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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 10 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MNST MONSTER BEVERAGE CORP Consumer Defensive 6,826.0 $656K 0.06% +2K +36.1% $96.12 -50.3%
182 UNILEVER PLC 10,860.0 $653K 0.06% +5K +87.0% $60.12
183 SBUX STARBUCKS CORP Consumer Cyclical 6,304.0 $644K 0.06% -77.0 -1.2% $102.19 +4.8%
184 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 6,831.0 $629K 0.05% +2K +54.1% $92.09 -3.2%
185 VONG VANGUARD 4,920.0 $629K 0.05% +59.0 +1.2% $127.81 -1.4%
186 DIS DISNEY WALT CO Communication Services 6,449.0 $621K 0.05% +145.0 +2.3% $96.25 +12.0%
187 ISRG INTUITIVE SURGICAL INC Healthcare 1,559.0 $620K 0.05% -19.0 -1.2% $397.67 -4.7%
188 MEDP MEDPACE HOLDINGS INC Healthcare 1,166.0 $618K 0.05% -631.0 -35.1% $529.59 +17.2%
189 ITW ILLINOIS TOOL WORKS INC Industrials 2,273.0 $615K 0.05% +597.0 +35.6% $270.47 +4.4%
190 CVS CVS HEALTH CORP Healthcare 5,909.0 $611K 0.05% +2K +62.0% $103.45 -10.1%
191 TOTALENERGIES SE 7,823.0 $608K 0.05% +110.0 +1.4% $77.76
192 ENTG ENTEGRIS INC Technology 3,378.0 $608K 0.05% -2K -40.5% $179.86 -20.1%
193 TER TERADYNE INC Technology 1,255.0 $607K 0.05% +165.0 +15.1% $483.84 -22.3%
194 MET METLIFE INC Financial Services 7,112.0 $602K 0.05% +2K +46.9% $84.61 +11.5%
195 SMFG SUMITOMO MITUSUI FINANCIAL GROUP Financial Services 25,437.0 $600K 0.05% +6K +29.6% $23.58 +6.2%
196 SPGI S&P GLOBAL INC NPV Financial Services 1,469.0 $598K 0.05% -121.0 -7.6% $407.26 +5.9%
197 BBVA BANCO BILBAO VIZCAYA ARGENTARIA Financial Services 23,819.0 $597K 0.05% +5K +29.0% $25.06 +15.9%
198 IBDS ISHARES 24,639.0 $597K 0.05% NEW $24.22 -0.1%
199 THG HANOVER INSURANCE GROUP INC Financial Services 2,784.0 $596K 0.05% -84.0 -2.9% $214.12 +4.2%
200 TPR TAPESTRY INC Consumer Cyclical 4,000.0 $586K 0.05% $146.38 -11.1%
Page 10 of 24  ·  463 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%