Long-term investor
Trust Point Inc. @trustpointinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001635633).
Record
- Tracked since 2025-06-30 (449 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +12.2% · 1 year n/a · all +22.8%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717Y477 · 13.9% · long · since 2025-06-30
- 921908844 · 11.2% · long · since 2025-06-30
- 922908637 · 6.4% · long · since 2025-06-30
- 921932844 · 6.4% · long · since 2026-03-31
- 46432F859 · 4.5% · long · since 2025-06-30
- 78464A698 · 3.5% · long · since 2026-03-31
- NVDA · 2.3% · long · since 2025-06-30
- PFG · 2.2% · long · since 2025-06-30
- 464287309 · 1.6% · long · since 2025-06-30
- 464287622 · 1.6% · long · since 2025-06-30
- 464287408 · 1.3% · long · since 2025-06-30
- GOOGL · 1.3% · long · since 2025-06-30