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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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