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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 23 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EHC ENCOMPASS HEALTH CORP Healthcare 2,084.0 $211K 0.02% -103.0 -4.7% $101.08 +19.6%
442 CLH CLEAN HARBORS INC Industrials 705.0 $211K 0.02% NEW $298.75 +7.8%
443 PR PERMIAN RESOURCES CORPORATION Energy 11,374.0 $209K 0.02% -22K -65.7% $18.41 +29.7%
444 ONB OLD NATIONAL BANCORP Financial Services 8,070.0 $209K 0.02% NEW $25.90 -0.3%
445 KFY KORN/FERRY INTERNATIONAL Industrials 3,124.0 $208K 0.02% NEW $66.58 +27.1%
446 PRI PRIMERICA INC Financial Services 727.0 $207K 0.02% NEW $284.20 +4.8%
447 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,153.0 $206K 0.02% -1K -47.6% $178.59 +4.9%
448 GD GENERAL DYNAMICS CORP Industrials 580.0 $205K 0.02% NEW $354.23 +9.0%
449 AON AON PLC Financial Services 619.0 $205K 0.02% -316.0 -33.8% $331.69 +6.1%
450 FND FLOOR & DECOR HOLDINGS INC Consumer Cyclical 3,458.0 $205K 0.02% -1K -29.6% $59.36 -7.8%
451 GWRE GUIDEWIRE SOFTWARE INC Technology 1,668.0 $205K 0.02% -654.0 -28.2% $123.05 +47.7%
452 HOMB HOME BANCSHARES INC Financial Services 7,181.0 $205K 0.02% -53.0 -0.7% $28.55 +5.7%
453 VMI VALMONT INDUSTRIES INC Industrials 354.0 $204K 0.02% NEW $577.60 -16.6%
454 VIS VANGUARD 562.0 $203K 0.02% NEW $360.38 -4.3%
455 WBS WEBSTER FINANCIAL CORP Financial Services 2,646.0 $202K 0.02% NEW $76.42 +1.5%
456 MSCI MSCI INC Financial Services 359.0 $201K 0.02% NEW $560.03 +1.6%
457 RBC RBC BEARINGS INC Industrials 312.0 $201K 0.02% NEW $644.05 -21.7%
458 NMR NOMURA HOLDINGS INC ADR Financial Services 17,495.0 $154K 0.01% +5K +45.8% $8.78 +7.6%
459 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 12,862.0 $147K 0.01% NEW $11.45 -1.5%
460 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,978.0 $107K 0.01% NEW $7.68 -21.7%
Page 23 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%