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
$111B
$227 Million 0.02% of portfolio
500
Q4 2025 New
$6.76B
$258 Million 0.02% of portfolio
4,858
Q4 2025 New
$1.86B
$212 Million 0.02% of portfolio
9,204
Q4 2025 Added 1.54%
$5.6B
$201 Million 0.02% of portfolio
7,234
Q4 2025 Reduced 12.0%
$7.44B
$311 Million 0.02% of portfolio
1,504
Q4 2025 Reduced 10.21%
$6.36B
$299 Million 0.02% of portfolio
4,911
Q4 2025 Reduced 8.58%
$84B
$230 Million 0.02% of portfolio
1,310
Q4 2025 Reduced 6.5%
$5.36B
$254 Million 0.02% of portfolio
5,306
Q4 2025 Reduced 11.98%
$5.03B
$310 Million 0.02% of portfolio
4,861
Q4 2025 Reduced 3.67%
$52.1B
$286 Million 0.02% of portfolio
21,824
Q4 2025 Added 2.9%
$8.31B
$248 Million 0.02% of portfolio
4,951
Q4 2025 Reduced 1.06%
$2.12B
$240 Million 0.02% of portfolio
3,915
Q4 2025 New
$28.1B
$212 Million 0.02% of portfolio
4,550
Q4 2025 New
$21.5B
$248 Million 0.02% of portfolio
3,540
Q4 2025 Reduced 0.45%
$5.51B
$277 Million 0.02% of portfolio
2,082
Q4 2025 Reduced 1.42%
$63.4B
$302 Million 0.02% of portfolio
788
Q4 2025 Added 0.25%
$87.8B
$265 Million 0.02% of portfolio
518
Q4 2025 Added 14.86%
$10.5B
$213 Million 0.02% of portfolio
2,317
Q4 2025 Reduced 7.95%
$35.1B
$223 Million 0.02% of portfolio
3,957
Q4 2025 Added 7.79%
$12.6B
$211 Million 0.02% of portfolio
1,039
Q4 2025 Reduced 15.53%
$79.2B
$236 Million 0.02% of portfolio
5,848
Q4 2025 New
$89.3B
$281 Million 0.02% of portfolio
38,365
Q4 2025 Added 44.46%
$114B
$308 Million 0.02% of portfolio
3,850
Q4 2025 New
$3.48B
$245 Million 0.02% of portfolio
6,762
Q4 2025 Reduced 5.24%
$8.54B
$301 Million 0.02% of portfolio
1,510
Q4 2025 New
$45.2B
$220 Million 0.02% of portfolio
4,167
Q4 2025 Reduced 2.59%
$37.2B
$270 Million 0.02% of portfolio
434
Q4 2025 Added 26.9%
$41.3B
$313 Million 0.02% of portfolio
3,899
Q4 2025 Reduced 6.63%
$39.2B
$246 Million 0.02% of portfolio
7,918
Q4 2025 New
$79.2B
$294 Million 0.02% of portfolio
4,616
Q4 2025 Reduced 15.24%
$2.29B
$227 Million 0.02% of portfolio
2,089
Q4 2025 Added 0.29%
$40.4B
$257 Million 0.02% of portfolio
2,295
Q4 2025 Added 6.94%
$86.7B
$201 Million 0.02% of portfolio
352
Q4 2025 Added 3.53%
$1.76B
$286 Million 0.02% of portfolio
13,306
Q4 2025 Added 19.94%
$71.6B
$207 Million 0.02% of portfolio
3,550
Q4 2025 Reduced 8.86%
$100B
$275 Million 0.02% of portfolio
1,007
Q4 2025 Added 10.9%
$15.3B
$224 Million 0.02% of portfolio
2,487
Q4 2025 Reduced 16.4%
$8.15B
$307 Million 0.02% of portfolio
2,443
Q4 2025 Reduced 6.51%
$15.3B
$311 Million 0.02% of portfolio
3,215
Q4 2025 Added 3.78%
$6.64B
$267 Million 0.02% of portfolio
7,271
Q4 2025 Reduced 4.92%
$103B
$289 Million 0.02% of portfolio
3,647
Q4 2025 Added 0.91%
$65.7B
$251 Million 0.02% of portfolio
869
Q4 2025 New
$68.5B
$301 Million 0.02% of portfolio
2,330
Q4 2025 Reduced 1.19%
$4.64B
$268 Million 0.02% of portfolio
33,758
Q4 2025 Reduced 2.45%
$5.16B
$265 Million 0.02% of portfolio
1,504
Q4 2025 Reduced 1.31%
$19B
$292 Million 0.02% of portfolio
1,551
Q4 2025 Reduced 4.67%
$123B
$205 Million 0.02% of portfolio
423
Q4 2025 Added 3.42%
$0
$235 Million 0.02% of portfolio
7,113
Q3 2025 New
$9.78B
$208 Million 0.02% of portfolio
5,308
Q4 2025 Reduced 33.6%

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
Track This Portfolio

Track Trust Point Inc. Portfolio

Follow Trust Point Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trust Point Inc., based on Form 13F filings with the SEC.

News

Stay updated on Trust Point Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email