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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 13 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CSGP COSTAR GROUP INC Real Estate 7,077.0 $476K 0.04% $67.24 -50.0%
242 AMGN AMGEN INC Healthcare 1,445.0 $473K 0.04% +73.0 +5.3% $327.31 +0.9%
243 CBRE CBRE GROUP INC Real Estate 2,929.0 $471K 0.04% +869.0 +42.2% $160.79 -18.8%
244 GWRE GUIDEWIRE SOFTWARE INC Technology 2,322.0 $467K 0.04% -202.0 -8.0% $201.01 -30.2%
245 PR PERMIAN RESOURCES CORPORATION Energy 33,198.0 $466K 0.04% -894.0 -2.6% $14.03 +50.2%
246 ADP AUTOMATIC DATA PROCESSING INC Industrials 1,796.0 $462K 0.04% +104.0 +6.2% $257.23 -13.5%
247 INTC INTEL CORP Technology 12,386.0 $457K 0.04% +251.0 +2.1% $36.90 +198.6%
248 RS RELIANCE STEEL & ALUMINUM CO Basic Materials 1,582.0 $457K 0.04% -161.0 -9.2% $288.87 +23.5%
249 SPLV INVESCO 6,373.0 $455K 0.04% $71.42 +3.1%
250 CHKP CHECK POINT SOFTWARE Technology 2,448.0 $454K 0.04% +28.0 +1.2% $185.56 -31.5%
251 SCHP SCHWAB 17,103.0 $453K 0.04% $26.49 +0.3%
252 GKOS GLAUKOS CORP Healthcare 4,012.0 $453K 0.04% +1K +38.1% $112.91 +25.8%
253 XLY SPDR 3,778.0 $451K 0.04% +2K +102.0% $119.41 -3.8%
254 ECL ECOLAB INC Basic Materials 1,715.0 $450K 0.04% +281.0 +19.6% $262.52 -6.4%
255 IWN ISHARES 2,472.0 $448K 0.04% $181.21 +13.1%
256 MMS MAXIMUS INC Industrials 5,175.0 $447K 0.04% -111.0 -2.1% $86.32 -30.6%
257 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,199.0 $447K 0.04% +87.0 +4.1% $203.05 -5.6%
258 ICFI ICF INTERNATIONAL INC Industrials 5,198.0 $443K 0.04% +411.0 +8.6% $85.30 -22.3%
259 EFV ISHARES 6,202.0 $443K 0.04% +353.0 +6.0% $71.41 +9.2%
260 RPM RPM INC Basic Materials 4,253.0 $442K 0.04% -189.0 -4.2% $104.00 -8.1%
Page 13 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%