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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 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FNDA SCHWAB 10,755.0 $409K 0.04% +875.0 +8.9% $38.06 -0.9%
142 EQIX EQUINIX INC SR NT Real Estate 391.0 $408K 0.04% +103.0 +35.8% $1042.39 +2.2%
143 EXC EXELON CORPORATION Utilities 8,721.0 $407K 0.04% +1K +15.1% $46.62 -6.1%
144 VRTX VERTEX PHARMACEUTICALS INC Healthcare 793.0 $394K 0.03% +293.0 +58.6% $496.73 +10.3%
145 LYG LLOYDS TSB GROUP PLC Financial Services 65,773.0 $383K 0.03% +22K +49.8% $5.83 +3.3%
146 TM TOYOTA MOTOR CORP ADR Consumer Cyclical 2,251.0 $379K 0.03% +421.0 +23.0% $168.42 +17.2%
147 ZTS ZOETIS INC Healthcare 4,912.0 $353K 0.03% +2K +73.5% $71.86 +8.2%
148 DHR DANAHER CORP Healthcare 1,846.0 $352K 0.03% +150.0 +8.8% $190.48 +14.9%
149 AMT AMERICAN TOWER CORP Real Estate 2,131.0 $349K 0.03% +821.0 +62.7% $163.57 +7.5%
150 SONY SONY CORP ADR Technology 17,367.0 $348K 0.03% +2K +11.2% $20.06 +19.2%
151 WAT WATERS CORP Healthcare 923.0 $346K 0.03% +188.0 +25.6% $375.04 +9.5%
152 CME CME GROUP INC Financial Services 1,561.0 $345K 0.03% +554.0 +55.0% $220.83 +24.5%
153 WWD WOODWARD INC Industrials 776.0 $330K 0.03% +102.0 +15.1% $425.44 -19.3%
154 ED CONSOLIDATED EDISON INC Utilities 2,948.0 $326K 0.03% +28.0 +1.0% $110.63 -3.9%
155 RMBS RAMBUS INC Technology 2,343.0 $311K 0.03% +26.0 +1.1% $132.74 -31.3%
156 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 2,455.0 $302K 0.03% +129.0 +5.5% $123.11 +31.0%
157 SHW SHERWIN WILLIAMS CO Basic Materials 856.0 $295K 0.03% +53.0 +6.6% $344.32 +0.7%
158 ITT ITT INC Industrials 1,472.0 $291K 0.03% +224.0 +17.9% $197.76 +5.2%
159 HCA HCA HEALTHCARE INC Healthcare 742.0 $289K 0.03% +18.0 +2.5% $389.89 +10.1%
160 PFGC PERFORMANCE FOOD GROUP Consumer Defensive 2,564.0 $287K 0.02% +77.0 +3.1% $111.79 -6.1%
Page 8 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%