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
$98.1B
$502 Million 0.04% of portfolio
3,256
Q4 2025 Reduced 2.89%
$10.1B
$513 Million 0.04% of portfolio
962
Q4 2025 Reduced 4.47%
$49.4B
$471 Million 0.04% of portfolio
2,929
Q4 2025 Added 42.18%
$14.5B
$509 Million 0.04% of portfolio
1,514
Q4 2025 Reduced 11.41%
$3.93B
$466 Million 0.04% of portfolio
33,198
Q4 2025 Reduced 2.62%
$97.3B
$537 Million 0.04% of portfolio
6,381
Q4 2025 Reduced 3.9%
$73.7B
$450 Million 0.04% of portfolio
1,715
Q4 2025 Added 19.6%
$19.5B
$505 Million 0.04% of portfolio
1,112
Q4 2025 Reduced 4.71%
$96.4B
$543 Million 0.04% of portfolio
4,633
Q4 2025 Reduced 1.57%
$5.24B
$507 Million 0.04% of portfolio
4,403
Q4 2025 Reduced 2.55%
$67.6B
$561 Million 0.04% of portfolio
10,522
Q4 2025 Reduced 3.54%
$143B
$457 Million 0.04% of portfolio
12,386
Q4 2025 Added 2.07%
$181B
$532 Million 0.04% of portfolio
6,508
Q4 2025 Reduced 1.74%
$34.2B
$492 Million 0.04% of portfolio
5,131
Q4 2025 Reduced 0.35%
$6.46B
$524 Million 0.04% of portfolio
2,868
Q4 2025 Added 13.09%
$1.47B
$443 Million 0.04% of portfolio
5,198
Q4 2025 Added 8.59%
$104B
$462 Million 0.04% of portfolio
1,796
Q4 2025 Added 6.15%
$74.3B
$520 Million 0.04% of portfolio
2,492
Q4 2025 Added 7.32%
$118B
$493 Million 0.04% of portfolio
1,818
Q4 2025 Added 3.53%
$11.7B
$478 Million 0.04% of portfolio
5,674
Q4 2025 Reduced 5.07%
$183B
$473 Million 0.04% of portfolio
1,445
Q4 2025 Added 5.32%
$4.29B
$453 Million 0.04% of portfolio
4,012
Q4 2025 Added 38.11%
$5.59B
$552 Million 0.04% of portfolio
3,758
Q4 2025 Added 17.36%
$15.1B
$567 Million 0.04% of portfolio
1,246
Q4 2025 Reduced 10.17%
$124B
$529 Million 0.04% of portfolio
11,420
Q4 2025 Added 33.85%
$24.8B
$454 Million 0.04% of portfolio
2,448
Q4 2025 Added 1.16%
$18.7B
$467 Million 0.04% of portfolio
2,322
Q4 2025 Reduced 8.0%
$136B
$530 Million 0.04% of portfolio
1,509
Q4 2025 Added 5.82%
$27.7B
$476 Million 0.04% of portfolio
7,077
Q4 2025 Reduced 0.18%
$21.2B
$539 Million 0.04% of portfolio
977
Q4 2025 Reduced 2.5%
$123B
$489 Million 0.04% of portfolio
1,567
Q4 2025 Added 1.23%
$269B
$530 Million 0.04% of portfolio
2,609
Q4 2025 Reduced 4.61%
$24.5B
$511 Million 0.04% of portfolio
4,000
Q4 2024 New
$72.3B
$427 Million 0.03% of portfolio
3,874
Q4 2025 Added 2.0%
$20.5B
$355 Million 0.03% of portfolio
2,035
Q4 2025 Added 3.19%
$22.8B
$398 Million 0.03% of portfolio
4,994
Q4 2025 Added 14.36%
$34.9B
$355 Million 0.03% of portfolio
1,590
Q4 2025 Reduced 5.47%
$1.98B
$404 Million 0.03% of portfolio
11,372
Q4 2025 Reduced 0.52%
$13.8B
$442 Million 0.03% of portfolio
4,253
Q4 2025 Reduced 4.25%
$7.56B
$415 Million 0.03% of portfolio
1,982
Q4 2025 Reduced 3.41%
$99.5B
$432 Million 0.03% of portfolio
8,006
Q4 2025 Added 6.11%
$74.3B
$334 Million 0.03% of portfolio
5,553
Q4 2025 Reduced 0.86%
$43.5B
$317 Million 0.03% of portfolio
2,333
Q4 2025 Reduced 1.35%
$114B
$416 Million 0.03% of portfolio
3,257
Q4 2025 Added 3.89%
$132B
$413 Million 0.03% of portfolio
1,814
Q4 2025 Reduced 0.27%
$9.97B
$362 Million 0.03% of portfolio
2,270
Q4 2025 Reduced 5.34%
$96.9B
$425 Million 0.03% of portfolio
1,092
Q4 2025 Reduced 0.46%
$107B
$354 Million 0.03% of portfolio
403
Q4 2025 Reduced 4.5%
$55.6B
$356 Million 0.03% of portfolio
2,832
Q4 2025 Reduced 3.11%

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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