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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.54B
$233 Million 0.02% of portfolio
8,220
Q3 2025 Added 7.54%
$88.8B
$207 Million 0.02% of portfolio
340
Q3 2025 New
$64.9B
$267 Million 0.02% of portfolio
2,831
Q2 2025 Reduced 11.48%
$1.74B
$275 Million 0.02% of portfolio
11,094
Q3 2025 Added 9.2%
$15.1B
$286 Million 0.02% of portfolio
2,069
Q3 2025 New
$111B
$281 Million 0.02% of portfolio
16,814
Q3 2025 Added 39.94%
$37.7B
$237 Million 0.02% of portfolio
3,528
Q3 2025 New
$60.4B
$224 Million 0.02% of portfolio
530
Q3 2025 New
$12.9B
$225 Million 0.02% of portfolio
2,699
Q3 2025 New
$4.81B
$242 Million 0.02% of portfolio
8,705
Q3 2025 Added 10.65%
$88.9B
$274 Million 0.02% of portfolio
790
Q3 2025 Added 34.35%
$135B
$289 Million 0.02% of portfolio
677
Q3 2025 New
$75.4B
$237 Million 0.02% of portfolio
6,665
Q3 2025 Reduced 17.51%
$34.6B
$236 Million 0.02% of portfolio
8,182
Q3 2025 New
$34.7B
$302 Million 0.02% of portfolio
3,001
Q3 2025 Added 16.0%
$58B
$202 Million 0.02% of portfolio
4,415
Q3 2025 New
$6.39B
$220 Million 0.02% of portfolio
3,679
Q3 2025 Reduced 5.62%
$0
$211 Million 0.02% of portfolio
7,113
Q3 2025 New
$43B
$203 Million 0.02% of portfolio
22,627
Q3 2025 New
$35.7B
$245 Million 0.02% of portfolio
942
Q3 2025 New
$78.3B
$137 Million 0.01% of portfolio
30,081
Q3 2025 Added 27.19%
$10.9B
$66.8 Million 0.01% of portfolio
10,907
Q3 2025 New
$661M
$101 Million 0.01% of portfolio
13,162
Q3 2025 Reduced 10.2%
$84.4B
$178 Million 0.01% of portfolio
26,558
Q3 2025 Added 19.55%
$1.84B
$153 Million 0.01% of portfolio
12,743
Q3 2025 Added 0.14%
$324M
$126 Million 0.01% of portfolio
22,453
Q3 2025 New
$1.08B
$170 Million 0.01% of portfolio
17,180
Q3 2025 Reduced 1.41%
$38.2B
$52.3 Million 0.0% of portfolio
10,881
Q3 2025 Added 4.76%

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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