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
$138B
$318 Million 0.03% of portfolio
5,273
Q4 2025 New
$3.25B
$381 Million 0.03% of portfolio
6,014
Q4 2025 Added 3.16%
$33.6B
$432 Million 0.03% of portfolio
3,003
Q2 2025 Reduced 1.51%
$0
$344 Million 0.03% of portfolio
2,731
Q4 2023 New
$114B
$409 Million 0.03% of portfolio
1,883
Q4 2025 Added 3.4%
$163B
$408 Million 0.03% of portfolio
606
Q4 2025 New
$36B
$400 Million 0.03% of portfolio
15,613
Q4 2025 Added 90.82%
$4.14B
$375 Million 0.03% of portfolio
3,043
Q4 2025 Added 9.9%
$0
$334 Million 0.03% of portfolio
4,188
Q1 2025 New
$2.97B
$354 Million 0.03% of portfolio
1,241
Q3 2025 Reduced 0.56%
Labcorp Holdings Inc
-
$355 Million 0.03% of portfolio
-
Q4 2025 Reduced 1.94%
$44.3B
$400 Million 0.03% of portfolio
39,605
Q4 2025 Added 75.03%
$11.3B
$384 Million 0.03% of portfolio
3,035
Q4 2025 Reduced 2.13%
$136B
$338 Million 0.03% of portfolio
724
Q4 2025 Added 6.94%
$11.1B
$323 Million 0.03% of portfolio
1,865
Q4 2025 Added 9.38%
$89.7B
$435 Million 0.03% of portfolio
2,346
Q4 2025 Reduced 0.09%
$31.6B
$337 Million 0.03% of portfolio
242
Q4 2025 Added 11.01%
$7.7B
$320 Million 0.03% of portfolio
1,797
Q4 2025 Reduced 3.8%
$20.3B
$342 Million 0.03% of portfolio
2,757
Q4 2025 Reduced 5.84%
$76.2B
$366 Million 0.03% of portfolio
6,798
Q4 2025 Reduced 10.52%
$156B
$382 Million 0.03% of portfolio
3,114
Q4 2025 Added 2.23%
$64.7B
$432 Million 0.03% of portfolio
4,118
Q4 2025 Added 1.1%
$0
$443 Million 0.03% of portfolio
6,202
Q4 2025 Added 6.04%
$25.7B
$358 Million 0.03% of portfolio
1,835
Q4 2025 Reduced 1.87%
$84.9B
$377 Million 0.03% of portfolio
2,326
Q4 2025 Added 1.62%
$2.3B
$414 Million 0.03% of portfolio
5,284
Q4 2025 Added 11.13%
$2.03B
$370 Million 0.03% of portfolio
7,506
Q4 2025 Added 14.51%
$5B
$434 Million 0.03% of portfolio
5,690
Q4 2025 New
$97.6B
$331 Million 0.03% of portfolio
11,832
Q4 2025 Added 40.71%
$23.2B
$327 Million 0.03% of portfolio
3,314
Q4 2025 Reduced 24.97%
$74.9B
$413 Million 0.03% of portfolio
1,676
Q4 2025 Reduced 11.74%
$160B
$388 Million 0.03% of portfolio
1,696
Q4 2025 Added 3.1%
$0
$390 Million 0.03% of portfolio
1,296
Q1 2024 Added 200.0%
$7.87B
$405 Million 0.03% of portfolio
3,202
Q4 2025 Reduced 1.81%
$0
$405 Million 0.03% of portfolio
3,368
Q4 2025 Added 2.03%
$84.4B
$431 Million 0.03% of portfolio
2,103
Q4 2025 Reduced 3.75%
$0
$354 Million 0.03% of portfolio
5,612
Q3 2025 New
$37.6B
$385 Million 0.03% of portfolio
5,015
Q4 2025 Added 29.59%
$92B
$442 Million 0.03% of portfolio
3,214
Q4 2025 Reduced 5.02%
$2.56B
$360 Million 0.03% of portfolio
5,907
Q4 2025 Added 0.94%
$73.4B
$365 Million 0.03% of portfolio
10,057
Q4 2025 Added 50.89%
$57.4B
$374 Million 0.03% of portfolio
7,358
Q4 2025 Reduced 0.7%
$45.6B
$330 Million 0.03% of portfolio
7,574
Q4 2025 Added 1.87%
$6.2B
$404 Million 0.03% of portfolio
4,432
Q4 2025 Reduced 1.64%
$68.9B
$329 Million 0.03% of portfolio
1,138
Q4 2025 Added 2.52%
$4.31B
$324 Million 0.03% of portfolio
3,396
Q4 2025 Added 0.56%
$7.07B
$354 Million 0.03% of portfolio
4,042
Q4 2025 Added 2.28%
$5.7B
$398 Million 0.03% of portfolio
2,039
Q4 2025 Reduced 0.34%
$13.7B
$321 Million 0.03% of portfolio
7,037
Q4 2025 Reduced 7.71%

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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