Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.24 Trillion
  • Q3 2025

Trust Point Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Trillion distributed in 603 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $257B, Wisdomtree with a value of $151B, Ihares Core 1 5 Years Usd Bond with a value of $84.2B, Vanguard Large Cap ETF with a value of $66.7B, and Principal Financial Group Inc with a value of $30.6B.

Examining the 13F form we can see an increase of $178B in the current position value, from $1.06T to 1.24T.

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 $1.24 Trillion
ETFs: $633 Billion
Technology: $126 Billion
Financial Services: $87.9 Billion
Industrials: $72.8 Billion
Healthcare: $34.3 Billion
Consumer Cyclical: $34 Billion
Communication Services: $30 Billion
Consumer Defensive: $27 Billion
Other: $33.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$269B
$2.65 Billion 0.21% of portfolio
3,328
Q3 2025 Reduced 3.34%
$305B
$2.59 Billion 0.21% of portfolio
5,418
Q3 2025 Reduced 0.4%
$498B
$2.59 Billion 0.21% of portfolio
2,163
Q3 2025 Reduced 4.46%
$276B
$2.49 Billion 0.2% of portfolio
8,815
Q3 2025 Reduced 9.2%
$1.56T
$2.41 Billion 0.19% of portfolio
8,634
Q3 2025 Reduced 5.08%
$0
$2.31 Billion 0.19% of portfolio
7,757
Q3 2025 Added 0.13%
$309B
$2.21 Billion 0.18% of portfolio
14,211
Q3 2025 Reduced 11.0%
$0
$2.14 Billion 0.17% of portfolio
3,584
Q3 2025 Reduced 0.25%
$135B
$2.15 Billion 0.17% of portfolio
10,207
Q3 2025 Reduced 2.49%
$0
$2.11 Billion 0.17% of portfolio
8,727
Q3 2025 Added 1.63%
$820B
$2.03 Billion 0.16% of portfolio
2,658
Q3 2025 Reduced 23.53%
$0
$2.02 Billion 0.16% of portfolio
17,779
Q3 2025 Reduced 0.6%
$202B
$2.04 Billion 0.16% of portfolio
378
Q3 2025 Reduced 4.06%
$403B
$2.04 Billion 0.16% of portfolio
2,200
Q3 2025 Reduced 20.29%
$0
$1.94 Billion 0.16% of portfolio
29,664
Q3 2025 Added 0.32%
$0
$1.91 Billion 0.15% of portfolio
13,399
Q3 2025 Reduced 3.53%
$0
$1.91 Billion 0.15% of portfolio
3,174
Q3 2025 New
$160B
$1.86 Billion 0.15% of portfolio
24,681
Q3 2025 Reduced 6.97%
$8.37B
$1.8 Billion 0.15% of portfolio
24,567
Q3 2025 Reduced 49.9%
$300B
$1.71 Billion 0.14% of portfolio
25,061
Q3 2025 Reduced 13.26%
$186B
$1.68 Billion 0.14% of portfolio
1,829
Q3 2025 Reduced 4.19%
$82.5B
$1.68 Billion 0.14% of portfolio
12,784
Q3 2025 Added 7.38%
$167B
$1.7 Billion 0.14% of portfolio
38,646
Q3 2025 Added 8.01%
$6.01B
$1.78 Billion 0.14% of portfolio
31,239
Q3 2025 Reduced 4.25%
$0
$1.7 Billion 0.14% of portfolio
2,279
Q4 2024 Reduced 0.35%
$0
$1.58 Billion 0.13% of portfolio
16,890
Q3 2025 Reduced 0.53%
$298B
$1.55 Billion 0.13% of portfolio
23,365
Q3 2025 Added 9.5%
$0
$1.66 Billion 0.13% of portfolio
47,209
Q3 2025 Added 13.51%
$64.3B
$1.58 Billion 0.13% of portfolio
19,781
Q3 2025 Added 11.31%
$42.7B
$1.56 Billion 0.13% of portfolio
17,431
Q3 2025 New
$386B
$1.6 Billion 0.13% of portfolio
6,931
Q3 2025 Reduced 7.75%
Rb Global Inc
-
$1.44 Billion 0.12% of portfolio
-
Q3 2025 Added 4.39%
$84.6B
$1.51 Billion 0.12% of portfolio
5,779
Q3 2025 Added 7.26%
$270B
$1.53 Billion 0.12% of portfolio
4,619
Q3 2025 New
$0
$1.54 Billion 0.12% of portfolio
4,805
Q3 2025 Reduced 2.87%
$429B
$1.41 Billion 0.11% of portfolio
27,243
Q3 2025 New
$176B
$1.33 Billion 0.11% of portfolio
46,997
Q3 2025 Added 4.72%
$0
$1.4 Billion 0.11% of portfolio
30,075
Q2 2025 New
$139B
$1.35 Billion 0.11% of portfolio
2,959
Q3 2025 Added 6.36%
$0
$1.38 Billion 0.11% of portfolio
52,570
Q2 2025 Added 198.02%
$82.9B
$1.31 Billion 0.11% of portfolio
10,556
Q3 2025 New
$0
$1.32 Billion 0.11% of portfolio
39,468
Q2 2025 New
$338B
$1.39 Billion 0.11% of portfolio
4,626
Q3 2025 Reduced 0.69%
$224B
$1.36 Billion 0.11% of portfolio
8,355
Q3 2025 Reduced 8.93%
$38.4B
$1.32 Billion 0.11% of portfolio
4,223
Q3 2025 New
Blackrock Inc
-
$1.33 Billion 0.11% of portfolio
-
Q2 2025 Reduced 3.23%
$92B
$1.36 Billion 0.11% of portfolio
8,776
Q2 2025 Reduced 0.85%
$0
$1.41 Billion 0.11% of portfolio
9,907
Q3 2025 Reduced 0.54%
$220B
$1.33 Billion 0.11% of portfolio
4,374
Q3 2025 Added 5.4%

Summary

  • Portfolio
  • No. of Stocks 603
  • Current Value $1.24 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 103 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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