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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 6 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLV ISHARES SILVER TR Financial Services 10,562.0 $565K 0.01% $53.47 +15.4%
102 PIPER SANDLER COMPANIES 7,773.0 $562K 0.01% $72.34
103 DFIV DIMENSIONAL ETF TRUST 10,353.0 $559K 0.01% $54.02 +8.1%
104 CSCO CISCO SYS INC Technology 4,741.0 $557K 0.01% +460.0 +10.8% $117.46 -4.5%
105 IWD ISHARES TR 2,208.0 $535K 0.01% $242.48 +6.8%
106 PWR QUANTA SVCS INC Industrials 743.0 $535K 0.01% $720.04 -15.0%
107 PNC PNC FINL SVCS GROUP INC Financial Services 2,087.0 $514K 0.01% +84.0 +4.2% $246.28 -0.4%
108 SDY SPDR SER TR 3,367.0 $512K 0.01% -250.0 -6.9% $152.18 +4.5%
109 GLW CORNING INC Technology 1,966.0 $502K 0.01% +118.0 +6.4% $255.43 -41.7%
110 VXF VANGUARD INDEX FDS 2,024.0 $498K 0.01% +58.0 +3.0% $246.21 -0.6%
111 IWM ISHARES TR 1,629.0 $489K 0.01% $300.45 -0.3%
112 WMT WALMART INC Consumer Defensive 4,319.0 $489K 0.01% +107.0 +2.5% $113.26 -7.3%
113 IWR ISHARES TR 4,313.0 $476K 0.01% $110.32 +2.9%
114 EA SERIES TRUST 7,874.0 $470K 0.01% $59.74
115 RPM RPM INTL INC Basic Materials 4,212.0 $468K 0.01% $111.15 -3.0%
116 CVX CHEVRON CORP NEW Energy 2,774.0 $460K 0.01% +133.0 +5.0% $165.76 +20.9%
117 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 15,980.0 $391K 0.01% $24.44 -5.4%
118 AMD ADVANCED MICRO DEVICES INC Technology 662.0 $385K 0.01% NEW $580.91 -16.9%
119 IWN ISHARES TR 1,709.0 $378K 0.01% -413.0 -19.5% $221.20 +1.7%
120 VOE VANGUARD INDEX FDS 1,900.0 $375K 0.01% -2K -48.7% $197.57 +6.2%
Page 6 of 8  ·  160 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%