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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 5 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CW CURTISS-WRIGHT CORP Industrials 1,014.0 $768K 0.07% +37.0 +3.8% $757.76 -16.2%
82 IUSV ISHARES 6,958.0 $766K 0.07% +358.0 +5.4% $110.15 +4.3%
83 MO ALTRIA GROUP INC Consumer Defensive 10,532.0 $758K 0.06% +4K +73.0% $71.95 -8.1%
84 DUK DUKE ENERGY CORP Utilities 5,938.0 $752K 0.06% +1K +28.2% $126.58 -5.3%
85 CMCSA COMCAST CORPORATION Communication Services 30,234.0 $742K 0.06% +12K +63.1% $24.55 +9.4%
86 ESE ESCO TECHNOLOGIES INC Technology 2,118.0 $741K 0.06% +79.0 +3.9% $350.04 -17.9%
87 PNC PNC FINANCIAL SERVICES GRP Financial Services 2,969.0 $731K 0.06% +477.0 +19.1% $246.22 -1.3%
88 NGG NATIONAL GRID Utilities 8,694.0 $720K 0.06% +982.0 +12.7% $82.87 -3.8%
89 PLD PROLOGIS INC Real Estate 5,252.0 $711K 0.06% +2K +61.2% $135.47 +4.7%
90 CSX CSX CORP SR GLBL Industrials 14,946.0 $710K 0.06% +5K +48.6% $47.53 +8.5%
91 HDV ISHARES 25,819.0 $708K 0.06% +21K +458.6% $27.41 +8.8%
92 FN FABRINET Technology 1,256.0 $706K 0.06% +10.0 +0.8% $562.07 -22.3%
93 IEMG ISHARES 8,484.0 $703K 0.06% +498.0 +6.2% $82.84 -1.5%
94 UBS UBS GROUP Financial Services 13,926.0 $690K 0.06% +3K +21.9% $49.56 +7.5%
95 WMB WILLIAMS COMPANIES INC Energy 9,213.0 $685K 0.06% +4K +65.9% $74.34 -5.2%
96 VO VANGUARD 8,284.0 $667K 0.06% +6K +298.6% $80.57 +3.0%
97 VTV VANGUARD 3,059.0 $667K 0.06% +2K +170.7% $217.93 +3.9%
98 DOV DOVER CORP Industrials 2,938.0 $659K 0.06% +1K +60.1% $224.28 -10.0%
99 MNST MONSTER BEVERAGE CORP Consumer Defensive 6,826.0 $656K 0.06% +2K +36.1% $96.12 -50.3%
100 UNILEVER PLC 10,860.0 $653K 0.06% +5K +87.0% $60.12
Page 5 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%