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Portfolio (Quarterly) Guide ↗

TRUST POINT INC.

· CIK 0001635633
13F Portfolio $1.2B AUM Filed Oct 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 479 New
Page 12 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SOUTHSTATE BANK CORPORATION 5,302.0 $524K 0.04% NEW $98.87
222 RPM RPM INC Basic Materials 4,442.0 $524K 0.04% NEW $117.88 -19.2%
223 NTES NETEASE.COM INC Technology 3,384.0 $514K 0.04% NEW $151.99 -25.4%
224 UTHR UNITED THERAPEUTICS CORP Healthcare 1,226.0 $514K 0.04% NEW $419.21 +35.6%
225 JLL JONES LANG LASALLE INC Real Estate 1,709.0 $510K 0.04% NEW $298.28 -3.4%
226 FN FABRINET Technology 1,387.0 $506K 0.04% NEW $364.62 +98.0%
227 XLV SPDR 3,620.0 $504K 0.04% NEW $139.17 +4.7%
228 CACI CACI INTERNATIONAL INC Technology 1,007.0 $502K 0.04% NEW $498.78 -0.8%
229 MU MICRON TECHNOLOGY INC Technology 2,997.0 $501K 0.04% NEW $167.32 +333.1%
230 CHKP CHECK POINT SOFTWARE Technology 2,420.0 $501K 0.04% NEW $206.91 -38.5%
231 PAYC PAYCOM SOFTWARE INC Technology 2,398.0 $499K 0.04% NEW $208.14 -34.5%
232 ADP AUTOMATIC DATA PROCESSING INC Industrials 1,692.0 $497K 0.04% NEW $293.51 -24.0%
233 ITW ILLINOIS TOOL WORKS INC Industrials 1,899.0 $495K 0.04% NEW $260.76 -5.0%
234 COF CAPITAL ONE FINL CORP SR N Financial Services 2,321.0 $493K 0.04% NEW $212.58 -12.0%
235 ITGR INTEGER HOLDINGS CORP Healthcare 4,755.0 $491K 0.04% NEW $103.33 -14.7%
236 RS RELIANCE STEEL & ALUMINUM CO Basic Materials 1,743.0 $489K 0.04% NEW $280.83 +28.8%
237 MUFG MITSUBISHI UFJ FINANCIAL GRP INC Financial Services 30,652.0 $489K 0.04% NEW $15.94 +18.2%
238 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 4,506.0 $486K 0.04% NEW $107.81 -17.9%
239 SNPS SYNOPSYS INC Technology 984.0 $485K 0.04% NEW $493.39 +1.8%
240 MMS MAXIMUS INC Industrials 5,286.0 $483K 0.04% NEW $91.37 -35.0%
Page 12 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 27.9%
Financial Services 21.8%
Industrials 15.9%
Consumer Cyclical 7.3%
Healthcare 7.2%
Communication Services 6.4%
Consumer Defensive 5.9%
Energy 3.4%
Utilities 2.2%
Basic Materials 1.2%