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Trust Point

Latest statistics and disclosures from Trust Point's latest quarterly 13F-HR filing:

Top 5 stock holdings are QGRW, VIG, IVOV, VV, ISTB, and represent 37.52% of Trust Point's stock portfolio.
Added to shares of these 10 stocks: IVOV (+$65M), KRE (+$35M), IJR, IWD, JNJ, IWF, IUSB, VEA, EEM, CVX.
Started 59 new stock positions in DFAS, IBDS, IBDT, VEA, EEM, ROST, CTVA, FELG, DFUS, IVOV.
Reduced shares in these 10 stocks: VIG (-$137M), ISTB (-$34M), IVLU (-$9.9M), QGRW (-$5.9M), VV, WTPI, VEU, FNDE, VWO, VOO.
Sold out of its positions in ALKT, BMI, CMS, CWAN, EHC, EVR, FBIN, GIS, HOMB, HUM. MUB, PAYC, PYPL, RGA, AOS, UPS, GLOB.
Trust Point was a net seller of stock by $-88M.
Trust Point has $1.2B in assets under management (AUM), dropping by -9.11%.
Central Index Key (CIK): 0001635633

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Portfolio Holdings for Trust Point

Trust Point holds 521 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Trust Point has 521 total positions. Only the first 250 positions are shown.

