Institutional Manager · CIK 0001635633
TRUST POINT INC.
LA CROSSE, WI · File #028-23522
Latest AUM
$1.27B
Positions
600
Top-10 Concentration
70.2%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025600 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Sep 2025603 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Jun 2025499 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Mar 2025589 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Dec 2024711 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Sep 2024635 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Jun 2024608 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Mar 2024647 pos · $1.27B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD | 921908844 | 1,095,159 | $240.7M | 25.11% |
| 2 | WISDOMTREE | WT | 2,366,781 | $138.9M | 14.49% |
| 3 | ISHARES | 46432F859 | 1,708,307 | $83.3M | 8.69% |
| 4 | VANGUARD | 922908637 | 198,713 | $62.6M | 6.53% |
| 5 | QUANTA SERVICES INC | 74762E102 | 73,777 | $31.1M | 3.25% |
| 6 | APPLE INC | AAPL | 101,402 | $27.6M | 2.88% |
| 7 | PRINCIPAL FINANCIAL GROUP INC | PFG | 263,678 | $23.3M | 2.43% |
| 8 | VANGUARD | 921908844 | 105,314 | $23.1M | 2.41% |
| 9 | NVIDIA CORP | NVDA | 116,022 | $21.6M | 2.26% |
| 10 | ISHARES | 464287622 | 56,664 | $21.2M | 2.21% |
| 11 | ISHARES | 464287309 | 148,119 | $18.3M | 1.90% |
| 12 | MICROSOFT CORP | MSFT | 37,313 | $18.0M | 1.88% |
| 13 | WISDOMTREE | WT | 250,528 | $14.7M | 1.53% |
| 14 | ISHARES | 464287408 | 68,419 | $14.5M | 1.51% |
| 15 | ALPHABET INC | GOOG | 39,320 | $12.3M | 1.28% |
| 16 | VANGUARD | 922908769 | 34,254 | $11.5M | 1.20% |
| 17 | BROADCOM INC | AVGO | 31,693 | $11.0M | 1.14% |
| 18 | PRINCIPAL FINANCIAL GROUP INC | PFG | 105,765 | $9.3M | 0.97% |
| 19 | ISHARES | 46435G409 | 235,075 | $8.9M | 0.93% |
| 20 | VANGUARD | 922042775 | 118,886 | $8.7M | 0.91% |