Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.24 Trillion
  • Q3 2025

Trust Point Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Trillion distributed in 603 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $257B, Wisdomtree with a value of $151B, Ihares Core 1 5 Years Usd Bond with a value of $84.2B, Vanguard Large Cap ETF with a value of $66.7B, and Principal Financial Group Inc with a value of $30.6B.

Examining the 13F form we can see an increase of $178B in the current position value, from $1.06T to 1.24T.

Trust Point Inc. is based out at La Crosse, WI

Below you can find more details about Trust Point Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Trillion
ETFs: $633 Billion
Technology: $126 Billion
Financial Services: $87.9 Billion
Industrials: $72.8 Billion
Healthcare: $34.3 Billion
Consumer Cyclical: $34 Billion
Communication Services: $30 Billion
Consumer Defensive: $27 Billion
Other: $33.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181B
$1.33 Billion 0.11% of portfolio
46,997
Q3 2025 Added 4.72%
$144B
$1.35 Billion 0.11% of portfolio
2,959
Q3 2025 Added 6.36%
$79.6B
$1.31 Billion 0.11% of portfolio
10,556
Q3 2025 New
$328B
$1.39 Billion 0.11% of portfolio
4,626
Q3 2025 Reduced 0.69%
$237B
$1.36 Billion 0.11% of portfolio
8,355
Q3 2025 Reduced 8.93%
$38.4B
$1.32 Billion 0.11% of portfolio
4,223
Q3 2025 New
$91.4B
$1.36 Billion 0.11% of portfolio
8,776
Q2 2025 Reduced 0.85%
$224B
$1.33 Billion 0.11% of portfolio
4,374
Q3 2025 Added 5.4%
$342B
$1.22 Billion 0.1% of portfolio
6,698
Q3 2025 Added 55.15%
$182B
$1.29 Billion 0.1% of portfolio
1,887
Q3 2025 Reduced 4.12%
$235B
$1.25 Billion 0.1% of portfolio
14,834
Q3 2025 Added 0.82%
$136B
$1.24 Billion 0.1% of portfolio
5,249
Q3 2025 Reduced 28.26%
$270B
$1.29 Billion 0.1% of portfolio
8,092
Q3 2025 Reduced 20.38%
$177B
$1.21 Billion 0.1% of portfolio
6,590
Q3 2025 Reduced 19.1%
$18.4B
$1.14 Billion 0.09% of portfolio
2,211
Q3 2025 Added 13.91%
$6.49B
$1.05 Billion 0.09% of portfolio
2,352
Q3 2025 Reduced 8.3%
$57.9B
$1.15 Billion 0.09% of portfolio
5,358
Q3 2025 New
$98.6B
$1.17 Billion 0.09% of portfolio
12,301
Q3 2025 Added 15.61%
$151B
$959 Million 0.08% of portfolio
2,721
Q3 2025 Added 14.86%
$140B
$1.01 Billion 0.08% of portfolio
2,686
Q3 2025 Added 27.78%
$22.8B
$931 Million 0.08% of portfolio
8,854
Q3 2025 Added 16.5%
$1.31B
$1.03 Billion 0.08% of portfolio
23,476
Q3 2025 Added 10.06%
$9.87B
$946 Million 0.08% of portfolio
5,474
Q3 2025 Added 5.43%
$258B
$979 Million 0.08% of portfolio
5,852
Q3 2025 New
$35.1B
$983 Million 0.08% of portfolio
7,903
Q3 2025 Added 0.56%
$44.1B
$888 Million 0.07% of portfolio
11,008
Q3 2025 Added 7.48%
$405B
$900 Million 0.07% of portfolio
930
Q3 2025 Added 20.62%
$140B
$893 Million 0.07% of portfolio
3,553
Q3 2025 Added 9.02%
$190B
$897 Million 0.07% of portfolio
8,836
Q3 2025 Reduced 0.98%
$270B
$837 Million 0.07% of portfolio
11,700
Q3 2025 Added 9.92%
$128B
$863 Million 0.07% of portfolio
9,064
Q3 2025 Reduced 25.75%
$113B
$877 Million 0.07% of portfolio
9,275
Q3 2025 Added 17.27%
$187B
$901 Million 0.07% of portfolio
5,414
Q3 2025 Reduced 23.94%
$32.5B
$890 Million 0.07% of portfolio
1,078
Q3 2025 Added 7.16%
$147B
$829 Million 0.07% of portfolio
8,491
Q3 2025 Added 7.36%
$3.8B
$820 Million 0.07% of portfolio
31,898
Q3 2025 New
$300B
$912 Million 0.07% of portfolio
2,642
Q3 2025 Reduced 27.02%
$237B
$905 Million 0.07% of portfolio
3,819
Q3 2025 Reduced 4.55%
$8.16B
$913 Million 0.07% of portfolio
5,901
Q3 2025 Added 12.25%
$2.94B
$891 Million 0.07% of portfolio
8,552
Q3 2025 Added 2.13%
$17.1B
$907 Million 0.07% of portfolio
2,809
Q3 2025 Reduced 1.2%
$159B
$843 Million 0.07% of portfolio
1,733
Q3 2025 Reduced 4.68%
$141B
$796 Million 0.06% of portfolio
31,238
Q3 2025 Reduced 2.36%
$6.08B
$707 Million 0.06% of portfolio
6,988
Q3 2025 Added 4.13%
$7.8B
$796 Million 0.06% of portfolio
6,199
Q3 2025 Reduced 1.56%
$6.49B
$727 Million 0.06% of portfolio
5,505
Q3 2025 Added 7.94%
$283B
$705 Million 0.06% of portfolio
5,496
Q1 2025 New
$167B
$707 Million 0.06% of portfolio
7,406
Q3 2025 Added 0.33%
$53.4B
$687 Million 0.06% of portfolio
8,836
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 603
  • Current Value $1.24 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 103 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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