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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 23 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 O REALTY INCOME CORP Real Estate 3,957.0 $223K 0.02% +286.0 +7.8% $56.37 +8.4%
442 ITB ISHARES 2,308.0 $222K 0.02% $96.30 -9.1%
443 IDXX IDEXX LABORATORIES CORP Healthcare 327.0 $221K 0.02% -20.0 -5.8% $676.55 -21.8%
444 EQIX EQUINIX INC SR NT Real Estate 288.0 $221K 0.02% -27.0 -8.6% $766.15 +38.3%
445 CWAN CLEARWATER ANALYTICS HOLDINGS Technology 9,146.0 $221K 0.02% NEW $24.12 +1.0%
446 CARR CARRIER GLOBAL CORP Industrials 4,167.0 $220K 0.02% -111.0 -2.6% $52.84 +22.1%
447 PAVE GLOBAL X 4,576.0 $219K 0.02% +156.0 +3.5% $47.79 +14.5%
448 ITT ITT INC Industrials 1,248.0 $217K 0.02% -91.0 -6.8% $173.51 +12.1%
449 VTV VANGUARD 1,130.0 $216K 0.02% $190.99 +8.6%
450 RMBS RAMBUS INC Technology 2,317.0 $213K 0.02% -200.0 -8.0% $91.89 +38.3%
451 ALKT ALKAMI TECHNOLOGY INC Technology 9,204.0 $212K 0.02% +140.0 +1.5% $23.07 -28.0%
452 GIS GENERAL MILLS INC Consumer Defensive 4,550.0 $212K 0.02% NEW $46.50 -29.1%
453 RGA REINSURANCE GROUP AMERICA INC Financial Services 1,039.0 $211K 0.02% -191.0 -15.5% $203.46 +3.3%
454 EVR EVERCORE PARTNERS INC Financial Services 621.0 $211K 0.02% -85.0 -12.0% $340.26 -2.0%
455 TER TERADYNE INC Technology 1,090.0 $211K 0.02% NEW $193.56 +74.6%
456 BJ BJS WHOLESALE CLUB HOLDINGS INC Consumer Defensive 2,342.0 $211K 0.02% -309.0 -11.7% $90.03 +7.8%
457 DELL DELL TECHNOLOGIES INC Technology 1,673.0 $211K 0.02% -20.0 -1.2% $125.88 +92.3%
458 CPRT COPART INC Industrials 5,308.0 $208K 0.02% -3K -33.6% $39.15 -17.5%
459 PYPL PAYPAL HOLDINGS INC Financial Services 3,550.0 $207K 0.02% -345.0 -8.9% $58.38 -23.9%
460 AZO AUTOZONE INC Consumer Cyclical 61.0 $207K 0.02% -3.0 -4.7% $3391.75 -0.8%
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 27.2%
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%