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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 24 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LNT ALLIANT ENERGY CORP Utilities 3,181.0 $207K 0.02% $65.01 +10.4%
462 LMT LOCKHEED MARTIN CORP Industrials 423.0 $205K 0.02% +14.0 +3.4% $483.67 +6.4%
463 WWD WOODWARD INC Industrials 674.0 $204K 0.02% -120.0 -15.1% $302.32 +16.1%
464 MUB ISHARES 1,897.0 $203K 0.02% NEW $107.11 -0.9%
465 UPS UNITED PARCEL SERVICE Industrials 2,045.0 $203K 0.02% NEW $99.19 -3.6%
466 GGG GRACO INC Industrials 2,458.0 $201K 0.02% NEW $81.97 -7.7%
467 FICO FAIR ISAAC CORP Technology 119.0 $201K 0.02% -30.0 -20.1% $1690.66 -32.8%
468 HOMB HOME BANCSHARES INC Financial Services 7,234.0 $201K 0.02% -986.0 -12.0% $27.78 -7.0%
469 NOC NORTHROP GRUMMAN CORP Industrials 352.0 $201K 0.02% +12.0 +3.5% $570.20 -4.9%
470 COHR COHERENT CORP Technology 1,084.0 $200K 0.02% NEW $184.57 +98.7%
471 FNB FNB CORP Financial Services 11,602.0 $198K 0.02% -731.0 -5.9% $17.10 +0.4%
472 NATWEST GROUP PLC 11,041.0 $193K 0.01% NEW $17.50
473 VIAV VIAVI SOLUTIONS INC Technology 10,804.0 $193K 0.01% NEW $17.82 +185.5%
474 ACVA ACV AUCTIONS INC Consumer Cyclical 19,428.0 $156K 0.01% +2K +13.1% $8.02 -24.2%
475 AQST AQUESTIVE THERAPEUTICS Healthcare 24,048.0 $155K 0.01% +2K +7.1% $6.46 -37.5%
476 DV DOUBLEVERIFY HOLDINGS INC Technology 13,441.0 $154K 0.01% +698.0 +5.5% $11.44 -19.4%
477 GDYN GRID DYNAMICS HOLDINGS INC Technology 14,947.0 $135K 0.01% +2K +13.6% $9.03 -25.6%
478 NOK NOKIA CORP SPONSORED ADR Technology 18,613.0 $120K 0.01% +8K +71.1% $6.47 +121.9%
479 NMR NOMURA HOLDINGS INC ADR Financial Services 12,002.0 $101K 0.01% NEW $8.39 -4.6%
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 27.2%
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%