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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 20 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 INTU INTUIT INC Technology 1,002.0 $262K 0.02% -784.0 -43.9% $261.00 +38.6%
382 DORM DORMAN PRODUCTS INC Consumer Cyclical 1,916.0 $261K 0.02% -1K -37.0% $136.45 -3.7%
383 SNPS SYNOPSYS INC Technology 584.0 $261K 0.02% -24.0 -4.0% $446.06 -10.8%
384 PAVE GLOBAL X 4,420.0 $260K 0.02% -156.0 -3.4% $58.92 -4.9%
385 VLO VALERO ENERGY CORP Energy 999.0 $260K 0.02% NEW $260.44 +31.1%
386 COHR COHERENT CORP Technology 659.0 $260K 0.02% -425.0 -39.2% $394.46 -26.5%
387 SF STIFEL FINANCIAL CORP Financial Services 3,714.0 $259K 0.02% -1K -23.1% $69.77 +14.5%
388 DEO DIAGEO PLC SPONSORED ADR Consumer Defensive 3,214.0 $258K 0.02% NEW $80.38 +16.8%
389 ALC ALCON INC Healthcare 3,849.0 $258K 0.02% NEW $67.10 +8.7%
390 KKR KKR CO INC Financial Services 2,807.0 $258K 0.02% NEW $91.78 +16.6%
391 GIS GENERAL MILLS INC Consumer Defensive 7,351.0 $256K 0.02% +3K +61.6% $34.80 +13.8%
392 NKE NIKE INC CLASS B Consumer Cyclical 6,231.0 $256K 0.02% +2K +35.0% $41.05 -2.0%
393 HSY HERSHEY FOODS CO Consumer Defensive 1,436.0 $252K 0.02% NEW $175.45 +7.3%
394 PHG KONINKLIJKE PHILIPS Healthcare 9,236.0 $251K 0.02% NEW $27.19 +1.1%
395 EMB ISHARES 2,602.0 $251K 0.02% +102.0 +4.1% $96.44 -1.8%
396 DDOG DATADOG INC Technology 957.0 $249K 0.02% NEW $260.36 -10.7%
397 VNQ VANGUARD 2,554.0 $246K 0.02% -205.0 -7.4% $96.43 +2.3%
398 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,455.0 $245K 0.02% NEW $168.53 -9.3%
399 DFUS DIMENSIONAL 2,990.0 $245K 0.02% NEW $81.94 +1.6%
400 CON CONCENTRA GROUP HOLDINGS PARENT, Healthcare 8,141.0 $242K 0.02% NEW $29.75 +17.0%
Page 20 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%