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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 5 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWS ISHARES 10,991.0 $1.8M 0.15% +2K +27.8% $164.60 +4.5%
82 GEV GE VERNOVA LLC Utilities 1,480.0 $1.7M 0.15% +14.0 +0.9% $1174.86 -18.6%
83 SCHX SCHWAB 57,413.0 $1.7M 0.14% $29.43 +2.7%
84 DVY ISHARES 10,809.0 $1.7M 0.14% +902.0 +9.1% $156.30 +5.0%
85 HYMB STATE STREET SPDR 65,995.0 $1.7M 0.14% +34K +107.9% $25.44 -2.5%
86 EFA ISHARES 15,907.0 $1.7M 0.14% -683.0 -4.1% $103.88 +4.2%
87 TXN TEXAS INSTRUMENTS INC Technology 5,520.0 $1.6M 0.14% -505.0 -8.4% $298.07 -11.3%
88 GE GE AEROSPACE Industrials 4,372.0 $1.6M 0.14% -263.0 -5.7% $373.73 -6.8%
89 PFE PFIZER INC Healthcare 67,683.0 $1.6M 0.14% +35K +108.8% $24.08 +16.6%
90 KLAC KLA-TENCOR CORP Technology 5,284.0 $1.6M 0.14% +5K +961.0% $301.71 -39.0%
91 FIX COMFORT SYSTEMS USA Industrials 804.0 $1.6M 0.14% -235.0 -22.6% $1981.96 -16.5%
92 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,764.0 $1.6M 0.13% +8K +2212.4% $178.24 +17.6%
93 VZ VERIZON COMMUNICATIONS INC Communication Services 36,281.0 $1.5M 0.13% +2K +4.5% $42.34 +16.8%
94 NFLX NETFLIX INC Communication Services 21,480.0 $1.5M 0.13% +620.0 +3.0% $71.40 +11.5%
95 LIN LINDE PLC Basic Materials 2,907.0 $1.5M 0.13% +394.0 +15.7% $518.94 -6.0%
96 UNP UNION PACIFIC CORP Industrials 5,503.0 $1.5M 0.13% +300.0 +5.8% $272.00 +13.3%
97 VWO VANGUARD 24,519.0 $1.5M 0.12% -54K -68.9% $59.69 +1.3%
98 SCHE SCHWAB 39,468.0 $1.4M 0.12% $36.26 +2.0%
99 MS MORGAN STANLEY Financial Services 6,819.0 $1.4M 0.12% -881.0 -11.4% $209.01 +2.5%
100 USB US BANCORP Financial Services 23,475.0 $1.4M 0.12% +13K +123.1% $60.40 +2.7%
Page 5 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 26.5%
Financial Services 24.5%
Industrials 11.1%
Healthcare 9.4%
Communication Services 6.7%
Consumer Defensive 6.2%
Consumer Cyclical 5.5%
Energy 4.6%
Utilities 2.7%
Basic Materials 1.9%