Holdings
Advisortrust Partners, LLC
As of Jun 30, 2026, Advisortrust Partners, LLC reported 127 positions worth US$151M. Largest: Broadcom Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 37,114 | US$14M | −231 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 23,570 | US$11.3M | −2,590 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 29,465 | US$9.64M | +1,361 | Jun 30, 2026 |
| Apple Inc | 31,269 | US$9.05M | +1,654 | Jun 30, 2026 |
| Walmart Inc. | 72,018 | US$8.16M | +4,876 | Jun 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 26,405 | US$6.5M | +658 | Jun 30, 2026 |
| Johnson & Johnson | 25,546 | US$6.49M | +19,587 | Jun 30, 2026 |
| Merck & Company, Inc. | 42,883 | US$5.51M | +1,268 | Jun 30, 2026 |
| Emerson Electric Company | 32,850 | US$4.7M | +4,119 | Jun 30, 2026 |
| Royal Bank Of Canada | 22,270 | US$4.61M | +16,460 | Jun 30, 2026 |