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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 7 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ING ING GROEP NV Financial Services 11,832.0 $331K 0.03% +3K +40.7% $28.00 +5.1%
122 EXC EXELON CORPORATION Utilities 7,574.0 $330K 0.03% +139.0 +1.9% $43.59 +0.7%
123 AON AON PLC Financial Services 935.0 $330K 0.03% +50.0 +5.7% $352.88 -8.1%
124 FDX FEDEX CORP Industrials 1,138.0 $329K 0.03% +28.0 +2.5% $288.86 +27.3%
125 VRSK VERISK ANALYTICS INC Industrials 1,468.0 $328K 0.03% +176.0 +13.6% $223.69 -23.8%
126 FELE FRANKLIN ELECTRIC CO INC Industrials 3,396.0 $324K 0.03% +19.0 +0.6% $95.53 +0.6%
127 MANH MANHATTAN ASSOCIATES INC Technology 1,865.0 $323K 0.03% +160.0 +9.4% $173.31 -21.5%
128 ENOV ENOVIS CORPORATION Industrials 11,740.0 $313K 0.03% +320.0 +2.8% $26.64 -7.4%
129 RVTY REVVITY INC Healthcare 3,215.0 $311K 0.03% +117.0 +3.8% $96.75 -1.2%
130 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 4,043.0 $305K 0.02% +144.0 +3.7% $75.56 +4.2%
131 ITOT ISHARES 2,047.0 $304K 0.02% +367.0 +21.9% $148.69 +8.0%
132 CVS CVS HEALTH CORP Healthcare 3,647.0 $289K 0.02% +33.0 +0.9% $79.36 +20.6%
133 F FORD MOTOR Consumer Cyclical 21,824.0 $286K 0.02% +615.0 +2.9% $13.12 +0.7%
134 NOG NORTHERN OIL AND GAS Energy 13,306.0 $286K 0.02% +2K +19.9% $21.47 +12.7%
135 MFG MIZUHO FINANCIAL GROUP INC Financial Services 38,365.0 $281K 0.02% +12K +44.5% $7.32 +14.1%
136 CME CME GROUP INC Financial Services 1,007.0 $275K 0.02% +99.0 +10.9% $273.08 +11.3%
137 MLM MARTIN MARIETTA MATERIALS Basic Materials 434.0 $270K 0.02% +92.0 +26.9% $622.67 -10.6%
138 D DOMINION ENERGY INC Utilities 4,590.0 $269K 0.02% +27.0 +0.6% $58.59 +14.1%
139 MCO MOODYS CORP Financial Services 518.0 $265K 0.02% +67.0 +14.9% $510.86 -14.0%
140 SHW SHERWIN WILLIAMS CO Basic Materials 803.0 $260K 0.02% +13.0 +1.6% $324.02 -6.6%
Page 7 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%