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
$120B
$554 Million 0.04% of portfolio
18,531
Q4 2025 Reduced 6.41%
$0
$563 Million 0.04% of portfolio
14,591
Q4 2025 Reduced 11.44%
$0
$537 Million 0.04% of portfolio
7,986
Q4 2025 Added 10.0%
$4.83B
$447 Million 0.04% of portfolio
5,175
Q4 2025 Reduced 2.1%
$0
$562 Million 0.04% of portfolio
4,622
Q3 2025 Reduced 0.69%
$99.7B
$526 Million 0.04% of portfolio
3,232
Q4 2025 Added 2.05%
$61.4B
$565 Million 0.04% of portfolio
3,065
Q4 2025 Reduced 4.84%
$5.15B
$559 Million 0.04% of portfolio
3,205
Q4 2025 Reduced 10.35%
$112B
$519 Million 0.04% of portfolio
14,939
Q4 2025 Added 24.08%
$6.36B
$539 Million 0.04% of portfolio
3,416
Q4 2025 Reduced 3.45%
$28.4B
$550 Million 0.04% of portfolio
2,352
Q4 2025 Reduced 11.28%
$3.03B
$517 Million 0.04% of portfolio
6,595
Q4 2025 Added 0.26%
$0
$538 Million 0.04% of portfolio
4,574
Q4 2025 Added 1.11%
$15.9B
$457 Million 0.04% of portfolio
1,582
Q4 2025 Reduced 9.24%
$77.2B
$533 Million 0.04% of portfolio
2,199
Q4 2025 Reduced 5.26%
$0
$453 Million 0.04% of portfolio
17,103
Q4 2025 Added 0.37%
$7.07B
$447 Million 0.04% of portfolio
2,199
Q4 2025 Added 4.12%
$98.1B
$502 Million 0.04% of portfolio
3,256
Q4 2025 Reduced 2.89%
$10.1B
$513 Million 0.04% of portfolio
962
Q4 2025 Reduced 4.47%
$49.4B
$471 Million 0.04% of portfolio
2,929
Q4 2025 Added 42.18%
$14.5B
$509 Million 0.04% of portfolio
1,514
Q4 2025 Reduced 11.41%
$3.93B
$466 Million 0.04% of portfolio
33,198
Q4 2025 Reduced 2.62%
$0
$568 Million 0.04% of portfolio
3,663
Q4 2025 Added 0.66%
Southstate Bank Corporation
-
$530 Million 0.04% of portfolio
-
Q4 2025 Added 6.22%
$97.3B
$537 Million 0.04% of portfolio
6,381
Q4 2025 Reduced 3.9%
$73.7B
$450 Million 0.04% of portfolio
1,715
Q4 2025 Added 19.6%
$0
$455 Million 0.04% of portfolio
6,373
Q2 2025 Reduced 6.29%
$19.5B
$505 Million 0.04% of portfolio
1,112
Q4 2025 Reduced 4.71%
$96.4B
$543 Million 0.04% of portfolio
4,633
Q4 2025 Reduced 1.57%
$5.24B
$507 Million 0.04% of portfolio
4,403
Q4 2025 Reduced 2.55%
$67.6B
$561 Million 0.04% of portfolio
10,522
Q4 2025 Reduced 3.54%
$143B
$457 Million 0.04% of portfolio
12,386
Q4 2025 Added 2.07%
$181B
$532 Million 0.04% of portfolio
6,508
Q4 2025 Reduced 1.74%
$34.2B
$492 Million 0.04% of portfolio
5,131
Q4 2025 Reduced 0.35%
$6.46B
$524 Million 0.04% of portfolio
2,868
Q4 2025 Added 13.09%
$1.47B
$443 Million 0.04% of portfolio
5,198
Q4 2025 Added 8.59%
$146B
$505 Million 0.04% of portfolio
-
Q4 2025 New
$104B
$462 Million 0.04% of portfolio
1,796
Q4 2025 Added 6.15%
$74.3B
$520 Million 0.04% of portfolio
2,492
Q4 2025 Added 7.32%
$118B
$493 Million 0.04% of portfolio
1,818
Q4 2025 Added 3.53%
$11.7B
$478 Million 0.04% of portfolio
5,674
Q4 2025 Reduced 5.07%
$183B
$473 Million 0.04% of portfolio
1,445
Q4 2025 Added 5.32%
$4.29B
$453 Million 0.04% of portfolio
4,012
Q4 2025 Added 38.11%
$5.59B
$552 Million 0.04% of portfolio
3,758
Q4 2025 Added 17.36%
$15.1B
$567 Million 0.04% of portfolio
1,246
Q4 2025 Reduced 10.17%
$124B
$529 Million 0.04% of portfolio
11,420
Q4 2025 Added 33.85%
$24.8B
$454 Million 0.04% of portfolio
2,448
Q4 2025 Added 1.16%
$18.7B
$467 Million 0.04% of portfolio
2,322
Q4 2025 Reduced 8.0%
$0
$557 Million 0.04% of portfolio
11,821
Q4 2025 Reduced 0.67%

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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