Sign up to view all of the Trust Point March 31, 2026 positions
Download the Trust Point March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Common Stock (QGRW)	11.7	$134M	-4%	2.5M	53.43	View chart
Vanguard Common Stock (VIG)	10.6	$122M	-52%	565k	215.06	View chart
Vanguard Common Stock (IVOV)	5.7	$65M	NEW	642k	101.95	View chart
Vanguard Common Stock (VV)	5.0	$58M	-6%	193k	298.85	View chart
Ishares Common Stock (ISTB)	4.6	$53M	-38%	1.1M	48.46	View chart
Quanta Services Common Stock (PWR)	3.4	$39M	-4%	71k	549.02	View chart
State Street Spdr Common Stock (KRE)	3.0	$35M	NEW	537k	65.15	View chart
Principal Financial Group Common Stock (PFG)	2.9	$33M		369k	90.11	View chart
Apple Common Stock (AAPL)	2.3	$26M		104k	253.79	View chart
Nvidia Corp Common Stock (NVDA)	1.8	$20M		116k	174.40	View chart
Ishares Common Stock (IWB)	1.7	$20M	-2%	55k	356.56	View chart
Ishares Common Stock (IVW)	1.5	$17M		152k	113.11	View chart
Ishares Common Stock (IVE)	1.3	$15M		69k	211.15	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$14M	-4%	37k	370.17	View chart
SPDR Common Stock (SPY)	1.1	$13M		20k	650.34	View chart
Alphabet Common Stock (GOOGL)	1.0	$12M		41k	287.56	View chart
Exxon Mobil Corp Common Stock (XOM)	1.0	$11M		67k	169.66	View chart
Vanguard Common Stock (VTI)	1.0	$11M		34k	320.81	View chart
Broadcom Common Stock (AVGO)	0.8	$9.5M	-2%	31k	309.51	View chart
Ishares Common Stock (IWR)	0.8	$8.8M	-2%	91k	97.23	View chart
Ishares Common Stock (IVV)	0.7	$8.5M		13k	653.21	View chart
Schwab Common Stock (SCHM)	0.7	$7.6M	-16%	245k	30.96	View chart
Fastenal Common Stock (FAST)	0.7	$7.6M		163k	46.40	View chart
Ishares Common Stock (IVLU)	0.7	$7.6M	-56%	190k	39.68	View chart
Vanguard Common Stock (VEU)	0.6	$7.4M	-29%	98k	75.10	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$7.1M	-6%	15k	479.20	View chart
Amazon Common Stock (AMZN)	0.6	$6.9M	-7%	33k	208.27	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.6	$6.5M	+2%	22k	294.16	View chart
Walmart Common Stock (WMT)	0.6	$6.5M	-4%	52k	124.28	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$6.0M	+21%	25k	244.44	View chart
Alphabet Common Stock (GOOG)	0.4	$5.0M	-3%	18k	286.86	View chart
Meta Platforms Common Stock (META)	0.4	$4.8M	-6%	8.4k	572.13	View chart
Ishares Common Stock (IEFA)	0.4	$4.5M	+6%	50k	90.53	View chart
Tesla Common Stock (TSLA)	0.4	$4.4M	-4%	12k	371.75	View chart
Wells Fargo & Co Common Stock (WFC)	0.4	$4.1M	+10%	52k	79.61	View chart
Vanguard Common Stock (VOO)	0.4	$4.1M	-38%	6.9k	597.55	View chart
Vanguard Common Stock (VBR)	0.4	$4.1M	-37%	19k	217.25	View chart
Visa Common Stock (V)	0.4	$4.1M		14k	302.24	View chart
Wisdomtree Common Stock (WTPI)	0.3	$3.6M	-51%	112k	31.91	View chart
Ishares Common Stock (IJR)	0.3	$3.5M	+729%	28k	124.31	View chart
Vanguard Common Stock (BND)	0.3	$3.4M	+16%	47k	73.64	View chart
Chevron Corp Common Stock (CVX)	0.3	$3.4M	+21%	16k	206.90	View chart
Ishares Common Stock (IAU)	0.3	$3.4M		38k	88.16	View chart
Ishares Common Stock (IWF)	0.3	$3.4M	+33%	7.9k	426.40	View chart
Pepsico Common Stock (PEP)	0.3	$3.2M	+2%	21k	155.29	View chart
Caterpillar Common Stock (CAT)	0.3	$3.0M	-17%	4.3k	708.46	View chart
Taiwan Semiconductor Mfg Common Stock (TSM)	0.3	$3.0M	+4%	8.8k	337.95	View chart
Procter & Gamble Common Stock (PG)	0.3	$2.9M		20k	144.44	View chart
Vanguard Common Stock (VBK)	0.2	$2.8M		9.1k	302.25	View chart
Vanguard Common Stock (VXF)	0.2	$2.6M		13k	205.80	View chart
Ishares Common Stock (IUSB)	0.2	$2.6M	+35%	57k	46.19	View chart
Ishares Common Stock (EFG)	0.2	$2.5M	+29%	23k	111.37	View chart
Eli Lilly & Co Common Stock (LLY)	0.2	$2.5M		2.7k	919.77	View chart
Honeywell International Common Stock (HON)	0.2	$2.5M	+11%	11k	226.03	View chart
Goldman Sachs Group Common Stock (GS)	0.2	$2.5M	-11%	2.9k	846.00	View chart
Mastercard Common Stock (MA)	0.2	$2.4M	-3%	4.8k	499.66	View chart
Target Corporation Common Stock (TGT)	0.2	$2.4M	+12%	20k	121.20	View chart
Ishares Common Stock (IWM)	0.2	$2.3M		9.3k	248.00	View chart
Nextera Energy Common Stock (NEE)	0.2	$2.3M		25k	92.88	View chart
Spdr S&p Midcap 400 Etf Trust Common Stock (MDY)	0.2	$2.2M		3.6k	616.76	View chart
Home Depot Common Stock (HD)	0.2	$2.1M		6.4k	328.89	View chart
Ishares Common Stock (IWD)	0.2	$2.1M	+154%	9.8k	213.67	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$2.1M	-4%	20k	102.67	View chart
Netflix Common Stock (NFLX)	0.2	$2.1M	+3%	22k	96.15	View chart
Costco Wholesale Corp Common Stock (COST)	0.2	$2.1M		2.1k	996.43	View chart
Inspire Common Stock (WWJD)	0.2	$2.0M	-3%	54k	37.39	View chart
Ishares Common Stock (IJH)	0.2	$2.0M		30k	67.53	View chart
Cisco Systems Common Stock (CSCO)	0.2	$2.0M	+8%	26k	77.59	View chart
International Business Machines Common Stock (IBM)	0.2	$1.9M	-11%	7.9k	242.39	View chart
Global X Common Stock (CATH)	0.2	$1.9M	-18%	24k	78.15	View chart
Asml Holding Nv Common Stock (ASML)	0.2	$1.8M	+21%	1.4k	1320.83	View chart
Merck & Co Common Stock (MRK)	0.2	$1.8M		15k	120.29	View chart
Invesco Common Stock (QQQ)	0.2	$1.8M		3.2k	577.18	View chart
