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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLEX FLEXTRONICS INTERNATIONAL LTD Technology 2,235.0 $362K 0.03% NEW $162.07 -31.8%
22 SCHF SCHWAB 12,961.0 $359K 0.03% NEW $27.70 +2.7%
23 Q QNITY ELECTRONINCS INC Technology 2,192.0 $358K 0.03% NEW $163.31 -21.1%
24 ROST ROSS STORES INC Consumer Cyclical 1,636.0 $348K 0.03% NEW $212.85 +12.3%
25 ISHARES 15,281.0 $342K 0.03% NEW $22.38
26 IBDT ISHARES 13,267.0 $335K 0.03% NEW $25.25 -0.2%
27 STX SEAGATE TECHNOLOGY HLDGS PUB LTD Technology 347.0 $335K 0.03% NEW $965.00 -11.9%
28 TDY TELEDYNE TECHNOLOGIES INC Technology 501.0 $334K 0.03% NEW $666.90 -4.6%
29 VRT VERTIV Industrials 965.0 $323K 0.03% NEW $334.82 -21.8%
30 HEICO CORP 1,218.0 $314K 0.03% NEW $257.91
31 CDW CDW CORP Technology 2,180.0 $307K 0.03% NEW $140.64 -2.4%
32 MTBA SIMPLIFY 6,148.0 $303K 0.03% NEW $49.24 -1.2%
33 ESGV VANGUARD 2,267.0 $300K 0.03% NEW $132.24 +2.7%
34 DFAX DIMENSIONAL 8,106.0 $299K 0.03% NEW $36.84 +3.6%
35 FITB FIFTH THIRD BANCORP Financial Services 5,041.0 $284K 0.02% NEW $56.37 -2.7%
36 DUPONT DE NEMOURS INC 2,044.0 $277K 0.02% NEW $135.68
37 SBCF SEACOAST BANKING CORP OF FLORIDA Financial Services 8,317.0 $277K 0.02% NEW $33.25 +4.1%
38 SCHG SCHWAB 8,167.0 $276K 0.02% NEW $33.84 +4.4%
39 FTEC FIDELITY 990.0 $276K 0.02% NEW $278.34 +1.5%
40 USHY ISHARES 7,413.0 $274K 0.02% NEW $37.02 -0.5%
Page 2 of 5  ·  88 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%