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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 20 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ED CONSOLIDATED EDISON INC Utilities 2,920.0 $290K 0.02% -81.0 -2.7% $99.32 +9.5%
382 CVS CVS HEALTH CORP Healthcare 3,647.0 $289K 0.02% +33.0 +0.9% $79.36 +19.6%
383 BCS BARCLAYS PLC SPONSORED ADR Financial Services 11,293.0 $287K 0.02% NEW $25.45 -10.0%
384 F FORD MOTOR Consumer Cyclical 21,824.0 $286K 0.02% +615.0 +2.9% $13.12 +0.1%
385 NOG NORTHERN OIL AND GAS Energy 13,306.0 $286K 0.02% +2K +19.9% $21.47 +16.3%
386 SNPS SYNOPSYS INC Technology 608.0 $286K 0.02% -376.0 -38.2% $469.72 +5.6%
387 MFG MIZUHO FINANCIAL GROUP INC Financial Services 38,365.0 $281K 0.02% +12K +44.5% $7.32 +19.7%
388 WAT WATERS CORP Healthcare 735.0 $279K 0.02% -62.0 -7.8% $379.83 -12.2%
389 QLYS QUALYS Technology 2,082.0 $277K 0.02% -30.0 -1.4% $132.90 -25.2%
390 CME CME GROUP INC Financial Services 1,007.0 $275K 0.02% +99.0 +10.9% $273.08 +12.4%
391 ARGX ARGENEX SE Healthcare 322.0 $271K 0.02% NEW $840.96 -5.0%
392 MINN MAIRS AND POWER 12,000.0 $271K 0.02% NEW $22.55 -1.6%
393 CMI CUMMINS INC Industrials 530.0 $271K 0.02% $510.45 +29.9%
394 MLM MARTIN MARIETTA MATERIALS Basic Materials 434.0 $270K 0.02% +92.0 +26.9% $622.67 -13.6%
395 GNTX GENTEX CORP Consumer Cyclical 11,609.0 $270K 0.02% -882.0 -7.1% $23.27 -2.7%
396 D DOMINION ENERGY INC Utilities 4,590.0 $269K 0.02% +27.0 +0.6% $58.59 +16.7%
397 CCC CCC INTELLIGENT SOLUTIONS HOLD. Technology 33,758.0 $268K 0.02% -847.0 -2.5% $7.95 -41.2%
398 CNX CNX RESOURCES CORP Energy 7,271.0 $267K 0.02% -376.0 -4.9% $36.77 +1.7%
399 CNI CANADIAN NATL RAILWAY CO Industrials 2,702.0 $267K 0.02% -129.0 -4.6% $98.85 +14.7%
400 ALRM ALARM.COM HOLDINGS INC Technology 5,209.0 $266K 0.02% -241.0 -4.4% $51.02 -14.4%
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 27.2%
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%