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Trust Point

Latest statistics and disclosures from Trust Point's latest quarterly 13F-HR filing:

Top 5 stock holdings are QGRW, VIG, VV, IVOV, ISTB, and represent 42.44% of Trust Point's stock portfolio.
Added to shares of these 10 stocks: VV (+$9.6M), CB, SYK, NVDA, VBK, IWF, IVOV, FAST, VGT, TT.
Started 49 new stock positions in VRT, NBIX, TTMI, EHC, MUNI, CLH, TRGP, SUNB, GD, KFY.
Reduced shares in these 10 stocks: , AAPL (-$26M), PFG (-$14M), BRK.B (-$7.1M), AMZN (-$6.9M), IWB, IUSB, Honeywell International, , QGRW.
Sold out of its positions in AAON, ACVA, AFL, AMN, ABT, ACIW, AMD, AEIS, AGYS, ADC.
Trust Point was a net seller of stock by $-97M.
Trust Point has $1.2B in assets under management (AUM), dropping by 2.39%.
Central Index Key (CIK): 0001635633

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Portfolio Holdings for Trust Point

Trust Point holds 463 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Common Stock (QGRW)	13.9	$164M		2.5M	66.03	View chart
Vanguard Common Stock (VIG)	11.2	$132M		557k	236.62	View chart
Vanguard Common Stock (VV)	6.4	$76M	+14%	221k	343.91	View chart
Vanguard Common Stock (IVOV)	6.4	$76M	+3%	665k	114.07	View chart
Ishares Common Stock (ISTB)	4.5	$53M		1.1M	48.25	View chart
State Street Spdr Common Stock (KRE)	3.5	$42M	+3%	558k	74.85	View chart
Nvidia Corp Common Stock (NVDA)	2.3	$27M	+14%	134k	200.09	View chart
Principal Financial Group Common Stock (PFG)	2.2	$26M	-35%	238k	107.78	View chart
Ishares Common Stock (IVW)	1.6	$19M	-6%	141k	137.53	View chart
Ishares Common Stock (IWB)	1.6	$19M	-15%	47k	409.50	View chart
Ishares Common Stock (IVE)	1.3	$16M		69k	227.06	View chart
Alphabet Common Stock (GOOGL)	1.3	$16M	+7%	44k	357.37	View chart
SPDR Common Stock (SPY)	1.3	$15M		20k	746.77	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$14M	+2%	37k	373.02	View chart
Vanguard Common Stock (VTI)	1.1	$13M		34k	370.04	View chart
Broadcom Common Stock (AVGO)	1.0	$12M	+2%	32k	377.75	View chart
Ishares Common Stock (IVV)	0.9	$10M	+4%	14k	748.89	View chart
Ishares Common Stock (IWR)	0.9	$10M		91k	110.32	View chart
Fastenal Common Stock (FAST)	0.8	$9.9M	+27%	207k	48.03	View chart
Exxon Mobil Corp Common Stock (XOM)	0.8	$9.2M		67k	136.72	View chart
Schwab Common Stock (SCHM)	0.8	$9.1M		247k	36.87	View chart
Ishares Common Stock (IVLU)	0.7	$8.4M	+5%	201k	41.82	View chart
Vanguard Common Stock (VEU)	0.7	$8.2M		98k	83.75	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$6.4M	+2%	25k	253.97	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.5	$6.4M	-12%	20k	327.33	View chart
Alphabet Common Stock (GOOG)	0.5	$6.4M	+2%	18k	353.33	View chart
Vanguard Common Stock (VBK)	0.5	$6.3M	+88%	17k	365.70	View chart
Micron Technology Common Stock (MU)	0.5	$6.1M	+12%	5.3k	1154.29	View chart
Walmart Common Stock (WMT)	0.5	$6.0M		53k	113.26	View chart
Tesla Common Stock (TSLA)	0.5	$5.5M	+9%	13k	420.60	View chart
Chubb Common Stock (CB)	0.5	$5.4M	+932%	16k	340.73	View chart
Vanguard Common Stock (VOO)	0.5	$5.4M	+12%	7.8k	686.81	View chart
Meta Platforms Common Stock (META)	0.4	$5.0M	+5%	8.9k	563.29	View chart
Ishares Common Stock (IEFA)	0.4	$4.9M	+2%	51k	96.58	View chart
Caterpillar Common Stock (CAT)	0.4	$4.8M	+4%	4.5k	1064.90	View chart
Vanguard Common Stock (VBR)	0.4	$4.6M		19k	242.99	View chart
Visa Common Stock (V)	0.4	$4.6M		13k	343.09	View chart
Wells Fargo & Co Common Stock (WFC)	0.4	$4.5M	+4%	55k	82.64	View chart
Stryker Corp Common Stock (SYK)	0.4	$4.2M	+681%	14k	314.84	View chart
Taiwan Semiconductor Mfg Common Stock (TSM)	0.4	$4.2M		8.8k	477.57	View chart
Ishares Common Stock (IJR)	0.4	$4.2M		28k	148.31	View chart
Ishares Common Stock (IWF)	0.3	$3.9M	+295%	31k	124.17	View chart
Eli Lilly & Co Common Stock (LLY)	0.3	$3.6M	+9%	3.0k	1199.43	View chart
Ishares Common Stock (EFG)	0.3	$3.3M	+16%	27k	124.42	View chart
Procter & Gamble Common Stock (PG)	0.3	$3.3M	+10%	22k	146.64	View chart
Vanguard Common Stock (VXF)	0.3	$3.2M		13k	246.21	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$3.1M	+3%	3.1k	1011.37	View chart
Vanguard Common Stock (BND)	0.3	$3.0M	-11%	41k	73.41	View chart
Chevron Corp Common Stock (CVX)	0.3	$3.0M	+8%	18k	165.76	View chart
