BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NFLX NETFLIX INC Communication Services 2,349.0 $226K 0.01% +78.0 +3.4% $96.15 -9.6%
142 BAC BANK AMERICA CORP Financial Services 4,517.0 $220K 0.01% +298.0 +7.1% $48.75 +2.1%
143 ITW ILLINOIS TOOL WKS INC Industrials 837.0 $218K 0.01% $260.29 -3.7%
144 KO COCA COLA CO Consumer Defensive 2,840.0 $216K 0.01% -4K -59.9% $76.06 +5.8%
145 NLR VANECK ETF TRUST 1,617.0 $215K 0.01% $133.19 -2.6%
146 PEP PEPSICO INC Consumer Defensive 1,385.0 $215K 0.01% NEW $155.29 -4.3%
147 HAYW HAYWARD HLDGS INC Industrials 15,121.0 $202K 0.01% NEW $13.38 +3.9%
148 ZOVIO INC 48,484.0 $184.0 $0.00
Page 8 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%