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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$264 Billion 20.86% of portfolio
1,201,786
Q4 2025 Added 0.85%
Wisdomtree
-
$154 Billion 12.14% of portfolio
-
Q4 2025 Reduced 0.66%
$0
$87.2 Billion 6.89% of portfolio
1,789,229
Q4 2025 Added 3.82%
$0
$65.1 Billion 5.14% of portfolio
206,674
Q4 2025 Reduced 4.61%
$21.1B
$32.6 Billion 2.57% of portfolio
369,443
Q4 2025 Reduced 0.05%
$61.4B
$31.1 Billion 2.46% of portfolio
73,777
Q4 2025 Added 4.43%
$4.3T
$28.4 Billion 2.25% of portfolio
104,557
Q4 2025 Reduced 0.25%
$465B
$21.8 Billion 1.72% of portfolio
116,822
Q4 2025 Reduced 0.27%
$0
$21.2 Billion 1.67% of portfolio
56,664
Q2 2025 Reduced 6.06%
$0
$18.7 Billion 1.48% of portfolio
151,750
Q2 2025 Reduced 0.07%
$3.78T
$18.5 Billion 1.46% of portfolio
38,278
Q4 2025 Reduced 1.31%
$0
$16.7 Billion 1.32% of portfolio
438,891
Q4 2025 Added 1.29%
$0
$14.9 Billion 1.17% of portfolio
70,046
Q2 2025 Reduced 0.14%
$0
$13.5 Billion 1.06% of portfolio
19,751
Q4 2025 Reduced 0.15%
$1.65T
$12.6 Billion 1.0% of portfolio
40,334
Q4 2025 Reduced 1.43%
$0
$11.5 Billion 0.91% of portfolio
34,339
Q4 2025 Reduced 0.15%
$0
$10.3 Billion 0.81% of portfolio
139,998
Q4 2025 Added 28.63%
$0
$9 Billion 0.71% of portfolio
13,144
Q4 2025 Added 0.23%
$0
$8.93 Billion 0.71% of portfolio
92,764
Q4 2025 Reduced 1.65%
$0
$8.83 Billion 0.7% of portfolio
293,483
Q4 2025 Added 2.0%
$2.39T
$8.29 Billion 0.66% of portfolio
35,931
Q4 2025 Added 1.63%
$490B
$8.16 Billion 0.64% of portfolio
67,837
Q4 2025 Reduced 0.13%
$662B
$7.99 Billion 0.63% of portfolio
15,891
Q4 2025 Reduced 0.71%
$0
$7.55 Billion 0.6% of portfolio
228,617
Q4 2025 Reduced 0.49%
$0
$7.1 Billion 0.56% of portfolio
11,323
Q4 2025 Reduced 0.22%
$881B
$6.97 Billion 0.55% of portfolio
21,617
Q4 2025 Reduced 1.28%
$23.2B
$6.51 Billion 0.51% of portfolio
162,154
Q4 2025 Reduced 1.89%
$0
$6.43 Billion 0.51% of portfolio
30,358
Q4 2025 Added 27.96%
$279B
$6.14 Billion 0.48% of portfolio
55,107
Q4 2025 Reduced 0.68%
$1.37T
$5.99 Billion 0.47% of portfolio
9,078
Q4 2025 Reduced 1.75%
$1.74T
$5.72 Billion 0.45% of portfolio
18,225
Q4 2025 Added 1.27%
$1.29T
$5.59 Billion 0.44% of portfolio
12,438
Q4 2025 Reduced 0.02%
$533B
$4.65 Billion 0.37% of portfolio
13,248
Q4 2025 Reduced 2.24%
$317B
$4.41 Billion 0.35% of portfolio
47,285
Q4 2025 Reduced 0.48%
$522B
$4.16 Billion 0.33% of portfolio
20,107
Q4 2025 Reduced 0.59%
$0
$4.17 Billion 0.33% of portfolio
46,569
Q4 2025 Reduced 5.36%
$0
$4.24 Billion 0.33% of portfolio
78,870
Q4 2025 Reduced 3.87%
$0
$3.75 Billion 0.3% of portfolio
103,945
Q4 2025 Reduced 0.36%
$65.3B
$3.12 Billion 0.25% of portfolio
38,429
Q4 2025 Reduced 0.98%
$204B
$2.89 Billion 0.23% of portfolio
20,114
Q4 2025 Reduced 0.87%
$346B
$2.93 Billion 0.23% of portfolio
20,437
Q4 2025 Added 0.45%
$971B
$2.92 Billion 0.23% of portfolio
2,714
Q4 2025 Added 2.11%
$512B
$2.85 Billion 0.23% of portfolio
4,990
Q4 2025 Reduced 1.79%
$291B
$2.97 Billion 0.23% of portfolio
5,182
Q4 2025 Reduced 4.36%
$265B
$2.92 Billion 0.23% of portfolio
3,323
Q4 2025 Reduced 0.15%
$0
$2.96 Billion 0.23% of portfolio
39,917
Q4 2025 Reduced 1.14%
$0
$2.8 Billion 0.22% of portfolio
5,923
Q4 2025 Reduced 0.9%
$0
$2.81 Billion 0.22% of portfolio
9,313
Q4 2025 Added 20.06%
$0
$2.68 Billion 0.21% of portfolio
12,826
Q4 2023 New

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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