Ishares Common Stock (IAU)	0.2	$2.9M		38k	75.51	View chart
Asml Holding Nv Common Stock (ASML)	0.2	$2.9M	+2%	1.4k	1989.44	View chart
Wisdomtree Common Stock (WTPI)	0.2	$2.8M	-23%	86k	32.79	View chart
International Business Machines Common Stock (IBM)	0.2	$2.8M	+25%	9.9k	281.21	View chart
Pepsico Common Stock (PEP)	0.2	$2.7M	-2%	20k	135.40	View chart
Ishares Common Stock (IWM)	0.2	$2.7M	-3%	9.0k	300.45	View chart
Cisco Systems Common Stock (CSCO)	0.2	$2.7M	-11%	23k	117.46	View chart
Abbvie Common Stock (ABBV)	0.2	$2.5M	+21%	10k	251.64	View chart
Mastercard Common Stock (MA)	0.2	$2.5M	+2%	4.9k	513.60	View chart
Spdr S&p Midcap 400 Etf Trust Common Stock (MDY)	0.2	$2.5M		3.6k	703.34	View chart
Lam Research Corp Common Stock (LRCX)	0.2	$2.4M	+7%	5.6k	433.33	View chart
Ishares Common Stock (IWD)	0.2	$2.4M		9.8k	242.43	View chart
Oracle Corp Nt Common Stock (ORCL)	0.2	$2.3M	+50%	16k	146.55	View chart
Vanguard Common Stock (VGT)	0.2	$2.3M	+749%	19k	119.52	View chart
Intel Corp Common Stock (INTC)	0.2	$2.3M	+7%	16k	139.63	View chart
Nextera Energy Common Stock (NEE)	0.2	$2.2M	+3%	26k	87.77	View chart
Ishares Common Stock (IJH)	0.2	$2.2M	-2%	29k	77.11	View chart
Trane Technologies Common Stock (TT)	0.2	$2.2M	+255%	4.5k	491.16	View chart
Home Depot Common Stock (HD)	0.2	$2.2M	-4%	6.1k	352.68	View chart
Global X Common Stock (CATH)	0.2	$2.1M		24k	88.50	View chart
Coca Cola Common Stock (KO)	0.2	$2.1M	+33%	25k	81.27	View chart
Costco Wholesale Corp Common Stock (COST)	0.2	$2.0M	+5%	2.2k	935.47	View chart
Marriott International Common Stock (MAR)	0.2	$2.0M	+5%	5.5k	370.59	View chart
Ishares Common Stock (IWP)	0.2	$2.0M		13k	146.41	View chart
Emerson Electric Common Stock (EMR)	0.2	$1.9M		14k	143.15	View chart
Merck & Co Common Stock (MRK)	0.2	$1.9M	-2%	15k	128.50	View chart
Colgate-palmolive Common Stock (CL)	0.2	$1.9M		21k	91.68	View chart
Ishares Common Stock (IWO)	0.2	$1.9M		4.7k	393.96	View chart
Marsh & Mc Lennan Common Stock (MRSH)	0.2	$1.8M	+151%	11k	166.67	View chart
Deere & Co Common Stock (DE)	0.2	$1.8M	+2%	2.9k	634.33	View chart
Inspire Common Stock (WWJD)	0.2	$1.8M	-10%	48k	38.13	View chart
Ishares Common Stock (IWS)	0.2	$1.8M		11k	164.60	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.7M	+7%	1.5k	1174.86	View chart
Schwab Common Stock (SCHX)	0.1	$1.7M		57k	29.43	View chart
Ishares Common Stock (DVY)	0.1	$1.7M	+9%	11k	156.30	View chart
State Street Spdr Common Stock (HYMB)	0.1	$1.7M	+146%	66k	25.44	View chart
Ishares Common Stock (EFA)	0.1	$1.7M		16k	103.88	View chart
Texas Instruments Common Stock (TXN)	0.1	$1.6M	-2%	5.5k	298.07	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.6M	+11%	4.4k	373.73	View chart
Pfizer Common Stock (PFE)	0.1	$1.6M	+107%	68k	24.08	View chart
Kla-tencor Corp Common Stock (KLAC)	0.1	$1.6M	+930%	5.3k	301.71	View chart
Comfort Systems Usa Common Stock (FIX)	0.1	$1.6M	-2%	804.00	1981.96	View chart
Booking Holdings Common Stock (BKNG)	0.1	$1.6M	+2418%	8.8k	178.24	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.5M	+5%	36k	42.34	View chart
Netflix Common Stock (NFLX)	0.1	$1.5M		22k	71.40	View chart
Linde Common Stock (LIN)	0.1	$1.5M		2.9k	518.94	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$1.5M	+3%	5.5k	272.00	View chart
Vanguard Common Stock (VWO)	0.1	$1.5M	+2%	25k	59.69	View chart
Schwab Common Stock (SCHE)	0.1	$1.4M		40k	36.26	View chart
Morgan Stanley Common Stock (MS)	0.1	$1.4M	+2%	6.8k	209.01	View chart
Us Bancorp Common Stock (USB)	0.1	$1.4M	+105%	24k	60.40	View chart
Ishares Common Stock (OEF)	0.1	$1.4M		3.8k	365.87	View chart
Phillip Morris Intl Common Stock (PM)	0.1	$1.3M	-18%	7.3k	180.91	View chart
Honeywell Technologies Common Stock (HON)	0.1	$1.3M	NEW	5.9k	222.99	View chart
Conocophillips Common Stock (COP)	0.1	$1.3M	+29%	13k	103.96	View chart
Shell Common Stock (SHEL)	0.1	$1.3M		17k	77.54	View chart
Hsbc Holdings Common Stock (HSBC)	0.1	$1.3M	+5%	13k	95.09	View chart
Southern Common Stock (SO)	0.1	$1.3M	+3%	13k	95.71	View chart
Citigroup Inc Sr Nt Common Stock (C)	0.1	$1.2M		8.9k	139.96	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$1.2M	+23%	3.0k	415.63	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$1.2M	+2%	3.5k	341.02	View chart
Eaton Corp Common Stock (ETN)	0.1	$1.2M	+2%	2.7k	426.12	View chart
