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
$593 Million 0.06% of portfolio
2,517
Q2 2025 Reduced 36.93%
$2.21B
$611 Million 0.06% of portfolio
10,922
Q2 2025 Reduced 23.11%
$171B
$674 Million 0.06% of portfolio
7,382
Q2 2025 Added 26.99%
$6.69B
$589 Million 0.06% of portfolio
5,100
Q2 2025 Reduced 23.05%
$285B
$665 Million 0.06% of portfolio
5,496
Q1 2025 New
$10.7B
$586 Million 0.06% of portfolio
1,210
Q2 2025 Reduced 32.25%
$410B
$618 Million 0.06% of portfolio
771
Q2 2025 Added 22.97%
$2.47B
$620 Million 0.06% of portfolio
12,050
Q2 2025 Reduced 21.03%
$17B
$601 Million 0.06% of portfolio
1,610
Q2 2025 Reduced 22.33%
$25.3B
$523 Million 0.05% of portfolio
2,366
Q2 2025 Added 0.13%
$13.7B
$505 Million 0.05% of portfolio
2,435
Q2 2025 Reduced 4.43%
$2.99B
$580 Million 0.05% of portfolio
6,561
Q2 2025 Added 60.65%
$26.3B
$565 Million 0.05% of portfolio
283
Q2 2025 Reduced 26.3%
$11.8B
$529 Million 0.05% of portfolio
5,093
Q2 2025 Reduced 32.69%
$7.52B
$485 Million 0.05% of portfolio
5,266
Q2 2025 Reduced 39.73%
$98B
$511 Million 0.05% of portfolio
731
Q2 2025 Added 116.91%
$28.9B
$565 Million 0.05% of portfolio
10,009
Q2 2025 Reduced 30.95%
$5.71B
$533 Million 0.05% of portfolio
6,711
Q2 2025 Reduced 3.62%
$85.9B
$551 Million 0.05% of portfolio
8,176
Q2 2025 Reduced 11.24%
$21.1B
$479 Million 0.05% of portfolio
939
Q2 2025 Reduced 33.4%
$3.48B
$523 Million 0.05% of portfolio
4,250
Q2 2025 Reduced 35.0%
$17B
$522 Million 0.05% of portfolio
2,243
Q2 2025 Reduced 28.95%
$21.1B
$500 Million 0.05% of portfolio
2,777
Q2 2025 Reduced 31.57%
$141B
$502 Million 0.05% of portfolio
4,531
Q2 2025 Added 49.24%
$29.3B
$539 Million 0.05% of portfolio
1,006
Q2 2025 Reduced 14.24%
$95.1B
$564 Million 0.05% of portfolio
4,782
Q2 2025 Added 0.25%
$31.2B
$500 Million 0.05% of portfolio
935
Q2 2025 Added 6.37%
$316B
$424 Million 0.04% of portfolio
1,394
Q2 2025 Added 11.25%
$65B
$470 Million 0.04% of portfolio
3,931
Q2 2025 Reduced 27.18%
$82.3B
$414 Million 0.04% of portfolio
1,945
Q2 2025 New
$288B
$387 Million 0.04% of portfolio
6,368
Q2 2025 Added 42.72%
$6.55B
$426 Million 0.04% of portfolio
2,505
Q2 2025 Reduced 6.81%
$10.1B
$397 Million 0.04% of portfolio
832
Q2 2025 Reduced 32.19%
$5.39B
$378 Million 0.04% of portfolio
1,972
Q2 2025 Reduced 23.98%
$13.5B
$388 Million 0.04% of portfolio
12,837
Q1 2025 Reduced 4.43%
$94.9B
$471 Million 0.04% of portfolio
1,424
Q2 2025 Reduced 1.45%
$26.8B
$466 Million 0.04% of portfolio
4,203
Q2 2025 Reduced 28.67%
$191B
$461 Million 0.04% of portfolio
4,943
Q2 2025 Added 42.08%
$71.4B
$457 Million 0.04% of portfolio
10,092
Q2 2025 Reduced 1.03%
$7.96B
$448 Million 0.04% of portfolio
4,405
Q2 2025 Reduced 29.79%
$20.7B
$463 Million 0.04% of portfolio
947
Q2 2025 Added 15.07%
$140B
$386 Million 0.04% of portfolio
975
Q2 2025 Reduced 1.61%
$41.6B
$454 Million 0.04% of portfolio
5,997
Q2 2025 Reduced 7.41%
$164B
$476 Million 0.04% of portfolio
3,854
Q2 2025 Reduced 7.91%
$8.12B
$374 Million 0.04% of portfolio
2,912
Q2 2025 Reduced 28.99%
$10.7B
$464 Million 0.04% of portfolio
9,457
Q2 2025 Added 17.62%
$15.1B
$399 Million 0.04% of portfolio
3,632
Q2 2025 Reduced 24.63%
$118B
$409 Million 0.04% of portfolio
1,266
Q2 2025 Reduced 9.51%
$11.9B
$437 Million 0.04% of portfolio
9,863
Q2 2025 Reduced 37.54%

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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