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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 3 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 5,182.0 $3.0M 0.23% -236.0 -4.4% $572.87 +54.5%
42 BND VANGUARD 39,917.0 $3.0M 0.23% -462.0 -1.1% $74.07 -1.7%
43 PG PROCTER & GAMBLE CO Consumer Defensive 20,437.0 $2.9M 0.23% $143.31 -0.3%
44 GS GOLDMAN SACHS GROUP INC Financial Services 3,323.0 $2.9M 0.23% $879.00 +8.6%
45 LLY ELI LILLY & CO Healthcare 2,714.0 $2.9M 0.23% +56.0 +2.1% $1074.68 -7.8%
46 PEP PEPSICO INC Consumer Defensive 20,114.0 $2.9M 0.23% -176.0 -0.9% $143.52 +3.6%
47 MA MASTERCARD INC Financial Services 4,990.0 $2.8M 0.23% -91.0 -1.8% $570.88 -13.7%
48 VBK VANGUARD 9,313.0 $2.8M 0.22% +2K +20.1% $302.11 +12.3%
49 IWF ISHARES 5,923.0 $2.8M 0.22% -54.0 -0.9% $473.30 -73.8%
50 VXF VANGUARD 12,826.0 $2.7M 0.21% $209.12 +7.5%
51 ABT ABBOTT LABORATORIES Healthcare 21,114.0 $2.6M 0.21% -324.0 -1.5% $125.29 -32.2%
52 IBM INTERNATIONAL BUSINESS MACHINES Technology 8,915.0 $2.6M 0.21% +100.0 +1.1% $296.21 -26.1%
53 TSM TAIWAN SEMICONDUCTOR MFG SPON Technology 8,380.0 $2.5M 0.20% -254.0 -2.9% $303.89 +32.9%
54 CATH GLOBAL X 29,576.0 $2.4M 0.19% -4K -10.8% $82.23 +7.6%
55 IWM ISHARES 9,176.0 $2.3M 0.18% +449.0 +5.1% $246.16 +12.8%
56 HD HOME DEPOT INC Consumer Cyclical 6,309.0 $2.2M 0.17% -892.0 -12.4% $344.10 -13.2%
57 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 3,584.0 $2.2M 0.17% $603.28 +9.4%
58 CVX CHEVRON CORP Energy 13,512.0 $2.1M 0.16% -699.0 -4.9% $152.41 +24.3%
59 WWJD INSPIRE 55,724.0 $2.0M 0.16% +9K +18.0% $36.48 +7.2%
60 BKNG BOOKING HOLDINGS INC Consumer Cyclical 379.0 $2.0M 0.16% $5355.32 -97.1%
Page 3 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%