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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 5 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CL COLGATE-PALMOLIVE CO Consumer Defensive 19,743.0 $1.6M 0.12% $79.02 +13.9%
82 IWO ISHARES 4,805.0 $1.6M 0.12% $323.01 +9.4%
83 SCHX SCHWAB 57,413.0 $1.5M 0.12% +5K +9.2% $26.91 +7.1%
84 KO COCA COLA CO Consumer Defensive 22,012.0 $1.5M 0.12% -1K -5.8% $69.91 +16.1%
85 TSCO TRACTOR SUPPLY CO Consumer Cyclical 30,609.0 $1.5M 0.12% -630.0 -2.0% $50.01 -36.6%
86 BAC BANK OF AMERICA CORP Financial Services 26,954.0 $1.5M 0.12% -289.0 -1.1% $55.00 -7.8%
87 GE GE AEROSPACE Industrials 4,635.0 $1.4M 0.11% $308.03 -7.2%
88 DE DEERE & CO Industrials 3,045.0 $1.4M 0.11% +86.0 +2.9% $465.57 +21.2%
89 VZ VERIZON COMMUNICATIONS INC Communication Services 34,726.0 $1.4M 0.11% -4K -10.1% $40.73 +14.8%
90 APH AMPHENOL CORP Technology 10,437.0 $1.4M 0.11% -119.0 -1.1% $135.14 -11.8%
91 MMM 3M CO FR Industrials 8,776.0 $1.4M 0.11% $160.10 -4.7%
92 DVY ISHARES 9,907.0 $1.4M 0.11% $141.14 +8.2%
93 CENCORA INC 4,104.0 $1.4M 0.11% -119.0 -2.8% $337.75
94 MS MORGAN STANLEY Financial Services 7,700.0 $1.4M 0.11% -392.0 -4.8% $177.51 +8.6%
95 PM PHILLIP MORRIS INTL INC Consumer Defensive 8,489.0 $1.4M 0.11% +134.0 +1.6% $160.40 +19.4%
96 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 8,014.0 $1.3M 0.10% -226.0 -2.7% $166.31 -3.1%
97 MCD MC DONALDS CORP Consumer Cyclical 4,360.0 $1.3M 0.10% $305.63 -7.6%
98 OEF ISHARES 3,810.0 $1.3M 0.10% $342.97 +6.8%
99 RB GLOBAL INC 12,631.0 $1.3M 0.10% -669.0 -5.0% $102.87
100 SCHE SCHWAB 39,468.0 $1.3M 0.10% $32.75 +7.1%
Page 5 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%