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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 12 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SOUTHSTATE BANK CORPORATION 5,632.0 $530K 0.04% +330.0 +6.2% $94.11
222 TMUS T-MOBILE US INC Communication Services 2,609.0 $530K 0.04% -126.0 -4.6% $203.04 -8.8%
223 UBS UBS GROUP Financial Services 11,420.0 $529K 0.04% +3K +33.9% $46.31 -1.7%
224 MPC MARATHON PETROLEUM CORP Energy 3,232.0 $526K 0.04% +65.0 +2.0% $162.63 +56.8%
225 THG HANOVER INSURANCE GROUP INC Financial Services 2,868.0 $524K 0.04% +332.0 +13.1% $182.77 +6.5%
226 PNC PNC FINANCIAL SERVICES GRP Financial Services 2,492.0 $520K 0.04% +170.0 +7.3% $208.73 +2.0%
227 BP BP PLC SPONSORED ADR Energy 14,939.0 $519K 0.04% +3K +24.1% $34.73 +31.6%
228 MGEE MGE ENERGY INC Utilities 6,595.0 $517K 0.04% $78.42 -5.1%
229 CACI CACI INTERNATIONAL INC Technology 962.0 $513K 0.04% -45.0 -4.5% $532.81 -7.1%
230 TPR TAPESTRY INC Consumer Cyclical 4,000.0 $511K 0.04% $127.77 +1.2%
231 JLL JONES LANG LASALLE INC Real Estate 1,514.0 $509K 0.04% -195.0 -11.4% $336.47 -14.3%
232 UMBF UMB FINANCIAL CORP Financial Services 4,403.0 $507K 0.04% -115.0 -2.5% $115.04 +8.4%
233 TYL TYLER TECHS INC Technology 1,112.0 $505K 0.04% -55.0 -4.7% $453.95 -31.3%
234 TOTALENERGIES SE 7,713.0 $505K 0.04% NEW $65.42
235 BX BLACKSTONE GROUP INC Financial Services 3,256.0 $502K 0.04% -97.0 -2.9% $154.14 -24.1%
236 ADI ANALOG DEVICES INC Technology 1,818.0 $493K 0.04% +62.0 +3.5% $271.20 +54.3%
237 ACGL ARCH CAPITAL GROUP LTD Financial Services 5,131.0 $492K 0.04% $95.92 -0.1%
238 KNSL KINSALE CAP GROUP INC Financial Services 1,258.0 $492K 0.04% -64.0 -4.8% $391.12 -20.4%
239 CB CHUBB LTD Financial Services 1,567.0 $489K 0.04% +19.0 +1.2% $312.12 +5.8%
240 ENTG ENTEGRIS INC Technology 5,674.0 $478K 0.04% -303.0 -5.1% $84.25 +57.9%
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 27.2%
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%