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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CWAN CLEARWATER ANALYTICS HOLDINGS Technology 9,146.0 $221K 0.02% NEW $24.12 +1.0%
22 GIS GENERAL MILLS INC Consumer Defensive 4,550.0 $212K 0.02% NEW $46.50 -29.1%
23 TER TERADYNE INC Technology 1,090.0 $211K 0.02% NEW $193.56 +74.6%
24 MUB ISHARES 1,897.0 $203K 0.02% NEW $107.11 -1.0%
25 UPS UNITED PARCEL SERVICE Industrials 2,045.0 $203K 0.02% NEW $99.19 -0.3%
26 GGG GRACO INC Industrials 2,458.0 $201K 0.02% NEW $81.97 -7.6%
27 COHR COHERENT CORP Technology 1,084.0 $200K 0.02% NEW $184.57 +96.6%
28 NATWEST GROUP PLC 11,041.0 $193K 0.01% NEW $17.50
29 VIAV VIAVI SOLUTIONS INC Technology 10,804.0 $193K 0.01% NEW $17.82 +188.6%
30 NMR NOMURA HOLDINGS INC ADR Financial Services 12,002.0 $101K 0.01% NEW $8.39 -4.6%
Page 2 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%