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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 V VISA INC Financial Services 1,869.0 $565K 0.01% -26.0 -1.4% $302.24 +6.7%
102 LLY ELI LILLY & CO Healthcare 601.0 $553K 0.01% -20.0 -3.2% $919.77 +9.5%
103 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,620.0 $547K 0.01% +17.0 +1.1% $337.95 +23.6%
104 DFIV DIMENSIONAL ETF TRUST 10,353.0 $546K 0.01% $52.78 +3.9%
105 CVX CHEVRON CORP NEW Energy 2,641.0 $546K 0.01% +742.0 +39.1% $206.90 -9.8%
106 SDY SPDR SER TR 3,617.0 $528K 0.01% -2K -30.0% $145.94 +0.1%
107 WMT WALMART INC Consumer Defensive 4,212.0 $524K 0.01% +358.0 +9.3% $124.29 +6.6%
108 NUE NUCOR CORP Basic Materials 2,902.0 $491K 0.01% NEW $169.10 +37.7%
109 IWD ISHARES TR 2,208.0 $472K 0.01% $213.72 +8.6%
110 TSLA TESLA INC Consumer Cyclical 1,198.0 $445K 0.01% $371.67 +19.3%
111 IWR ISHARES TR 4,313.0 $419K 0.01% $97.23 +6.6%
112 RPM RPM INTL INC Basic Materials 4,213.0 $419K 0.01% $99.40 -1.0%
113 PNC PNC FINL SVCS GROUP INC Financial Services 2,003.0 $417K 0.01% $208.09 +2.6%
114 EA SERIES TRUST 7,874.0 $412K 0.01% $52.38
115 PWR QUANTA SVCS INC Industrials 742.0 $407K 0.01% NEW $549.02 +42.1%
116 VXF VANGUARD INDEX FDS 1,966.0 $405K 0.01% $205.80 +9.1%
117 IWM ISHARES TR 1,629.0 $404K 0.01% $248.00 +11.9%
118 IWN ISHARES TR 2,122.0 $402K 0.01% $189.58 +8.6%
119 SPYV SPDR SER TR 6,940.0 $393K 0.01% -329.0 -4.5% $56.58 +5.8%
120 USO UNITED STS OIL FD LP Financial Services 3,025.0 $385K 0.01% $127.25 +12.4%
Page 6 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%