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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 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD 19,065.0 $4.6M 0.39% -11K -37.2% $242.99 +2.5%
22 GS GOLDMAN SACHS GROUP INC Financial Services 3,054.0 $3.1M 0.26% -269.0 -8.1% $1011.37 +2.8%
23 WTPI WISDOMTREE 85,822.0 $2.8M 0.24% -143K -62.5% $32.79 +1.6%
24 IWM ISHARES 9,023.0 $2.7M 0.23% -153.0 -1.7% $300.45 -0.2%
25 CSCO CISCO SYSTEMS INC Technology 22,809.0 $2.7M 0.23% -854.0 -3.6% $117.46 -5.5%
26 MA MASTERCARD INC Financial Services 4,938.0 $2.5M 0.21% -52.0 -1.0% $513.60 +13.1%
27 IJH ISHARES 28,983.0 $2.2M 0.19% -780.0 -2.6% $77.11 -0.4%
28 HD HOME DEPOT INC Consumer Cyclical 6,120.0 $2.2M 0.18% -189.0 -3.0% $352.68 -4.8%
29 CATH GLOBAL X 24,096.0 $2.1M 0.18% -5K -18.5% $88.50 +2.9%
30 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 5,454.0 $2.0M 0.17% -401.0 -6.8% $370.59 -3.8%
31 MRK MERCK & CO INC Healthcare 14,851.0 $1.9M 0.16% -282.0 -1.9% $128.50 +18.7%
32 IWO ISHARES 4,724.0 $1.9M 0.16% -81.0 -1.7% $393.96 -1.7%
33 DE DEERE & CO Industrials 2,915.0 $1.8M 0.16% -130.0 -4.3% $634.33 +2.1%
34 WWJD INSPIRE 48,231.0 $1.8M 0.16% -7K -13.4% $38.13 +8.3%
35 EFA ISHARES 15,907.0 $1.7M 0.14% -683.0 -4.1% $103.88 +4.2%
36 TXN TEXAS INSTRUMENTS INC Technology 5,520.0 $1.6M 0.14% -505.0 -8.4% $298.07 -11.3%
37 GE GE AEROSPACE Industrials 4,372.0 $1.6M 0.14% -263.0 -5.7% $373.73 -6.8%
38 FIX COMFORT SYSTEMS USA Industrials 804.0 $1.6M 0.14% -235.0 -22.6% $1981.96 -16.5%
39 VWO VANGUARD 24,519.0 $1.5M 0.12% -54K -68.9% $59.69 +1.3%
40 MS MORGAN STANLEY Financial Services 6,819.0 $1.4M 0.12% -881.0 -11.4% $209.01 +2.5%
Page 2 of 9  ·  172 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%