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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 15 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WM WASTE MANAGEMENT INC Industrials 1,844.0 $407K 0.03% NEW $220.83 -0.5%
282 INTC INTEL CORP Technology 12,135.0 $407K 0.03% NEW $33.55 +224.2%
283 ADSK AUTODESK INC Technology 1,280.0 $407K 0.03% NEW $317.67 -23.4%
284 ADC AGREE REALTY CORP Real Estate 5,715.0 $406K 0.03% NEW $71.04 +6.7%
285 XLK SPDR 1,426.0 $402K 0.03% NEW $281.86 -38.1%
286 TTEK TETRA TECH INC Industrials 12,025.0 $401K 0.03% NEW $33.38 -21.6%
287 GDDY GODADDY INC Technology 2,928.0 $401K 0.03% NEW $136.83 -36.3%
288 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 1,682.0 $401K 0.03% NEW $238.17 -36.8%
289 PTC PTC INC Technology 1,972.0 $400K 0.03% NEW $203.02 -30.1%
290 CGNX COGNEX CORP Technology 8,774.0 $397K 0.03% NEW $45.30 +36.7%
291 MET METLIFE INC Financial Services 4,823.0 $397K 0.03% NEW $82.37 -3.1%
292 EFV ISHARES 5,849.0 $397K 0.03% NEW $67.83 +15.3%
293 FND FLOOR & DECOR HOLDINGS INC Consumer Cyclical 5,372.0 $396K 0.03% NEW $73.70 -41.0%
294 BA BOEING CO Industrials 1,821.0 $393K 0.03% NEW $215.83 +2.2%
295 ECL ECOLAB INC Basic Materials 1,434.0 $393K 0.03% NEW $273.86 -9.6%
296 IJR ISHARES 3,301.0 $392K 0.03% NEW $118.83 +13.1%
297 EXP EAGLE Basic Materials 1,675.0 $390K 0.03% NEW $233.04 -16.5%
298 TOST TOAST, INC Technology 10,680.0 $390K 0.03% NEW $36.51 -36.9%
299 AMGN AMGEN INC Healthcare 1,372.0 $387K 0.03% NEW $282.20 +14.9%
300 CIEN CIENA CORP Technology 2,651.0 $386K 0.03% NEW $145.67 +260.1%
Page 15 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%