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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 4 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWD ISHARES 9,750.0 $2.4M 0.20% +6K +154.2% $242.43 +5.7%
62 ORCL ORACLE CORP NT Technology 15,925.0 $2.3M 0.20% +6K +56.0% $146.55 -3.1%
63 VGT VANGUARD 19,369.0 $2.3M 0.20% +17K +749.9% $119.52 -1.0%
64 INTC INTEL CORP Technology 16,226.0 $2.3M 0.19% +4K +31.0% $139.63 -34.0%
65 NEE NEXTERA ENERGY INC Utilities 25,495.0 $2.2M 0.19% +940.0 +3.8% $87.77 -3.1%
66 IJH ISHARES 28,983.0 $2.2M 0.19% -780.0 -2.6% $77.11 -1.0%
67 TT TRANE TECHNOLOGIES PLC Industrials 4,497.0 $2.2M 0.19% +3K +311.8% $491.16 -8.2%
68 HD HOME DEPOT INC Consumer Cyclical 6,120.0 $2.2M 0.18% -189.0 -3.0% $352.68 -5.2%
69 CATH GLOBAL X 24,096.0 $2.1M 0.18% -5K -18.5% $88.50 +2.5%
70 KO COCA COLA CO Consumer Defensive 25,319.0 $2.1M 0.17% +3K +15.0% $81.27 +11.4%
71 COST COSTCO WHOLESALE CORP Consumer Defensive 2,187.0 $2.0M 0.17% +83.0 +3.9% $935.47 -0.2%
72 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 5,454.0 $2.0M 0.17% -401.0 -6.8% $370.59 -3.8%
73 IWP ISHARES 13,419.0 $2.0M 0.17% $146.41 -2.8%
74 EMR EMERSON ELECTRIC CO Industrials 13,620.0 $1.9M 0.17% +532.0 +4.1% $143.15 +8.1%
75 MRK MERCK & CO INC Healthcare 14,851.0 $1.9M 0.16% -282.0 -1.9% $128.50 +16.1%
76 CL COLGATE-PALMOLIVE CO Consumer Defensive 20,774.0 $1.9M 0.16% +1K +5.2% $91.68 -2.2%
77 IWO ISHARES 4,724.0 $1.9M 0.16% -81.0 -1.7% $393.96 -2.9%
78 MRSH MARSH & MC LENNAN CO INC Financial Services 11,099.0 $1.8M 0.16% +9K +373.1% $166.67 +14.1%
79 DE DEERE & CO Industrials 2,915.0 $1.8M 0.16% -130.0 -4.3% $634.33 -2.1%
80 WWJD INSPIRE 48,231.0 $1.8M 0.16% -7K -13.4% $38.13 +7.1%
Page 4 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%