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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 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CPRT COPART INC Industrials 5,308.0 $208K 0.02% -3K -33.6% $39.15 -17.5%
202 PYPL PAYPAL HOLDINGS INC Financial Services 3,550.0 $207K 0.02% -345.0 -8.9% $58.38 -23.9%
203 AZO AUTOZONE INC Consumer Cyclical 61.0 $207K 0.02% -3.0 -4.7% $3391.75 -0.8%
204 WWD WOODWARD INC Industrials 674.0 $204K 0.02% -120.0 -15.1% $302.32 +15.5%
205 FICO FAIR ISAAC CORP Technology 119.0 $201K 0.02% -30.0 -20.1% $1690.66 -35.0%
206 HOMB HOME BANCSHARES INC Financial Services 7,234.0 $201K 0.02% -986.0 -12.0% $27.78 -7.6%
207 FNB FNB CORP Financial Services 11,602.0 $198K 0.02% -731.0 -5.9% $17.10 -0.2%
Page 11 of 11  ·  207 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%