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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 24 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VLO VALERO ENERGY CORP Energy 1,216.0 $207K 0.02% NEW $170.26 +43.8%
462 PEGA PEGASYSTEMS INC Technology 3,582.0 $206K 0.02% NEW $57.50 -41.9%
463 LMT LOCKHEED MARTIN CORP Industrials 409.0 $204K 0.02% NEW $499.20 +4.2%
464 TEL TE CONNECTIVITY PLC COM Technology 930.0 $204K 0.02% NEW $219.53 -5.8%
465 WRB BERKLEY W R CORP Financial Services 2,653.0 $203K 0.02% NEW $76.62 -13.8%
466 HLN HALEON PLC Healthcare 22,627.0 $203K 0.02% NEW $8.97 -0.7%
467 TFC TRUIST FINANCIAL CORP Financial Services 4,415.0 $202K 0.02% NEW $45.72 +3.1%
468 WWD WOODWARD INC Industrials 794.0 $201K 0.02% NEW $252.71 +44.6%
469 BWA BORG WARNER AUTOMOTIVE INC Consumer Cyclical 4,552.0 $200K 0.02% NEW $43.96 +43.8%
470 FNB FNB CORP Financial Services 12,333.0 $199K 0.02% NEW $16.11 +7.7%
471 VLYPN VALLEY NATIONAL BANCORP Financial Services 18,449.0 $196K 0.02% NEW $10.60 +144.8%
472 MFG MIZUHO FINANCIAL GROUP INC Financial Services 26,558.0 $178K 0.01% NEW $6.70 +32.2%
473 ACVA ACV AUCTIONS INC Consumer Cyclical 17,180.0 $170K 0.01% NEW $9.91 -40.3%
474 DV DOUBLEVERIFY HOLDINGS INC Technology 12,743.0 $153K 0.01% NEW $11.98 -28.1%
475 LYG LLOYDS TSB GROUP PLC Financial Services 30,081.0 $137K 0.01% NEW $4.54 +13.7%
476 AQST AQUESTIVE THERAPEUTICS Healthcare 22,453.0 $126K 0.01% NEW $5.59 -25.4%
477 GDYN GRID DYNAMICS HOLDINGS INC Technology 13,162.0 $101K 0.01% NEW $7.71 -16.1%
478 LUMN LUMEN TECHNOLOGIES INC Communication Services 10,907.0 $67K 0.01% NEW $6.12 +69.0%
479 NOK NOKIA CORP SPONSORED ADR Technology 10,881.0 $52K 0.00% NEW $4.81 +200.6%
Page 24 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%