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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMI KINDER MORGAN INC DEL Energy 25,107.0 $842K 0.02% -549.0 -2.1% $33.53 +0.3%
82 ESGV VANGUARD WORLD FD 7,098.0 $797K 0.02% +37.0 +0.5% $112.27 +15.5%
83 XOM EXXON MOBIL CORP Energy 4,656.0 $790K 0.02% +1K +34.9% $169.64 -6.9%
84 IJR ISHARES TR 6,274.0 $780K 0.02% +201.0 +3.3% $124.31 +8.1%
85 VONG VANGUARD SCOTTSDALE FDS 7,023.0 $770K 0.02% +155.0 +2.3% $109.69 +16.5%
86 JNJ JOHNSON & JOHNSON Healthcare 3,141.0 $768K 0.02% +135.0 +4.5% $244.44 -7.3%
87 GE GENERAL ELECTRIC CO Industrials 2,679.0 $760K 0.02% -408.0 -13.2% $283.77 -0.8%
88 IJH ISHARES TR 11,069.0 $747K 0.02% +250.0 +2.3% $67.53 +6.8%
89 SLV ISHARES SILVER TR Financial Services 10,544.0 $718K 0.02% $68.14 +2.6%
90 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,144.0 $706K 0.02% -13.0 -1.1% $616.76 +6.7%
91 GEV GE VERNOVA INC Utilities 791.0 $690K 0.01% +128.0 +19.3% $872.90 +20.2%
92 VOE VANGUARD INDEX FDS 3,706.0 $683K 0.01% $184.27 +4.1%
93 VB VANGUARD INDEX FDS 2,592.0 $679K 0.01% +18.0 +0.7% $261.92 +7.4%
94 IEMG ISHARES INC 9,680.0 $675K 0.01% $69.75 +13.8%
95 CINF CINCINNATI FINL CORP Financial Services 4,087.0 $643K 0.01% -4K -47.1% $157.35 +6.5%
96 COST COSTCO WHSL CORP NEW Consumer Defensive 624.0 $622K 0.01% $996.43 +5.3%
97 PIPER SANDLER COMPANIES 7,776.0 $595K 0.01% +6K +300.0% $76.55
98 VSGX VANGUARD WORLD FD 8,235.0 $591K 0.01% $71.73 +10.0%
99 HD HOME DEPOT INC Consumer Cyclical 1,794.0 $590K 0.01% -45.0 -2.5% $328.89 -9.5%
100 GSLC GOLDMAN SACHS ETF TR 4,696.0 $588K 0.01% $125.13 +11.9%
Page 5 of 8  ·  148 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%