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Portfolio (Quarterly) Guide ↗

TRUST POINT INC.

· CIK 0001635633
13F Portfolio $1.2B AUM 739 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 88 New 178 Added 172 Reduced 104 Exited
Page 2 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 22,165.0 $3.3M 0.28% +2K +8.5% $146.64 -1.3%
22 VXF VANGUARD 12,979.0 $3.2M 0.27% +153.0 +1.2% $246.21 -0.3%
23 BND VANGUARD 40,988.0 $3.0M 0.26% +1K +2.7% $73.41 -1.6%
24 CVX CHEVRON CORP Energy 17,799.0 $3.0M 0.25% +4K +31.7% $165.76 +23.8%
25 ASML ASML HOLDING NV Technology 1,433.0 $2.9M 0.24% +289.0 +25.3% $1989.44 -11.3%
26 IBM INTERNATIONAL BUSINESS MACHINES Technology 9,914.0 $2.8M 0.24% +999.0 +11.2% $281.21 -16.2%
27 ABBV ABBVIE INC Healthcare 10,133.0 $2.5M 0.22% +3K +45.0% $251.64 +5.3%
28 LRCX LAM RESEARCH CORP Technology 5,560.0 $2.4M 0.20% +503.0 +9.9% $433.33 -27.5%
29 IWD ISHARES 9,750.0 $2.4M 0.20% +6K +154.2% $242.43 +6.1%
30 ORCL ORACLE CORP NT Technology 15,925.0 $2.3M 0.20% +6K +56.0% $146.55 -0.1%
31 VGT VANGUARD 19,369.0 $2.3M 0.20% +17K +749.9% $119.52 -0.9%
32 INTC INTEL CORP Technology 16,226.0 $2.3M 0.19% +4K +31.0% $139.63 -35.5%
33 NEE NEXTERA ENERGY INC Utilities 25,495.0 $2.2M 0.19% +940.0 +3.8% $87.77 -4.7%
34 TT TRANE TECHNOLOGIES PLC Industrials 4,497.0 $2.2M 0.19% +3K +311.8% $491.16 -7.7%
35 KO COCA COLA CO Consumer Defensive 25,319.0 $2.1M 0.17% +3K +15.0% $81.27 +12.1%
36 COST COSTCO WHOLESALE CORP Consumer Defensive 2,187.0 $2.0M 0.17% +83.0 +3.9% $935.47 +1.3%
37 EMR EMERSON ELECTRIC CO Industrials 13,620.0 $1.9M 0.17% +532.0 +4.1% $143.15 +9.8%
38 CL COLGATE-PALMOLIVE CO Consumer Defensive 20,774.0 $1.9M 0.16% +1K +5.2% $91.68 -0.7%
39 MRSH MARSH & MC LENNAN CO INC Financial Services 11,099.0 $1.8M 0.16% +9K +373.1% $166.67 +15.2%
40 IWS ISHARES 10,991.0 $1.8M 0.15% +2K +27.8% $164.60 +4.5%
Page 2 of 9  ·  178 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
Technology 26.5%
Financial Services 24.5%
Industrials 11.1%
Healthcare 9.4%
Communication Services 6.7%
Consumer Defensive 6.2%
Consumer Cyclical 5.5%
Energy 4.6%
Utilities 2.7%
Basic Materials 1.9%