Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.06 Trillion
  • Q2 2025

Trust Point Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.06 Trillion distributed in 499 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $243B, Wisdomtree with a value of $138B, Ihares Core 1 5 Years Usd Bond with a value of $82.2B, Vanguard Large Cap ETF with a value of $62.5B, and Principal Financial Group Inc with a value of $29.4B.

Examining the 13F form we can see an decrease of $35.7B in the current position value, from $1.1T to 1.06T.

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 $1.06 Trillion
ETFs: $596 Billion
Technology: $86.6 Billion
Financial Services: $68.5 Billion
Industrials: $38.5 Billion
Communication Services: $27.4 Billion
Consumer Defensive: $26.4 Billion
Healthcare: $24.7 Billion
Consumer Cyclical: $21.3 Billion
Other: $26.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.3B
$29.4 Billion 2.77% of portfolio
369,684
Q1 2025 Reduced 0.1%
$3.95T
$19.8 Billion 1.87% of portfolio
39,888
Q2 2025 Added 8.99%
$456B
$18.2 Billion 1.72% of portfolio
115,353
Q2 2025 Added 1.73%
$127B
$8.52 Billion 0.8% of portfolio
30,910
Q2 2025 Reduced 3.92%
$1.21T
$7.78 Billion 0.73% of portfolio
44,142
Q2 2025 Added 14.8%
$442B
$7.59 Billion 0.72% of portfolio
70,376
Q2 2025 Reduced 1.1%
$859B
$7.08 Billion 0.67% of portfolio
24,421
Q2 2025 Added 11.06%
$27.8B
$6.96 Billion 0.66% of portfolio
165,779
Q2 2025 Added 150.28%
$1.78T
$6.86 Billion 0.65% of portfolio
9,295
Q2 2025 Added 6.27%
$281B
$5.9 Billion 0.56% of portfolio
60,344
Q2 2025 Added 12.68%
$551B
$5.43 Billion 0.51% of portfolio
15,285
Q2 2025 Added 14.79%
$1.08T
$3.76 Billion 0.35% of portfolio
11,831
Q2 2025 Reduced 3.4%
$302B
$3.74 Billion 0.35% of portfolio
46,663
Q2 2025 Reduced 2.87%
$368B
$3.3 Billion 0.31% of portfolio
20,691
Q2 2025 Reduced 3.03%
$548B
$3.24 Billion 0.31% of portfolio
5,766
Q2 2025 Added 19.4%
$452B
$3.19 Billion 0.3% of portfolio
20,902
Q2 2025 Reduced 0.59%
$9.05B
$3.22 Billion 0.3% of portfolio
49,034
Q1 2025 Reduced 0.07%
$545B
$3.03 Billion 0.29% of portfolio
2,264
Q2 2025 Added 10.82%
$210B
$2.86 Billion 0.27% of portfolio
9,708
Q2 2025 Added 10.03%
$608B
$2.71 Billion 0.26% of portfolio
3,476
Q2 2025 Added 21.75%
$405B
$2.73 Billion 0.26% of portfolio
7,450
Q2 2025 Added 8.87%
$439B
$2.73 Billion 0.26% of portfolio
2,760
Q2 2025 Added 37.45%
$202B
$2.7 Billion 0.25% of portfolio
20,422
Q2 2025 Reduced 0.33%
$684B
$2.65 Billion 0.25% of portfolio
12,140
Q2 2025 Added 7.45%
$254B
$2.44 Billion 0.23% of portfolio
3,443
Q2 2025 Reduced 4.55%
$146B
$2.44 Billion 0.23% of portfolio
10,468
Q2 2025 Reduced 6.11%
$217B
$2.28 Billion 0.22% of portfolio
394
Q2 2025 Reduced 1.01%
$302B
$2.29 Billion 0.22% of portfolio
15,967
Q2 2025 Reduced 0.88%
$218B
$2.11 Billion 0.2% of portfolio
5,440
Q2 2025 Reduced 1.13%
$172B
$1.96 Billion 0.19% of portfolio
1,909
Q2 2025 Added 13.97%
$293B
$2 Billion 0.19% of portfolio
28,892
Q2 2025 Added 11.38%
$1.27T
$2.06 Billion 0.19% of portfolio
9,096
Q2 2025 Reduced 0.25%
$141B
$1.84 Billion 0.17% of portfolio
26,529
Q2 2025 Added 12.46%
$177B
$1.69 Billion 0.16% of portfolio
8,146
Q2 2025 Added 9.78%
$6.58B
$1.72 Billion 0.16% of portfolio
32,627
Q2 2025 Reduced 10.84%
$261B
$1.67 Billion 0.16% of portfolio
9,174
Q2 2025 Reduced 4.04%
$135B
$1.68 Billion 0.16% of portfolio
7,317
Q2 2025 Added 35.1%
$201B
$1.55 Billion 0.15% of portfolio
1,968
Q2 2025 Added 21.86%
$182B
$1.55 Billion 0.15% of portfolio
35,781
Q2 2025 Added 1.66%
$70.9B
$1.62 Billion 0.15% of portfolio
17,771
Q2 2025 Reduced 2.34%
$6.17B
$1.59 Billion 0.15% of portfolio
8,435
Q2 2025 Reduced 26.25%
$78.6B
$1.59 Billion 0.15% of portfolio
11,905
Q2 2025 Reduced 0.23%
$86B
$1.47 Billion 0.14% of portfolio
5,388
Q2 2025 Reduced 2.02%
$306B
$1.51 Billion 0.14% of portfolio
21,338
Q2 2025 Added 3.44%
$351B
$1.39 Billion 0.13% of portfolio
7,513
Q2 2025 Reduced 3.44%
$87.3B
$1.34 Billion 0.13% of portfolio
8,776
Q2 2025 Reduced 0.85%
$250B
$1.43 Billion 0.13% of portfolio
10,163
Q2 2025 Added 3.58%
$153B
$1.41 Billion 0.13% of portfolio
2,782
Q2 2025 Reduced 4.86%
$150B
$1.33 Billion 0.13% of portfolio
4,453
Q2 2025 Reduced 17.31%

Summary

  • Portfolio
  • No. of Stocks 499
  • Current Value $1.06 Trillion
  • Prior Value $1.1 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 240 stocks
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