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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 6 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OEF ISHARES 3,800.0 $1.4M 0.12% $365.87 +3.3%
102 PM PHILLIP MORRIS INTL INC Consumer Defensive 7,281.0 $1.3M 0.11% -1K -14.2% $180.91 +5.0%
103 HONEYWELL TECHNOLOGIES 5,874.0 $1.3M 0.11% NEW $223.02
104 COP CONOCOPHILLIPS Energy 12,517.0 $1.3M 0.11% +3K +38.8% $103.96 +29.9%
105 SHEL SHELL PLC Energy 16,706.0 $1.3M 0.11% +2K +16.2% $77.54 +20.4%
106 HSBC HSBC HOLDINGS PLC Financial Services 13,421.0 $1.3M 0.11% +3K +26.2% $95.09 +9.0%
107 SO SOUTHERN CO Utilities 13,072.0 $1.3M 0.11% +1K +10.6% $95.71 -5.7%
108 C CITIGROUP INC SR NT Financial Services 8,908.0 $1.2M 0.11% +106.0 +1.2% $139.96 -6.6%
109 UNH UNITEDHEALTH GROUP INC Healthcare 2,958.0 $1.2M 0.10% +127.0 +4.5% $415.63 -5.5%
110 PANW PALO ALTO NETWORKS INC Technology 3,519.0 $1.2M 0.10% +454.0 +14.8% $341.02 +3.0%
111 ETN EATON CORP Industrials 2,748.0 $1.2M 0.10% +73.0 +2.7% $426.12 -0.9%
112 RB GLOBAL INC 10,002.0 $1.2M 0.10% -3K -20.8% $116.45
113 PPG PPG INDUSTRIES INC Basic Materials 9,441.0 $1.1M 0.10% +2K +24.2% $121.29 -5.9%
114 MCD MC DONALDS CORP Consumer Cyclical 4,221.0 $1.1M 0.10% -139.0 -3.2% $270.31 -0.1%
115 WDC WESTERN DIGITAL CORP Technology 1,728.0 $1.1M 0.09% NEW $638.72 -27.5%
116 USMV ISHARES 10,777.0 $1.0M 0.09% +206.0 +1.9% $96.46 +5.1%
117 TDG TRANSDIGN GROUP INC Industrials 775.0 $1.0M 0.09% +266.0 +52.3% $1332.04 -10.1%
118 VB VANGUARD 3,378.0 $1.0M 0.09% +24.0 +0.7% $303.12 +0.4%
119 MMM 3M CO FR Industrials 6,302.0 $1.0M 0.09% -2K -28.2% $161.91 +11.8%
120 IBD INSPIRE 42,761.0 $1.0M 0.09% +2K +6.2% $23.77 -0.6%
Page 6 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%