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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.1B
$30.6 Billion 2.47% of portfolio
369,624
Q3 2025 Reduced 0.02%
$61.4B
$29.3 Billion 2.36% of portfolio
70,646
Q3 2025 New
$4.3T
$26.7 Billion 2.16% of portfolio
104,822
Q3 2025 New
$465B
$21.9 Billion 1.76% of portfolio
117,144
Q3 2025 Added 1.55%
$3.78T
$20.1 Billion 1.62% of portfolio
38,788
Q3 2025 Reduced 2.76%
$139B
$10.6 Billion 0.86% of portfolio
32,247
Q3 2025 Added 4.33%
$1.65T
$9.95 Billion 0.8% of portfolio
40,920
Q3 2025 Reduced 7.3%
$662B
$8.05 Billion 0.65% of portfolio
16,005
Q3 2025 New
$23.2B
$8.11 Billion 0.65% of portfolio
165,274
Q3 2025 Reduced 0.3%
$2.39T
$7.76 Billion 0.63% of portfolio
35,353
Q3 2025 New
$490B
$7.66 Billion 0.62% of portfolio
67,927
Q3 2025 Reduced 3.48%
$881B
$6.91 Billion 0.56% of portfolio
21,898
Q3 2025 Reduced 10.33%
$1.37T
$6.79 Billion 0.55% of portfolio
9,240
Q3 2025 Reduced 0.59%
$279B
$5.72 Billion 0.46% of portfolio
55,487
Q3 2025 Reduced 8.05%
$1.29T
$5.53 Billion 0.45% of portfolio
12,440
Q3 2025 Added 5.15%
$533B
$4.63 Billion 0.37% of portfolio
13,552
Q3 2025 Reduced 11.34%
$317B
$3.98 Billion 0.32% of portfolio
47,513
Q3 2025 Added 1.82%
$522B
$3.75 Billion 0.3% of portfolio
20,226
Q3 2025 Reduced 3.23%
$593B
$3.24 Billion 0.26% of portfolio
11,535
Q3 2025 Reduced 4.98%
$346B
$3.13 Billion 0.25% of portfolio
20,345
Q3 2025 Reduced 1.67%
$367B
$2.92 Billion 0.24% of portfolio
7,201
Q3 2025 Reduced 3.34%
$204B
$2.85 Billion 0.23% of portfolio
20,290
Q3 2025 Reduced 0.65%
$228B
$2.87 Billion 0.23% of portfolio
21,438
Q3 2025 New
$512B
$2.89 Billion 0.23% of portfolio
5,081
Q3 2025 Reduced 11.88%
$265B
$2.65 Billion 0.21% of portfolio
3,328
Q3 2025 Reduced 3.34%
$291B
$2.59 Billion 0.21% of portfolio
5,418
Q3 2025 Reduced 0.4%
$49.1B
$2.59 Billion 0.21% of portfolio
2,163
Q3 2025 Reduced 4.46%
$266B
$2.49 Billion 0.2% of portfolio
8,815
Q3 2025 Reduced 9.2%
$1.46T
$2.41 Billion 0.19% of portfolio
8,634
Q3 2025 Reduced 5.08%
$303B
$2.21 Billion 0.18% of portfolio
14,211
Q3 2025 Reduced 11.0%
$132B
$2.15 Billion 0.17% of portfolio
10,207
Q3 2025 Reduced 2.49%
$971B
$2.03 Billion 0.16% of portfolio
2,658
Q3 2025 Reduced 23.53%
$191B
$2.04 Billion 0.16% of portfolio
378
Q3 2025 Reduced 4.06%
$404B
$2.04 Billion 0.16% of portfolio
2,200
Q3 2025 Reduced 20.29%
$5.23B
$1.81 Billion 0.15% of portfolio
8,240
Q3 2025 Reduced 2.31%
$168B
$1.86 Billion 0.15% of portfolio
24,681
Q3 2025 Reduced 6.97%
$8.21B
$1.8 Billion 0.15% of portfolio
24,567
Q3 2025 Reduced 49.9%
$319B
$1.71 Billion 0.14% of portfolio
25,061
Q3 2025 Reduced 13.26%
$169B
$1.68 Billion 0.14% of portfolio
1,829
Q3 2025 Reduced 4.19%
$75.4B
$1.68 Billion 0.14% of portfolio
12,784
Q3 2025 Added 7.38%
$172B
$1.7 Billion 0.14% of portfolio
38,646
Q3 2025 Added 8.01%
$6.15B
$1.78 Billion 0.14% of portfolio
31,239
Q3 2025 Reduced 4.25%
$306B
$1.55 Billion 0.13% of portfolio
23,365
Q3 2025 Added 9.5%
$65.7B
$1.58 Billion 0.13% of portfolio
19,781
Q3 2025 Added 11.31%
$41.4B
$1.56 Billion 0.13% of portfolio
17,431
Q3 2025 New
$414B
$1.6 Billion 0.13% of portfolio
6,931
Q3 2025 Reduced 7.75%
$92.7B
$1.51 Billion 0.12% of portfolio
5,779
Q3 2025 Added 7.26%
$255B
$1.53 Billion 0.12% of portfolio
4,619
Q3 2025 New
$413B
$1.41 Billion 0.11% of portfolio
27,243
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
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