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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 8 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PAYX PAYCHEX INC Industrials 2,295.0 $257K 0.02% +149.0 +6.9% $112.18 -16.3%
142 CBSH COMMERCE BANCSHARES INC Financial Services 4,689.0 $245K 0.02% +1K +27.4% $52.34 -0.9%
143 VNQ VANGUARD 2,759.0 $244K 0.02% +205.0 +8.0% $88.49 +7.0%
144 MZTI MARZETTI COMPANY Consumer Defensive 1,479.0 $243K 0.02% +81.0 +5.8% $164.42 -30.5%
145 VGSH VANGUARD 4,116.0 $242K 0.02% +148.0 +3.7% $58.73 -0.9%
146 TFC TRUIST FINANCIAL CORP Financial Services 4,760.0 $234K 0.02% +345.0 +7.8% $49.21 -4.5%
147 LYG LLOYDS TSB GROUP PLC Financial Services 43,921.0 $233K 0.02% +14K +46.0% $5.30 -2.4%
148 O REALTY INCOME CORP Real Estate 3,957.0 $223K 0.02% +286.0 +7.8% $56.37 +9.2%
149 PAVE GLOBAL X 4,576.0 $219K 0.02% +156.0 +3.5% $47.79 +14.6%
150 ALKT ALKAMI TECHNOLOGY INC Technology 9,204.0 $212K 0.02% +140.0 +1.5% $23.07 -26.5%
151 LMT LOCKHEED MARTIN CORP Industrials 423.0 $205K 0.02% +14.0 +3.4% $483.67 +7.9%
152 NOC NORTHROP GRUMMAN CORP Industrials 352.0 $201K 0.02% +12.0 +3.5% $570.20 -4.3%
153 ACVA ACV AUCTIONS INC Consumer Cyclical 19,428.0 $156K 0.01% +2K +13.1% $8.02 -24.2%
154 AQST AQUESTIVE THERAPEUTICS Healthcare 24,048.0 $155K 0.01% +2K +7.1% $6.46 -37.5%
155 DV DOUBLEVERIFY HOLDINGS INC Technology 13,441.0 $154K 0.01% +698.0 +5.5% $11.44 -19.4%
156 GDYN GRID DYNAMICS HOLDINGS INC Technology 14,947.0 $135K 0.01% +2K +13.6% $9.03 -25.6%
157 NOK NOKIA CORP SPONSORED ADR Technology 18,613.0 $120K 0.01% +8K +71.1% $6.47 +112.1%
Page 8 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%