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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76B
$1.14 Billion 0.11% of portfolio
8,374
Q2 2025 Reduced 15.15%
$0
$1.19 Billion 0.11% of portfolio
39,468
Q2 2025 New
$0
$1.01 Billion 0.1% of portfolio
31,744
Q2 2025 Added 1.59%
$239B
$1.09 Billion 0.1% of portfolio
4,001
Q2 2025 Reduced 5.5%
$0
$1.02 Billion 0.1% of portfolio
42,538
Q2 2025 Reduced 0.26%
$41.4B
$1.01 Billion 0.1% of portfolio
7,859
Q2 2025 Added 6.48%
$127B
$1.06 Billion 0.1% of portfolio
12,208
Q2 2025 Added 33.17%
$155B
$959 Million 0.09% of portfolio
1,818
Q2 2025 Added 32.7%
$0
$924 Million 0.09% of portfolio
37,276
Q2 2025 Added 90.63%
$102B
$977 Million 0.09% of portfolio
10,640
Q2 2025 Added 14.83%
$1.44B
$934 Million 0.09% of portfolio
21,330
Q2 2025 Reduced 24.74%
$69.6B
$932 Million 0.09% of portfolio
613
Q2 2025 Added 47.36%
$163B
$916 Million 0.09% of portfolio
2,369
Q2 2025 Reduced 12.78%
$17.6B
$933 Million 0.09% of portfolio
2,843
Q2 2025 Reduced 38.65%
$0
$952 Million 0.09% of portfolio
18,174
Q2 2025 Reduced 1.75%
$0
$992 Million 0.09% of portfolio
10,571
Q2 2025 Added 1.65%
$134B
$850 Million 0.08% of portfolio
23,822
Q2 2025 Added 12.61%
$8.09B
$830 Million 0.08% of portfolio
6,297
Q2 2025 Reduced 32.26%
$157B
$868 Million 0.08% of portfolio
1,598
Q2 2025 Added 7.54%
$24.6B
$865 Million 0.08% of portfolio
7,600
Q2 2024 Reduced 0.16%
$138B
$850 Million 0.08% of portfolio
7,909
Q2 2025 Added 13.72%
$0
$812 Million 0.08% of portfolio
9,696
Q1 2025 Reduced 0.01%
$9.65B
$801 Million 0.08% of portfolio
5,192
Q2 2025 Reduced 32.96%
$286B
$863 Million 0.08% of portfolio
3,621
Q2 2025 Added 31.34%
$95.9B
$793 Million 0.07% of portfolio
4,771
Q2 2025 Added 66.7%
$0
$763 Million 0.07% of portfolio
3,930
Q2 2025 Reduced 0.51%
$20.7B
$719 Million 0.07% of portfolio
1,212
Q2 2025 Reduced 33.33%
$161B
$693 Million 0.07% of portfolio
774
Q2 2025 Added 57.96%
$255B
$749 Million 0.07% of portfolio
10,644
Q2 2025 Added 6.86%
$189B
$760 Million 0.07% of portfolio
8,923
Q2 2025 Reduced 10.86%
$150B
$750 Million 0.07% of portfolio
2,102
Q2 2025 Reduced 6.95%
$152B
$775 Million 0.07% of portfolio
31,992
Q2 2025 Added 28.61%
$0
$795 Million 0.07% of portfolio
3,354
Q2 2025 Reduced 3.48%
$43.5B
$697 Million 0.07% of portfolio
10,242
Q2 2025 Added 3.34%
$8.63B
$779 Million 0.07% of portfolio
4,302
Q2 2025 Reduced 26.42%
$89B
$714 Million 0.07% of portfolio
3,121
Q2 2025 Added 102.01%
$62.6B
$709 Million 0.07% of portfolio
3,463
Q2 2025 Added 34.8%
$154B
$723 Million 0.07% of portfolio
3,259
Q2 2025 Reduced 2.19%
$97.1B
$693 Million 0.07% of portfolio
7,568
Q2 2025 Added 0.87%
$119B
$710 Million 0.07% of portfolio
7,909
Q2 2025 Reduced 8.86%
$8.7B
$690 Million 0.07% of portfolio
5,257
Q2 2025 Reduced 33.73%
$0
$625 Million 0.06% of portfolio
6,600
Q4 2024 New
$107B
$618 Million 0.06% of portfolio
1,214
Q2 2025 Added 1.59%
$34.1B
$599 Million 0.06% of portfolio
7,453
Q2 2025 Reduced 28.58%
$206B
$605 Million 0.06% of portfolio
1,491
Q2 2025 Reduced 4.24%
$4.96B
$605 Million 0.06% of portfolio
6,984
Q2 2025 Reduced 24.36%
$117B
$622 Million 0.06% of portfolio
2,146
Q2 2025 Added 80.94%
$16.7B
$609 Million 0.06% of portfolio
1,941
Q2 2025 Reduced 36.73%
$367B
$588 Million 0.06% of portfolio
4,317
Q2 2025 Reduced 3.03%

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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