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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 3 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 32,412.0 $807K 0.06% +1K +3.8% $24.90 +1.3%
42 TJX TJX COMPANIES INC Consumer Cyclical 5,227.0 $803K 0.06% +66.0 +1.3% $153.61 -3.2%
43 TECH BIO-TECHNE CORP Healthcare 13,425.0 $790K 0.06% +271.0 +2.1% $58.81 -26.4%
44 SCHW SCHWAB CHARLES CORP Financial Services 7,530.0 $752K 0.06% +124.0 +1.7% $99.91 -8.5%
45 IDA IDACORP INC Utilities 5,680.0 $719K 0.06% +175.0 +3.2% $126.56 +11.8%
46 CASY CASEYS GENERAL STORES INC Consumer Cyclical 1,258.0 $695K 0.06% +212.0 +20.3% $552.71 +55.8%
47 MUFG MITSUBISHI UFJ FINANCIAL GRP INC Financial Services 42,992.0 $682K 0.05% +12K +40.3% $15.86 +20.9%
48 SAP SAP SE Technology 2,773.0 $674K 0.05% +728.0 +35.6% $242.91 -30.6%
49 WK WORKIVA INC Technology 7,555.0 $652K 0.05% +80.0 +1.1% $86.25 -44.1%
50 SIGI SELECTIVE INSURANCE GROUP INC Financial Services 7,683.0 $643K 0.05% +596.0 +8.4% $83.67 +5.4%
51 LFUS LITTLEFUSE INC Technology 2,520.0 $637K 0.05% +68.0 +2.8% $252.92 +77.5%
52 VWOB VANGUARD 9,076.0 $612K 0.05% +2K +35.2% $67.43 -1.9%
53 CI CIGNA GROUP Healthcare 2,219.0 $611K 0.05% +321.0 +16.9% $275.23 +3.6%
54 SAN BANCO DE SANTANDER CENTRAL Financial Services 51,878.0 $609K 0.05% +10K +23.7% $11.73 +1.1%
55 ROL ROLLINS INC Consumer Cyclical 10,080.0 $605K 0.05% +78.0 +0.8% $60.02 -9.6%
56 NGG NATIONAL GRID Utilities 7,712.0 $597K 0.05% +2K +31.2% $77.35 +6.2%
57 VONG VANGUARD 4,861.0 $592K 0.05% +113.0 +2.4% $121.75 +5.0%
58 PRVA PRIVIA HEALTH GROUP INC Healthcare 24,954.0 $592K 0.05% +220.0 +0.9% $23.71 -2.4%
59 XLV SPDR 3,692.0 $572K 0.04% +72.0 +2.0% $154.80 -6.7%
60 XLI SPDR 3,663.0 $568K 0.04% +24.0 +0.7% $155.12 +10.1%
Page 3 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%