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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$264 Billion 20.86% of portfolio
1,201,786
Q4 2025 Added 0.85%
$0
$87.2 Billion 6.89% of portfolio
1,789,229
Q4 2025 Added 3.82%
$0
$65.1 Billion 5.14% of portfolio
206,674
Q4 2025 Reduced 4.61%
$0
$21.2 Billion 1.67% of portfolio
56,664
Q2 2025 Reduced 6.06%
$0
$18.7 Billion 1.48% of portfolio
151,750
Q2 2025 Reduced 0.07%
$0
$16.7 Billion 1.32% of portfolio
438,891
Q4 2025 Added 1.29%
$0
$14.9 Billion 1.17% of portfolio
70,046
Q2 2025 Reduced 0.14%
$0
$13.5 Billion 1.06% of portfolio
19,751
Q4 2025 Reduced 0.15%
$0
$11.5 Billion 0.91% of portfolio
34,339
Q4 2025 Reduced 0.15%
$0
$10.3 Billion 0.81% of portfolio
139,998
Q4 2025 Added 28.63%
$0
$9 Billion 0.71% of portfolio
13,144
Q4 2025 Added 0.23%
$0
$8.93 Billion 0.71% of portfolio
92,764
Q4 2025 Reduced 1.65%
$0
$8.83 Billion 0.7% of portfolio
293,483
Q4 2025 Added 2.0%
$0
$7.55 Billion 0.6% of portfolio
228,617
Q4 2025 Reduced 0.49%
$0
$7.1 Billion 0.56% of portfolio
11,323
Q4 2025 Reduced 0.22%
$0
$6.43 Billion 0.51% of portfolio
30,358
Q4 2025 Added 27.96%
$0
$4.24 Billion 0.33% of portfolio
78,870
Q4 2025 Reduced 3.87%
$0
$3.75 Billion 0.3% of portfolio
103,945
Q4 2025 Reduced 0.36%
$65.3B
$3.12 Billion 0.25% of portfolio
38,429
Q4 2025 Reduced 0.98%
$0
$2.96 Billion 0.23% of portfolio
39,917
Q4 2025 Reduced 1.14%
$0
$2.8 Billion 0.22% of portfolio
5,923
Q4 2025 Reduced 0.9%
$0
$2.81 Billion 0.22% of portfolio
9,313
Q4 2025 Added 20.06%
$0
$2.68 Billion 0.21% of portfolio
12,826
Q4 2023 New
$0
$2.43 Billion 0.19% of portfolio
29,576
Q4 2025 Reduced 10.82%
$0
$2.26 Billion 0.18% of portfolio
9,176
Q4 2025 Added 5.14%
$0
$2.16 Billion 0.17% of portfolio
3,584
Q3 2025 Reduced 0.25%
$0
$2 Billion 0.16% of portfolio
17,549
Q4 2025 Reduced 1.29%
$0
$1.96 Billion 0.16% of portfolio
29,763
Q4 2025 Added 0.33%
$0
$2.03 Billion 0.16% of portfolio
55,724
Q4 2025 Added 18.04%
$0
$1.84 Billion 0.15% of portfolio
13,413
Q4 2025 Added 0.1%
$0
$1.95 Billion 0.15% of portfolio
41,920
Q4 2025 Added 39.38%
$0
$1.94 Billion 0.15% of portfolio
3,156
Q4 2025 Reduced 0.57%
$0
$1.72 Billion 0.14% of portfolio
2,279
Q4 2024 Reduced 0.35%
$0
$1.59 Billion 0.13% of portfolio
16,590
Q4 2025 Reduced 1.78%
$0
$1.55 Billion 0.12% of portfolio
4,805
Q3 2025 Reduced 2.87%
$0
$1.54 Billion 0.12% of portfolio
57,413
Q4 2025 Added 9.21%
$0
$1.4 Billion 0.11% of portfolio
9,907
Q3 2025 Reduced 0.54%
$0
$1.31 Billion 0.1% of portfolio
3,810
Q3 2025 Added 0.37%
$0
$1.29 Billion 0.1% of portfolio
39,468
Q2 2025 New
$0
$1.21 Billion 0.1% of portfolio
8,598
Q4 2025 Added 0.23%
$0
$1.01 Billion 0.08% of portfolio
18,356
Q4 2025 Added 1.0%
$0
$995 Million 0.08% of portfolio
10,571
Q2 2025 Added 1.65%
$0
$975 Million 0.08% of portfolio
40,269
Q4 2025 Added 2.44%
$0
$867 Million 0.07% of portfolio
9,696
Q1 2025 Reduced 0.01%
$0
$865 Million 0.07% of portfolio
3,354
Q2 2025 Reduced 3.48%
$0
$852 Million 0.07% of portfolio
33,989
Q4 2025 Added 5.03%
$0
$792 Million 0.06% of portfolio
31,739
Q4 2025 Reduced 7.32%
$0
$807 Million 0.06% of portfolio
3,835
Q3 2025 Reduced 2.42%
$0
$612 Million 0.05% of portfolio
9,076
Q4 2025 Added 35.22%

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