BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 PAYX PAYCHEX INC Industrials 2,295 $257K 0.02% SOLD
82 ACIW ACI WORLDWIDE INC Technology 5,306 $254K 0.02% SOLD
83 GLOB GLOBANT Technology 3,841 $251K 0.02% SOLD
84 DT DYNATRACE INC COM NEW Technology 5,762 $250K 0.02% SOLD
85 FBIN FORTUNE BRANDS HOME & SECURITY Industrials 4,951 $248K 0.02% SOLD
86 CMS CMS ENERGY CORP Utilities 3,540 $248K 0.02% SOLD
87 MZTI MARZETTI COMPANY Consumer Defensive 1,479 $243K 0.02% SOLD
88 PHYS SPROTT Financial Services 7,113 $235K 0.02% SOLD
89 HUM HUMANA INC Healthcare 911 $233K 0.02% SOLD
90 PATK PATRICK INDUSTRIES INC Consumer Cyclical 2,089 $227K 0.02% SOLD
91 ATO ATMOS ENERGY CORP Utilities 1,332 $223K 0.02% SOLD
92 CWAN CLEARWATER ANALYTICS HOLDINGS Technology 9,146 $221K 0.02% SOLD
93 ALKT ALKAMI TECHNOLOGY INC Technology 9,204 $212K 0.02% SOLD
94 RGA REINSURANCE GROUP AMERICA INC Financial Services 1,039 $211K 0.02% SOLD
95 BJ BJS WHOLESALE CLUB HOLDINGS INC Consumer Defensive 2,342 $211K 0.02% SOLD
96 PYPL PAYPAL HOLDINGS INC Financial Services 3,550 $207K 0.02% SOLD
97 AZO AUTOZONE INC Consumer Cyclical 61 $207K 0.02% SOLD
98 LNT ALLIANT ENERGY CORP Utilities 3,181 $207K 0.02% SOLD
99 MUB ISHARES 1,897 $203K 0.02% SOLD
100 GGG GRACO INC Industrials 2,458 $201K 0.02% SOLD
Page 5 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%