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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 4 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFG ISHARES 17,549.0 $2.0M 0.16% -230.0 -1.3% $113.92 +4.4%
62 ORCL ORACLE CORP NT Technology 10,211.0 $2.0M 0.16% -1K -11.5% $194.91 -3.5%
63 NEE NEXTERA ENERGY INC Utilities 24,555.0 $2.0M 0.16% -126.0 -0.5% $80.28 +11.4%
64 IJH ISHARES 29,763.0 $2.0M 0.15% $66.00 +9.5%
65 NFLX NETFLIX INC Communication Services 20,860.0 $2.0M 0.15% +19K +864.4% $93.76 -6.8%
66 IUSB ISHARES 41,920.0 $2.0M 0.15% +12K +39.4% $46.54 -1.7%
67 HON HONEYWELL INTERNATIONAL INC Industrials 9,943.0 $1.9M 0.15% -264.0 -2.6% $195.09 +9.7%
68 QQQ INVESCO Financial Services 3,156.0 $1.9M 0.15% -18.0 -0.6% $614.31 +15.6%
69 IWP ISHARES 13,413.0 $1.8M 0.14% $136.94 -0.6%
70 CSCO CISCO SYSTEMS INC Technology 23,663.0 $1.8M 0.14% -1K -5.6% $77.03 +53.7%
71 MAR MARRIOTT INTERNATIONAL INC Consumer Cyclical 5,855.0 $1.8M 0.14% +76.0 +1.3% $310.24 +14.6%
72 COST COSTCO WHOLESALE CORP Consumer Defensive 2,104.0 $1.8M 0.14% -96.0 -4.4% $862.34 +22.1%
73 EMR EMERSON ELECTRIC CO Industrials 13,088.0 $1.7M 0.14% +304.0 +2.4% $132.72 -0.3%
74 TGT TARGET CORPORATION Consumer Defensive 17,611.0 $1.7M 0.14% +180.0 +1.0% $97.75 +23.1%
75 VGT VANGUARD 2,279.0 $1.7M 0.14% $753.78 -84.9%
76 AXP AMERICAN EXPRESS CO Financial Services 4,561.0 $1.7M 0.13% -58.0 -1.3% $369.95 -15.8%
77 AOS SMITH A O CORP Industrials 24,567.0 $1.6M 0.13% $66.88 -16.2%
78 ABBV ABBVIE INC Healthcare 6,990.0 $1.6M 0.13% +59.0 +0.8% $228.49 -8.4%
79 EFA ISHARES 16,590.0 $1.6M 0.13% -300.0 -1.8% $96.03 +6.7%
80 MRK MERCK & CO INC Healthcare 15,133.0 $1.6M 0.13% +299.0 +2.0% $105.26 +5.8%
Page 4 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%