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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 22 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TRGP TARGA RESOURCES CORP Energy 856.0 $230K 0.02% NEW $268.15 +12.7%
422 SCHP SCHWAB 8,651.0 $229K 0.02% -8K -49.4% $26.50 -1.6%
423 DTE DTE ENERGY CO Utilities 1,492.0 $227K 0.02% NEW $152.37 -9.3%
424 MMS MAXIMUS INC Industrials 4,217.0 $227K 0.02% -958.0 -18.5% $53.76 +7.4%
425 TTMI TTM TECHNOLOGIES INC Technology 1,210.0 $226K 0.02% NEW $187.02 -38.8%
426 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,474.0 $225K 0.02% NEW $152.96 -23.1%
427 DFAS DIMENSIONAL 2,722.0 $224K 0.02% NEW $82.33 +0.1%
428 PUK PRUDENTIAL CORP Financial Services 8,334.0 $223K 0.02% +416.0 +5.2% $26.81 +2.8%
429 CTRE CARETRUST REIT INC Real Estate 5,532.0 $223K 0.02% -1K -18.2% $40.35 -1.5%
430 FELC FIDELITY 5,320.0 $223K 0.02% NEW $41.91 +3.2%
431 IQVIA HOLDINGS INC 1,149.0 $222K 0.02% -148.0 -11.4% $193.22
432 SRE SEMPRA ENERGY Utilities 2,389.0 $221K 0.02% NEW $92.71 -5.7%
433 EVR EVERCORE PARTNERS INC Financial Services 648.0 $221K 0.02% +27.0 +4.3% $341.44 -15.9%
434 MUNI PIMCO 4,149.0 $218K 0.02% NEW $52.60 -1.6%
435 BSX BOSTON SCIENTIFIC CORP Healthcare 5,049.0 $215K 0.02% -4K -42.8% $42.68 +15.7%
436 DVN DEVON ENERGY CORP Energy 5,169.0 $214K 0.02% NEW $41.32 +19.3%
437 UPS UNITED PARCEL SERVICE Industrials 1,983.0 $213K 0.02% -62.0 -3.0% $107.51 -4.6%
438 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 2,832.0 $212K 0.02% NEW $74.81 +3.1%
439 IBIT ISHARES Financial Services 6,344.0 $211K 0.02% $33.29 +23.8%
440 VVV VALVOLINE INC Energy 5,340.0 $211K 0.02% NEW $39.54 -14.5%
Page 22 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%