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
$72.4B
$316 Million 0.03% of portfolio
885
Q3 2025 Added 50.51%
$104B
$380 Million 0.03% of portfolio
5,756
Q3 2025 Added 18.78%
$5.89B
$406 Million 0.03% of portfolio
5,715
Q3 2025 New
$3.25B
$337 Million 0.03% of portfolio
3,200
Q3 2025 Added 4.27%
$7.56B
$349 Million 0.03% of portfolio
2,052
Q3 2025 New
$124B
$350 Million 0.03% of portfolio
8,532
Q3 2025 Added 32.55%
$5.36B
$318 Million 0.03% of portfolio
6,028
Q3 2025 New
$11.4B
$425 Million 0.03% of portfolio
1,052
Q3 2025 Added 8.34%
$85.9B
$407 Million 0.03% of portfolio
1,844
Q3 2025 Reduced 40.92%
$53.1B
$407 Million 0.03% of portfolio
1,280
Q3 2025 New
$13.6B
$414 Million 0.03% of portfolio
1,059
Q3 2025 Added 26.98%
$67.3B
$326 Million 0.03% of portfolio
1,166
Q3 2025 New
$150B
$408 Million 0.03% of portfolio
6,880
Q3 2025 Added 45.15%
$62.3B
$332 Million 0.03% of portfolio
2,954
Q3 2025 New
$49.4B
$325 Million 0.03% of portfolio
2,060
Q3 2025 Added 27.63%
$22.8B
$410 Million 0.03% of portfolio
4,367
Q3 2025 Added 3.9%
$72.3B
$424 Million 0.03% of portfolio
3,798
Q3 2025 New
$99.5B
$340 Million 0.03% of portfolio
7,545
Q3 2025 Reduced 4.87%
$0
$344 Million 0.03% of portfolio
2,731
Q4 2023 New
$114B
$393 Million 0.03% of portfolio
1,821
Q3 2025 New
$3.25B
$375 Million 0.03% of portfolio
5,830
Q3 2025 Added 2.5%
$5.03B
$374 Million 0.03% of portfolio
2,491
Q3 2025 New
$112B
$415 Million 0.03% of portfolio
12,040
Q3 2025 New
$33.9B
$325 Million 0.03% of portfolio
1,292
Q3 2025 Reduced 3.94%
$33.6B
$363 Million 0.03% of portfolio
3,003
Q2 2025 Reduced 1.51%
$143B
$407 Million 0.03% of portfolio
12,135
Q3 2025 New
$107B
$320 Million 0.03% of portfolio
422
Q3 2025 Reduced 42.27%
$56.6B
$427 Million 0.03% of portfolio
5,879
Q3 2025 Added 15.84%
$63.4B
$359 Million 0.03% of portfolio
786
Q3 2025 Added 13.58%
$23.2B
$375 Million 0.03% of portfolio
4,417
Q3 2025 New
$5.38B
$354 Million 0.03% of portfolio
12,491
Q3 2025 Added 7.66%
$156B
$338 Million 0.03% of portfolio
3,046
Q3 2025 Reduced 32.77%
$0
$392 Million 0.03% of portfolio
3,301
Q3 2025 Added 3.35%
$0
$351 Million 0.03% of portfolio
1,296
Q1 2024 Added 200.0%
$5.03B
$316 Million 0.03% of portfolio
5,046
Q3 2025 Added 8.84%
$12.4B
$316 Million 0.03% of portfolio
12,790
Q3 2025 Reduced 0.37%
$0
$361 Million 0.03% of portfolio
5,612
Q3 2025 New
$0
$361 Million 0.03% of portfolio
6,284
Q4 2023 New
$20.5B
$400 Million 0.03% of portfolio
1,972
Q3 2025 Added 14.78%
$13.7B
$324 Million 0.03% of portfolio
7,625
Q3 2025 Added 12.18%
$20.3B
$401 Million 0.03% of portfolio
2,928
Q3 2025 Added 5.44%
$62.7B
$397 Million 0.03% of portfolio
4,823
Q3 2025 Added 50.2%
$84.9B
$386 Million 0.03% of portfolio
2,289
Q3 2025 Added 17.63%
$11.1B
$349 Million 0.03% of portfolio
1,705
Q3 2025 New
$0
$397 Million 0.03% of portfolio
5,849
Q2 2025 Reduced 4.19%
$0
$328 Million 0.03% of portfolio
4,188
Q1 2025 New
$7.07B
$418 Million 0.03% of portfolio
2,112
Q3 2025 Added 10.29%
$79.2B
$380 Million 0.03% of portfolio
5,446
Q3 2025 Added 1.68%
$8.15B
$339 Million 0.03% of portfolio
2,613
Q3 2025 Added 11.62%

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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