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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 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES 5,923.0 $2.8M 0.22% -54.0 -0.9% $473.30 -73.8%
22 ABT ABBOTT LABORATORIES Healthcare 21,114.0 $2.6M 0.21% -324.0 -1.5% $125.29 -29.8%
23 TSM TAIWAN SEMICONDUCTOR MFG SPON Technology 8,380.0 $2.5M 0.20% -254.0 -2.9% $303.89 +33.1%
24 CATH GLOBAL X 29,576.0 $2.4M 0.19% -4K -10.8% $82.23 +7.6%
25 HD HOME DEPOT INC Consumer Cyclical 6,309.0 $2.2M 0.17% -892.0 -12.4% $344.10 -13.5%
26 CVX CHEVRON CORP Energy 13,512.0 $2.1M 0.16% -699.0 -4.9% $152.41 +25.4%
27 EFG ISHARES 17,549.0 $2.0M 0.16% -230.0 -1.3% $113.92 +4.5%
28 ORCL ORACLE CORP NT Technology 10,211.0 $2.0M 0.16% -1K -11.5% $194.91 -1.0%
29 NEE NEXTERA ENERGY INC Utilities 24,555.0 $2.0M 0.16% -126.0 -0.5% $80.28 +16.3%
30 HON HONEYWELL INTERNATIONAL INC Industrials 9,943.0 $1.9M 0.15% -264.0 -2.6% $195.09 +9.3%
31 QQQ INVESCO Financial Services 3,156.0 $1.9M 0.15% -18.0 -0.6% $614.31 +14.9%
32 CSCO CISCO SYSTEMS INC Technology 23,663.0 $1.8M 0.14% -1K -5.6% $77.03 +53.5%
33 COST COSTCO WHOLESALE CORP Consumer Defensive 2,104.0 $1.8M 0.14% -96.0 -4.4% $862.34 +21.6%
34 AXP AMERICAN EXPRESS CO Financial Services 4,561.0 $1.7M 0.13% -58.0 -1.3% $369.95 -15.6%
35 EFA ISHARES 16,590.0 $1.6M 0.13% -300.0 -1.8% $96.03 +6.9%
36 KO COCA COLA CO Consumer Defensive 22,012.0 $1.5M 0.12% -1K -5.8% $69.91 +15.6%
37 TSCO TRACTOR SUPPLY CO Consumer Cyclical 30,609.0 $1.5M 0.12% -630.0 -2.0% $50.01 -38.9%
38 BAC BANK OF AMERICA CORP Financial Services 26,954.0 $1.5M 0.12% -289.0 -1.1% $55.00 -9.5%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 34,726.0 $1.4M 0.11% -4K -10.1% $40.73 +13.8%
40 APH AMPHENOL CORP Technology 10,437.0 $1.4M 0.11% -119.0 -1.1% $135.14 -9.9%
Page 2 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%