Trask Adam Roland
CIK
2109050
City
GRAND RAPIDS
State / Country
MI
Top Portfolio Positions
127 positions ·
$83,861,799 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
8,308 | $7,641,449 | 9.11% | |
| LEU |
Centrus Energy Corp
Energy
|
41,330 | $7,174,474 | 8.56% | |
| NVDA |
Nvidia Corp
Technology
|
32,208 | $5,617,075 | 6.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,580 | $5,327,546 | 6.35% | |
| MSFT |
Microsoft Corp
Technology
|
13,986 | $5,177,197 | 6.17% | |
| AAPL |
Apple Inc.
Technology
|
17,470 | $4,433,711 | 5.29% | |
| SYK |
Stryker Corp
Healthcare
|
12,077 | $3,968,381 | 4.73% | |
| UPS |
United Parcel Service Inc
Industrials
|
35,086 | $3,451,760 | 4.12% | |
| HNI |
Hni Corp
Consumer Cyclical
|
98,524 | $3,289,716 | 3.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
13,003 | $2,828,022 | 3.37% |
Holdings in MIY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,320 | 14,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||