Trust Point Inc.
    Stock Holdings

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    |

    13F Holdings

    $909.83 million

    $ Current Holdings

    318

    # Current Holdings

    20

    # Positions Opened

    140

    # Positions Increased

    90

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Jun 2026
    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    VGHCXVanguard Health Care Fund Investor Shares$131,692,547556,557556,557565,2591,201,7861,191,6841,185,4031,179,4331,318,5081,262,716
    VFINXVanguard 500 Index Fund$110,921,757332,389332,389284,953314,675316,533315,293349,744369,841344,960
    IYWiShares U.S. Technology ETF$103,413,472552,201552,201547,205505,971506,834509,920527,201517,569504,667