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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 9 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IQVIA HOLDINGS INC 1,149.0 $222K 0.02% -148.0 -11.4% $193.22
162 BSX BOSTON SCIENTIFIC CORP Healthcare 5,049.0 $215K 0.02% -4K -42.8% $42.68 +18.0%
163 UPS UNITED PARCEL SERVICE Industrials 1,983.0 $213K 0.02% -62.0 -3.0% $107.51 -5.1%
164 EHC ENCOMPASS HEALTH CORP Healthcare 2,084.0 $211K 0.02% -103.0 -4.7% $101.08 +19.0%
165 PR PERMIAN RESOURCES CORPORATION Energy 11,374.0 $209K 0.02% -22K -65.7% $18.41 +29.0%
166 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,153.0 $206K 0.02% -1K -47.6% $178.59 +4.2%
167 AON AON PLC Financial Services 619.0 $205K 0.02% -316.0 -33.8% $331.69 +7.1%
168 FND FLOOR & DECOR HOLDINGS INC Consumer Cyclical 3,458.0 $205K 0.02% -1K -29.6% $59.36 -8.6%
169 GWRE GUIDEWIRE SOFTWARE INC Technology 1,668.0 $205K 0.02% -654.0 -28.2% $123.05 +53.8%
170 HOMB HOME BANCSHARES INC Financial Services 7,181.0 $205K 0.02% -53.0 -0.7% $28.55 +6.0%
171 CCC CCC INTELLIGENT SOLUTIONS HOLD. Technology 18,498.0 $95K 0.01% -15K -45.2% $5.16 +44.6%
172 GDYN GRID DYNAMICS HOLDINGS INC Technology 10,438.0 $59K 0.01% -5K -30.2% $5.68 +40.8%
Page 9 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%