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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 4 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENS ENERSYS INC Industrials 3,758.0 $552K 0.04% +556.0 +17.4% $146.75 +58.4%
62 XLC SPDR 4,574.0 $538K 0.04% +50.0 +1.1% $117.72 -1.0%
63 IEMG ISHARES 7,986.0 $537K 0.04% +726.0 +10.0% $67.22 +19.1%
64 SYK STRYKER CORP Healthcare 1,509.0 $530K 0.04% +83.0 +5.8% $351.47 -12.7%
65 SOUTHSTATE BANK CORPORATION 5,632.0 $530K 0.04% +330.0 +6.2% $94.11
66 UBS UBS GROUP Financial Services 11,420.0 $529K 0.04% +3K +33.9% $46.31 +0.1%
67 MPC MARATHON PETROLEUM CORP Energy 3,232.0 $526K 0.04% +65.0 +2.0% $162.63 +54.4%
68 THG HANOVER INSURANCE GROUP INC Financial Services 2,868.0 $524K 0.04% +332.0 +13.1% $182.77 +7.5%
69 PNC PNC FINANCIAL SERVICES GRP Financial Services 2,492.0 $520K 0.04% +170.0 +7.3% $208.73 +2.4%
70 BP BP PLC SPONSORED ADR Energy 14,939.0 $519K 0.04% +3K +24.1% $34.73 +28.4%
71 ADI ANALOG DEVICES INC Technology 1,818.0 $493K 0.04% +62.0 +3.5% $271.20 +57.2%
72 CB CHUBB LTD Financial Services 1,567.0 $489K 0.04% +19.0 +1.2% $312.12 +4.4%
73 AMGN AMGEN INC Healthcare 1,445.0 $473K 0.04% +73.0 +5.3% $327.31 -1.5%
74 CBRE CBRE GROUP INC Real Estate 2,929.0 $471K 0.04% +869.0 +42.2% $160.79 -19.5%
75 ADP AUTOMATIC DATA PROCESSING INC Industrials 1,796.0 $462K 0.04% +104.0 +6.2% $257.23 -15.7%
76 INTC INTEL CORP Technology 12,386.0 $457K 0.04% +251.0 +2.1% $36.90 +204.4%
77 CHKP CHECK POINT SOFTWARE Technology 2,448.0 $454K 0.04% +28.0 +1.2% $185.56 -33.1%
78 GKOS GLAUKOS CORP Healthcare 4,012.0 $453K 0.04% +1K +38.1% $112.91 +27.8%
79 XLY SPDR 3,778.0 $451K 0.04% +2K +102.0% $119.41 -2.4%
80 ECL ECOLAB INC Basic Materials 1,715.0 $450K 0.04% +281.0 +19.6% $262.52 -5.3%
Page 4 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%