +$27.8K Bought | 0.00% 9.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Trust Investment Advisors's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+96.72% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Trust Investment Advisors
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