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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBSH COMMERCE BANCSHARES INC Financial Services 4,919.0 $284K 0.02% +230.0 +4.9% $57.75 +1.1%
162 WEC WEC ENERGY GROUP INC Utilities 2,418.0 $282K 0.02% +36.0 +1.5% $116.77 -9.2%
163 RELX RELX PLC NPV ADR Communication Services 8,905.0 $282K 0.02% +3K +52.3% $31.67 +13.4%
164 MCO MOODYS CORP Financial Services 598.0 $271K 0.02% +80.0 +15.4% $452.93 +11.1%
165 CTAS CINTAS CORP Industrials 1,574.0 $268K 0.02% +23.0 +1.5% $170.08 +19.8%
166 VUG VANGUARD 3,102.0 $267K 0.02% +3K +495.4% $86.14 +1.6%
167 HMC HONDA MOTOR ADR Consumer Cyclical 9,753.0 $264K 0.02% +2K +21.1% $27.11 +23.1%
168 NATWEST GROUP PLC 14,990.0 $264K 0.02% +4K +35.8% $17.63
169 GIS GENERAL MILLS INC Consumer Defensive 7,351.0 $256K 0.02% +3K +61.6% $34.80 +14.9%
170 NKE NIKE INC CLASS B Consumer Cyclical 6,231.0 $256K 0.02% +2K +35.0% $41.05 -0.7%
171 EMB ISHARES 2,602.0 $251K 0.02% +102.0 +4.1% $96.44 -1.8%
172 LMT LOCKHEED MARTIN CORP Industrials 469.0 $239K 0.02% +46.0 +10.9% $509.44 +10.6%
173 IDXX IDEXX LABORATORIES CORP Healthcare 442.0 $233K 0.02% +115.0 +35.2% $526.43 +5.8%
174 CPRT COPART INC Industrials 8,254.0 $233K 0.02% +3K +55.5% $28.19 +19.9%
175 FNB FNB CORP Financial Services 12,030.0 $230K 0.02% +428.0 +3.7% $19.08 -2.9%
176 PUK PRUDENTIAL CORP Financial Services 8,334.0 $223K 0.02% +416.0 +5.2% $26.81 +5.0%
177 EVR EVERCORE PARTNERS INC Financial Services 648.0 $221K 0.02% +27.0 +4.3% $341.44 -14.5%
178 NMR NOMURA HOLDINGS INC ADR Financial Services 17,495.0 $154K 0.01% +5K +45.8% $8.78 +10.7%
Page 9 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%