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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 19 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FTEC FIDELITY 990.0 $276K 0.02% NEW $278.34 +1.4%
362 DKS DICKS SPORTING GOODS INC S Consumer Cyclical 1,212.0 $275K 0.02% -24.0 -1.9% $226.81 -20.9%
363 TOL TOLL BROTHERS INC Consumer Cyclical 1,666.0 $274K 0.02% -36.0 -2.1% $164.75 -11.9%
364 USHY ISHARES 7,413.0 $274K 0.02% NEW $37.02 -0.6%
365 NEM NEWMONT CORP Basic Materials 2,933.0 $274K 0.02% NEW $93.40 +36.7%
366 HPE HEWLETT PACKARD ENTERPRISE CO Technology 6,047.0 $273K 0.02% NEW $45.11 +17.2%
367 KAI KADANT INC Industrials 865.0 $272K 0.02% -376.0 -30.3% $314.23 -0.1%
368 NSC NORFOLK SOUTHERN CORP Industrials 864.0 $272K 0.02% -5.0 -0.6% $314.58 +10.2%
369 MCO MOODYS CORP Financial Services 598.0 $271K 0.02% +80.0 +15.4% $452.93 +10.1%
370 SCHD SCHWAB 8,494.0 $269K 0.02% NEW $31.71 +9.8%
371 BROS DUTCH BROS INC Consumer Cyclical 3,746.0 $269K 0.02% -169.0 -4.3% $71.81 -31.2%
372 CTAS CINTAS CORP Industrials 1,574.0 $268K 0.02% +23.0 +1.5% $170.08 +19.7%
373 VUG VANGUARD 3,102.0 $267K 0.02% +3K +495.4% $86.14 +1.2%
374 A AGILENT TECHNOLOGIES INC Healthcare 2,008.0 $267K 0.02% -325.0 -13.9% $132.83 +17.7%
375 AMP AMERIPRISE FINANCIAL INC Financial Services 581.0 $267K 0.02% NEW $458.76 +19.3%
376 WCC WESCO INTERNATIONAL INC Industrials 771.0 $266K 0.02% NEW $345.43 -2.1%
377 FFIV F5 NETWORKS INC Technology 636.0 $265K 0.02% NEW $415.97 -9.2%
378 HMC HONDA MOTOR ADR Consumer Cyclical 9,753.0 $264K 0.02% +2K +21.1% $27.11 +20.3%
379 NATWEST GROUP PLC 14,990.0 $264K 0.02% +4K +35.8% $17.63
380 MTD METTLER-TOLEDO INTL Healthcare 205.0 $262K 0.02% -37.0 -15.3% $1277.52 +9.1%
Page 19 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%