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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 10 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DFAC DIMENSIONAL 15,945.0 $631K 0.05% $39.59 +8.6%
182 LECO LINCOLN ELECTRIC HOLDINGS Industrials 2,633.0 $631K 0.05% -149.0 -5.4% $239.64 +8.9%
183 VWOB VANGUARD 9,076.0 $612K 0.05% +2K +35.2% $67.43 -2.1%
184 CI CIGNA GROUP Healthcare 2,219.0 $611K 0.05% +321.0 +16.9% $275.23 +4.2%
185 SAN BANCO DE SANTANDER CENTRAL Financial Services 51,878.0 $609K 0.05% +10K +23.7% $11.73 +0.1%
186 KLAC KLA-TENCOR CORP Technology 498.0 $605K 0.05% $1215.06 +48.5%
187 ROL ROLLINS INC Consumer Cyclical 10,080.0 $605K 0.05% +78.0 +0.8% $60.02 -11.0%
188 SF STIFEL FINANCIAL CORP Financial Services 4,828.0 $605K 0.05% -257.0 -5.0% $125.22 -40.6%
189 VO VANGUARD 2,078.0 $603K 0.05% -190.0 -8.4% $290.22 -73.6%
190 CSL CARLISLE COS INC Industrials 1,873.0 $599K 0.05% -94.0 -4.8% $319.86 +3.4%
191 NGG NATIONAL GRID Utilities 7,712.0 $597K 0.05% +2K +31.2% $77.35 +4.3%
192 MC MOELIS & CO Financial Services 8,612.0 $592K 0.05% -55.0 -0.6% $68.74 -7.3%
193 VONG VANGUARD 4,861.0 $592K 0.05% +113.0 +2.4% $121.75 +4.9%
194 PRVA PRIVIA HEALTH GROUP INC Healthcare 24,954.0 $592K 0.05% +220.0 +0.9% $23.71 -3.2%
195 CEG CONSTELLATION ENERGY GROUP Utilities 1,666.0 $589K 0.05% $353.27 -25.8%
196 BK BANK NEW YORK MELLON CORP Financial Services 5,036.0 $585K 0.05% -49.0 -1.0% $116.09 +17.6%
197 CRWD CROWDSTRIKE HOLDING INC Technology 1,247.0 $585K 0.05% -26.0 -2.0% $468.76 +26.7%
198 WST WEST PHARMACEUTICALS SERVICES Healthcare 2,107.0 $580K 0.05% -176.0 -7.7% $275.14 +10.1%
199 AUB ATLANTIC UNION BANKSHARES CO Financial Services 16,312.0 $576K 0.04% -341.0 -2.0% $35.30 +4.2%
200 XLV SPDR 3,692.0 $572K 0.04% +72.0 +2.0% $154.80 -5.9%
Page 10 of 24  ·  479 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%