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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 14 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NTES NETEASE.COM INC Technology 3,214.0 $442K 0.04% -170.0 -5.0% $137.62 -17.6%
262 RGEN REPLIGEN Healthcare 2,680.0 $439K 0.04% +54.0 +2.1% $163.86 -37.2%
263 MRSH MARSH & MC LENNAN CO INC Financial Services 2,346.0 $435K 0.03% $185.52 -13.2%
264 AAON AAON INC Industrials 5,690.0 $434K 0.03% NEW $76.25 +75.7%
265 XLK SPDR 3,006.0 $433K 0.03% +2K +110.8% $143.97 +21.1%
266 EOG EOG RESOURCES INC Energy 4,118.0 $432K 0.03% +45.0 +1.1% $105.01 +33.6%
267 BMY BRISTOL MYERS SQUIBB CO Healthcare 8,006.0 $432K 0.03% +461.0 +6.1% $53.94 +6.2%
268 AER AERCAP HOLDINGS NV Industrials 3,003.0 $432K 0.03% $143.76 -2.8%
269 HWM HOWMET AEROSPACE INC Industrials 2,103.0 $431K 0.03% -82.0 -3.8% $205.02 +27.0%
270 BBVA BANCO BILBAO VIZCAYA ARGENTARIA Financial Services 18,462.0 $430K 0.03% +4K +24.2% $23.31 -5.4%
271 XLP SPDR 5,536.0 $430K 0.03% +659.0 +13.5% $77.68 +10.6%
272 AFL AFLAC INC Financial Services 3,874.0 $427K 0.03% +76.0 +2.0% $110.27 +7.6%
273 TT TRANE TECHNOLOGIES PLC Industrials 1,092.0 $425K 0.03% $389.20 +19.9%
274 WM WASTE MANAGEMENT INC Industrials 1,933.0 $425K 0.03% +89.0 +4.8% $219.71 +0.0%
275 GM GENERAL MOTORS CO Consumer Cyclical 5,144.0 $418K 0.03% +97.0 +1.9% $81.32 -7.9%
276 PLD PROLOGIS INC Real Estate 3,257.0 $416K 0.03% +122.0 +3.9% $127.66 +10.1%
277 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 1,982.0 $415K 0.03% -70.0 -3.4% $209.37 +47.6%
278 ITGR INTEGER HOLDINGS CORP Healthcare 5,284.0 $414K 0.03% +529.0 +11.1% $78.43 +12.4%
279 PGR PROGRESSIVE CORP SR NT Financial Services 1,814.0 $413K 0.03% $227.72 -12.3%
280 ITW ILLINOIS TOOL WORKS INC Industrials 1,676.0 $413K 0.03% -223.0 -11.7% $246.30 +0.6%
Page 14 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%