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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 20 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AZO AUTOZONE INC Consumer Cyclical 64.0 $275K 0.02% NEW $4290.11 -23.0%
382 SHW SHERWIN WILLIAMS CO Basic Materials 790.0 $274K 0.02% NEW $346.26 -13.0%
383 BL BLACKLINE INC Technology 5,148.0 $273K 0.02% NEW $53.10 -47.8%
384 CSW INDUSTRIALS INC 1,124.0 $273K 0.02% NEW $242.76
385 CVS CVS HEALTH CORP Healthcare 3,614.0 $272K 0.02% NEW $75.39 +26.2%
386 PAYX PAYCHEX INC Industrials 2,146.0 $272K 0.02% NEW $126.76 -27.8%
387 RVTY REVVITY INC Healthcare 3,098.0 $272K 0.02% NEW $87.65 +7.5%
388 AIT APPLIED INDUSTRIAL TECHNOLOGIES Industrials 1,035.0 $270K 0.02% NEW $261.05 +17.8%
389 STE STERIS Healthcare 1,090.0 $270K 0.02% NEW $247.44 -14.0%
390 PSTG PURE STORAGE INC Technology 3,215.0 $269K 0.02% NEW $83.81 -20.1%
391 AMT AMERICAN TOWER CORP Real Estate 1,401.0 $269K 0.02% NEW $192.32 -10.9%
392 MTD METTLER-TOLEDO INTL Healthcare 218.0 $268K 0.02% NEW $1227.61 -14.8%
393 FBIN FORTUNE BRANDS HOME & SECURITY Industrials 5,004.0 $267K 0.02% NEW $53.39 -35.6%
394 CNI CANADIAN NATL RAILWAY CO Industrials 2,831.0 $267K 0.02% NEW $94.30 +18.9%
395 RHI ROBERT HALF INTERNATIONAL INC Industrials 7,823.0 $266K 0.02% NEW $33.98 -25.3%
396 RMBS RAMBUS INC Technology 2,517.0 $262K 0.02% NEW $104.20 +20.7%
397 FDX FEDEX CORP Industrials 1,110.0 $262K 0.02% NEW $235.81 +56.4%
398 SM SM ENERGY CO Energy 10,469.0 $261K 0.02% NEW $24.97 +30.6%
399 PYPL PAYPAL HOLDINGS INC Financial Services 3,895.0 $261K 0.02% NEW $67.06 -33.5%
400 CMS CMS ENERGY CORP Utilities 3,556.0 $261K 0.02% NEW $73.26 -0.9%
Page 20 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%