Trust Point Inc. Portfolio Holdings

Trust Point Inc.

  • $1.24 Trillion
  • Q3 2025

Trust Point Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Trillion distributed in 603 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $257B, Wisdomtree with a value of $151B, Ihares Core 1 5 Years Usd Bond with a value of $84.2B, Vanguard Large Cap ETF with a value of $66.7B, and Principal Financial Group Inc with a value of $30.6B.

Examining the 13F form we can see an increase of $178B in the current position value, from $1.06T to 1.24T.

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 $1.24 Trillion
ETFs: $633 Billion
Technology: $126 Billion
Financial Services: $87.9 Billion
Industrials: $72.8 Billion
Healthcare: $34.3 Billion
Consumer Cyclical: $34 Billion
Communication Services: $30 Billion
Consumer Defensive: $27 Billion
Other: $33.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.2B
$544 Million 0.04% of portfolio
1,002
Q3 2025 Added 5.81%
$111B
$548 Million 0.04% of portfolio
1,666
Q3 2025 Added 31.6%
$74.9B
$495 Million 0.04% of portfolio
1,899
Q3 2025 Added 28.4%
$82.8B
$547 Million 0.04% of portfolio
1,898
Q3 2025 Added 33.29%
$1.47B
$444 Million 0.04% of portfolio
4,787
Q3 2025 Added 12.95%
$64.7B
$457 Million 0.04% of portfolio
4,073
Q3 2025 Added 3.61%
$284B
$541 Million 0.04% of portfolio
7,618
Q3 2025 Added 19.63%
$161B
$536 Million 0.04% of portfolio
497
Q3 2025 Reduced 35.79%
$77.2B
$493 Million 0.04% of portfolio
2,321
Q3 2025 Added 19.33%
$0
$479 Million 0.04% of portfolio
7,260
Q2 2025 Reduced 0.19%
$11.7B
$553 Million 0.04% of portfolio
5,977
Q3 2025 Added 86.55%
$14.5B
$510 Million 0.04% of portfolio
1,709
Q3 2025 Added 5.49%
$7.87B
$413 Million 0.03% of portfolio
3,261
Q3 2025 Added 11.98%
$9.78B
$359 Million 0.03% of portfolio
7,994
Q3 2025 Reduced 15.47%
$41.3B
$349 Million 0.03% of portfolio
4,176
Q3 2025 Reduced 5.16%
$1.62B
$346 Million 0.03% of portfolio
11,420
Q3 2025 Added 33.46%
$6.38B
$397 Million 0.03% of portfolio
8,774
Q3 2025 Added 19.68%
$37.9B
$427 Million 0.03% of portfolio
5,181
Q3 2025 Reduced 13.61%
$1.93B
$401 Million 0.03% of portfolio
12,025
Q3 2025 Added 20.27%
$4.64B
$315 Million 0.03% of portfolio
34,605
Q3 2025 Added 8.11%
$19B
$334 Million 0.03% of portfolio
1,627
Q3 2025 Added 15.23%
$2.03B
$349 Million 0.03% of portfolio
6,555
Q3 2025 Added 32.61%
$114B
$359 Million 0.03% of portfolio
3,135
Q3 2025 Added 43.35%
$6.36B
$396 Million 0.03% of portfolio
5,372
Q3 2025 Added 18.3%
$3.58B
$346 Million 0.03% of portfolio
4,974
Q3 2025 Added 8.08%
$45.6B
$335 Million 0.03% of portfolio
7,435
Q3 2025 Added 26.55%
$7.7B
$316 Million 0.03% of portfolio
1,868
Q3 2025 New
$7.44B
$390 Million 0.03% of portfolio
1,675
Q3 2025 Added 5.81%
$5.59B
$362 Million 0.03% of portfolio
3,202
Q3 2025 Reduced 3.41%
$5.2B
$339 Million 0.03% of portfolio
4,641
Q3 2025 Added 23.33%
$25.7B
$312 Million 0.03% of portfolio
1,870
Q2 2025 Reduced 0.53%
$4.14B
$432 Million 0.03% of portfolio
2,769
Q3 2025 Added 7.87%
$28.4B
$386 Million 0.03% of portfolio
2,651
Q3 2025 New
$7.07B
$372 Million 0.03% of portfolio
3,952
Q3 2025 Reduced 10.28%
$0
$382 Million 0.03% of portfolio
4,877
Q4 2023 New
$8.46B
$351 Million 0.03% of portfolio
2,626
Q3 2025 Added 10.66%
$160B
$326 Million 0.03% of portfolio
1,645
Q3 2025 Reduced 6.11%
$5.7B
$432 Million 0.03% of portfolio
2,046
Q3 2025 Added 3.75%
$0
$402 Million 0.03% of portfolio
1,426
Q3 2025 Reduced 9.29%
$73.7B
$393 Million 0.03% of portfolio
1,434
Q3 2025 Added 32.53%
$11.6B
$390 Million 0.03% of portfolio
10,680
Q3 2025 Added 8.28%
$89.8B
$357 Million 0.03% of portfolio
2,002
Q3 2025 New
$74.3B
$355 Million 0.03% of portfolio
5,601
Q3 2025 Added 2.66%
$78.2B
$316 Million 0.03% of portfolio
978
Q3 2025 New
$118B
$431 Million 0.03% of portfolio
1,756
Q3 2025 New
$183B
$387 Million 0.03% of portfolio
1,372
Q3 2025 New
$6.37B
$312 Million 0.03% of portfolio
3,899
Q3 2025 Added 13.41%
$55.6B
$428 Million 0.03% of portfolio
2,923
Q3 2025 Added 98.3%
$3.37B
$321 Million 0.03% of portfolio
3,884
Q3 2025 Added 6.53%

Summary

  • Portfolio
  • No. of Stocks 603
  • Current Value $1.24 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 103 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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