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Portfolio (Quarterly) Guide ↗

Truepoint, Inc.

· CIK 0001427748
13F Portfolio $4.5B AUM 149 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 45 Added 49 Reduced 8 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 1,289.0 $280K 0.01% +155.0 +13.7% $217.49 -3.3%
42 SPEM SPDR INDEX SHS FDS 5,474.0 $257K 0.01% +1K +27.6% $46.91 +8.4%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 1,017.0 $247K 0.01% +8.0 +0.8% $242.39 -9.9%
44 NFLX NETFLIX INC Communication Services 2,349.0 $226K 0.01% +78.0 +3.4% $96.15 -9.6%
45 BAC BANK AMERICA CORP Financial Services 4,517.0 $220K 0.01% +298.0 +7.1% $48.75 +2.1%
Page 3 of 3  ·  45 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
Consumer Defensive 31.1%
Financial Services 21.2%
Technology 19.7%
Industrials 7.5%
Communication Services 6.3%
Consumer Cyclical 5.8%
Energy 3.3%
Healthcare 2.8%
Basic Materials 1.4%
Utilities 1.0%