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Portfolio (Quarterly) Guide ↗

TRUST POINT INC.

· CIK 0001635633
13F Portfolio $1.3B AUM 600 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 157 Added 207 Reduced 30 Exited
Page 1 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD 1,201,786.0 $264.1M 20.86% +10K +0.8% $219.78 +4.2%
2 ISTB ISHARES 1,789,229.0 $87.2M 6.89% +66K +3.8% $48.75 -1.2%
3 PWR QUANTA SERVICES INC Industrials 73,777.0 $31.1M 2.46% +3K +4.4% $422.06 +78.8%
4 IVLU ISHARES 438,891.0 $16.7M 1.32% +6K +1.3% $38.05 +10.8%
5 VEU VANGUARD 139,998.0 $10.3M 0.81% +31K +28.6% $73.56 +10.9%
6 SCHM SCHWAB 293,483.0 $8.8M 0.70% +6K +2.0% $30.07 +12.7%
7 AMZN AMAZON COM INC Consumer Cyclical 35,931.0 $8.3M 0.66% +578.0 +1.6% $230.82 +14.4%
8 VBR VANGUARD 30,358.0 $6.4M 0.51% +7K +28.0% $211.79 +7.8%
9 GOOG ALPHABET INC Communication Services 18,225.0 $5.7M 0.45% +228.0 +1.3% $313.80 +25.6%
10 LLY ELI LILLY & CO Healthcare 2,714.0 $2.9M 0.23% +56.0 +2.1% $1074.68 -7.8%
11 VBK VANGUARD 9,313.0 $2.8M 0.22% +2K +20.1% $302.11 +12.3%
12 IBM INTERNATIONAL BUSINESS MACHINES Technology 8,915.0 $2.6M 0.21% +100.0 +1.1% $296.21 -26.1%
13 IWM ISHARES 9,176.0 $2.3M 0.18% +449.0 +5.1% $246.16 +12.8%
14 WWJD INSPIRE 55,724.0 $2.0M 0.16% +9K +18.0% $36.48 +6.6%
15 NFLX NETFLIX INC Communication Services 20,860.0 $2.0M 0.15% +19K +864.4% $93.76 -6.8%
16 IUSB ISHARES 41,920.0 $2.0M 0.15% +12K +39.4% $46.54 -1.7%
17 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 5,855.0 $1.8M 0.14% +76.0 +1.3% $310.24 +14.6%
18 EMR EMERSON ELECTRIC CO Industrials 13,088.0 $1.7M 0.14% +304.0 +2.4% $132.72 -0.3%
19 TGT TARGET CORPORATION Consumer Defensive 17,611.0 $1.7M 0.14% +180.0 +1.0% $97.75 +23.1%
20 ABBV ABBVIE INC Healthcare 6,990.0 $1.6M 0.13% +59.0 +0.8% $228.49 -8.4%
Page 1 of 8  ·  157 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
Technology 27.2%
Financial Services 22.5%
Industrials 15.7%
Healthcare 7.6%
Consumer Cyclical 7.1%
Communication Services 6.7%
Consumer Defensive 5.6%
Energy 3.3%
Utilities 2.2%
Basic Materials 1.3%