Rb Global Common Stock (RBA)	0.1	$1.2M	-22%	10k	116.45	View chart
Ppg Industries Common Stock (PPG)	0.1	$1.1M		9.4k	121.29	View chart
Mc Donalds Corp Common Stock (MCD)	0.1	$1.1M	-4%	4.2k	270.31	View chart
Western Digital Corp Common Stock (WDC)	0.1	$1.1M	+19%	1.7k	638.72	View chart
Ishares Common Stock (USMV)	0.1	$1.0M		11k	96.46	View chart
Transdign Group Common Stock (TDG)	0.1	$1.0M	+8%	775.00	1332.04	View chart
Vanguard Common Stock (VB)	0.1	$1.0M		3.4k	303.12	View chart
3m Co Fr Common Stock (MMM)	0.1	$1.0M		6.3k	161.91	View chart
Inspire Common Stock (IBD)	0.1	$1.0M	-2%	43k	23.77	View chart
Blackrock Common Stock (BLK)	0.1	$1.0M		1.0k	961.57	View chart
Novartis Common Stock (NVS)	0.1	$994k	+3%	6.3k	156.72	View chart
Chemed Corp Common Stock (CHE)	0.1	$985k	-5%	2.1k	465.74	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$984k	+24%	8.4k	116.67	View chart
State Street Common Stock (XLF)	0.1	$980k		18k	53.61	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$977k		1.9k	501.36	View chart
Mitsubishi Ufj Financial Grp Common Stock (MUFG)	0.1	$977k		49k	19.89	View chart
Schwab Common Stock (SCHR)	0.1	$972k	+3%	39k	24.66	View chart
Tjx Companies Common Stock (TJX)	0.1	$950k	+10%	6.3k	151.50	View chart
Inspire Common Stock (ISMD)	0.1	$948k	-4%	19k	50.00	View chart
Lowes Companies Common Stock (LOW)	0.1	$943k	-2%	4.3k	220.49	View chart
Wisdomtree Common Stock (DGRW)	0.1	$927k		9.7k	95.62	View chart
At&t Common Stock (T)	0.1	$910k		44k	20.70	View chart
Schwab Common Stock (FNDE)	0.1	$908k		23k	39.68	View chart
Mairs And Power Common Stock (MINN)	0.1	$905k	+236%	40k	22.39	View chart
Crowdstrike Holding Common Stock (CRWD)	0.1	$894k		1.2k	763.14	View chart
Schwab Common Stock (FNDX)	0.1	$890k	+12%	29k	31.10	View chart
Marathon Petroleum Corp Common Stock (MPC)	0.1	$877k		3.4k	255.67	View chart
Dell Technologies Common Stock (DELL)	0.1	$871k	+14%	2.0k	431.46	View chart
Cigna Group Common Stock (CI)	0.1	$863k		3.1k	275.68	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$860k		9.3k	92.27	View chart
Enpro Inds Common Stock (NPO)	0.1	$852k	-30%	2.3k	376.93	View chart
Qualcomm Common Stock (QCOM)	0.1	$849k	+2%	4.6k	184.79	View chart
Banco De Santander Central Common Stock (SAN)	0.1	$847k	-3%	61k	13.80	View chart
Ciena Corp Common Stock (CIEN)	0.1	$840k	-24%	1.7k	490.56	View chart
Ishares Common Stock (SOXX)	0.1	$830k		1.3k	640.76	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$802k	+51%	14k	57.62	View chart
Servicenow Common Stock (NOW)	0.1	$790k	-6%	8.0k	99.28	View chart
Vanguard Common Stock (VEA)	0.1	$786k	+7%	11k	71.25	View chart
Xcel Energy Common Stock (XEL)	0.1	$770k	-5%	9.6k	80.30	View chart
Curtiss-wright Corp Common Stock (CW)	0.1	$768k	+3%	1.0k	757.76	View chart
Ishares Common Stock (EEM)	0.1	$768k		11k	68.41	View chart
Ishares Common Stock (IUSV)	0.1	$766k	+5%	7.0k	110.15	View chart
Mueller Industries Common Stock (MLI)	0.1	$763k	-4%	6.2k	122.93	View chart
Altria Group Common Stock (MO)	0.1	$758k	+60%	11k	71.95	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$752k	-6%	5.9k	126.58	View chart
Power Integrations Common Stock (POWI)	0.1	$746k	-26%	8.9k	83.76	View chart
Comcast Corporation Common Stock (CMCSA)	0.1	$742k	+28%	30k	24.55	View chart
Esco Technologies Common Stock (ESE)	0.1	$741k		2.1k	350.04	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$738k	-2%	6.7k	109.77	View chart
Littlefuse Common Stock (LFUS)	0.1	$738k	-36%	1.6k	455.33	View chart
Pnc Financial Services Grp Common Stock (PNC)	0.1	$731k	+4%	3.0k	246.22	View chart
Grand Canyon Education Common Stock (LOPE)	0.1	$726k	-34%	5.1k	143.11	View chart
National Grid Common Stock (NGG)	0.1	$721k	+8%	8.7k	82.87	View chart
Prologis Common Stock (PLD)	0.1	$712k	+4%	5.3k	135.47	View chart
Csx Corp Sr Glbl Common Stock (CSX)	0.1	$710k	+3%	15k	47.53	View chart
Ishares Common Stock (HDV)	0.1	$708k	+458%	26k	27.41	View chart
Dimensional Common Stock (DFAC)	0.1	$707k		16k	44.36	View chart
Fabrinet Common Stock (FN)	0.1	$706k		1.3k	562.07	View chart
Ishares Common Stock (IEMG)	0.1	$703k	+22%	8.5k	82.84	View chart
Ubs Group Common Stock (UBS)	0.1	$690k	+2%	14k	49.56	View chart
Williams Companies Common Stock (WMB)	0.1	$685k		9.2k	74.34	View chart
Tractor Supply Common Stock (TSCO)	0.1	$681k	-23%	22k	31.61	View chart
