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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 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BA BOEING CO Industrials 1,883 $409K 0.03% SOLD
42 CFR CULLEN FROST BANKERS INC Financial Services 3,202 $405K 0.03% SOLD
43 TTEK TETRA TECH INC Industrials 12,037 $404K 0.03% SOLD
44 BCPC BALCHEM CORP Basic Materials 2,553 $392K 0.03% SOLD
45 ADSK AUTODESK INC Technology 1,322 $391K 0.03% SOLD
46 ADC AGREE REALTY CORP Real Estate 5,423 $391K 0.03% SOLD
47 AGYS AGILYSYS INC Technology 3,241 $385K 0.03% SOLD
48 LAMR LAMAR ADVERTISING CO Real Estate 3,035 $384K 0.03% SOLD
49 BLKB BLACKBAUD INC Technology 6,014 $381K 0.03% SOLD
50 BLD TOPBUILD CORP Industrials 893 $373K 0.03% SOLD
51 TOST TOAST, INC Technology 10,471 $372K 0.03% SOLD
52 PAYC PAYCOM SOFTWARE INC Technology 2,270 $362K 0.03% SOLD
53 FRPT FRESHPET INC Consumer Defensive 5,907 $360K 0.03% SOLD
54 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 1,590 $355K 0.03% SOLD
55 PTC PTC INC Technology 2,035 $355K 0.03% SOLD
56 DSGX DESCARTES SYSTEMS GROUP INC Technology 4,042 $354K 0.03% SOLD
57 CGW INVESCO 5,612 $354K 0.03% SOLD
58 OPCH OPTION CARE HEALTH INC Healthcare 10,962 $349K 0.03% SOLD
59 GDDY GODADDY INC Technology 2,757 $342K 0.03% SOLD
60 WSO WATSCO INC Industrials 1,009 $340K 0.03% SOLD
Page 3 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%