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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 15 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SSD SIMPSON MANUFACTURING Industrials 1,834.0 $384K 0.03% -717.0 -28.1% $209.35 -9.8%
282 LYG LLOYDS TSB GROUP PLC Financial Services 65,773.0 $383K 0.03% +22K +49.8% $5.83 +3.3%
283 WST WEST PHARMACEUTICALS SERVICES Healthcare 1,062.0 $381K 0.03% -1K -49.6% $359.00 -1.6%
284 TM TOYOTA MOTOR CORP ADR Consumer Cyclical 2,251.0 $379K 0.03% +421.0 +23.0% $168.42 +17.2%
285 GM GENERAL MOTORS CO Consumer Cyclical 4,911.0 $379K 0.03% -233.0 -4.5% $77.08 +14.1%
286 JHML JOHN HANCOCK 4,188.0 $373K 0.03% $89.18 +2.1%
287 LYV LIVE NATION ENTERTAINMENT INC Communication Services 2,039.0 $373K 0.03% NEW $183.11 -0.7%
288 PH PARKER HANNIFIN CORP Industrials 378.0 $370K 0.03% -25.0 -6.2% $978.12 +2.4%
289 OSK OSHKOSH TRUCK CORP CLASS B Industrials 2,392.0 $367K 0.03% -51.0 -2.1% $153.48 +2.4%
290 BN BROOKFIELD CORPORATION Financial Services 8,578.0 $365K 0.03% NEW $42.59 -2.1%
291 FLEX FLEXTRONICS INTERNATIONAL LTD Technology 2,235.0 $362K 0.03% NEW $162.07 -31.8%
292 SPSC SPS COMMERCE INC Technology 6,312.0 $361K 0.03% -3K -30.7% $57.17 +41.8%
293 MC MOELIS & CO Financial Services 5,513.0 $361K 0.03% -3K -36.0% $65.42 +4.4%
294 HWC HANCOCK WHITNEY CORP Financial Services 4,816.0 $360K 0.03% -45.0 -0.9% $74.72 +0.9%
295 SCHF SCHWAB 12,961.0 $359K 0.03% NEW $27.70 +2.7%
296 UTHR UNITED THERAPEUTICS CORP Healthcare 662.0 $359K 0.03% -46.0 -6.5% $541.82 -5.3%
297 SIGI SELECTIVE INSURANCE GROUP INC Financial Services 3,696.0 $359K 0.03% -4K -51.9% $97.01 -5.7%
298 LH LABCORP HOLDINGS INC Healthcare 1,280.0 $358K 0.03% -135.0 -9.5% $280.00 +20.1%
299 Q QNITY ELECTRONINCS INC Technology 2,192.0 $358K 0.03% NEW $163.31 -21.1%
300 ZTS ZOETIS INC Healthcare 4,912.0 $353K 0.03% +2K +73.5% $71.86 +8.2%
Page 15 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%