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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEM NEWMONT CORP Basic Materials 2,933.0 $274K 0.02% NEW $93.40 +40.9%
42 HPE HEWLETT PACKARD ENTERPRISE CO Technology 6,047.0 $273K 0.02% NEW $45.11 +18.5%
43 SCHD SCHWAB 8,494.0 $269K 0.02% NEW $31.71 +10.7%
44 AMP AMERIPRISE FINANCIAL INC Financial Services 581.0 $267K 0.02% NEW $458.76 +21.1%
45 WCC WESCO INTERNATIONAL INC Industrials 771.0 $266K 0.02% NEW $345.43 +1.1%
46 FFIV F5 NETWORKS INC Technology 636.0 $265K 0.02% NEW $415.97 -7.5%
47 VLO VALERO ENERGY CORP Energy 999.0 $260K 0.02% NEW $260.44 +34.0%
48 DEO DIAGEO PLC SPONSORED ADR Consumer Defensive 3,214.0 $258K 0.02% NEW $80.38 +17.7%
49 ALC ALCON INC Healthcare 3,849.0 $258K 0.02% NEW $67.10 +9.7%
50 KKR KKR CO INC 2,807.0 $258K 0.02% NEW $91.78
51 HSY HERSHEY FOODS CO Consumer Defensive 1,436.0 $252K 0.02% NEW $175.45 +6.3%
52 PHG KONINKLIJKE PHILIPS Healthcare 9,236.0 $251K 0.02% NEW $27.19 +0.8%
53 DDOG DATADOG INC Technology 957.0 $249K 0.02% NEW $260.36 -9.5%
54 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,455.0 $245K 0.02% NEW $168.53 -9.5%
55 DFUS DIMENSIONAL 2,990.0 $245K 0.02% NEW $81.94 +2.1%
56 CON CONCENTRA GROUP HOLDINGS PARENT, Healthcare 8,141.0 $242K 0.02% NEW $29.75 +17.6%
57 IXUS ISHARES 2,514.0 $240K 0.02% NEW $95.44 +2.6%
58 PSA PUBLIC STORAGE Real Estate 751.0 $239K 0.02% NEW $318.31 +1.3%
59 TKR TIMKEN CO Industrials 1,631.0 $237K 0.02% NEW $145.32 -13.9%
60 AZN ASTRAZENECA PLC Healthcare 1,238.0 $235K 0.02% NEW $189.62 -12.5%
Page 3 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%