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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.49B
$719 Million 0.06% of portfolio
5,680
Q4 2025 Added 3.18%
$197B
$717 Million 0.06% of portfolio
2,789
Q4 2025 Reduced 1.8%
$2.94B
$812 Million 0.06% of portfolio
9,112
Q4 2025 Added 6.55%
$44.1B
$807 Million 0.06% of portfolio
10,921
Q4 2025 Reduced 0.79%
$35.1B
$764 Million 0.06% of portfolio
7,569
Q4 2025 Reduced 4.23%
$283B
$758 Million 0.06% of portfolio
5,496
Q1 2025 New
$4.37B
$714 Million 0.06% of portfolio
3,335
Q4 2025 Reduced 2.49%
$22.8B
$779 Million 0.06% of portfolio
7,600
Q4 2025 Reduced 14.16%
$193B
$717 Million 0.06% of portfolio
6,304
Q4 2025 Reduced 4.46%
$141B
$807 Million 0.06% of portfolio
32,412
Q4 2025 Added 3.76%
$170B
$803 Million 0.06% of portfolio
5,227
Q4 2025 Added 1.28%
$181B
$609 Million 0.05% of portfolio
51,878
Q4 2025 Added 23.73%
$27.9B
$675 Million 0.05% of portfolio
314
Q4 2025 Reduced 1.26%
$12.8B
$605 Million 0.05% of portfolio
4,828
Q4 2025 Reduced 5.05%
$115B
$585 Million 0.05% of portfolio
1,247
Q4 2025 Reduced 2.04%
$279B
$674 Million 0.05% of portfolio
2,773
Q4 2025 Added 35.6%
$111B
$589 Million 0.05% of portfolio
1,666
Q3 2025 Added 31.6%
$161B
$605 Million 0.05% of portfolio
498
Q4 2025 Added 0.2%
$4.73B
$643 Million 0.05% of portfolio
7,683
Q4 2025 Added 8.41%
$2.43B
$576 Million 0.05% of portfolio
16,312
Q4 2025 Reduced 2.05%
$13.1B
$631 Million 0.05% of portfolio
2,633
Q4 2025 Reduced 5.36%
$89.3B
$585 Million 0.05% of portfolio
5,036
Q4 2025 Reduced 0.96%
$5.96B
$637 Million 0.05% of portfolio
2,520
Q4 2025 Added 2.77%
$7.8B
$677 Million 0.05% of portfolio
6,178
Q4 2025 Reduced 0.34%
$19.3B
$580 Million 0.05% of portfolio
2,107
Q4 2025 Reduced 7.71%
$56.6B
$597 Million 0.05% of portfolio
7,712
Q4 2025 Added 31.18%
$4.41B
$652 Million 0.05% of portfolio
7,555
Q4 2025 Added 1.07%
$2.61B
$592 Million 0.05% of portfolio
24,954
Q4 2025 Added 0.89%
$82.8B
$611 Million 0.05% of portfolio
2,219
Q4 2025 Added 16.91%
$13.2B
$638 Million 0.05% of portfolio
3,501
Q4 2025 Reduced 0.88%
$8.24B
$641 Million 0.05% of portfolio
4,204
Q4 2025 Reduced 0.8%
$3.87B
$592 Million 0.05% of portfolio
8,612
Q4 2025 Reduced 0.63%
$20.1B
$695 Million 0.05% of portfolio
1,258
Q4 2025 Added 20.27%
$28.7B
$605 Million 0.05% of portfolio
10,080
Q4 2025 Added 0.78%
$190B
$682 Million 0.05% of portfolio
42,992
Q4 2025 Added 40.26%
$15.9B
$599 Million 0.05% of portfolio
1,873
Q4 2025 Reduced 4.78%
$120B
$554 Million 0.04% of portfolio
18,531
Q4 2025 Reduced 6.41%
$4.83B
$447 Million 0.04% of portfolio
5,175
Q4 2025 Reduced 2.1%
$99.7B
$526 Million 0.04% of portfolio
3,232
Q4 2025 Added 2.05%
$61.4B
$565 Million 0.04% of portfolio
3,065
Q4 2025 Reduced 4.84%
$5.15B
$559 Million 0.04% of portfolio
3,205
Q4 2025 Reduced 10.35%
$112B
$519 Million 0.04% of portfolio
14,939
Q4 2025 Added 24.08%
$6.36B
$539 Million 0.04% of portfolio
3,416
Q4 2025 Reduced 3.45%
$28.4B
$550 Million 0.04% of portfolio
2,352
Q4 2025 Reduced 11.28%
$3.03B
$517 Million 0.04% of portfolio
6,595
Q4 2025 Added 0.26%
$15.9B
$457 Million 0.04% of portfolio
1,582
Q4 2025 Reduced 9.24%
$77.2B
$533 Million 0.04% of portfolio
2,199
Q4 2025 Reduced 5.26%
$8.94B
$492 Million 0.04% of portfolio
1,258
Q4 2025 Reduced 4.84%
$7.07B
$447 Million 0.04% of portfolio
2,199
Q4 2025 Added 4.12%

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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