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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 16 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ICLR ICON PLC Healthcare 2,028.0 $352K 0.03% -1K -42.1% $173.71 -0.1%
302 DHR DANAHER CORP Healthcare 1,846.0 $352K 0.03% +150.0 +8.8% $190.48 +13.2%
303 WELL WELLTOWER INC Real Estate 1,536.0 $349K 0.03% -170.0 -10.0% $226.97 +4.8%
304 AMT AMERICAN TOWER CORP Real Estate 2,131.0 $349K 0.03% +821.0 +62.7% $163.57 +7.9%
305 SONY SONY CORP ADR Technology 17,367.0 $348K 0.03% +2K +11.2% $20.06 +18.7%
306 ROST ROSS STORES INC Consumer Cyclical 1,636.0 $348K 0.03% NEW $212.85 +12.1%
307 WAT WATERS CORP Healthcare 923.0 $346K 0.03% +188.0 +25.6% $375.04 +6.6%
308 CME CME GROUP INC Financial Services 1,561.0 $345K 0.03% +554.0 +55.0% $220.83 +23.7%
309 FDX FEDEX CORP Industrials 1,097.0 $344K 0.03% -41.0 -3.6% $313.13 +5.1%
310 ISHARES 15,281.0 $342K 0.03% NEW $22.38
311 EXLS EXLSERVICE HOLDINGS INC Technology 13,099.0 $339K 0.03% -10K -44.0% $25.86 +44.1%
312 COKE COCACOLA CONSOLIDATED Consumer Defensive 1,764.0 $337K 0.03% -188.0 -9.6% $190.92 -2.0%
313 INCY INCYTE CORP Healthcare 2,968.0 $336K 0.03% -346.0 -10.4% $113.36 +12.6%
314 BURL BURLINGTON STORES INC Consumer Cyclical 1,058.0 $335K 0.03% -1K -56.6% $316.80 +6.1%
315 IBDT ISHARES 13,267.0 $335K 0.03% NEW $25.25 -0.2%
316 STX SEAGATE TECHNOLOGY HLDGS PUB LTD Technology 347.0 $335K 0.03% NEW $965.00 -11.7%
317 TDY TELEDYNE TECHNOLOGIES INC Technology 501.0 $334K 0.03% NEW $666.90 -5.0%
318 CSW INDUSTRIALS INC 1,198.0 $333K 0.03% -12.0 -1.0% $278.30
319 WWD WOODWARD INC Industrials 776.0 $330K 0.03% +102.0 +15.1% $425.44 -18.7%
320 ED CONSOLIDATED EDISON INC Utilities 2,948.0 $326K 0.03% +28.0 +1.0% $110.63 -2.5%
Page 16 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 26.1%
Financial Services 24.2%
Industrials 11.0%
Healthcare 9.3%
Communication Services 8.2%
Consumer Defensive 6.1%
Consumer Cyclical 5.4%
Energy 4.5%
Utilities 2.7%
Basic Materials 1.9%