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

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%
Wisdomtree
-
$138 Billion 13.03% of portfolio
-
Q2 2025 Reduced 11.57%
$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%
$20.2B
$29.4 Billion 2.77% of portfolio
369,684
Q1 2025 Reduced 0.1%
$3.81T
$19.8 Billion 1.87% of portfolio
39,888
Q2 2025 Added 8.99%
$0
$19.2 Billion 1.81% of portfolio
56,664
Q2 2025 Reduced 6.06%
$431B
$18.2 Billion 1.72% of portfolio
115,353
Q2 2025 Added 1.73%
$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%
$116B
$8.52 Billion 0.8% of portfolio
30,910
Q2 2025 Reduced 3.92%
$0
$8.14 Billion 0.77% of portfolio
13,116
Q2 2025 Added 0.24%
$1.07T
$7.78 Billion 0.73% of portfolio
44,142
Q2 2025 Added 14.8%
$465B
$7.59 Billion 0.72% of portfolio
70,376
Q2 2025 Reduced 1.1%
$0
$7.57 Billion 0.71% of portfolio
112,615
Q2 2025 Added 41.72%
$850B
$7.08 Billion 0.67% of portfolio
24,421
Q2 2025 Added 11.06%
$26.3B
$6.96 Billion 0.66% of portfolio
165,779
Q2 2025 Added 150.28%
$1.62T
$6.86 Billion 0.65% of portfolio
9,295
Q2 2025 Added 6.27%
$0
$6.22 Billion 0.59% of portfolio
10,956
Q2 2025 Reduced 11.85%
$258B
$5.9 Billion 0.56% of portfolio
60,344
Q2 2025 Added 12.68%
$572B
$5.43 Billion 0.51% of portfolio
15,285
Q2 2025 Added 14.79%
$0
$4.15 Billion 0.39% of portfolio
49,712
Q2 2025 Added 0.08%
$0
$3.79 Billion 0.36% of portfolio
19,442
Q2 2025 Reduced 34.27%
$1.01T
$3.76 Billion 0.35% of portfolio
11,831
Q2 2025 Reduced 3.4%
$303B
$3.74 Billion 0.35% of portfolio
46,663
Q2 2025 Reduced 2.87%
$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%
$369B
$3.3 Billion 0.31% of portfolio
20,691
Q2 2025 Reduced 3.03%
$530B
$3.24 Billion 0.31% of portfolio
5,766
Q2 2025 Added 19.4%
$426B
$3.19 Billion 0.3% of portfolio
20,902
Q2 2025 Reduced 0.59%
$1.12T
$3.19 Billion 0.3% of portfolio
17,983
Q2 2025 Reduced 4.36%
$8.98B
$3.22 Billion 0.3% of portfolio
49,034
Q1 2025 Reduced 0.07%
$0
$3.05 Billion 0.29% of portfolio
41,378
Q2 2025 Added 8.53%
$567B
$3.03 Billion 0.29% of portfolio
2,264
Q2 2025 Added 10.82%
$253B
$2.86 Billion 0.27% of portfolio
9,708
Q2 2025 Added 10.03%
$0
$2.71 Billion 0.26% of portfolio
35,933
Q2 2025 Reduced 26.15%
$724B
$2.71 Billion 0.26% of portfolio
3,476
Q2 2025 Added 21.75%
$368B
$2.73 Billion 0.26% of portfolio
7,450
Q2 2025 Added 8.87%
$422B
$2.73 Billion 0.26% of portfolio
2,760
Q2 2025 Added 37.45%
$0
$2.72 Billion 0.26% of portfolio
6,408
Q2 2025 Reduced 2.73%
$200B
$2.7 Billion 0.25% of portfolio
20,422
Q2 2025 Reduced 0.33%
$671B
$2.65 Billion 0.25% of portfolio
12,140
Q2 2025 Added 7.45%
$53.4B
$2.41 Billion 0.23% of portfolio
38,619
Q2 2025 Reduced 0.04%
$241B
$2.44 Billion 0.23% of portfolio
3,443
Q2 2025 Reduced 4.55%

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
Track This Portfolio

Track Trust Point Inc. Portfolio

Follow Trust Point Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trust Point Inc., based on Form 13F filings with the SEC.

News

Stay updated on Trust Point Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email