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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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 EW EDWARDS LIFESCIENCES CORP Healthcare 8,741 $745K 0.06% SOLD
22 AMAT APPLIED MATERIALS Technology 2,789 $717K 0.06% SOLD
23 WK WORKIVA INC Technology 7,555 $652K 0.05% SOLD
24 ROL ROLLINS INC Consumer Cyclical 10,080 $605K 0.05% SOLD
25 BK BANK NEW YORK MELLON CORP Financial Services 5,036 $585K 0.05% SOLD
26 BMI BADGER METER INC Technology 3,205 $559K 0.04% SOLD
27 SOUTHSTATE BANK CORPORATION 5,632 $530K 0.04% SOLD
28 BP BP PLC SPONSORED ADR Energy 14,939 $519K 0.04% SOLD
29 CACI CACI INTERNATIONAL INC Technology 962 $513K 0.04% SOLD
30 TYL TYLER TECHS INC Technology 1,112 $505K 0.04% SOLD
31 ADI ANALOG DEVICES INC Technology 1,818 $493K 0.04% SOLD
32 KNSL KINSALE CAP GROUP INC Financial Services 1,258 $492K 0.04% SOLD
33 CSGP COSTAR GROUP INC Real Estate 7,077 $476K 0.04% SOLD
34 AMGN AMGEN INC Healthcare 1,445 $473K 0.04% SOLD
35 ADP AUTOMATIC DATA PROCESSING INC Industrials 1,796 $462K 0.04% SOLD
36 ICFI ICF INTERNATIONAL INC Industrials 5,198 $443K 0.04% SOLD
37 AAON AAON INC Industrials 5,690 $434K 0.03% SOLD
38 AFL AFLAC INC Financial Services 3,874 $427K 0.03% SOLD
39 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 1,982 $415K 0.03% SOLD
40 ITGR INTEGER HOLDINGS CORP Healthcare 5,284 $414K 0.03% SOLD
Page 2 of 6  ·  104 positions
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%