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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 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLI STATE STREET 3,639.0 $674K 0.06% -24.0 -0.7% $185.23 -2.7%
62 TECH BIO-TECHNE CORP Healthcare 9,411.0 $665K 0.06% -4K -29.9% $70.65 +2.4%
63 ONTO ONTO INNOVATION INC Technology 1,751.0 $663K 0.06% -2K -48.7% $378.45 -22.5%
64 FIVE FIVE BELOW INC Consumer Cyclical 3,681.0 $662K 0.06% -2K -36.5% $179.79 +39.2%
65 SBUX STARBUCKS CORP Consumer Cyclical 6,304.0 $644K 0.06% -77.0 -1.2% $102.19 +4.8%
66 ISRG INTUITIVE SURGICAL INC Healthcare 1,559.0 $620K 0.05% -19.0 -1.2% $397.67 -4.7%
67 MEDP MEDPACE HOLDINGS INC Healthcare 1,166.0 $618K 0.05% -631.0 -35.1% $529.59 +17.2%
68 ENTG ENTEGRIS INC Technology 3,378.0 $608K 0.05% -2K -40.5% $179.86 -20.1%
69 SPGI S&P GLOBAL INC NPV Financial Services 1,469.0 $598K 0.05% -121.0 -7.6% $407.26 +5.9%
70 THG HANOVER INSURANCE GROUP INC Financial Services 2,784.0 $596K 0.05% -84.0 -2.9% $214.12 +4.2%
71 XLV STATE STREET 3,620.0 $574K 0.05% -72.0 -1.9% $158.66 +10.1%
72 HWM HOWMET AEROSPACE INC Industrials 2,034.0 $547K 0.05% -69.0 -3.3% $268.86 +1.0%
73 XLK STATE STREET 2,835.0 $540K 0.05% -171.0 -5.7% $190.52 -3.8%
74 VWOB VANGUARD 7,827.0 $526K 0.04% -1K -13.8% $67.24 -2.0%
75 MGEE MGE ENERGY INC Utilities 6,334.0 $516K 0.04% -261.0 -4.0% $81.54 -3.5%
76 ACN ACCENTURE Technology 4,112.0 $512K 0.04% -597.0 -12.7% $124.44 +48.9%
77 ENSG ENSIGN GROUP INC Healthcare 3,185.0 $511K 0.04% -2K -36.4% $160.30 +12.0%
78 GKOS GLAUKOS CORP Healthcare 3,640.0 $509K 0.04% -372.0 -9.3% $139.76 +32.3%
79 IDA IDACORP INC Utilities 3,351.0 $507K 0.04% -2K -41.0% $151.30 -9.3%
80 VMBS VANGUARD 10,759.0 $504K 0.04% -1K -9.0% $46.81 -1.4%
Page 4 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%