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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 17 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SOXX ISHARES 1,296.0 $351K 0.03% NEW $271.12 +82.9%
322 RGEN REPLIGEN Healthcare 2,626.0 $351K 0.03% NEW $133.67 -23.0%
323 UBS UBS GROUP Financial Services 8,532.0 $350K 0.03% NEW $41.00 +11.1%
324 MANH MANHATTAN ASSOCIATES INC Technology 1,705.0 $349K 0.03% NEW $204.98 -35.9%
325 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 2,052.0 $349K 0.03% NEW $170.14 +81.7%
326 DIOD DIODES INC Technology 6,555.0 $349K 0.03% NEW $53.21 +88.0%
327 PEG PUBLIC SERVICE ENTERPRISE Utilities 4,176.0 $349K 0.03% NEW $83.46 -8.4%
328 ENOV ENOVIS CORPORATION Industrials 11,420.0 $346K 0.03% NEW $30.34 -19.9%
329 EXPO EXPONENT INC Industrials 4,974.0 $346K 0.03% NEW $69.48 -22.6%
330 VDE VANGUARD 2,731.0 $344K 0.03% NEW $125.86 +36.3%
331 BMY BRISTOL MYERS SQUIBB CO Healthcare 7,545.0 $340K 0.03% NEW $45.10 +27.1%
332 DOCS DOXIMITY INC Healthcare 4,641.0 $339K 0.03% NEW $73.15 -74.1%
333 OSK OSHKOSH TRUCK CORP CLASS B Industrials 2,613.0 $339K 0.03% NEW $129.70 -7.2%
334 GILD GILEAD SCIENCES INC Healthcare 3,046.0 $338K 0.03% NEW $111.00 +16.7%
335 AGYS AGILYSYS INC Technology 3,200.0 $337K 0.03% NEW $105.25 -33.3%
336 EXC EXELON CORPORATION Utilities 7,435.0 $335K 0.03% NEW $45.01 -3.6%
337 CTAS CINTAS CORP Industrials 1,627.0 $334K 0.03% NEW $205.26 -18.0%
338 AEP AMERICAN ELECTRIC POWER Utilities 2,954.0 $332K 0.03% NEW $112.50 +13.5%
339 JHML JOHN HANCOCK 4,188.0 $328K 0.03% NEW $78.37 +10.4%
340 DHR DANAHER CORP Healthcare 1,645.0 $326K 0.03% NEW $198.26 -18.3%
Page 17 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%