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
$21.1B
$32.6 Billion 2.57% of portfolio
369,443
Q4 2025 Reduced 0.05%
$61.4B
$31.1 Billion 2.46% of portfolio
73,777
Q4 2025 Added 4.43%
$4.3T
$28.4 Billion 2.25% of portfolio
104,557
Q4 2025 Reduced 0.25%
$465B
$21.8 Billion 1.72% of portfolio
116,822
Q4 2025 Reduced 0.27%
$3.78T
$18.5 Billion 1.46% of portfolio
38,278
Q4 2025 Reduced 1.31%
$1.65T
$12.6 Billion 1.0% of portfolio
40,334
Q4 2025 Reduced 1.43%
$139B
$11 Billion 0.87% of portfolio
31,693
Q4 2025 Reduced 1.72%
$2.39T
$8.29 Billion 0.66% of portfolio
35,931
Q4 2025 Added 1.63%
$490B
$8.16 Billion 0.64% of portfolio
67,837
Q4 2025 Reduced 0.13%
$662B
$7.99 Billion 0.63% of portfolio
15,891
Q4 2025 Reduced 0.71%
$881B
$6.97 Billion 0.55% of portfolio
21,617
Q4 2025 Reduced 1.28%
$23.2B
$6.51 Billion 0.51% of portfolio
162,154
Q4 2025 Reduced 1.89%
$279B
$6.14 Billion 0.48% of portfolio
55,107
Q4 2025 Reduced 0.68%
$1.37T
$5.99 Billion 0.47% of portfolio
9,078
Q4 2025 Reduced 1.75%
$1.74T
$5.72 Billion 0.45% of portfolio
18,225
Q4 2025 Added 1.27%
$1.29T
$5.59 Billion 0.44% of portfolio
12,438
Q4 2025 Reduced 0.02%
$317B
$4.41 Billion 0.35% of portfolio
47,285
Q4 2025 Reduced 0.48%
$522B
$4.16 Billion 0.33% of portfolio
20,107
Q4 2025 Reduced 0.59%
$204B
$2.89 Billion 0.23% of portfolio
20,114
Q4 2025 Reduced 0.87%
$346B
$2.93 Billion 0.23% of portfolio
20,437
Q4 2025 Added 0.45%
$971B
$2.92 Billion 0.23% of portfolio
2,714
Q4 2025 Added 2.11%
$512B
$2.85 Billion 0.23% of portfolio
4,990
Q4 2025 Reduced 1.79%
$291B
$2.97 Billion 0.23% of portfolio
5,182
Q4 2025 Reduced 4.36%
$265B
$2.92 Billion 0.23% of portfolio
3,323
Q4 2025 Reduced 0.15%
$228B
$2.65 Billion 0.21% of portfolio
21,114
Q4 2025 Reduced 1.51%
$266B
$2.64 Billion 0.21% of portfolio
8,915
Q4 2025 Added 1.13%
$1.46T
$2.55 Billion 0.2% of portfolio
8,380
Q4 2025 Reduced 2.94%
$367B
$2.17 Billion 0.17% of portfolio
6,309
Q4 2025 Reduced 12.39%
$303B
$2.06 Billion 0.16% of portfolio
13,512
Q4 2025 Reduced 4.92%
$593B
$1.99 Billion 0.16% of portfolio
10,211
Q4 2025 Reduced 11.48%
$168B
$1.97 Billion 0.16% of portfolio
24,555
Q4 2025 Reduced 0.51%
$191B
$2.03 Billion 0.16% of portfolio
379
Q4 2025 Added 0.26%
$49.1B
$1.96 Billion 0.15% of portfolio
20,860
Q4 2025 Added 864.4%
$132B
$1.94 Billion 0.15% of portfolio
9,943
Q4 2025 Reduced 2.59%
$404B
$1.81 Billion 0.14% of portfolio
2,104
Q4 2025 Reduced 4.36%
$319B
$1.82 Billion 0.14% of portfolio
23,663
Q4 2025 Reduced 5.58%
$41.4B
$1.72 Billion 0.14% of portfolio
17,611
Q4 2025 Added 1.03%
$75.4B
$1.74 Billion 0.14% of portfolio
13,088
Q4 2025 Added 2.38%
$92.7B
$1.82 Billion 0.14% of portfolio
5,855
Q4 2025 Added 1.32%
$235B
$1.59 Billion 0.13% of portfolio
15,133
Q4 2025 Added 2.02%
$414B
$1.6 Billion 0.13% of portfolio
6,990
Q4 2025 Added 0.85%
$8.21B
$1.64 Billion 0.13% of portfolio
24,567
Q3 2025 Reduced 49.9%
$255B
$1.69 Billion 0.13% of portfolio
4,561
Q4 2025 Reduced 1.26%
$6.15B
$1.53 Billion 0.12% of portfolio
30,609
Q4 2025 Reduced 2.02%
$413B
$1.48 Billion 0.12% of portfolio
26,954
Q4 2025 Reduced 1.06%
$306B
$1.54 Billion 0.12% of portfolio
22,012
Q4 2025 Reduced 5.79%
$65.7B
$1.56 Billion 0.12% of portfolio
19,743
Q4 2025 Reduced 0.19%
$270B
$1.37 Billion 0.11% of portfolio
7,700
Q4 2025 Reduced 4.84%
$224B
$1.33 Billion 0.11% of portfolio
4,360
Q4 2025 Reduced 0.32%

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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