Trail Ridge Investment Advisors, LLC

Position in MA — Mastercard Inc

CIK 1911013 FORT COLLINS, CO

Position in MA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,824,800

+$41,195 QoQ

Shares Held

5,500

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.67%

of 13F equity value

Holder Rank

#1,478

of 3,563 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Financial Services · as of Jun 30, 2026

Trail Ridge Investment Advisors, LLC holds $4,147,473 across 3 Credit Services names. MA ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	5,500	$2,824,800
2	ALLY	Ally Financial Inc.	15,502	$712,316
3	V	Visa Inc.	1,779	$610,357

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,824,800	5,500	-1.3%	Shares	Sole	2026-08-13
2026-03-31	$2,783,605	5,571	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$3,170,667	5,554	+0.9%	Shares	Sole	2026-01-28
2025-09-30	$3,131,299	5,505	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$3,082,802	5,486	-0.6%	Shares	Sole	2025-08-05
2025-03-31	$3,026,170	5,521	-2.9%	Shares	Sole	2025-05-02
2024-12-31	$2,995,130	5,688	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$2,801,821	5,674	-0.7%	Shares	Sole	2024-10-25
2024-06-30	$2,520,788	5,714	+1.0%	Shares	Sole	2024-08-14
2024-03-31	$2,723,759	5,656	-3.8%	Shares	Sole	2024-05-15
2023-12-31	$2,506,599	5,877	-0.4%	Shares	Sole	2024-02-16
2023-09-30	$2,335,869	5,900	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$2,319,290	5,897	-2.1%	Shares	Sole	2023-08-15
2023-03-31	$2,188,455	6,022	-2.0%	Shares	Sole	2023-05-12
2022-12-31	$2,137,148	6,146	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$1,739,876	6,119	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$1,977,113	6,267	+0.1%	Shares	Sole	2022-08-02
2022-03-31	$2,238,270	6,263	-2.1%	Shares	Sole	2022-05-16
2021-12-31	$2,297,851	6,395	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.