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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 18 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CHKP CHECK POINT SOFTWARE Technology 2,240.0 $294K 0.03% -208.0 -8.5% $131.43 -0.8%
342 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 5,082.0 $294K 0.03% -2K -25.2% $57.84 +10.9%
343 D DOMINION ENERGY INC Utilities 4,285.0 $293K 0.03% -305.0 -6.6% $68.29 -1.2%
344 MSI MOTOROLA Technology 702.0 $292K 0.03% -86.0 -10.9% $415.29 +14.0%
345 ITT ITT INC Industrials 1,472.0 $291K 0.03% +224.0 +17.9% $197.76 +5.3%
346 BX BLACKSTONE GROUP INC Financial Services 2,463.0 $290K 0.03% -793.0 -24.4% $117.67 +20.1%
347 HCA HCA HEALTHCARE INC Healthcare 742.0 $289K 0.03% +18.0 +2.5% $389.89 +4.2%
348 ORI OLD REPUBLIC INTERNATIONAL CORP Financial Services 7,029.0 $288K 0.02% $40.92 +2.2%
349 PFGC PERFORMANCE FOOD GROUP Consumer Defensive 2,564.0 $287K 0.02% +77.0 +3.1% $111.79 -7.0%
350 GNTX GENTEX CORP Consumer Cyclical 11,300.0 $286K 0.02% -309.0 -2.7% $25.27 -6.6%
351 FITB FIFTH THIRD BANCORP Financial Services 5,041.0 $284K 0.02% NEW $56.37 -3.3%
352 CBSH COMMERCE BANCSHARES INC Financial Services 4,919.0 $284K 0.02% +230.0 +4.9% $57.75 +1.8%
353 WEC WEC ENERGY GROUP INC Utilities 2,418.0 $282K 0.02% +36.0 +1.5% $116.77 -7.1%
354 RELX RELX PLC NPV ADR Communication Services 8,905.0 $282K 0.02% +3K +52.3% $31.67 +11.7%
355 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 1,915.0 $280K 0.02% -153.0 -7.4% $146.11 -2.0%
356 DUPONT DE NEMOURS INC 2,044.0 $277K 0.02% NEW $135.68
357 SBCF SEACOAST BANKING CORP OF FLORIDA Financial Services 8,317.0 $277K 0.02% NEW $33.25 +4.5%
358 SCHG SCHWAB 8,167.0 $276K 0.02% NEW $33.84 +3.7%
359 ITOT ISHARES 1,680.0 $276K 0.02% -367.0 -17.9% $164.27 +1.8%
360 BRO BROWN & BROWN INC Financial Services 4,296.0 $276K 0.02% -698.0 -14.0% $64.15 +12.4%
Page 18 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%