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
$12.8B
$577 Million 0.05% of portfolio
5,085
Q3 2025 Reduced 0.16%
$96.4B
$582 Million 0.05% of portfolio
4,707
Q3 2025 Reduced 1.57%
$61.4B
$656 Million 0.05% of portfolio
3,221
Q3 2025 Reduced 6.99%
$0
$561 Million 0.05% of portfolio
3,639
Q4 2023 New
$0
$640 Million 0.05% of portfolio
16,476
Q3 2025 Added 3.16%
$97.3B
$562 Million 0.05% of portfolio
6,640
Q3 2025 Reduced 12.26%
$120B
$622 Million 0.05% of portfolio
19,800
Q3 2025 Reduced 16.88%
$9.97B
$499 Million 0.04% of portfolio
2,398
Q3 2025 Reduced 2.4%
$3.03B
$554 Million 0.04% of portfolio
6,578
Q3 2025 Added 0.26%
$34.2B
$467 Million 0.04% of portfolio
5,149
Q3 2025 Added 23.21%
$59.7B
$485 Million 0.04% of portfolio
984
Q3 2025 Added 99.19%
$15.1B
$506 Million 0.04% of portfolio
1,387
Q3 2025 Added 6.86%
$132B
$449 Million 0.04% of portfolio
1,819
Q3 2025 Reduced 26.36%
$0
$449 Million 0.04% of portfolio
6,712
Q3 2025 Added 25.06%
$24.8B
$501 Million 0.04% of portfolio
2,420
Q3 2025 Added 2.28%
$1.98B
$460 Million 0.04% of portfolio
11,431
Q3 2025 Added 4.66%
$15.9B
$489 Million 0.04% of portfolio
1,743
Q3 2025 Added 96.73%
$123B
$437 Million 0.04% of portfolio
1,548
Q3 2025 Reduced 27.87%
$96.9B
$463 Million 0.04% of portfolio
1,097
Q3 2025 Added 9.48%
$3.93B
$436 Million 0.04% of portfolio
34,092
Q3 2025 Added 29.44%
$89.7B
$473 Million 0.04% of portfolio
2,348
Q3 2025 Added 18.83%
$279B
$546 Million 0.04% of portfolio
2,045
Q3 2025 Added 46.7%
$0
$536 Million 0.04% of portfolio
4,524
Q2 2025 Reduced 1.82%
$4.83B
$483 Million 0.04% of portfolio
5,286
Q3 2025 Added 3.75%
$76.2B
$475 Million 0.04% of portfolio
7,597
Q3 2025 Reduced 7.08%
$24.5B
$453 Million 0.04% of portfolio
4,000
Q4 2024 New
$7.09B
$439 Million 0.04% of portfolio
2,624
Q3 2025 Added 22.05%
$92B
$514 Million 0.04% of portfolio
3,384
Q3 2024 Reduced 1.23%
$136B
$527 Million 0.04% of portfolio
1,426
Q3 2025 Added 46.26%
$268B
$501 Million 0.04% of portfolio
2,997
Q3 2025 Added 44.64%
$5.24B
$535 Million 0.04% of portfolio
4,518
Q3 2025 Added 11.89%
$67.6B
$527 Million 0.04% of portfolio
10,908
Q3 2025 Added 8.09%
$74.3B
$467 Million 0.04% of portfolio
2,322
Q3 2025 Added 22.6%
$6.36B
$457 Million 0.04% of portfolio
3,538
Q3 2025 Added 19.29%
$6.2B
$486 Million 0.04% of portfolio
4,506
Q3 2025 Added 10.2%
$0
$459 Million 0.04% of portfolio
17,040
Q3 2025 Added 3.2%
$0
$504 Million 0.04% of portfolio
3,620
Q3 2025 Reduced 0.88%
$0
$448 Million 0.04% of portfolio
1,870
Q2 2025 Reduced 2.35%
$21.2B
$514 Million 0.04% of portfolio
1,226
Q3 2025 Added 30.01%
Southstate Bank Corporation
-
$524 Million 0.04% of portfolio
-
Q3 2025 New
$190B
$489 Million 0.04% of portfolio
30,652
Q3 2025 Added 22.91%
$10.1B
$502 Million 0.04% of portfolio
1,007
Q3 2025 Added 21.03%
$0
$437 Million 0.04% of portfolio
2,472
Q2 2025 Reduced 5.32%
$0
$468 Million 0.04% of portfolio
6,373
Q2 2025 Reduced 6.29%
$6.46B
$461 Million 0.04% of portfolio
2,536
Q3 2025 Added 1.24%
$104B
$497 Million 0.04% of portfolio
1,692
Q3 2025 New
$2.3B
$491 Million 0.04% of portfolio
4,755
Q3 2025 Added 11.88%
$181B
$439 Million 0.04% of portfolio
41,928
Q3 2025 Added 18.62%
$89.3B
$554 Million 0.04% of portfolio
5,085
Q3 2025 New

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
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