State Street Common Stock (XLI)	0.1	$674k		3.6k	185.23	View chart
Vanguard Common Stock (VO)	0.1	$667k	+295%	8.3k	80.57	View chart
Vanguard Common Stock (VTV)	0.1	$667k	+170%	3.1k	217.93	View chart
Bio-techne Corp Common Stock (TECH)	0.1	$665k	-29%	9.4k	70.65	View chart
Onto Innovation Common Stock (ONTO)	0.1	$663k	-43%	1.8k	378.45	View chart
Five Below Common Stock (FIVE)	0.1	$662k	-31%	3.7k	179.79	View chart
Dover Corp Common Stock (DOV)	0.1	$659k		2.9k	224.28	View chart
Monster Beverage Corp Common Stock (MNST)	0.1	$656k	+7%	6.8k	96.12	View chart
Unilever Common Stock (UL)	0.1	$653k	-16%	11k	60.12	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$644k	+7%	6.3k	102.19	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$629k	-2%	6.8k	92.09	View chart
Vanguard Common Stock (VONG)	0.1	$629k	-10%	4.9k	127.81	View chart
Disney Walt Common Stock (DIS)	0.1	$621k	+2%	6.4k	96.25	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$620k	-8%	1.6k	397.68	View chart
Medpace Holdings Common Stock (MEDP)	0.1	$618k	-34%	1.2k	529.59	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$615k	+24%	2.3k	270.47	View chart
Cvs Health Corp Common Stock (CVS)	0.1	$611k	+11%	5.9k	103.45	View chart
Totalenergies Se Common Stock (TTE)	0.1	$608k	+98%	7.8k	77.76	View chart
Entegris Common Stock (ENTG)	0.1	$608k	-47%	3.4k	179.86	View chart
Teradyne Common Stock (TER)	0.1	$607k	+15%	1.3k	483.84	View chart
Metlife Common Stock (MET)	0.1	$602k	+10%	7.1k	84.61	View chart
Sumitomo Mitusui Financial Group Common Stock (SMFG)	0.1	$600k	+5%	25k	23.58	View chart
S&p Global Common Stock (SPGI)	0.1	$598k		1.5k	407.26	View chart
Banco Bilbao Vizcaya Argentaria Common Stock (BBVA)	0.1	$597k		24k	25.06	View chart
Ishares Common Stock (IBDS)	0.1	$597k	+157%	25k	24.22	View chart
Hanover Insurance Group Common Stock (THG)	0.1	$596k		2.8k	214.12	View chart
Tapestry Common Stock (TPR)	0.0	$586k		4.0k	146.38	View chart
Progressive Corp Sr Nt Common Stock (PGR)	0.0	$582k		2.7k	218.45	View chart
Viavi Solutions Common Stock (VIAV)	0.0	$582k	+7%	12k	47.75	View chart
Cbre Group Common Stock (CBRE)	0.0	$579k	-10%	4.3k	134.69	View chart
State Street Common Stock (XLV)	0.0	$574k		3.6k	158.66	View chart
Sap Se Common Stock (SAP)	0.0	$569k		3.7k	154.11	View chart
Rio Tinto Common Stock (RIO)	0.0	$569k	+2%	6.0k	94.93	View chart
Schwab Common Stock (SCHB)	0.0	$549k	NEW	19k	28.96	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$547k	+5%	2.0k	268.86	View chart
Ishares Common Stock (IWN)	0.0	$547k		2.5k	221.20	View chart
Waste Management Common Stock (WM)	0.0	$543k		2.4k	222.88	View chart
Capital One Finl Corp Sr N Common Stock (COF)	0.0	$541k		2.7k	200.62	View chart
State Street Common Stock (XLK)	0.0	$540k		2.8k	190.52	View chart
State Street Common Stock (XLP)	0.0	$529k		6.4k	83.07	View chart
Vanguard Common Stock (VWOB)	0.0	$526k	-15%	7.8k	67.24	View chart
Ishares Common Stock (IBDR)	0.0	$520k	+124%	21k	24.23	View chart
Mge Energy Common Stock (MGEE)	0.0	$517k		6.3k	81.54	View chart
Arch Capital Group Common Stock (ACGL)	0.0	$515k	-5%	5.3k	97.06	View chart
Accenture Common Stock (ACN)	0.0	$512k	-7%	4.1k	124.44	View chart
Ensign Group Common Stock (ENSG)	0.0	$511k	-34%	3.2k	160.30	View chart
Glaukos Corp Common Stock (GKOS)	0.0	$509k	-14%	3.6k	139.76	View chart
Idacorp Common Stock (IDA)	0.0	$507k	-39%	3.4k	151.30	View chart
Vanguard Common Stock (VMBS)	0.0	$504k	-2%	11k	46.81	View chart
Haleon Common Stock (HLN)	0.0	$503k	-3%	54k	9.33	View chart
Mizuho Financial Group Common Stock (MFG)	0.0	$502k	+19%	52k	9.58	View chart
Freeport Common Stock (FCX)	0.0	$501k	-2%	8.0k	62.89	View chart
Eog Resources Common Stock (EOG)	0.0	$500k	-3%	3.9k	129.73	View chart
T-mobile Us Common Stock (TMUS)	0.0	$491k	-9%	2.9k	167.73	View chart
Uber Technologies Common Stock (UBER)	0.0	$488k		6.8k	72.16	View chart
Ishares Common Stock (EFV)	0.0	$488k	+8%	6.4k	76.55	View chart
Truist Financial Corp Common Stock (TFC)	0.0	$486k	+3%	9.8k	49.82	View chart
State Street Common Stock (XLC)	0.0	$485k		4.5k	107.13	View chart
Salesforce.com Common Stock (CRM)	0.0	$485k	+6%	3.1k	156.66	View chart
Atlantic Union Bankshares Common Stock (AUB)	0.0	$484k	-34%	11k	42.31	View chart
Emcor Group Common Stock (EME)	0.0	$478k	+17%	576.00	829.89	View chart
