Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.27 Trillion
  • Q4 2025

Trust Point Inc. has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 600 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $264B, Wisdomtree with a value of $154B, Ihares Core 1 5 Years Usd Bond with a value of $87.2B, Vanguard Large Cap ETF with a value of $65.1B, and Principal Financial Group Inc with a value of $32.6B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $1.24T to 1.27T.

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 $1.27 Trillion
ETFs: $651 Billion
Technology: $125 Billion
Financial Services: $91.7 Billion
Industrials: $73.4 Billion
Healthcare: $36.7 Billion
Consumer Cyclical: $33.6 Billion
Communication Services: $31.8 Billion
Consumer Defensive: $26.1 Billion
Other: $34.8 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.31B
$993 Million 0.08% of portfolio
23,405
Q4 2025 Reduced 0.3%
$1.47B
$443 Million 0.04% of portfolio
5,198
Q4 2025 Added 8.59%
$1.98B
$404 Million 0.03% of portfolio
11,372
Q4 2025 Reduced 0.52%
$1.93B
$404 Million 0.03% of portfolio
12,037
Q4 2025 Added 0.1%
$1.86B
$212 Million 0.02% of portfolio
9,204
Q4 2025 Added 1.54%
$1.76B
$286 Million 0.02% of portfolio
13,306
Q4 2025 Added 19.94%
$1.11B
$221 Million 0.02% of portfolio
9,146
Q4 2025 New
$1.34B
$299 Million 0.02% of portfolio
1,952
Q4 2025 Reduced 6.56%
$1.45B
$292 Million 0.02% of portfolio
2,542
Q4 2025 New
$1.62B
$313 Million 0.02% of portfolio
11,740
Q4 2025 Added 2.8%
$1.71B
$154 Million 0.01% of portfolio
13,441
Q4 2025 Added 5.48%
$604M
$135 Million 0.01% of portfolio
14,947
Q4 2025 Added 13.56%
$719M
$156 Million 0.01% of portfolio
19,428
Q4 2025 Added 13.08%

Summary

  • Portfolio
  • No. of Stocks 600
  • Current Value $1.27 Trillion
  • Prior Value $1.24 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 30 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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