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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 24 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PUTNAM 13,007.0 $104K 0.01% NEW $7.96
462 CCC CCC INTELLIGENT SOLUTIONS HOLD. Technology 18,498.0 $95K 0.01% -15K -45.2% $5.16 +44.7%
463 GDYN GRID DYNAMICS HOLDINGS INC Technology 10,438.0 $59K 0.01% -5K -30.2% $5.68 +38.7%
Page 24 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%