Cohu Common Stock (COHU)	0.0	$478k	NEW	6.5k	73.91	View chart
Lincoln Electric Holdings Common Stock (LECO)	0.0	$477k	-28%	1.8k	265.51	View chart
Invesco Common Stock (SPLV)	0.0	$477k		6.4k	74.90	View chart
Hilton Worldwide Holdings Common Stock (HLT)	0.0	$474k	+13%	1.4k	330.46	View chart
Diodes Common Stock (DIOD)	0.0	$473k	-45%	4.3k	109.44	View chart
Markel Holding Common Stock (MKL)	0.0	$471k	-35%	241.00	1953.01	View chart
Ecolab Common Stock (ECL)	0.0	$469k	-9%	1.7k	278.61	View chart
Sandisk Corp Common Stock (SNDK)	0.0	$468k	NEW	206.00	2273.73	View chart
Argenex Se Common Stock (ARGX)	0.0	$467k	+10%	503.00	927.77	View chart
Ishares Common Stock (IMCG)	0.0	$457k		4.7k	98.30	View chart
Constellation Energy Group Common Stock (CEG)	0.0	$450k	+3%	1.8k	248.37	View chart
Kaiser Aluminum Corp Common Stock (KALU)	0.0	$447k	-10%	2.3k	195.63	View chart
Medtronic Common Stock (MDT)	0.0	$447k	-29%	5.7k	78.23	View chart
Gilead Sciences Common Stock (GILD)	0.0	$443k	+10%	3.5k	126.34	View chart
Schwab Common Stock (SCHV)	0.0	$442k	+23%	13k	34.81	View chart
Cummins Common Stock (CMI)	0.0	$441k	-4%	618.00	713.21	View chart
State Street Common Stock (XLY)	0.0	$439k		3.7k	117.28	View chart
Solstice Advanced Materials Common Stock (SOLS)	0.0	$438k	+13%	4.9k	88.60	View chart
Aercap Holdings Nv Common Stock (AER)	0.0	$438k		3.0k	145.78	View chart
Phillips 66 Common Stock (PSX)	0.0	$436k	-8%	2.6k	169.05	View chart
Vanguard Common Stock (VGSH)	0.0	$435k	+3%	7.5k	58.20	View chart
Ford Motor Common Stock (F)	0.0	$435k	+5%	31k	13.90	View chart
Benchmark Electronics Common Stock (BHE)	0.0	$433k		4.4k	98.67	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$430k		5.9k	73.35	View chart
Mks Instruments Common Stock (MKSI)	0.0	$427k	NEW	960.00	444.80	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$426k	-3%	837.00	509.31	View chart
Cognex Corp Common Stock (CGNX)	0.0	$426k	-34%	5.9k	72.42	View chart
Donaldson Common Stock (DCI)	0.0	$422k		4.7k	89.77	View chart
Ing Groep Nv Common Stock (ING)	0.0	$420k		13k	31.38	View chart
Adobe Common Stock (ADBE)	0.0	$418k	-15%	2.0k	204.91	View chart
Martin Marietta Materials Common Stock (MLM)	0.0	$415k	-18%	719.00	576.71	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$411k	+4%	1.1k	375.32	View chart
Vanguard Common Stock (VDE)	0.0	$410k		2.7k	150.13	View chart
Schwab Common Stock (FNDA)	0.0	$409k	+8%	11k	38.06	View chart
Equinix Inc Sr Nt Common Stock (EQIX)	0.0	$408k	+9%	391.00	1042.39	View chart
Exelon Corporation Common Stock (EXC)	0.0	$407k	+6%	8.7k	46.62	View chart
Heico Corp Common Stock (HEI)	0.0	$406k	-49%	1.1k	356.19	View chart
Sysco Corp Common Stock (SYY)	0.0	$404k	+13%	4.8k	83.58	View chart
Carlisle Cos Common Stock (CSL)	0.0	$399k	-38%	1.1k	362.76	View chart
Enersys Common Stock (ENS)	0.0	$398k	-42%	1.7k	233.82	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$394k	+2%	793.00	496.73	View chart
Vulcan Matls Co Nt Common Stock (VMC)	0.0	$394k	-12%	1.3k	295.01	View chart
Plexus Corp Common Stock (PLXS)	0.0	$393k	+5%	1.3k	300.67	View chart
Pacer Common Stock (COWZ)	0.0	$391k		6.3k	62.20	View chart
Netease.com Common Stock (NTES)	0.0	$390k	-5%	3.0k	128.14	View chart
Reliance Steel & Aluminum Common Stock (RS)	0.0	$389k	-30%	1.0k	373.60	View chart
Simpson Manufacturing Common Stock (SSD)	0.0	$384k	-28%	1.8k	209.35	View chart
Lloyds Tsb Group Common Stock (LYG)	0.0	$384k	+23%	66k	5.83	View chart
West Pharmaceuticals Services Common Stock (WST)	0.0	$381k	-49%	1.1k	359.00	View chart
Toyota Motor Corp Common Stock (TM)	0.0	$379k	+3%	2.3k	168.42	View chart
General Motors Common Stock (GM)	0.0	$379k	+2%	4.9k	77.08	View chart
John Hancock Common Stock (JHML)	0.0	$374k		4.2k	89.18	View chart
Live Nation Entertainment Common Stock (LYV)	0.0	$373k		2.0k	183.10	View chart
Parker Hannifin Corp Common Stock (PH)	0.0	$370k		378.00	978.12	View chart
Oshkosh Truck Corp Class B Common Stock (OSK)	0.0	$367k		2.4k	153.48	View chart
Brookfield Corporation Common Stock (BN)	0.0	$365k		8.6k	42.59	View chart
Flextronics International Common Stock (FLEX)	0.0	$362k	NEW	2.2k	162.07	View chart
Sps Commerce Common Stock (SPSC)	0.0	$361k	-29%	6.3k	57.17	View chart
Moelis & Co Common Stock (MC)	0.0	$361k	-35%	5.5k	65.42	View chart
