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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 3 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJR ISHARES 28,225.0 $4.2M 0.35% +25K +738.0% $148.31 -1.0%
42 IWF ISHARES 31,231.0 $3.9M 0.33% +25K +427.3% $124.17 -1.6%
43 LLY ELI LILLY & CO Healthcare 2,996.0 $3.6M 0.30% +282.0 +10.4% $1199.43 +5.7%
44 EFG ISHARES 26,570.0 $3.3M 0.28% +9K +51.4% $124.42 +0.8%
45 PG PROCTER & GAMBLE CO Consumer Defensive 22,165.0 $3.3M 0.28% +2K +8.5% $146.64 -1.9%
46 VXF VANGUARD 12,979.0 $3.2M 0.27% +153.0 +1.2% $246.21 -0.7%
47 GS GOLDMAN SACHS GROUP INC Financial Services 3,054.0 $3.1M 0.26% -269.0 -8.1% $1011.37 +0.1%
48 BND VANGUARD 40,988.0 $3.0M 0.26% +1K +2.7% $73.41 -1.6%
49 CVX CHEVRON CORP Energy 17,799.0 $3.0M 0.25% +4K +31.7% $165.76 +24.4%
50 IAU ISHARES Financial Services 38,330.0 $2.9M 0.25% $75.51 +14.3%
51 ASML ASML HOLDING NV Technology 1,433.0 $2.9M 0.24% +289.0 +25.3% $1989.44 -12.2%
52 WTPI WISDOMTREE 85,822.0 $2.8M 0.24% -143K -62.5% $32.79 +1.6%
53 IBM INTERNATIONAL BUSINESS MACHINES Technology 9,914.0 $2.8M 0.24% +999.0 +11.2% $281.21 -15.8%
54 PEP PEPSICO INC Consumer Defensive 20,129.0 $2.7M 0.23% $135.40 +5.7%
55 IWM ISHARES 9,023.0 $2.7M 0.23% -153.0 -1.7% $300.45 -0.6%
56 CSCO CISCO SYSTEMS INC Technology 22,809.0 $2.7M 0.23% -854.0 -3.6% $117.46 -5.7%
57 ABBV ABBVIE INC Healthcare 10,133.0 $2.5M 0.22% +3K +45.0% $251.64 +6.0%
58 MA MASTERCARD INC Financial Services 4,938.0 $2.5M 0.21% -52.0 -1.0% $513.60 +13.1%
59 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 3,583.0 $2.5M 0.21% $703.34 -0.8%
60 LRCX LAM RESEARCH CORP Technology 5,560.0 $2.4M 0.20% +503.0 +9.9% $433.33 -29.8%
Page 3 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%