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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 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,199.0 $447K 0.04% +87.0 +4.1% $203.05 -2.7%
82 ICFI ICF INTERNATIONAL INC Industrials 5,198.0 $443K 0.04% +411.0 +8.6% $85.30 -26.7%
83 EFV ISHARES 6,202.0 $443K 0.04% +353.0 +6.0% $71.41 +9.0%
84 RGEN REPLIGEN Healthcare 2,680.0 $439K 0.04% +54.0 +2.1% $163.86 -36.9%
85 XLK SPDR 3,006.0 $433K 0.03% +2K +110.8% $143.97 +22.9%
86 EOG EOG RESOURCES INC Energy 4,118.0 $432K 0.03% +45.0 +1.1% $105.01 +31.8%
87 BMY BRISTOL MYERS SQUIBB CO Healthcare 8,006.0 $432K 0.03% +461.0 +6.1% $53.94 +7.2%
88 BBVA BANCO BILBAO VIZCAYA ARGENTARIA Financial Services 18,462.0 $430K 0.03% +4K +24.2% $23.31 -5.5%
89 XLP SPDR 5,536.0 $430K 0.03% +659.0 +13.5% $77.68 +9.5%
90 AFL AFLAC INC Financial Services 3,874.0 $427K 0.03% +76.0 +2.0% $110.27 +6.5%
91 WM WASTE MANAGEMENT INC Industrials 1,933.0 $425K 0.03% +89.0 +4.8% $219.71 +0.1%
92 GM GENERAL MOTORS CO Consumer Cyclical 5,144.0 $418K 0.03% +97.0 +1.9% $81.32 -9.2%
93 PLD PROLOGIS INC Real Estate 3,257.0 $416K 0.03% +122.0 +3.9% $127.66 +10.9%
94 ITGR INTEGER HOLDINGS CORP Healthcare 5,284.0 $414K 0.03% +529.0 +11.1% $78.43 +13.0%
95 BA BOEING CO Industrials 1,883.0 $409K 0.03% +62.0 +3.4% $217.12 +1.3%
96 IJR ISHARES 3,368.0 $405K 0.03% +67.0 +2.0% $120.18 +11.7%
97 HLN HALEON PLC Healthcare 39,605.0 $400K 0.03% +17K +75.0% $10.11 -9.9%
98 SONY SONY CORP ADR Technology 15,613.0 $400K 0.03% +7K +90.8% $25.60 -11.3%
99 BRO BROWN & BROWN INC Financial Services 4,994.0 $398K 0.03% +627.0 +14.4% $79.70 -29.0%
100 TM TOYOTA MOTOR CORP ADR Consumer Cyclical 1,830.0 $392K 0.03% +251.0 +15.9% $214.06 -12.3%
Page 5 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%