Hancock Whitney Corp Common Stock (HWC)	0.0	$360k		4.8k	74.72	View chart
Schwab Common Stock (SCHF)	0.0	$359k	+10%	13k	27.70	View chart
United Therapeutics Corp Common Stock (UTHR)	0.0	$359k	-2%	662.00	541.83	View chart
Selective Insurance Group Common Stock (SIGI)	0.0	$359k	-44%	3.7k	97.01	View chart
Labcorp Holdings Common Stock (LH)	0.0	$358k		1.3k	280.00	View chart
Qnity Electronincs Common Stock (Q)	0.0	$358k		2.2k	163.31	View chart
Zoetis Common Stock (ZTS)	0.0	$353k	+9%	4.9k	71.86	View chart
Icon Common Stock (ICLR)	0.0	$352k	-39%	2.0k	173.71	View chart
Danaher Corp Common Stock (DHR)	0.0	$352k	+2%	1.8k	190.48	View chart
Welltower Common Stock (WELL)	0.0	$349k	-5%	1.5k	226.97	View chart
American Tower Corp Common Stock (AMT)	0.0	$349k		2.1k	163.57	View chart
Sony Corp Common Stock (SONY)	0.0	$348k	-15%	17k	20.06	View chart
Ross Stores Common Stock (ROST)	0.0	$348k		1.6k	212.85	View chart
Waters Corp Common Stock (WAT)	0.0	$346k	-3%	923.00	375.04	View chart
Cme Group Common Stock (CME)	0.0	$345k	+38%	1.6k	220.83	View chart
Fedex Corp Common Stock (FDX)	0.0	$344k		1.1k	313.13	View chart
Ishares Common Stock (IBTH)	0.0	$342k	NEW	15k	22.38	View chart
Exlservice Holdings Common Stock (EXLS)	0.0	$339k	-43%	13k	25.86	View chart
Cocacola Consolidated Common Stock (COKE)	0.0	$337k		1.8k	190.92	View chart
Incyte Corp Common Stock (INCY)	0.0	$337k	+5%	3.0k	113.36	View chart
Burlington Stores Common Stock (BURL)	0.0	$335k	-54%	1.1k	316.80	View chart
Ishares Common Stock (IBDT)	0.0	$335k	+44%	13k	25.25	View chart
Seagate Technology Hldgs Pub Common Stock (STX)	0.0	$335k	NEW	347.00	965.00	View chart
Teledyne Technologies Common Stock (TDY)	0.0	$334k	-7%	501.00	666.92	View chart
Csw Industrials Common Stock (CSW)	0.0	$333k	-14%	1.2k	278.30	View chart
Woodward Common Stock (WWD)	0.0	$330k	+3%	776.00	425.44	View chart
Consolidated Edison Common Stock (ED)	0.0	$326k		2.9k	110.63	View chart
Eagle Common Stock (EXP)	0.0	$326k		1.4k	225.00	View chart
Vertiv Common Stock (VRT)	0.0	$323k	NEW	965.00	334.82	View chart
Privia Health Group Common Stock (PRVA)	0.0	$323k	-46%	13k	25.73	View chart
Caseys General Stores Common Stock (CASY)	0.0	$319k	-65%	401.00	794.79	View chart
WD 40 Common Stock (WDFC)	0.0	$317k		1.3k	243.64	View chart
Public Service Enterprise Common Stock (PEG)	0.0	$316k		3.9k	81.16	View chart
Applied Industrial Technologies Common Stock (AIT)	0.0	$315k	-8%	931.00	338.15	View chart
Hormel Foods Corp Common Stock (HRL)	0.0	$314k		13k	24.82	View chart
Heico Corp Common Stock (HEI.A)	0.0	$314k		1.2k	257.91	View chart
Canadian Natl Railway Common Stock (CNI)	0.0	$313k	-2%	2.6k	119.24	View chart
Umb Financial Corp Common Stock (UMBF)	0.0	$313k	-42%	2.2k	142.76	View chart
Rambus Common Stock (RMBS)	0.0	$311k		2.3k	132.74	View chart
Cdw Corp Common Stock (CDW)	0.0	$307k	-4%	2.2k	140.64	View chart
Simplify Common Stock (MTBA)	0.0	$303k	NEW	6.1k	49.24	View chart
Intercontinental Exchange Common Stock (ICE)	0.0	$302k		2.5k	123.11	View chart
Vanguard Common Stock (ESGV)	0.0	$300k	NEW	2.3k	132.24	View chart
Dimensional Common Stock (DFAX)	0.0	$299k	-29%	8.1k	36.84	View chart
Paylocity Holding Corp Common Stock (PCTY)	0.0	$298k	-38%	2.8k	104.53	View chart
Applovin Corp Common Stock (APP)	0.0	$297k		576.00	515.22	View chart
Sherwin Williams Common Stock (SHW)	0.0	$295k	-11%	856.00	344.33	View chart
Check Point Software Common Stock (CHKP)	0.0	$294k	-11%	2.2k	131.43	View chart
Mondelez International Common Stock (MDLZ)	0.0	$294k	-28%	5.1k	57.84	View chart
Dominion Energy Common Stock (D)	0.0	$293k	-9%	4.3k	68.29	View chart
Motorola Common Stock (MSI)	0.0	$292k	-4%	702.00	415.29	View chart
Itt Common Stock (ITT)	0.0	$291k	+15%	1.5k	197.76	View chart
Blackstone Group Common Stock (BX)	0.0	$290k	-8%	2.5k	117.67	View chart
Hca Healthcare Common Stock (HCA)	0.0	$289k	-13%	742.00	389.89	View chart
Old Republic International Corp Common Stock (ORI)	0.0	$288k	-4%	7.0k	40.92	View chart
Performance Food Group Common Stock (PFGC)	0.0	$287k	+7%	2.6k	111.79	View chart
Gentex Corp Common Stock (GNTX)	0.0	$286k		11k	25.27	View chart
Fifth Third Bancorp Common Stock (FITB)	0.0	$284k	NEW	5.0k	56.37	View chart
Commerce Bancshares Common Stock (CBSH)	0.0	$284k	+10%	4.9k	57.75	View chart
