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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TOTALENERGIES SE 7,713.0 $505K 0.04% NEW $65.42
2 AAON AAON INC Industrials 5,690.0 $434K 0.03% NEW $76.25 +75.7%
3 APP APPLOVIN CORP COM Technology 606.0 $408K 0.03% NEW $673.82 -26.9%
4 UNILEVER PLC 5,807.0 $380K 0.03% NEW $65.40
5 BHP BHP GROUP LIMITED Basic Materials 5,273.0 $318K 0.03% NEW $60.37 +39.2%
6 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 3,850.0 $308K 0.02% NEW $80.03 +29.6%
7 CRL CHARLES RIVER LABORATORIES Healthcare 1,510.0 $301K 0.02% NEW $199.48 -24.4%
8 KALU KAISER ALUMINUM CORP Basic Materials 2,542.0 $292K 0.02% NEW $114.86 +47.4%
9 BCS BARCLAYS PLC SPONSORED ADR Financial Services 11,293.0 $287K 0.02% NEW $25.45 -9.9%
10 ARGX ARGENEX SE Healthcare 322.0 $271K 0.02% NEW $840.96 -7.7%
11 MINN MAIRS AND POWER 12,000.0 $271K 0.02% NEW $22.55 -1.5%
12 AA ALCOA CORP Basic Materials 4,858.0 $258K 0.02% NEW $53.14 +17.8%
13 NSC NORFOLK SOUTHERN CORP Industrials 869.0 $251K 0.02% NEW $288.71 +9.4%
14 SCHV SCHWAB 8,447.0 $250K 0.02% NEW $29.61 +10.2%
15 DT DYNATRACE INC COM NEW Technology 5,762.0 $250K 0.02% NEW $43.34 -11.5%
16 PUK PRUDENTIAL CORP Financial Services 7,918.0 $246K 0.02% NEW $31.12 -1.7%
17 BROS DUTCH BROS INC Consumer Cyclical 3,915.0 $240K 0.02% NEW $61.22 -13.9%
18 HMC HONDA MOTOR ADR Consumer Cyclical 8,057.0 $238K 0.02% NEW $29.48 -11.2%
19 RELX RELX PLC NPV ADR Communication Services 5,848.0 $236K 0.02% NEW $40.42 -19.8%
20 VRTX VERTEX PHARMACEUTICALS INC Healthcare 500.0 $227K 0.02% NEW $453.36 -3.6%
Page 1 of 2  ·  30 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%