Trust Point Inc. - Portfolio overview

Trust Point Inc. has 561 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. VV - VANGUARD, 10.25%
  2. PWR - QUANTA SERVICES INC, 6.88%
  3. KRE - STATE STREET SPDR, 5.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.