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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 18 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ING ING GROEP NV Financial Services 11,832.0 $331K 0.03% +3K +40.7% $28.00 +5.0%
342 EXC EXELON CORPORATION Utilities 7,574.0 $330K 0.03% +139.0 +1.9% $43.59 +1.0%
343 AON AON PLC Financial Services 935.0 $330K 0.03% +50.0 +5.7% $352.88 -7.9%
344 AEP AMERICAN ELECTRIC POWER Utilities 2,852.0 $329K 0.03% -102.0 -3.5% $115.31 +10.7%
345 FDX FEDEX CORP Industrials 1,138.0 $329K 0.03% +28.0 +2.5% $288.86 +26.0%
346 VRSK VERISK ANALYTICS INC Industrials 1,468.0 $328K 0.03% +176.0 +13.6% $223.69 -23.0%
347 TRV TRAVELERS COS INC Financial Services 1,132.0 $328K 0.03% -34.0 -2.9% $290.06 +5.0%
348 INCY INCYTE CORP Healthcare 3,314.0 $327K 0.03% -1K -25.0% $98.77 -4.2%
349 FELE FRANKLIN ELECTRIC CO INC Industrials 3,396.0 $324K 0.03% +19.0 +0.6% $95.53 -0.2%
350 MANH MANHATTAN ASSOCIATES INC Technology 1,865.0 $323K 0.03% +160.0 +9.4% $173.31 -20.9%
351 ORI OLD REPUBLIC INTERNATIONAL CORP Financial Services 7,037.0 $321K 0.03% -588.0 -7.7% $45.64 -12.8%
352 EGP EASTGROUP PROPERTIES INC Real Estate 1,797.0 $320K 0.03% -71.0 -3.8% $178.14 +12.5%
353 BHP BHP GROUP LIMITED Basic Materials 5,273.0 $318K 0.03% NEW $60.37 +35.8%
354 A AGILENT TECHNOLOGIES INC Healthcare 2,333.0 $317K 0.03% -32.0 -1.4% $136.07 -18.5%
355 WELL WELLTOWER INC Real Estate 1,706.0 $317K 0.03% -296.0 -14.8% $185.61 +15.4%
356 IBIT ISHARES Financial Services 6,344.0 $315K 0.03% $49.65 -12.4%
357 PEG PUBLIC SERVICE ENTERPRISE Utilities 3,899.0 $313K 0.03% -277.0 -6.6% $80.30 -4.6%
358 ENOV ENOVIS CORPORATION Industrials 11,740.0 $313K 0.03% +320.0 +2.8% $26.64 -6.5%
359 FNDA SCHWAB 9,880.0 $311K 0.03% $31.51 +9.7%
360 RVTY REVVITY INC Healthcare 3,215.0 $311K 0.03% +117.0 +3.8% $96.75 -2.4%
Page 18 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%