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
$3B
$396 Million 0.04% of portfolio
5,824
Q2 2025 Reduced 29.75%
$5.53B
$425 Million 0.04% of portfolio
4,038
Q2 2025 Reduced 36.21%
$14B
$429 Million 0.04% of portfolio
971
Q2 2025 Reduced 31.72%
$17.8B
$439 Million 0.04% of portfolio
2,005
Q2 2025 Reduced 28.08%
$4.49B
$429 Million 0.04% of portfolio
6,884
Q2 2025 Reduced 40.24%
$102B
$438 Million 0.04% of portfolio
1,002
Q2 2025 Added 0.1%
$3.53B
$470 Million 0.04% of portfolio
6,871
Q2 2025 Reduced 38.08%
$32.6B
$466 Million 0.04% of portfolio
1,328
Q2 2025 Reduced 35.25%
$32.4B
$380 Million 0.04% of portfolio
4,179
Q2 2025 Reduced 15.75%
$12.7B
$382 Million 0.04% of portfolio
1,298
Q2 2025 Reduced 1.07%
$101B
$432 Million 0.04% of portfolio
1,976
Q2 2025 Added 8.51%
$13.8B
$445 Million 0.04% of portfolio
3,062
Q2 2025 Reduced 18.19%
$13.6B
$414 Million 0.04% of portfolio
1,620
Q2 2025 Reduced 34.65%
$3.97B
$396 Million 0.04% of portfolio
1,248
Q2 2025 Reduced 33.08%
$6.32B
$428 Million 0.04% of portfolio
1,886
Q2 2025 Reduced 24.47%
$86B
$455 Million 0.04% of portfolio
3,384
Q3 2024 Reduced 1.23%
$123B
$444 Million 0.04% of portfolio
2,969
Q2 2025 Reduced 3.57%
$40.8B
$419 Million 0.04% of portfolio
1,345
Q2 2025 Reduced 20.27%
$94.4B
$380 Million 0.04% of portfolio
5,356
Q2 2025 Reduced 3.18%
$150B
$346 Million 0.03% of portfolio
1,752
Q2 2025 Reduced 13.01%
$5.79B
$301 Million 0.03% of portfolio
32,009
Q2 2025 Reduced 13.76%
$22.7B
$315 Million 0.03% of portfolio
1,412
Q2 2025 Reduced 10.58%
$8.13B
$334 Million 0.03% of portfolio
2,150
Q2 2025 Reduced 28.88%
$34.7B
$279 Million 0.03% of portfolio
2,365
Q2 2025 Reduced 2.43%
$3.17B
$359 Million 0.03% of portfolio
3,954
Q2 2025 Reduced 38.24%
$70.4B
$343 Million 0.03% of portfolio
5,456
Q2 2025 Reduced 11.54%
$4.7B
$315 Million 0.03% of portfolio
2,567
Q2 2025 Reduced 34.58%
$2.72B
$352 Million 0.03% of portfolio
3,069
Q2 2025 Reduced 22.24%
$42.3B
$309 Million 0.03% of portfolio
755
Q2 2025 Reduced 9.47%
$118B
$284 Million 0.03% of portfolio
4,846
Q2 2025 Added 8.02%
$40.5B
$346 Million 0.03% of portfolio
1,422
Q2 2025 Reduced 26.7%
$26.8B
$351 Million 0.03% of portfolio
4,000
Q4 2024 New
$4.52B
$323 Million 0.03% of portfolio
1,127
Q2 2025 Reduced 36.72%
$1.29B
$283 Million 0.03% of portfolio
17,425
Q2 2025 Reduced 40.06%
$28B
$351 Million 0.03% of portfolio
3,003
Q2 2025 Reduced 1.51%
$155B
$290 Million 0.03% of portfolio
4,740
Q2 2025 Added 34.43%
$99B
$367 Million 0.03% of portfolio
7,931
Q2 2025 Added 6.93%
$63.6B
$367 Million 0.03% of portfolio
487
Q2 2025 New
$13.7B
$271 Million 0.03% of portfolio
943
Q2 2025 Reduced 22.51%
$158B
$293 Million 0.03% of portfolio
35,345
Q2 2025 Added 14.04%
$63.6B
$295 Million 0.03% of portfolio
2,831
Q2 2025 Reduced 11.48%
$3.25B
$365 Million 0.03% of portfolio
5,688
Q2 2025 Reduced 32.86%
$2.94B
$286 Million 0.03% of portfolio
5,057
Q2 2025 Reduced 38.96%
$14.6B
$297 Million 0.03% of portfolio
2,752
Q2 2025 Added 17.46%
$1.96B
$360 Million 0.03% of portfolio
9,998
Q2 2025 Reduced 30.82%
$7.73B
$279 Million 0.03% of portfolio
3,438
Q2 2025 Reduced 26.8%
$2.99B
$297 Million 0.03% of portfolio
1,300
Q4 2023 New
$13.8B
$270 Million 0.03% of portfolio
834
Q2 2025 Reduced 17.43%
$265B
$273 Million 0.03% of portfolio
1,586
Q2 2025 Reduced 1.49%

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
Track This Portfolio

Track Trust Point Inc. Portfolio

Follow Trust Point Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trust Point Inc., based on Form 13F filings with the SEC.

News

Stay updated on Trust Point Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email