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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 12 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IDA IDACORP INC Utilities 3,351.0 $507K 0.04% -2K -41.0% $151.30 -9.3%
222 VMBS VANGUARD 10,759.0 $504K 0.04% -1K -9.0% $46.81 -1.4%
223 HLN HALEON PLC Healthcare 53,903.0 $503K 0.04% +14K +36.1% $9.33 +7.2%
224 MFG MIZUHO FINANCIAL GROUP INC Financial Services 52,359.0 $502K 0.04% +14K +36.5% $9.58 +7.3%
225 FCX FREEPORT Basic Materials 7,973.0 $501K 0.04% +615.0 +8.4% $62.89 +21.9%
226 EOG EOG RESOURCES INC Energy 3,857.0 $500K 0.04% -261.0 -6.3% $129.73 +18.0%
227 TMUS T-MOBILE US INC Communication Services 2,928.0 $491K 0.04% +319.0 +12.2% $167.73 +9.1%
228 UBER UBER TECHNOLOGIES Technology 6,760.0 $488K 0.04% +252.0 +3.9% $72.16 +9.2%
229 EFV ISHARES 6,369.0 $488K 0.04% +167.0 +2.7% $76.55 +7.4%
230 TFC TRUIST FINANCIAL CORP Financial Services 9,751.0 $486K 0.04% +5K +104.8% $49.82 +1.2%
231 XLC STATE STREET 4,524.0 $485K 0.04% -50.0 -1.1% $107.13 +4.0%
232 CRM SALESFORCE.COM INC Technology 3,093.0 $485K 0.04% -472.0 -13.2% $156.66 +33.5%
233 AUB ATLANTIC UNION BANKSHARES CO Financial Services 11,431.0 $484K 0.04% -5K -29.9% $42.31 -2.7%
234 EME EMCOR GROUP INC Industrials 576.0 $478K 0.04% +3.0 +0.5% $829.89 -6.4%
235 COHU COHU INC Technology 6,466.0 $478K 0.04% NEW $73.91 -26.4%
236 LECO LINCOLN ELECTRIC HOLDINGS Industrials 1,798.0 $477K 0.04% -835.0 -31.7% $265.51 +6.1%
237 SPLV INVESCO 6,373.0 $477K 0.04% $74.90 +0.5%
238 HLT HILTON WORLDWIDE HOLDINGS INC Consumer Cyclical 1,435.0 $474K 0.04% NEW $330.46 -1.2%
239 DIOD DIODES INC Technology 4,320.0 $473K 0.04% -3K -42.5% $109.44 -14.1%
240 MKL MARKEL HOLDING Financial Services 241.0 $471K 0.04% -73.0 -23.2% $1953.01 -8.1%
Page 12 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%