Trust Point Inc. Reduced Holdings in Q3 2025

Trust Point Inc.

  • $1.24 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-55
- 0.59%
$695.21 - $791.73 $38.2K - $43.5K
9.24K $6.79B
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-3.23K
- 7.59%
$23.8 - $24.29 $76.8K - $78.4K
39.3K $949M
HRL
Hormel Foods Corp

Consumer Defensive
-47
- 0.37%
$24.31 - $31.54 $1.14K - $1.48K
12.8K $316M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.03K
- 8.13%
$24.11 - $24.94 $73.1K - $75.6K
34.2K $854M
PAYC
Paycom Software, Inc.

Technology
-59
- 2.4%
$208.14 - $238.8 $12.3K - $14.1K
2.4K $499M
GDYN
Grid Dynamics Holdings, Inc.

Technology
-1.5K
- 10.2%
$7.5 - $12.39 $11.2K - $18.5K
13.2K $101M
PANW
Palo Alto Networks Inc

Technology
-242
- 6.99%
$167.06 - $208.19 $40.4K - $50.4K
3.22K $656M
CSWI
Csw Industrials, Inc.

Industrials
-3
- 0.27%
$289.31 - $293.0 $868 - $879
1.12K $273M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-101
- 3.67%
$93.1 - $110.49 $9.4K - $11.2K
2.65K $247M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-999
- 2.41%
$72.57 - $74.72 $72.5K - $74.6K
40.4K $3B
CNX
Cnx Resources Corp

Energy
-649
- 7.82%
$28.11 - $35.2 $18.2K - $22.8K
7.65K $246M
SYY
Sysco Corp

Consumer Defensive
-816
- 13.61%
$76.33 - $82.51 $62.3K - $67.3K
5.18K $427M
CSX
Csx Corp

Industrials
-1.42K
- 17.51%
$32.05 - $36.52 $45.4K - $51.7K
6.67K $237M
KAI
Kadant Inc

Industrials
-7
- 0.56%
$297.58 - $358.61 $2.08K - $2.51K
1.24K $369M
BMY
Bristol Myers Squibb CO

Healthcare
-386
- 4.87%
$43.31 - $48.98 $16.7K - $18.9K
7.55K $340M
HEI
Heico Corp

Industrials
-34
- 1.2%
$304.5 - $337.56 $10.4K - $11.5K
2.81K $907M
CATH
Global X Fds Global X S&P 500

ETFs
-2.77K
- 7.71%
$75.38 - $81.32 $209K - $225K
33.2K $2.69B
CBSH
Commerce Bancshares Inc

Financial Services
-219
- 5.62%
$58.61 - $66.11 $12.8K - $14.5K
3.68K $220M
PEG
Public Service Enterprise Group Inc

Utilities
-227
- 5.16%
$79.99 - $90.14 $18.2K - $20.5K
4.18K $349M
MNST
Monster Beverage Corp

Consumer Defensive
-609
- 13.6%
$58.65 - $67.31 $35.7K - $41K
3.87K $260M
DHR
Danaher Corp

Healthcare
-107
- 6.11%
$181.46 - $212.2 $19.4K - $22.7K
1.65K $326M
IWP
Ishares Russell Mid Cap Growth

ETFs
-490
- 3.53%
$137.51 - $145.26 $67.4K - $71.2K
13.4K $1.91B
VGSH
Vanguard

ETFs
-268
- 6.33%
$58.43 - $58.88 $15.7K - $15.8K
3.97K $234M
CSGP
Costar Group, Inc.

Real Estate
-363
- 4.87%
$81.42 - $96.83 $29.6K - $35.1K
7.09K $598M
XLK
Technology Sector Spdr

ETFs
-146
- 9.29%
$250.97 - $282.66 $36.6K - $41.3K
1.43K $402M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-100
- 5.62%
$135.0 - $146.02 $13.5K - $14.6K
1.68K $245M
XLV
Select Sector Spdr Fund Health

ETFs
-32
- 0.88%
$129.01 - $139.72 $4.13K - $4.47K
3.62K $504M
IWD
Ishares Russell 1000 Val ETF

ETFs
-95
- 2.42%
$192.76 - $203.86 $18.3K - $19.4K
3.84K $781M
DUK
Duke Energy Corp

Utilities
-75
- 1.57%
$116.31 - $125.93 $8.72K - $9.44K
4.71K $582M
PRVA
Privia Health Group, Inc.

Healthcare
-1.17K
- 4.51%
$18.86 - $24.9 $22K - $29.1K
24.7K $616M
PFE
Pfizer Inc

Healthcare
-754
- 2.36%
$23.29 - $25.88 $17.6K - $19.5K
31.2K $796M
HDV
Ishares Core High Dividend ETF

ETFs
-32
- 0.69%
$118.16 - $123.66 $3.78K - $3.96K
4.62K $566M
EFG
Msci Eafe Growth ETF

ETFs
-108
- 0.6%
$106.99 - $114.46 $11.6K - $12.4K
17.8K $2.02B
NEE
Nextera Energy Inc

Utilities
-1.85K
- 6.97%
$69.77 - $77.54 $129K - $143K
24.7K $1.86B
ROL
Rollins Inc

Consumer Cyclical
-7
- 0.07%
$55.05 - $58.74 $385 - $411
10K $587M
TM
Toyota Motor Corp

Consumer Cyclical
-7
- 0.44%
$167.86 - $202.79 $1.18K - $1.42K
1.58K $302M
DCI
Donaldson CO Inc

Industrials
-58
- 1.54%
$69.82 - $82.14 $4.05K - $4.76K
3.7K $303M
SF
Stifel Financial Corp

Financial Services
-8
- 0.16%
$105.26 - $116.4 $842 - $931
5.09K $577M
Lam Research Corp
-1.27K
- 21.21%
N/A
4.72K $633M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.39K
- 4.25%
$54.08 - $62.65 $75.1K - $87K
31.2K $1.78B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-90
- 0.53%
$87.29 - $93.61 $7.86K - $8.42K
16.9K $1.58B
XOM
Exxon Mobil Corp

Energy
-2.45K
- 3.48%
$105.83 - $117.22 $259K - $287K
67.9K $7.66B
ENS
Ener Sys

Industrials
-113
- 3.41%
$86.09 - $112.96 $9.73K - $12.8K
3.2K $362M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-431
- 6.73%
$420.11 - $472.68 $181K - $204K
5.98K $2.8B
DVY
Ishares Tr

ETFs
-54
- 0.54%
$133.88 - $142.57 $7.23K - $7.7K
9.91K $1.41B
EME
Emcor Group, Inc.

Industrials
-16
- 1.71%
$530.88 - $655.83 $8.49K - $10.5K
919 $597M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.25%
$567.09 - $607.37 $5.1K - $5.47K
3.58K $2.14B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-142
- 2.87%
$284.45 - $324.95 $40.4K - $46.1K
4.81K $1.54B
C
Citigroup Inc

Financial Services
-87
- 0.98%
$85.57 - $103.49 $7.44K - $9K
8.84K $897M
Activity Summary
Buys All Purchases 312 New Holdings 103 Increased Positions 209 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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