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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 23 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 2,699.0 $225K 0.02% NEW $83.22 -5.9%
442 CMI CUMMINS INC Industrials 530.0 $224K 0.02% NEW $422.37 +69.6%
443 O REALTY INCOME CORP Real Estate 3,671.0 $223K 0.02% NEW $60.79 +1.9%
444 FICO FAIR ISAAC CORP Technology 149.0 $223K 0.02% NEW $1496.60 -28.0%
445 IDXX IDEXX LABORATORIES CORP Healthcare 347.0 $222K 0.02% NEW $638.90 -16.6%
446 CBSH COMMERCE BANCSHARES INC Financial Services 3,679.0 $220K 0.02% NEW $59.76 -14.7%
447 ING ING GROEP NV Financial Services 8,409.0 $219K 0.02% NEW $26.08 +15.2%
448 WSC WILLSCOT MOBILE MINI HOLDINGS Industrials 10,369.0 $219K 0.02% NEW $21.11 +23.8%
449 PIPER SANDLER COS 626.0 $217K 0.02% NEW $346.99
450 MLM MARTIN MARIETTA MATERIALS Basic Materials 342.0 $216K 0.02% NEW $630.29 -8.7%
451 PATK PATRICK INDUSTRIES INC Consumer Cyclical 2,083.0 $215K 0.02% NEW $103.43 -9.0%
452 MCO MOODYS CORP Financial Services 451.0 $215K 0.02% NEW $476.47 -9.2%
453 LNT ALLIANT ENERGY CORP Utilities 3,181.0 $214K 0.02% NEW $67.41 +7.5%
454 DHI D R HORTON INC Consumer Cyclical 1,254.0 $213K 0.02% NEW $169.47 -17.8%
455 VTV VANGUARD 1,130.0 $211K 0.02% NEW $186.49 +10.8%
456 PHYS SPROTT Financial Services 7,113.0 $211K 0.02% NEW $29.62 +16.2%
457 PAVE GLOBAL X 4,420.0 $211K 0.02% NEW $47.63 +16.3%
458 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,443.0 $210K 0.02% NEW $145.72 -7.8%
459 IBKR INTERACTIVE BROKERS GROUP INC Financial Services 3,052.0 $210K 0.02% NEW $68.81 +28.3%
460 NOC NORTHROP GRUMMAN CORP Industrials 340.0 $207K 0.02% NEW $609.33 -10.0%
Page 23 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%