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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 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLI SPDR 3,663.0 $568K 0.04% +24.0 +0.7% $155.12 +10.1%
202 FN FABRINET Technology 1,246.0 $567K 0.04% -141.0 -10.2% $455.28 +58.6%
203 PANW PALO ALTO NETWORKS INC Technology 3,065.0 $565K 0.04% -156.0 -4.8% $184.20 +31.8%
204 ISMD INSPIRE 14,591.0 $563K 0.04% -2K -11.4% $38.58 +15.8%
205 HDV ISHARES 4,622.0 $562K 0.04% $121.61 -77.3%
206 USB US BANCORP Financial Services 10,522.0 $561K 0.04% -386.0 -3.5% $53.36 -0.4%
207 BMI BADGER METER INC Technology 3,205.0 $559K 0.04% -370.0 -10.3% $174.41 -31.8%
208 VMBS VANGUARD 11,821.0 $557K 0.04% -80.0 -0.7% $47.08 -1.6%
209 CMCSA COMCAST CORPORATION Communication Services 18,531.0 $554K 0.04% -1K -6.4% $29.89 -16.6%
210 ENS ENERSYS INC Industrials 3,758.0 $552K 0.04% +556.0 +17.4% $146.75 +61.5%
211 CIEN CIENA CORP Technology 2,352.0 $550K 0.04% -299.0 -11.3% $233.87 +124.3%
212 DUK DUKE ENERGY CORP Utilities 4,633.0 $543K 0.04% -74.0 -1.6% $117.21 +3.2%
213 ONTO ONTO INNOVATION INC Technology 3,416.0 $539K 0.04% -122.0 -3.5% $157.86 +72.2%
214 CW CURTISS-WRIGHT CORP Industrials 977.0 $539K 0.04% -25.0 -2.5% $551.27 +29.3%
215 XLC SPDR 4,574.0 $538K 0.04% +50.0 +1.1% $117.72 -0.6%
216 SBUX STARBUCKS CORP Consumer Cyclical 6,381.0 $537K 0.04% -259.0 -3.9% $84.21 +26.8%
217 IEMG ISHARES 7,986.0 $537K 0.04% +726.0 +10.0% $67.22 +18.1%
218 COF CAPITAL ONE FINL CORP SR N Financial Services 2,199.0 $533K 0.04% -122.0 -5.3% $242.36 -22.8%
219 UBER UBER TECHNOLOGIES Technology 6,508.0 $532K 0.04% -115.0 -1.7% $81.71 -8.1%
220 SYK STRYKER CORP Healthcare 1,509.0 $530K 0.04% +83.0 +5.8% $351.47 -12.7%
Page 11 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%