Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.27 Trillion
  • Q4 2025

Trust Point Inc. has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 600 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $264B, Wisdomtree with a value of $154B, Ihares Core 1 5 Years Usd Bond with a value of $87.2B, Vanguard Large Cap ETF with a value of $65.1B, and Principal Financial Group Inc with a value of $32.6B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $1.24T to 1.27T.

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 $1.27 Trillion
ETFs: $651 Billion
Technology: $125 Billion
Financial Services: $91.7 Billion
Industrials: $73.4 Billion
Healthcare: $36.7 Billion
Consumer Cyclical: $33.6 Billion
Communication Services: $31.8 Billion
Consumer Defensive: $26.1 Billion
Other: $34.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$1.28 Billion 0.1% of portfolio
8,357
Q4 2025 Added 356.92%
$0
$1.29 Billion 0.1% of portfolio
39,468
Q2 2025 New
$0
$1.21 Billion 0.1% of portfolio
8,598
Q4 2025 Added 0.23%
$405B
$1.22 Billion 0.1% of portfolio
1,144
Q4 2025 Added 23.01%
Rb Global Inc
-
$1.3 Billion 0.1% of portfolio
-
Q4 2025 Reduced 5.03%
$8.16B
$1.09 Billion 0.09% of portfolio
5,796
Q4 2025 Reduced 1.78%
$258B
$1.11 Billion 0.09% of portfolio
6,039
Q4 2025 Added 3.2%
$181B
$1.14 Billion 0.09% of portfolio
45,724
Q4 2025 Reduced 2.71%
$182B
$1.18 Billion 0.09% of portfolio
1,786
Q4 2025 Reduced 5.35%
$342B
$1.17 Billion 0.09% of portfolio
6,568
Q4 2025 Reduced 1.94%
Blackrock Inc
-
$1.18 Billion 0.09% of portfolio
-
Q4 2025 Reduced 2.89%
$270B
$1.06 Billion 0.08% of portfolio
14,375
Q4 2025 Added 22.86%
$57.9B
$1.02 Billion 0.08% of portfolio
4,881
Q4 2025 Reduced 8.9%
$0
$1.01 Billion 0.08% of portfolio
18,356
Q4 2025 Added 1.0%
$98.6B
$1.03 Billion 0.08% of portfolio
11,819
Q4 2025 Reduced 3.92%
$177B
$1.05 Billion 0.08% of portfolio
6,025
Q4 2025 Reduced 8.57%
$388B
$979 Million 0.08% of portfolio
4,570
Q4 2025 Reduced 1.4%
Linde PLC
-
$1.07 Billion 0.08% of portfolio
-
Q4 2025 Reduced 2.82%
$0
$995 Million 0.08% of portfolio
10,571
Q2 2025 Added 1.65%
$1.31B
$993 Million 0.08% of portfolio
23,405
Q4 2025 Reduced 0.3%
$6.49B
$966 Million 0.08% of portfolio
2,257
Q4 2025 Reduced 4.04%
$18.4B
$1.01 Billion 0.08% of portfolio
1,797
Q4 2025 Reduced 18.72%
$190B
$1.03 Billion 0.08% of portfolio
8,802
Q4 2025 Reduced 0.38%
$0
$975 Million 0.08% of portfolio
40,269
Q4 2025 Added 2.44%
$32.5B
$970 Million 0.08% of portfolio
1,039
Q4 2025 Reduced 3.62%
$17.1B
$865 Million 0.07% of portfolio
2,672
Q4 2025 Reduced 4.88%
Lam Research Corp
-
$866 Million 0.07% of portfolio
-
Q4 2025 Added 7.05%
$140B
$852 Million 0.07% of portfolio
2,675
Q4 2025 Reduced 0.41%
$0
$867 Million 0.07% of portfolio
9,696
Q1 2025 Reduced 0.01%
$0
$865 Million 0.07% of portfolio
3,354
Q2 2025 Reduced 3.48%
$128B
$834 Million 0.07% of portfolio
8,683
Q4 2025 Reduced 4.2%
$300B
$935 Million 0.07% of portfolio
2,831
Q4 2025 Added 7.15%
$222B
$881 Million 0.07% of portfolio
1,520
Q4 2025 Added 0.73%
$284B
$837 Million 0.07% of portfolio
10,636
Q4 2025 Added 39.62%
$140B
$834 Million 0.07% of portfolio
3,459
Q4 2025 Reduced 2.65%
$0
$852 Million 0.07% of portfolio
33,989
Q4 2025 Added 5.03%
$237B
$944 Million 0.07% of portfolio
3,565
Q4 2025 Reduced 6.65%
$268B
$939 Million 0.07% of portfolio
3,289
Q4 2025 Added 9.74%
$193B
$894 Million 0.07% of portfolio
1,578
Q4 2025 Added 4.78%
$159B
$831 Million 0.07% of portfolio
1,590
Q4 2025 Reduced 8.25%
$187B
$876 Million 0.07% of portfolio
5,124
Q4 2025 Reduced 5.36%
$147B
$842 Million 0.07% of portfolio
8,829
Q4 2025 Added 3.98%
$9.87B
$872 Million 0.07% of portfolio
5,006
Q4 2025 Reduced 8.55%
$113B
$844 Million 0.07% of portfolio
9,018
Q4 2025 Reduced 2.77%
Arista Networks Inc
-
$878 Million 0.07% of portfolio
-
Q4 2025 Reduced 2.84%
$151B
$925 Million 0.07% of portfolio
2,643
Q4 2025 Reduced 2.87%
$18.3B
$704 Million 0.06% of portfolio
2,437
Q4 2025 Reduced 0.57%
$167B
$752 Million 0.06% of portfolio
7,530
Q4 2025 Added 1.67%
$3.8B
$792 Million 0.06% of portfolio
30,734
Q4 2025 Reduced 3.65%

Summary

  • Portfolio
  • No. of Stocks 600
  • Current Value $1.27 Trillion
  • Prior Value $1.24 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 30 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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