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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$257 Billion 20.77% of portfolio
1,191,684
Q3 2025 Added 0.53%
$0
$84.2 Billion 6.8% of portfolio
1,723,373
Q3 2025 Added 2.06%
$0
$66.7 Billion 5.39% of portfolio
216,661
Q3 2025 Reduced 1.14%
$0
$20.7 Billion 1.67% of portfolio
56,664
Q2 2025 Reduced 6.06%
$0
$18.3 Billion 1.48% of portfolio
151,750
Q2 2025 Reduced 0.07%
$0
$15.4 Billion 1.24% of portfolio
433,297
Q3 2025 Added 28.18%
$0
$14.5 Billion 1.17% of portfolio
70,046
Q2 2025 Reduced 0.14%
$0
$13.2 Billion 1.06% of portfolio
19,780
Q3 2025 Added 0.14%
$0
$11.3 Billion 0.91% of portfolio
34,389
Q3 2025 Reduced 0.05%
$0
$9.11 Billion 0.74% of portfolio
94,319
Q3 2025 Reduced 2.11%
$0
$8.78 Billion 0.71% of portfolio
13,114
Q3 2025 Reduced 0.02%
$0
$8.53 Billion 0.69% of portfolio
287,723
Q3 2025 Reduced 1.9%
$0
$7.77 Billion 0.63% of portfolio
108,835
Q3 2025 Reduced 3.36%
$0
$7.64 Billion 0.62% of portfolio
229,753
Q3 2025 Reduced 36.37%
$0
$6.95 Billion 0.56% of portfolio
11,348
Q3 2025 Added 3.58%
$0
$4.95 Billion 0.4% of portfolio
23,725
Q3 2025 Added 22.03%
$0
$4.3 Billion 0.35% of portfolio
49,206
Q3 2025 Reduced 1.02%
$0
$3.77 Billion 0.3% of portfolio
104,324
Q3 2025 Added 1.83%
$0
$3 Billion 0.24% of portfolio
40,379
Q3 2025 Reduced 2.41%
$0
$2.8 Billion 0.23% of portfolio
5,977
Q3 2025 Reduced 6.73%
$65.3B
$2.82 Billion 0.23% of portfolio
38,809
Q3 2025 Added 0.49%
$0
$2.69 Billion 0.22% of portfolio
33,163
Q3 2025 Reduced 7.71%
$0
$2.68 Billion 0.22% of portfolio
12,826
Q4 2023 New
$0
$2.31 Billion 0.19% of portfolio
7,757
Q3 2025 Added 0.13%
$0
$2.14 Billion 0.17% of portfolio
3,584
Q3 2025 Reduced 0.25%
$0
$2.11 Billion 0.17% of portfolio
8,727
Q3 2025 Added 1.63%
$0
$2.02 Billion 0.16% of portfolio
17,779
Q3 2025 Reduced 0.6%
$0
$1.94 Billion 0.16% of portfolio
29,664
Q3 2025 Added 0.32%
$0
$1.91 Billion 0.15% of portfolio
13,399
Q3 2025 Reduced 3.53%
$0
$1.91 Billion 0.15% of portfolio
3,174
Q3 2025 New
$0
$1.7 Billion 0.14% of portfolio
2,279
Q4 2024 Reduced 0.35%
$0
$1.58 Billion 0.13% of portfolio
16,890
Q3 2025 Reduced 0.53%
$0
$1.66 Billion 0.13% of portfolio
47,209
Q3 2025 Added 13.51%
$0
$1.54 Billion 0.12% of portfolio
4,805
Q3 2025 Reduced 2.87%
$0
$1.4 Billion 0.11% of portfolio
30,075
Q2 2025 New
$0
$1.38 Billion 0.11% of portfolio
52,570
Q2 2025 Added 198.02%
$0
$1.32 Billion 0.11% of portfolio
39,468
Q2 2025 New
$0
$1.41 Billion 0.11% of portfolio
9,907
Q3 2025 Reduced 0.54%
$0
$1.2 Billion 0.1% of portfolio
8,578
Q1 2024 Reduced 0.92%
$0
$1.27 Billion 0.1% of portfolio
3,810
Q3 2025 Added 0.37%
$0
$1.01 Billion 0.08% of portfolio
10,571
Q2 2025 Added 1.65%
$0
$949 Million 0.08% of portfolio
39,310
Q3 2025 Reduced 7.59%
$0
$979 Million 0.08% of portfolio
18,174
Q2 2025 Reduced 1.75%
$0
$853 Million 0.07% of portfolio
3,354
Q2 2025 Reduced 3.48%
$0
$863 Million 0.07% of portfolio
9,696
Q1 2025 Reduced 0.01%
$0
$854 Million 0.07% of portfolio
34,244
Q3 2025 Reduced 8.13%
$0
$813 Million 0.07% of portfolio
32,362
Q3 2025 Added 36.91%
$0
$781 Million 0.06% of portfolio
3,835
Q3 2025 Reduced 2.42%
$0
$712 Million 0.06% of portfolio
22,037
Q3 2025 Reduced 30.58%

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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