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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 8 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHW SCHWAB CHARLES CORP Financial Services 9,322.0 $860K 0.07% +2K +23.8% $92.27 +21.7%
142 NPO ENPRO INDS INC Industrials 2,260.0 $852K 0.07% -1K -32.2% $376.93 -17.1%
143 QCOM QUALCOMM INC Technology 4,593.0 $849K 0.07% -531.0 -10.4% $184.79 -13.0%
144 SAN BANCO DE SANTANDER CENTRAL Financial Services 61,357.0 $847K 0.07% +9K +18.3% $13.80 +5.7%
145 CIEN CIENA CORP Technology 1,713.0 $840K 0.07% -639.0 -27.2% $490.56 -19.3%
146 SOXX ISHARES 1,296.0 $830K 0.07% $640.76 -18.8%
147 BMY BRISTOL MYERS SQUIBB CO Healthcare 13,912.0 $802K 0.07% +6K +73.8% $57.62 +16.3%
148 NOW SERVICENOW INC Technology 7,961.0 $790K 0.07% -396.0 -4.7% $99.28 +29.4%
149 VEA VANGUARD 11,029.0 $786K 0.07% NEW $71.25 +3.0%
150 XEL XCEL ENERGY INC Utilities 9,589.0 $770K 0.07% -1K -12.2% $80.30 -5.0%
151 CW CURTISS-WRIGHT CORP Industrials 1,014.0 $768K 0.07% +37.0 +3.8% $757.76 -16.2%
152 EEM ISHARES 11,227.0 $768K 0.07% NEW $68.41 -1.9%
153 IUSV ISHARES 6,958.0 $766K 0.07% +358.0 +5.4% $110.15 +4.3%
154 MLI MUELLER INDUSTRIES INC Industrials 6,205.0 $763K 0.07% -422.0 -6.4% $122.93 -48.6%
155 MO ALTRIA GROUP INC Consumer Defensive 10,532.0 $758K 0.06% +4K +73.0% $71.95 -8.1%
156 DUK DUKE ENERGY CORP Utilities 5,938.0 $752K 0.06% +1K +28.2% $126.58 -5.3%
157 POWI POWER INTEGRATIONS INC Technology 8,902.0 $746K 0.06% -2K -21.7% $83.76 -34.1%
158 CMCSA COMCAST CORPORATION Communication Services 30,234.0 $742K 0.06% +12K +63.1% $24.55 +9.4%
159 ESE ESCO TECHNOLOGIES INC Technology 2,118.0 $741K 0.06% +79.0 +3.9% $350.04 -17.9%
160 KMB KIMBERLY CLARK CORP Consumer Defensive 6,725.0 $738K 0.06% -844.0 -11.2% $109.77 -0.4%
Page 8 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%