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
$6.52B
$727 Million 0.06% of portfolio
5,505
Q3 2025 Added 7.94%
$0
$781 Million 0.06% of portfolio
3,835
Q3 2025 Reduced 2.42%
$266B
$705 Million 0.06% of portfolio
5,496
Q1 2025 New
$172B
$707 Million 0.06% of portfolio
7,406
Q3 2025 Added 0.33%
$51B
$687 Million 0.06% of portfolio
8,836
Q3 2025 New
$205B
$755 Million 0.06% of portfolio
6,598
Q3 2025 Reduced 6.17%
$71B
$703 Million 0.06% of portfolio
533
Q3 2025 Reduced 13.05%
$222B
$732 Million 0.06% of portfolio
1,509
Q3 2025 Added 1.21%
$4.7B
$773 Million 0.06% of portfolio
3,420
Q3 2025 Added 10.22%
$429B
$754 Million 0.06% of portfolio
1
Q3 2025 New
$2.45B
$732 Million 0.06% of portfolio
13,154
Q3 2025 Added 9.16%
$413B
$750 Million 0.06% of portfolio
4,635
Q3 2025 New
$163B
$746 Million 0.06% of portfolio
5,161
Q3 2025 Added 33.91%
$0
$712 Million 0.06% of portfolio
22,037
Q3 2025 Reduced 30.58%
$104B
$573 Million 0.05% of portfolio
3,353
Q3 2025 Added 12.93%
$20.9B
$599 Million 0.05% of portfolio
2,283
Q3 2025 Added 13.87%
$9.16B
$562 Million 0.05% of portfolio
1,322
Q3 2025 Added 9.26%
$17.9B
$624 Million 0.05% of portfolio
2,451
Q3 2025 Added 9.27%
$19.8B
$611 Million 0.05% of portfolio
1,167
Q3 2025 Reduced 3.71%
$16.8B
$647 Million 0.05% of portfolio
1,967
Q3 2025 Added 22.17%
$19.1B
$591 Million 0.05% of portfolio
1,046
Q3 2025 Added 11.4%
$189B
$674 Million 0.05% of portfolio
1,506
Q3 2025 Reduced 5.76%
$261B
$655 Million 0.05% of portfolio
2,735
Q3 2025 Reduced 24.47%
$0
$572 Million 0.05% of portfolio
4,748
Q2 2025 New
$0
$559 Million 0.05% of portfolio
11,901
Q3 2025 Added 9.15%
Lam Research Corp
-
$633 Million 0.05% of portfolio
-
Q3 2025 Reduced 21.21%
$13.6B
$656 Million 0.05% of portfolio
2,782
Q3 2025 Added 14.25%
$6.02B
$635 Million 0.05% of portfolio
2,452
Q3 2025 Added 30.01%
$14B
$618 Million 0.05% of portfolio
3,532
Q3 2025 Added 15.35%
$4.12B
$643 Million 0.05% of portfolio
7,475
Q3 2025 Added 8.79%
$0
$566 Million 0.05% of portfolio
4,622
Q3 2025 Reduced 0.69%
$201B
$581 Million 0.05% of portfolio
2,840
Q3 2025 New
$97.2B
$610 Million 0.05% of portfolio
3,167
Q3 2025 Reduced 33.62%
$26.7B
$608 Million 0.05% of portfolio
318
Q3 2025 Added 12.37%
$0
$660 Million 0.05% of portfolio
6,600
Q4 2024 New
$2.43B
$588 Million 0.05% of portfolio
16,653
Q3 2025 Added 64.51%
$5.28B
$638 Million 0.05% of portfolio
3,575
Q3 2025 New
$0
$666 Million 0.05% of portfolio
2,268
Q3 2025 Added 0.58%
$3.86B
$618 Million 0.05% of portfolio
8,667
Q3 2025 Added 25.9%
$117B
$624 Million 0.05% of portfolio
1,273
Q3 2025 Added 4.86%
$28.4B
$587 Million 0.05% of portfolio
10,002
Q3 2025 Reduced 0.07%
$32.2B
$597 Million 0.05% of portfolio
919
Q3 2025 Reduced 1.71%
$7.86B
$675 Million 0.05% of portfolio
4,238
Q3 2025 Reduced 1.49%
$4.55B
$575 Million 0.05% of portfolio
7,087
Q3 2025 Added 1.47%
$0
$615 Million 0.05% of portfolio
15,945
Q4 2024 New
$28B
$598 Million 0.05% of portfolio
7,090
Q3 2025 Reduced 4.87%
$0
$657 Million 0.05% of portfolio
24,972
Q2 2025 New
$19.6B
$580 Million 0.05% of portfolio
2,524
Q3 2025 Added 0.28%
$191B
$649 Million 0.05% of portfolio
6,623
Q3 2025 Added 33.99%

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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