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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 5,237.0 $1.0M 0.02% NEW $191.90 +5.0%
2 NUE NUCOR CORP Basic Materials 2,902.0 $491K 0.01% NEW $169.10 +37.7%
3 PWR QUANTA SVCS INC Industrials 742.0 $407K 0.01% NEW $549.02 +42.1%
4 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 20,000.0 $341K 0.01% NEW $17.07 +5.5%
5 GLW CORNING INC Technology 1,848.0 $251K 0.01% NEW $135.97 +53.2%
6 SCHZ SCHWAB STRATEGIC TR 10,794.0 $251K 0.01% NEW $23.22 -1.3%
7 MRK MERCK & CO INC Healthcare 1,952.0 $235K 0.01% NEW $120.29 -5.7%
8 PEP PEPSICO INC Consumer Defensive 1,385.0 $215K 0.01% NEW $155.29 -4.3%
9 HAYW HAYWARD HLDGS INC Industrials 15,121.0 $202K 0.01% NEW $13.38 +3.9%

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%