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Portfolio (Quarterly) Guide ↗

Truepoint, Inc.

· CIK 0001427748
13F Portfolio $4.8B AUM 161 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 45 Added 62 Reduced 6 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC BANK AMERICA CORP Financial Services 5,050.0 $288K 0.01% +533.0 +11.8% $56.99 +9.6%
42 MRK MERCK & CO INC Healthcare 2,099.0 $270K 0.01% +147.0 +7.5% $128.52 +21.7%
43 KO COCA COLA CO Consumer Defensive 3,128.0 $254K 0.01% +288.0 +10.1% $81.28 +12.7%
44 TJX TJX COS INC NEW Consumer Cyclical 1,675.0 $254K 0.01% +68.0 +4.2% $151.50 -7.9%
45 ITW ILLINOIS TOOL WKS INC Industrials 848.0 $229K 0.01% +11.0 +1.3% $270.47 +4.1%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 28.4%
Technology 24.1%
Financial Services 18.9%
Industrials 8.7%
Consumer Cyclical 5.8%
Communication Services 5.1%
Healthcare 3.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.2%