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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 17 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ZTS ZOETIS INC Healthcare 2,832.0 $356K 0.03% -91.0 -3.1% $125.82 -38.0%
322 CSW INDUSTRIALS INC 1,210.0 $355K 0.03% +86.0 +7.7% $293.53
323 LH LABCORP HOLDINGS INC Healthcare 1,415.0 $355K 0.03% -28.0 -1.9% $250.88 +0.6%
324 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 1,590.0 $355K 0.03% -92.0 -5.5% $223.17 -33.0%
325 PTC PTC INC Technology 2,035.0 $355K 0.03% +63.0 +3.2% $174.21 -16.3%
326 DSGX DESCARTES SYSTEMS GROUP INC Technology 4,042.0 $354K 0.03% +90.0 +2.3% $87.66 -18.9%
327 PH PARKER HANNIFIN CORP Industrials 403.0 $354K 0.03% -19.0 -4.5% $878.97 -3.0%
328 KAI KADANT INC Industrials 1,241.0 $354K 0.03% $285.01 +7.6%
329 CGW INVESCO 5,612.0 $354K 0.03% $63.01 -2.2%
330 MO ALTRIA GROUP INC Consumer Defensive 6,089.0 $351K 0.03% +333.0 +5.8% $57.66 +28.8%
331 EME EMCOR GROUP INC Industrials 573.0 $351K 0.03% -346.0 -37.6% $611.79 +40.8%
332 OPCH OPTION CARE HEALTH INC Healthcare 10,962.0 $349K 0.03% +2K +25.9% $31.86 -35.0%
333 UTHR UNITED THERAPEUTICS CORP Healthcare 708.0 $345K 0.03% -518.0 -42.2% $487.26 +16.8%
334 VDE VANGUARD 2,731.0 $344K 0.03% $125.92 +37.3%
335 GDDY GODADDY INC Technology 2,757.0 $342K 0.03% -171.0 -5.8% $124.08 -26.8%
336 WSO WATSCO INC Industrials 1,009.0 $340K 0.03% -43.0 -4.1% $336.95 +15.0%
337 HCA HCA HEALTHCARE INC Healthcare 724.0 $338K 0.03% +47.0 +6.9% $466.86 -12.7%
338 MTD METTLER-TOLEDO INTL Healthcare 242.0 $337K 0.03% +24.0 +11.0% $1394.19 -23.7%
339 JHML JOHN HANCOCK 4,188.0 $334K 0.03% $79.85 +8.1%
340 WMB WILLIAMS COMPANIES INC Energy 5,553.0 $334K 0.03% -48.0 -0.9% $60.11 +31.5%
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 27.2%
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%