Old Point Trust & Financial Services N A Portfolio Holdings

Old Point Trust & Financial Services N A

  • $308 Million
  • Q3 2025

Old Point Trust & Financial Services N A has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $308 Million distributed in 337 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.8M, Palantir Technologies Inc. with a value of $13.3M, Apple Inc. with a value of $11.8M, Raytheon Technologies Corp with a value of $9.82M, and Exxon Mobil Corp with a value of $9.72M.

Examining the 13F form we can see an increase of $31.7M in the current position value, from $276M to 308M.

Below you can find more details about Old Point Trust & Financial Services N A portfolio as well as his latest detailed transactions.

Portfolio value $308 Million
Technology: $66.1 Million
ETFs: $40.9 Million
Energy: $34.7 Million
Financial Services: $32.9 Million
Industrials: $28.4 Million
Consumer Defensive: $28.3 Million
Healthcare: $23.1 Million
Consumer Cyclical: $16.4 Million
Other: $36.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.08B
$98,000 0.03% of portfolio
1,725
Q2 2025 New
$322B
$99,000 0.03% of portfolio
1,183
Q2 2025 New
$265B
$100,000 0.03% of portfolio
302
Q2 2025 New
$68.4B
$78,000 0.03% of portfolio
699
Q2 2025 New
$0
$92,000 0.03% of portfolio
4,000
Q3 2025 New
$10.7B
$98,000 0.03% of portfolio
1,210
Q3 2025 Reduced 9.02%
$60.3B
$90,000 0.03% of portfolio
800
Q2 2025 New
$21.4B
$74,000 0.02% of portfolio
850
Q2 2025 New
$58.5B
$56,000 0.02% of portfolio
300
Q2 2025 New
$0
$62,000 0.02% of portfolio
738
Q2 2025 New
$83.3B
$73,000 0.02% of portfolio
344
Q2 2025 New
$31.4B
$49,000 0.02% of portfolio
250
Q2 2025 New
$0
$53,000 0.02% of portfolio
4,100
Q2 2025 New
$109B
$62,000 0.02% of portfolio
833
Q2 2025 New
$242M
$47,000 0.02% of portfolio
700
Q2 2025 New
$139B
$56,000 0.02% of portfolio
170
Q2 2025 New
$118B
$53,000 0.02% of portfolio
182
Q2 2025 New
$44.1B
$47,000 0.02% of portfolio
584
Q2 2025 New
$552B
$56,000 0.02% of portfolio
47
Q2 2025 New
$88.2B
$76,000 0.02% of portfolio
347
Q2 2025 New
$40.9B
$53,000 0.02% of portfolio
154
Q2 2025 New
$0
$63,000 0.02% of portfolio
434
Q3 2025 Added 73.6%
$11.2B
$56,000 0.02% of portfolio
516
Q2 2025 New
$0
$50,000 0.02% of portfolio
750
Q2 2025 New
$144B
$67,000 0.02% of portfolio
182
Q2 2025 New
$1.53T
$49,000 0.02% of portfolio
177
Q2 2025 New
$11.5B
$71,000 0.02% of portfolio
250
Q3 2025 Reduced 35.57%
$54.1B
$53,000 0.02% of portfolio
185
Q2 2025 New
$63.2B
$47,000 0.02% of portfolio
200
Q3 2025 Reduced 20.0%
$47.7B
$49,000 0.02% of portfolio
1,100
Q2 2025 New
$19.5B
$65,000 0.02% of portfolio
700
Q2 2025 New
$76B
$17,000 0.01% of portfolio
269
Q2 2025 New
$32.7B
$19,000 0.01% of portfolio
200
Q2 2025 New
$0
$30,000 0.01% of portfolio
161
Q2 2025 New
$37.9B
$20,000 0.01% of portfolio
200
Q2 2025 New
$259B
$35,000 0.01% of portfolio
500
Q2 2025 New
$68.4B
$43,000 0.01% of portfolio
300
Q3 2025 Reduced 5.06%
$30.8B
$23,000 0.01% of portfolio
316
Q2 2025 New
$0
$17,000 0.01% of portfolio
700
Q2 2025 New
$3.74B
$33,000 0.01% of portfolio
654
Q3 2025 Reduced 37.95%
$28.2B
$20,000 0.01% of portfolio
75
Q2 2025 New
$52B
$16,000 0.01% of portfolio
300
Q2 2025 New
$32.7B
$21,000 0.01% of portfolio
250
Q2 2025 New
$0
$35,000 0.01% of portfolio
452
Q2 2025 New
$116B
$32,000 0.01% of portfolio
285
Q2 2025 New
$77.7B
$19,000 0.01% of portfolio
100
Q2 2025 New
$39.5B
$32,000 0.01% of portfolio
105
Q2 2025 New
$0
$17,000 0.01% of portfolio
200
Q2 2025 New
$219B
$18,000 0.01% of portfolio
39
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 337
  • Current Value $308 Million
  • Prior Value $276 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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