Wec Energy Group Common Stock (WEC)	0.0	$282k		2.4k	116.77	View chart
Relx Common Stock (RELX)	0.0	$282k	+8%	8.9k	31.67	View chart
Johnson Controls International Common Stock (JCI)	0.0	$280k		1.9k	146.11	View chart
Dupont De Nemours Common Stock (DD)	0.0	$278k	NEW	2.0k	135.81	View chart
Seacoast Banking Corp Of Florida Common Stock (SBCF)	0.0	$277k	-15%	8.3k	33.25	View chart
Schwab Common Stock (SCHG)	0.0	$276k		8.2k	33.84	View chart
Ishares Common Stock (ITOT)	0.0	$276k		1.7k	164.27	View chart
Brown & Brown Common Stock (BRO)	0.0	$276k	-29%	4.3k	64.15	View chart
Fidelity Common Stock (FTEC)	0.0	$276k	NEW	990.00	278.34	View chart
Dicks Sporting Goods Inc S Common Stock (DKS)	0.0	$275k		1.2k	226.81	View chart
Toll Brothers Common Stock (TOL)	0.0	$275k	-5%	1.7k	164.75	View chart
Ishares Common Stock (USHY)	0.0	$274k		7.4k	37.02	View chart
Newmont Corp Common Stock (NEM)	0.0	$274k	-5%	2.9k	93.40	View chart
Hewlett Packard Enterprise Common Stock (HPE)	0.0	$273k	NEW	6.0k	45.11	View chart
Kadant Common Stock (KAI)	0.0	$272k	-36%	865.00	314.23	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$272k	+2%	864.00	314.58	View chart
Moodys Corp Common Stock (MCO)	0.0	$271k	+9%	598.00	452.93	View chart
Schwab Common Stock (SCHD)	0.0	$269k	NEW	8.5k	31.71	View chart
Dutch Bros Common Stock (BROS)	0.0	$269k	-16%	3.7k	71.81	View chart
Cintas Corp Common Stock (CTAS)	0.0	$268k	-3%	1.6k	170.08	View chart
Vanguard Common Stock (VUG)	0.0	$267k	+500%	3.1k	86.14	View chart
Agilent Technologies Common Stock (A)	0.0	$267k	-8%	2.0k	132.83	View chart
Ameriprise Financial Common Stock (AMP)	0.0	$267k	NEW	581.00	458.76	View chart
Wesco International Common Stock (WCC)	0.0	$266k	+4%	771.00	345.43	View chart
F5 Networks Common Stock (FFIV)	0.0	$265k	NEW	636.00	415.97	View chart
Honda Motor Common Stock (HMC)	0.0	$264k	-7%	9.8k	27.11	View chart
Natwest Group Common Stock (NWG)	0.0	$264k	+5%	15k	17.63	View chart
Mettler-toledo Intl Common Stock (MTD)	0.0	$262k	-5%	205.00	1277.52	View chart
Intuit Common Stock (INTU)	0.0	$262k	-33%	1.0k	261.00	View chart
Dorman Products Common Stock (DORM)	0.0	$261k	-30%	1.9k	136.45	View chart
Synopsys Common Stock (SNPS)	0.0	$261k	-13%	584.00	446.06	View chart
Global X Common Stock (PAVE)	0.0	$260k		4.4k	58.92	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$260k	-16%	999.00	260.44	View chart
Coherent Corp Common Stock (COHR)	0.0	$260k	-41%	659.00	394.46	View chart
Stifel Financial Corp Common Stock (SF)	0.0	$259k	-43%	3.7k	69.77	View chart
Diageo Common Stock (DEO)	0.0	$258k	+11%	3.2k	80.38	View chart
Alcon Common Stock (ALC)	0.0	$258k	+11%	3.8k	67.10	View chart
KKR Common Stock (KKR)	0.0	$258k		2.8k	91.78	View chart
General Mills Common Stock (GIS)	0.0	$256k	NEW	7.4k	34.80	View chart
Nike Inc Class B Common Stock (NKE)	0.0	$256k	-8%	6.2k	41.05	View chart
Hershey Foods Common Stock (HSY)	0.0	$252k	-5%	1.4k	175.45	View chart
Koninklijke Philips Common Stock (PHG)	0.0	$251k	+10%	9.2k	27.19	View chart
Ishares Common Stock (EMB)	0.0	$251k	+4%	2.6k	96.44	View chart
Datadog Common Stock (DDOG)	0.0	$249k	NEW	957.00	260.36	View chart
Vanguard Common Stock (VNQ)	0.0	$246k		2.6k	96.43	View chart
Neurocrine Biosciences Common Stock (NBIX)	0.0	$245k	NEW	1.5k	168.53	View chart
Dimensional Common Stock (DFUS)	0.0	$245k	-38%	3.0k	81.94	View chart
Concentra Group Holdings Parent, Common Stock (CON)	0.0	$242k	-41%	8.1k	29.75	View chart
Ishares Common Stock (ITB)	0.0	$241k		2.3k	104.48	View chart
Jones Lang Lasalle Common Stock (JLL)	0.0	$240k	-43%	775.00	309.95	View chart
Ishares Common Stock (IXUS)	0.0	$240k	NEW	2.5k	95.44	View chart
Repligen Common Stock (RGEN)	0.0	$240k	-32%	1.8k	136.44	View chart
Public Storage Common Stock (PSA)	0.0	$239k	-3%	751.00	318.31	View chart
Nokia Corp Common Stock (NOK)	0.0	$239k	-12%	18k	13.28	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$239k	+12%	469.00	509.44	View chart
Ollie S Bargain Outlet Holdings Common Stock (OLLI)	0.0	$239k	-46%	3.1k	76.88	View chart
Timken Common Stock (TKR)	0.0	$237k	NEW	1.6k	145.32	View chart
Astrazeneca Common Stock (AZN)	0.0	$235k	NEW	1.2k	189.62	View chart
Mastec Common Stock (MTZ)	0.0	$234k	NEW	563.00	416.05	View chart
Cnx Resources Corp Common Stock (CNX)	0.0	$234k	-3%	6.9k	33.93	View chart
