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
$1.47B
$268 Million 0.03% of portfolio
8,557
Q2 2025 Reduced 37.71%
$2.48B
$317 Million 0.03% of portfolio
10,123
Q2 2025 Reduced 38.19%
$6.02B
$279 Million 0.03% of portfolio
8,296
Q2 2025 Reduced 10.8%
$87.7B
$328 Million 0.03% of portfolio
1,065
Q2 2025 Added 4.31%
$1.59B
$359 Million 0.03% of portfolio
4,238
Q2 2025 Reduced 32.31%
$10.5B
$292 Million 0.03% of portfolio
980
Q2 2025 Reduced 28.41%
$3.96B
$359 Million 0.03% of portfolio
26,339
Q2 2025 Reduced 34.44%
$79.9B
$366 Million 0.03% of portfolio
1,479
Q2 2025 Reduced 7.27%
$28.2B
$266 Million 0.03% of portfolio
657
Q2 2025 Reduced 2.95%
$169B
$342 Million 0.03% of portfolio
24,939
Q2 2025 Added 11.61%
$65.5B
$282 Million 0.03% of portfolio
6,509
Q2 2025 Added 17.92%
$4.22B
$286 Million 0.03% of portfolio
3,186
Q2 2025 Reduced 31.81%
$101B
$357 Million 0.03% of portfolio
1,946
Q2 2025 Reduced 2.7%
$8.56B
$345 Million 0.03% of portfolio
4,541
Q2 2025 Reduced 38.51%
$70.3B
$291 Million 0.03% of portfolio
692
Q2 2025 Added 3.9%
$52.1B
$287 Million 0.03% of portfolio
1,976
Q2 2025 Reduced 2.99%
$76.2B
$347 Million 0.03% of portfolio
1,865
Q2 2025 New
$4.81B
$299 Million 0.03% of portfolio
2,966
Q2 2025 Reduced 21.91%
$8.24B
$266 Million 0.03% of portfolio
2,341
Q2 2025 Reduced 0.17%
$7.15B
$331 Million 0.03% of portfolio
1,915
Q2 2025 Reduced 17.95%
$23.8B
$296 Million 0.03% of portfolio
1,718
Q2 2025 Reduced 22.82%
$5.99B
$369 Million 0.03% of portfolio
4,089
Q2 2025 Added 1,381.52%
$5.21B
$266 Million 0.03% of portfolio
4,636
Q2 2025 Added 0.15%
$42.8B
$371 Million 0.03% of portfolio
4,403
Q2 2025 Reduced 5.94%
$20.1B
$278 Million 0.03% of portfolio
886
Q2 2025 Reduced 10.23%
$4.34B
$358 Million 0.03% of portfolio
5,095
Q2 2025 Added 0.02%
$10.9B
$300 Million 0.03% of portfolio
2,475
Q2 2025 Reduced 29.77%
$77.1B
$292 Million 0.03% of portfolio
1,082
Q2 2025 Reduced 2.26%
$3.71B
$344 Million 0.03% of portfolio
4,602
Q2 2025 Reduced 27.89%
$108B
$295 Million 0.03% of portfolio
637
Q2 2025 Reduced 9.9%
$79.5B
$353 Million 0.03% of portfolio
1,894
Q2 2025 Reduced 2.12%
$3.67B
$284 Million 0.03% of portfolio
3,315
Q2 2025 Reduced 39.69%
$8.02B
$320 Million 0.03% of portfolio
1,583
Q2 2025 Reduced 3.89%
$31.4B
$281 Million 0.03% of portfolio
4,479
Q2 2025 Reduced 3.57%
$79.5B
$301 Million 0.03% of portfolio
1,745
Q2 2025 Reduced 6.53%
$6.33B
$295 Million 0.03% of portfolio
2,373
Q2 2025 Reduced 36.82%
$26.6B
$343 Million 0.03% of portfolio
1,870
Q2 2025 Reduced 0.53%
$73.3B
$210 Million 0.02% of portfolio
588
Q2 2025 Reduced 6.52%
$22.4B
$216 Million 0.02% of portfolio
899
Q2 2025 New
$118B
$218 Million 0.02% of portfolio
6,437
Q2 2025 New
$5.5B
$255 Million 0.02% of portfolio
11,602
Q2 2025 Reduced 16.97%
$2.56B
$252 Million 0.02% of portfolio
8,347
Q2 2025 Reduced 45.46%
$2.62B
$241 Million 0.02% of portfolio
3,646
Q2 2025 Reduced 44.32%
$70.8B
$230 Million 0.02% of portfolio
1,474
Q2 2025 Reduced 7.76%
$61.8B
$258 Million 0.02% of portfolio
3,211
Q2 2025 Reduced 13.38%
$119B
$255 Million 0.02% of portfolio
2,072
Q2 2025 New
$10.2B
$215 Million 0.02% of portfolio
925
Q2 2025 Reduced 12.82%
$57.3B
$251 Million 0.02% of portfolio
470
Q2 2025 Reduced 9.09%
$108B
$213 Million 0.02% of portfolio
965
Q2 2025 Reduced 5.11%

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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