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Portfolio (Quarterly) Guide ↗

TRUST POINT INC.

· CIK 0001635633
13F Portfolio $1.2B AUM 739 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 88 New 178 Added 172 Reduced 104 Exited
Page 21 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ITB ISHARES — 2,308.0 $241K 0.02% — — $104.48 -16.0%
402 JLL JONES LANG LASALLE INC Real Estate 775.0 $240K 0.02% -739.0 -48.8% $309.95 -0.6%
403 IXUS ISHARES — 2,514.0 $240K 0.02% NEW — $95.44 +0.1%
404 RGEN REPLIGEN Healthcare 1,755.0 $239K 0.02% -925.0 -34.5% $136.44 +42.1%
405 PSA PUBLIC STORAGE Real Estate 751.0 $239K 0.02% NEW — $318.31 -10.6%
406 NOK NOKIA CORP SPONSORED ADR Technology 17,994.0 $239K 0.02% -619.0 -3.3% $13.28 -22.8%
407 LMT LOCKHEED MARTIN CORP Industrials 469.0 $239K 0.02% +46.0 +10.9% $509.44 +0.5%
408 OLLI OLLIE S BARGAIN OUTLET HOLDINGS Consumer Defensive 3,107.0 $239K 0.02% -3K -49.7% $76.88 +11.0%
409 TKR TIMKEN CO Industrials 1,631.0 $237K 0.02% NEW — $145.32 -19.5%
410 AZN ASTRAZENECA PLC Healthcare 1,238.0 $235K 0.02% NEW — $189.62 -13.6%
411 MTZ MASTEC INC Industrials 563.0 $234K 0.02% NEW — $416.05 -49.1%
412 CNX CNX RESOURCES CORP Energy 6,892.0 $234K 0.02% -379.0 -5.2% $33.93 -7.7%
413 RPM RPM INC Basic Materials 2,101.0 $234K 0.02% -2K -50.6% $111.15 -10.7%
414 BIIB BIOGEN INC Healthcare 1,078.0 $233K 0.02% NEW — $216.06 +5.4%
415 BTI BRITISH AMERICAN TOBACCO PLC ADR Consumer Defensive 3,771.0 $233K 0.02% NEW — $61.76 -11.4%
416 IDXX IDEXX LABORATORIES CORP Healthcare 442.0 $233K 0.02% +115.0 +35.2% $526.43 -0.4%
417 CPRT COPART INC Industrials 8,254.0 $233K 0.02% +3K +55.5% $28.19 -3.2%
418 O REALTY INCOME CORP Real Estate 3,744.0 $232K 0.02% -213.0 -5.4% $61.96 -11.8%
419 PSTG EVERPURE INC — 2,925.0 $230K 0.02% NEW — $78.79 —
420 FNB FNB CORP Financial Services 12,030.0 $230K 0.02% +428.0 +3.7% $19.08 -9.4%
Page 21 of 24  ·  463 positions

① 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 26.5%
Financial Services 24.5%
Industrials 11.1%
Healthcare 9.4%
Communication Services 6.7%
Consumer Defensive 6.2%
Consumer Cyclical 5.5%
Energy 4.6%
Utilities 2.7%
Basic Materials 1.9%