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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 9 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LFUS LITTLEFUSE INC Technology 1,621.0 $738K 0.06% -899.0 -35.7% $455.33 -9.5%
162 PNC PNC FINANCIAL SERVICES GRP Financial Services 2,969.0 $731K 0.06% +477.0 +19.1% $246.22 -1.3%
163 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 5,072.0 $726K 0.06% -3K -36.7% $143.11 +3.0%
164 NGG NATIONAL GRID Utilities 8,694.0 $720K 0.06% +982.0 +12.7% $82.87 -3.8%
165 PLD PROLOGIS INC Real Estate 5,252.0 $711K 0.06% +2K +61.2% $135.47 +4.7%
166 CSX CSX CORP SR GLBL Industrials 14,946.0 $710K 0.06% +5K +48.6% $47.53 +8.5%
167 HDV ISHARES 25,819.0 $708K 0.06% +21K +458.6% $27.41 +8.8%
168 DFAC DIMENSIONAL 15,945.0 $707K 0.06% $44.36 +2.8%
169 FN FABRINET Technology 1,256.0 $706K 0.06% +10.0 +0.8% $562.07 -22.3%
170 IEMG ISHARES 8,484.0 $703K 0.06% +498.0 +6.2% $82.84 -1.5%
171 UBS UBS GROUP Financial Services 13,926.0 $690K 0.06% +3K +21.9% $49.56 +7.5%
172 WMB WILLIAMS COMPANIES INC Energy 9,213.0 $685K 0.06% +4K +65.9% $74.34 -5.2%
173 TSCO TRACTOR SUPPLY CO Consumer Cyclical 21,552.0 $681K 0.06% -9K -29.6% $31.61 +10.7%
174 XLI STATE STREET 3,639.0 $674K 0.06% -24.0 -0.7% $185.23 -2.7%
175 VO VANGUARD 8,284.0 $667K 0.06% +6K +298.6% $80.57 +3.0%
176 VTV VANGUARD 3,059.0 $667K 0.06% +2K +170.7% $217.93 +3.9%
177 TECH BIO-TECHNE CORP Healthcare 9,411.0 $665K 0.06% -4K -29.9% $70.65 +2.4%
178 ONTO ONTO INNOVATION INC Technology 1,751.0 $663K 0.06% -2K -48.7% $378.45 -22.5%
179 FIVE FIVE BELOW INC Consumer Cyclical 3,681.0 $662K 0.06% -2K -36.5% $179.79 +39.2%
180 DOV DOVER CORP Industrials 2,938.0 $659K 0.06% +1K +60.1% $224.28 -10.0%
Page 9 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%