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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$243 Billion 22.88% of portfolio
1,185,403
Q2 2025 Added 0.51%
$0
$82.2 Billion 7.75% of portfolio
1,688,601
Q2 2025 Reduced 7.1%
$0
$62.5 Billion 5.9% of portfolio
219,163
Q2 2025 Reduced 6.24%
$0
$19.2 Billion 1.81% of portfolio
56,664
Q2 2025 Reduced 6.06%
$0
$16.7 Billion 1.58% of portfolio
151,750
Q2 2025 Reduced 0.07%
$0
$13.7 Billion 1.29% of portfolio
70,046
Q2 2025 Reduced 0.14%
$0
$12.2 Billion 1.15% of portfolio
19,753
Q2 2025 Reduced 2.89%
$0
$11.6 Billion 1.09% of portfolio
361,053
Q2 2025 Added 26.8%
$0
$11.1 Billion 1.05% of portfolio
338,038
Q2 2025 Added 26.99%
$0
$10.5 Billion 0.99% of portfolio
34,407
Q2 2025 Reduced 0.36%
$0
$8.86 Billion 0.84% of portfolio
96,356
Q2 2025 Reduced 8.93%
$0
$8.23 Billion 0.78% of portfolio
293,304
Q2 2025 Reduced 39.29%
$0
$8.14 Billion 0.77% of portfolio
13,116
Q2 2025 Added 0.24%
$0
$7.57 Billion 0.71% of portfolio
112,615
Q2 2025 Added 41.72%
$0
$6.22 Billion 0.59% of portfolio
10,956
Q2 2025 Reduced 11.85%
$0
$4.15 Billion 0.39% of portfolio
49,712
Q2 2025 Added 0.08%
$0
$3.57 Billion 0.34% of portfolio
72,184
Q2 2025 Reduced 4.3%
$0
$3.38 Billion 0.32% of portfolio
102,451
Q2 2025 Added 14.47%
$0
$3.05 Billion 0.29% of portfolio
41,378
Q2 2025 Added 8.53%
$0
$2.71 Billion 0.26% of portfolio
35,933
Q2 2025 Reduced 26.15%
$0
$2.72 Billion 0.26% of portfolio
6,408
Q2 2025 Reduced 2.73%
$54.4B
$2.41 Billion 0.23% of portfolio
38,619
Q2 2025 Reduced 0.04%
$0
$2.47 Billion 0.23% of portfolio
12,826
Q4 2023 New
$0
$2.15 Billion 0.2% of portfolio
7,747
Q2 2025 Reduced 40.75%
$0
$2 Billion 0.19% of portfolio
17,887
Q2 2025 Added 1.0%
$0
$2.04 Billion 0.19% of portfolio
3,593
Q2 2025 Reduced 3.0%
$0
$1.93 Billion 0.18% of portfolio
13,889
Q2 2024 Reduced 0.36%
$0
$1.85 Billion 0.17% of portfolio
8,587
Q2 2025 Reduced 18.4%
$0
$1.83 Billion 0.17% of portfolio
29,570
Q2 2025 Added 9.8%
$0
$1.52 Billion 0.14% of portfolio
16,980
Q2 2025 Reduced 2.73%
$0
$1.51 Billion 0.14% of portfolio
2,279
Q4 2024 Reduced 0.35%
$0
$1.39 Billion 0.13% of portfolio
30,075
Q2 2025 New
$0
$1.41 Billion 0.13% of portfolio
4,947
Q2 2025 Reduced 16.45%
$0
$1.43 Billion 0.13% of portfolio
41,589
Q2 2025 Added 68.23%
$0
$1.28 Billion 0.12% of portfolio
52,570
Q2 2025 Added 198.02%
$0
$1.32 Billion 0.12% of portfolio
9,961
Q2 2025 Added 2.25%
$0
$1.16 Billion 0.11% of portfolio
3,796
Q2 2025 Reduced 15.12%
$0
$1.13 Billion 0.11% of portfolio
8,578
Q1 2024 Reduced 0.92%
$0
$1.19 Billion 0.11% of portfolio
39,468
Q2 2025 New
$0
$1.01 Billion 0.1% of portfolio
31,744
Q2 2025 Added 1.59%
$0
$1.02 Billion 0.1% of portfolio
42,538
Q2 2025 Reduced 0.26%
$0
$924 Million 0.09% of portfolio
37,276
Q2 2025 Added 90.63%
$0
$952 Million 0.09% of portfolio
18,174
Q2 2025 Reduced 1.75%
$0
$992 Million 0.09% of portfolio
10,571
Q2 2025 Added 1.65%
$0
$812 Million 0.08% of portfolio
9,696
Q1 2025 Reduced 0.01%
$0
$763 Million 0.07% of portfolio
3,930
Q2 2025 Reduced 0.51%
$0
$795 Million 0.07% of portfolio
3,354
Q2 2025 Reduced 3.48%
$0
$625 Million 0.06% of portfolio
6,600
Q4 2024 New
$0
$631 Million 0.06% of portfolio
2,255
Q2 2025 Reduced 56.69%

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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