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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MTZ MASTEC INC Industrials 563.0 $234K 0.02% NEW $416.05 -36.0%
62 BIIB BIOGEN INC Healthcare 1,078.0 $233K 0.02% NEW $216.06 +0.3%
63 BTI BRITISH AMERICAN TOBACCO PLC ADR Consumer Defensive 3,771.0 $233K 0.02% NEW $61.76 -9.0%
64 PSTG EVERPURE INC 2,925.0 $230K 0.02% NEW $78.79
65 TRGP TARGA RESOURCES CORP Energy 856.0 $230K 0.02% NEW $268.15 +11.5%
66 DTE DTE ENERGY CO Utilities 1,492.0 $227K 0.02% NEW $152.37 -11.3%
67 TTMI TTM TECHNOLOGIES INC Technology 1,210.0 $226K 0.02% NEW $187.02 -40.9%
68 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,474.0 $225K 0.02% NEW $152.96 -23.1%
69 DFAS DIMENSIONAL 2,722.0 $224K 0.02% NEW $82.33 +0.8%
70 FELC FIDELITY 5,320.0 $223K 0.02% NEW $41.91 +3.7%
71 SRE SEMPRA ENERGY Utilities 2,389.0 $221K 0.02% NEW $92.71 -10.6%
72 MUNI PIMCO 4,149.0 $218K 0.02% NEW $52.60 -1.7%
73 DVN DEVON ENERGY CORP Energy 5,169.0 $214K 0.02% NEW $41.32 +18.8%
74 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 2,832.0 $212K 0.02% NEW $74.81 +2.8%
75 VVV VALVOLINE INC Energy 5,340.0 $211K 0.02% NEW $39.54 -14.1%
76 CLH CLEAN HARBORS INC Industrials 705.0 $211K 0.02% NEW $298.75 +5.8%
77 ONB OLD NATIONAL BANCORP Financial Services 8,070.0 $209K 0.02% NEW $25.90 -0.3%
78 KFY KORN/FERRY INTERNATIONAL Industrials 3,124.0 $208K 0.02% NEW $66.58 +27.8%
79 PRI PRIMERICA INC Financial Services 727.0 $207K 0.02% NEW $284.20 +4.1%
80 GD GENERAL DYNAMICS CORP Industrials 580.0 $205K 0.02% NEW $354.23 +8.5%
Page 4 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%