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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 8 of 24  ·  479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ETN EATON CORP Industrials 2,675.0 $852K 0.07% $318.51 +25.4%
142 COP CONOCOPHILLIPS Energy 9,018.0 $844K 0.07% -257.0 -2.8% $93.61 +30.8%
143 BSX BOSTON SCIENTIFIC CORP Healthcare 8,829.0 $842K 0.07% +338.0 +4.0% $95.35 -41.4%
144 HSBC HSBC HOLDINGS PLC Financial Services 10,636.0 $837K 0.07% +3K +39.6% $78.67 +12.3%
145 LOW LOWES COMPANIES INC Consumer Cyclical 3,459.0 $834K 0.07% -94.0 -2.6% $241.16 -9.4%
146 MDT MEDTRONIC Healthcare 8,683.0 $834K 0.07% -381.0 -4.2% $96.06 -20.7%
147 SPGI S&P GLOBAL INC NPV Financial Services 1,590.0 $831K 0.07% -143.0 -8.2% $522.59 -22.9%
148 SPSC SPS COMMERCE INC Technology 9,112.0 $812K 0.06% +560.0 +6.5% $89.13 -42.6%
149 PFE PFIZER INC Healthcare 32,412.0 $807K 0.06% +1K +3.8% $24.90 +1.7%
150 IWD ISHARES 3,835.0 $807K 0.06% $210.34 +10.6%
151 XEL XCEL ENERGY INC Utilities 10,921.0 $807K 0.06% -87.0 -0.8% $73.86 +5.5%
152 TJX TJX COMPANIES INC Consumer Cyclical 5,227.0 $803K 0.06% +66.0 +1.3% $153.61 -4.0%
153 ASB ASSOCIATED BANC CORP Financial Services 30,734.0 $792K 0.06% -1K -3.6% $25.76 +6.7%
154 HYMB SPDR 31,739.0 $792K 0.06% -3K -7.3% $24.94 -0.5%
155 TECH BIO-TECHNE CORP Healthcare 13,425.0 $790K 0.06% +271.0 +2.1% $58.81 -26.4%
156 PPG PPG INDUSTRIES INC Basic Materials 7,600.0 $779K 0.06% -1K -14.2% $102.46 +0.2%
157 KMB KIMBERLY CLARK CORP Consumer Defensive 7,569.0 $764K 0.06% -334.0 -4.2% $100.89 -4.9%
158 MLI MUELLER INDUSTRIES INC Industrials 6,627.0 $761K 0.06% -361.0 -5.2% $114.80 +18.9%
159 NVS NOVARTIS AG SPONSORED ADR Healthcare 5,496.0 $758K 0.06% $137.87 +7.4%
160 BERKSHIRE HATHAWAY INC 1.0 $755K 0.06% $754800.00
Page 8 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%