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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 4 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USMV ISHARES 10,777.0 $1.0M 0.09% +206.0 +1.9% $96.46 +4.9%
62 TDG TRANSDIGN GROUP INC Industrials 775.0 $1.0M 0.09% +266.0 +52.3% $1332.04 -9.9%
63 VB VANGUARD 3,378.0 $1.0M 0.09% +24.0 +0.7% $303.12 +0.5%
64 IBD INSPIRE 42,761.0 $1.0M 0.09% +2K +6.2% $23.77 -0.5%
65 NVS NOVARTIS AG SPONSORED ADR Healthcare 6,344.0 $994K 0.08% +848.0 +15.4% $156.72 +1.4%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 8,434.0 $984K 0.08% +2K +28.4% $116.67 +54.2%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,949.0 $977K 0.08% +429.0 +28.2% $501.36 +25.5%
68 MUFG MITSUBISHI UFJ FINANCIAL GRP INC Financial Services 49,093.0 $976K 0.08% +6K +14.2% $19.89 +10.8%
69 SCHR SCHWAB 39,406.0 $972K 0.08% +5K +15.9% $24.66 -1.1%
70 TJX TJX COMPANIES INC Consumer Cyclical 6,270.0 $950K 0.08% +1K +19.9% $151.50 -7.3%
71 ISMD INSPIRE 18,952.0 $948K 0.08% +4K +29.9% $50.00 -0.9%
72 LOW LOWES COMPANIES INC Consumer Cyclical 4,276.0 $943K 0.08% +817.0 +23.6% $220.49 -2.0%
73 MINN MAIRS AND POWER 40,395.0 $905K 0.08% +28K +236.6% $22.39 -1.6%
74 FNDX SCHWAB 28,609.0 $890K 0.08% +4K +14.6% $31.10 +4.6%
75 MPC MARATHON PETROLEUM CORP Energy 3,430.0 $877K 0.07% +198.0 +6.1% $255.67 +41.1%
76 DELL DELL TECHNOLOGIES INC Technology 2,018.0 $871K 0.07% +345.0 +20.6% $431.46 +2.4%
77 CI CIGNA GROUP Healthcare 3,131.0 $863K 0.07% +912.0 +41.1% $275.68 +0.7%
78 SCHW SCHWAB CHARLES CORP Financial Services 9,322.0 $860K 0.07% +2K +23.8% $92.27 +21.7%
79 SAN BANCO DE SANTANDER CENTRAL Financial Services 61,357.0 $847K 0.07% +9K +18.3% $13.80 +5.7%
80 BMY BRISTOL MYERS SQUIBB CO Healthcare 13,912.0 $802K 0.07% +6K +73.8% $57.62 +16.3%
Page 4 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%