Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.06 Trillion
  • Q2 2025

Trust Point Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.06 Trillion distributed in 499 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $243B, Wisdomtree with a value of $138B, Ihares Core 1 5 Years Usd Bond with a value of $82.2B, Vanguard Large Cap ETF with a value of $62.5B, and Principal Financial Group Inc with a value of $29.4B.

Examining the 13F form we can see an decrease of $35.7B in the current position value, from $1.1T to 1.06T.

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 $1.06 Trillion
ETFs: $596 Billion
Technology: $86.6 Billion
Financial Services: $68.5 Billion
Industrials: $38.5 Billion
Communication Services: $27.4 Billion
Consumer Defensive: $26.4 Billion
Healthcare: $24.7 Billion
Consumer Cyclical: $21.3 Billion
Other: $26.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5B
$396 Million 0.04% of portfolio
5,824
Q2 2025 Reduced 29.75%
$5.25B
$425 Million 0.04% of portfolio
4,038
Q2 2025 Reduced 36.21%
$15.9B
$429 Million 0.04% of portfolio
971
Q2 2025 Reduced 31.72%
$16.2B
$439 Million 0.04% of portfolio
2,005
Q2 2025 Reduced 28.08%
$4.29B
$429 Million 0.04% of portfolio
6,884
Q2 2025 Reduced 40.24%
$104B
$438 Million 0.04% of portfolio
1,002
Q2 2025 Added 0.1%
$3.25B
$470 Million 0.04% of portfolio
6,871
Q2 2025 Reduced 38.08%
$32.6B
$466 Million 0.04% of portfolio
1,328
Q2 2025 Reduced 35.25%
$32.9B
$380 Million 0.04% of portfolio
4,179
Q2 2025 Reduced 15.75%
$11B
$382 Million 0.04% of portfolio
1,298
Q2 2025 Reduced 1.07%
$104B
$432 Million 0.04% of portfolio
1,976
Q2 2025 Added 8.51%
$13.2B
$445 Million 0.04% of portfolio
3,062
Q2 2025 Reduced 18.19%
$12.5B
$414 Million 0.04% of portfolio
1,620
Q2 2025 Reduced 34.65%
$3.86B
$396 Million 0.04% of portfolio
1,248
Q2 2025 Reduced 33.08%
$5.72B
$428 Million 0.04% of portfolio
1,886
Q2 2025 Reduced 24.47%
$91.6B
$455 Million 0.04% of portfolio
3,384
Q3 2024 Reduced 1.23%
$120B
$444 Million 0.04% of portfolio
2,969
Q2 2025 Reduced 3.57%
$46.8B
$419 Million 0.04% of portfolio
1,345
Q2 2025 Reduced 20.27%
$95B
$380 Million 0.04% of portfolio
5,356
Q2 2025 Reduced 3.18%
$138B
$346 Million 0.03% of portfolio
1,752
Q2 2025 Reduced 13.01%
$6.1B
$301 Million 0.03% of portfolio
32,009
Q2 2025 Reduced 13.76%
$22.3B
$315 Million 0.03% of portfolio
1,412
Q2 2025 Reduced 10.58%
$7B
$334 Million 0.03% of portfolio
2,150
Q2 2025 Reduced 28.88%
$34.4B
$279 Million 0.03% of portfolio
2,365
Q2 2025 Reduced 2.43%
$3.72B
$359 Million 0.03% of portfolio
3,954
Q2 2025 Reduced 38.24%
$69.9B
$343 Million 0.03% of portfolio
5,456
Q2 2025 Reduced 11.54%
$3.84B
$315 Million 0.03% of portfolio
2,567
Q2 2025 Reduced 34.58%
$2.79B
$352 Million 0.03% of portfolio
3,069
Q2 2025 Reduced 22.24%
$63.6B
$309 Million 0.03% of portfolio
755
Q2 2025 Reduced 9.47%
$107B
$284 Million 0.03% of portfolio
4,846
Q2 2025 Added 8.02%
$37.7B
$346 Million 0.03% of portfolio
1,422
Q2 2025 Reduced 26.7%
$25.7B
$351 Million 0.03% of portfolio
4,000
Q4 2024 New
$4.52B
$323 Million 0.03% of portfolio
1,127
Q2 2025 Reduced 36.72%
$1.74B
$283 Million 0.03% of portfolio
17,425
Q2 2025 Reduced 40.06%
$27.6B
$351 Million 0.03% of portfolio
3,003
Q2 2025 Reduced 1.51%
$153B
$290 Million 0.03% of portfolio
4,740
Q2 2025 Added 34.43%
$102B
$367 Million 0.03% of portfolio
7,931
Q2 2025 Added 6.93%
$54.8B
$367 Million 0.03% of portfolio
487
Q2 2025 New
$13.6B
$271 Million 0.03% of portfolio
943
Q2 2025 Reduced 22.51%
$143B
$293 Million 0.03% of portfolio
35,345
Q2 2025 Added 14.04%
$68B
$295 Million 0.03% of portfolio
2,831
Q2 2025 Reduced 11.48%
$3.45B
$365 Million 0.03% of portfolio
5,688
Q2 2025 Reduced 32.86%
$3.4B
$286 Million 0.03% of portfolio
5,057
Q2 2025 Reduced 38.96%
$14.1B
$297 Million 0.03% of portfolio
2,752
Q2 2025 Added 17.46%
$2.03B
$360 Million 0.03% of portfolio
9,998
Q2 2025 Reduced 30.82%
$7.77B
$279 Million 0.03% of portfolio
3,438
Q2 2025 Reduced 26.8%
$2.96B
$297 Million 0.03% of portfolio
1,300
Q4 2023 New
$12.2B
$270 Million 0.03% of portfolio
834
Q2 2025 Reduced 17.43%
$233B
$273 Million 0.03% of portfolio
1,586
Q2 2025 Reduced 1.49%

Summary

  • Portfolio
  • No. of Stocks 499
  • Current Value $1.06 Trillion
  • Prior Value $1.1 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 240 stocks
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