RPM Common Stock (RPM)	0.0	$234k	-47%	2.1k	111.15	View chart
Biogen Common Stock (BIIB)	0.0	$233k	NEW	1.1k	216.06	View chart
British American Tobacco Common Stock (BTI)	0.0	$233k	NEW	3.8k	61.76	View chart
Idexx Laboratories Corp Common Stock (IDXX)	0.0	$233k		442.00	526.43	View chart
Copart Common Stock (CPRT)	0.0	$233k		8.3k	28.19	View chart
Realty Income Corp Common Stock (O)	0.0	$232k	-2%	3.7k	61.96	View chart
Everpure Common Stock (P)	0.0	$231k	NEW	2.9k	78.79	View chart
Fnb Corp Common Stock (FNB)	0.0	$230k	+3%	12k	19.08	View chart
Targa Resources Corp Common Stock (TRGP)	0.0	$230k	NEW	856.00	268.15	View chart
Schwab Common Stock (SCHP)	0.0	$229k	+2%	8.7k	26.50	View chart
Dte Energy Common Stock (DTE)	0.0	$227k	NEW	1.5k	152.37	View chart
Maximus Common Stock (MMS)	0.0	$227k	-12%	4.2k	53.76	View chart
Ttm Technologies Common Stock (TTMI)	0.0	$226k	NEW	1.2k	187.02	View chart
Lattice Semiconductor Corp Common Stock (LSCC)	0.0	$226k	NEW	1.5k	152.96	View chart
Dimensional Common Stock (DFAS)	0.0	$224k	-21%	2.7k	82.33	View chart
Prudential Corp Common Stock (PUK)	0.0	$223k	+14%	8.3k	26.81	View chart
Caretrust Reit Common Stock (CTRE)	0.0	$223k	-10%	5.5k	40.35	View chart
Fidelity Common Stock (FELC)	0.0	$223k	-35%	5.3k	41.91	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$222k	-2%	1.1k	193.22	View chart
Sempra Energy Common Stock (SRE)	0.0	$222k	-2%	2.4k	92.71	View chart
Evercore Partners Common Stock (EVR)	0.0	$221k	NEW	648.00	341.44	View chart
Pimco Common Stock (MUNI)	0.0	$218k	NEW	4.1k	52.60	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$216k	-42%	5.0k	42.68	View chart
Devon Energy Corp Common Stock (DVN)	0.0	$214k	+2%	5.2k	41.32	View chart
United Parcel Service Common Stock (UPS)	0.0	$213k	NEW	2.0k	107.51	View chart
Sunbelt Rentals Holdings Common Stock (SUNB)	0.0	$212k	NEW	2.8k	74.81	View chart
Ishares Common Stock (IBIT)	0.0	$211k		6.3k	33.29	View chart
Valvoline Common Stock (VVV)	0.0	$211k	NEW	5.3k	39.54	View chart
Encompass Health Corp Common Stock (EHC)	0.0	$211k	NEW	2.1k	101.08	View chart
Clean Harbors Common Stock (CLH)	0.0	$211k	NEW	705.00	298.75	View chart
Permian Resources Corporation Common Stock (PR)	0.0	$209k	-61%	11k	18.41	View chart
Old National Bancorp Common Stock (ONB)	0.0	$209k	NEW	8.1k	25.90	View chart
Korn/ferry International Common Stock (KFY)	0.0	$208k	NEW	3.1k	66.58	View chart
Primerica Common Stock (PRI)	0.0	$207k	NEW	727.00	284.20	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$206k	-42%	1.2k	178.59	View chart
General Dynamics Corp Common Stock (GD)	0.0	$206k	NEW	580.00	354.23	View chart
Aon Common Stock (AON)	0.0	$205k		619.00	331.69	View chart
Floor & Decor Holdings Common Stock (FND)	0.0	$205k	-39%	3.5k	59.36	View chart
Guidewire Software Common Stock (GWRE)	0.0	$205k	-34%	1.7k	123.05	View chart
Home Bancshares Common Stock (HOMB)	0.0	$205k	NEW	7.2k	28.55	View chart
Valmont Industries Common Stock (VMI)	0.0	$205k	NEW	354.00	577.60	View chart
Vanguard Common Stock (VIS)	0.0	$203k	NEW	562.00	360.38	View chart
Webster Financial Corp Common Stock (WBS)	0.0	$202k	NEW	2.6k	76.42	View chart
Msci Common Stock (MSCI)	0.0	$201k	NEW	359.00	560.01	View chart
Rbc Bearings Common Stock (RBC)	0.0	$201k	-37%	312.00	644.05	View chart
Nomura Holdings Common Stock (NMR)	0.0	$154k	+6%	18k	8.78	View chart
Sunstone Hotel Investors Common Stock (SHO)	0.0	$147k	+6%	13k	11.45	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$107k	+25%	14k	7.68	View chart
Putnam Common Stock (FTMU)	0.0	$104k	NEW	13k	7.96	View chart
Ccc Intelligent Solutions Hold. Common Stock (CCC)	0.0	$95k	-53%	19k	5.16	View chart
Grid Dynamics Holdings Common Stock (GDYN)	0.0	$59k	-21%	10k	5.68	View chart

Past Filings by Trust Point

SEC 13F filings are viewable for Trust Point going back to 2023

Trust Point 2026 Q2 filed July 8, 2026
Trust Point 2026 Q1 filed April 15, 2026
Trust Point 2025 Q4 filed Jan. 13, 2026
Trust Point 2025 Q3 filed Oct. 10, 2025
Trust Point 2025 Q2 filed July 10, 2025
Trust Point 2025 Q1 filed April 17, 2025
Trust Point 2024 Q4 filed Jan. 24, 2025
Trust Point 2024 Q3 filed Oct. 17, 2024
Trust Point 2024 Q2 filed July 24, 2024
Trust Point 2024 Q1 filed April 19, 2024
Trust Point 2023 Q4 filed Jan. 23, 2024

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