Abbvie Common Stock (ABBV)	0.2	$1.8M	+19%	8.4k	217.49	View chart
Emerson Electric Common Stock (EMR)	0.2	$1.8M	+3%	14k	131.02	View chart
Colgate-palmolive Common Stock (CL)	0.2	$1.8M	+4%	21k	85.23	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.7M		34k	50.20	View chart
Ishares Common Stock (IWP)	0.1	$1.7M		13k	128.12	View chart
Marriott International Common Stock (MAR)	0.1	$1.7M	-11%	5.2k	327.07	View chart
Deere & Co Common Stock (DE)	0.1	$1.6M	-6%	2.8k	563.30	View chart
Ishares Common Stock (IWS)	0.1	$1.6M	+27%	11k	145.74	View chart
Micron Technology Common Stock (MU)	0.1	$1.6M	+43%	4.7k	337.84	View chart
Vanguard Common Stock (VGT)	0.1	$1.6M		2.3k	697.72	View chart
Ishares Common Stock (EFA)	0.1	$1.6M	-2%	16k	97.13	View chart
Shell Common Stock (SHEL)	0.1	$1.6M	+16%	17k	93.00	View chart
Oracle Corp Nt Common Stock (ORCL)	0.1	$1.6M	+3%	11k	147.11	View chart
Ishares Common Stock (DVY)	0.1	$1.5M		9.9k	151.41	View chart
American Express Common Stock (AXP)	0.1	$1.5M	+7%	4.9k	302.48	View chart
Ishares Common Stock (IWO)	0.1	$1.5M		4.7k	313.81	View chart
Schwab Common Stock (SCHX)	0.1	$1.5M		57k	25.64	View chart
Phillip Morris Intl Common Stock (PM)	0.1	$1.5M	+4%	8.9k	165.34	View chart
Booking Holdings Common Stock (BKNG)	0.1	$1.5M	-8%	348.00	4210.32	View chart
Coca Cola Common Stock (KO)	0.1	$1.4M	-14%	19k	76.05	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$1.4M	+7%	29k	48.75	View chart
Linde Common Stock (LIN)	0.1	$1.4M	+13%	2.9k	495.76	View chart
Mc Donalds Corp Common Stock (MCD)	0.1	$1.4M		4.4k	310.79	View chart
Grand Canyon Education Common Stock (LOPE)	0.1	$1.3M	-3%	7.7k	170.03	View chart
Schwab Common Stock (SCHE)	0.1	$1.3M		40k	32.95	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.1	$1.3M	+10%	6.7k	192.90	View chart
Amphenol Corp Common Stock (APH)	0.1	$1.3M	-2%	10k	126.35	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$1.3M		5.3k	242.62	View chart
Vanguard Common Stock (VWO)	0.1	$1.3M	-69%	24k	54.05	View chart
Tractor Supply Common Stock (TSCO)	0.1	$1.3M	-7%	28k	45.30	View chart
Cencora Common Stock (COR)	0.1	$1.3M		4.1k	314.14	View chart
Conocophillips Common Stock (COP)	0.1	$1.3M	+7%	9.7k	132.00	View chart
At&t Common Stock (T)	0.1	$1.3M	-4%	44k	28.99	View chart
Rb Global Common Stock (RBA)	0.1	$1.2M	+2%	13k	95.85	View chart
Five Below Common Stock (FIVE)	0.1	$1.2M	-7%	5.3k	228.48	View chart
Southern Common Stock (SO)	0.1	$1.2M	+6%	13k	96.52	View chart
Ishares Common Stock (OEF)	0.1	$1.2M		3.8k	318.07	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.2M	-5%	1.4k	872.91	View chart
Comfort Systems Usa Common Stock (FIX)	0.1	$1.1M	-20%	826.00	1378.99	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.1M	-15%	3.9k	283.77	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$1.1M	+2%	5.2k	213.66	View chart
Texas Instruments Common Stock (TXN)	0.1	$1.1M	-5%	5.7k	194.14	View chart
Morgan Stanley Common Stock (MS)	0.1	$1.1M	-13%	6.7k	164.54	View chart
Hsbc Holdings Common Stock (HSBC)	0.1	$1.1M	+20%	13k	82.49	View chart
Inspire Common Stock (IBD)	0.1	$1.0M	+8%	44k	23.86	View chart
Applied Materials Common Stock (AMAT)	0.1	$1.0M	+8%	3.0k	341.79	View chart
Lowes Companies Common Stock (LOW)	0.1	$1.0M	+26%	4.4k	236.28	View chart
Allstate Corp Common Stock (ALL)	0.1	$1.0M		4.9k	207.34	View chart
Citigroup Inc Sr Nt Common Stock (C)	0.1	$1.0M		9.0k	113.41	View chart
Ppg Industries Common Stock (PPG)	0.1	$1.0M	+24%	9.5k	106.88	View chart
Blackrock Common Stock (BLK)	0.1	$996k	-6%	1.0k	961.71	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$989k	+2%	6.8k	146.28	View chart
Ishares Common Stock (USMV)	0.1	$982k		11k	92.74	View chart
Ensign Group Common Stock (ENSG)	0.1	$975k	-3%	4.8k	201.51	View chart
Eaton Corp Common Stock (ETN)	0.1	$958k		2.7k	357.67	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$957k	+28%	1.9k	491.54	View chart
Schwab Common Stock (SCHR)	0.1	$950k	+12%	38k	24.91	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$939k		4.6k	203.43	View chart
Novartis Common Stock (NVS)	0.1	$934k	+11%	6.1k	152.75	View chart
Pfizer Common Stock (PFE)	0.1	$918k		33k	28.08	View chart
3m Co Fr Common Stock (MMM)	0.1	$916k	-28%	6.3k	145.23	View chart
Tjx Companies Common Stock (TJX)	0.1	$910k	+9%	5.7k	159.70	View chart
State Street Common Stock (XLF)	0.1	$903k		18k	49.37	View chart
Vanguard Common Stock (VB)	0.1	$894k		3.4k	261.92	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$894k	+26%	9.5k	93.98	View chart
Servicenow Common Stock (NOW)	0.1	$891k		8.5k	104.55	View chart
Schwab Common Stock (FNDE)	0.1	$888k	-77%	23k	38.26	View chart
Ciena Corp Common Stock (CIEN)	0.1	$884k	-3%	2.3k	388.23	View chart
Accenture Common Stock (ACN)	0.1	$877k	-6%	4.4k	198.29	View chart
Arista Networks Common Stock (ANET)	0.1	$877k	+6%	7.1k	122.78	View chart
Littlefuse Common Stock (LFUS)	0.1	$872k		2.6k	339.35	View chart
Wisdomtree Common Stock (DGRW)	0.1	$852k		9.7k	87.84	View chart
Medpace Holdings Common Stock (MEDP)	0.1	$850k		1.8k	480.19	View chart
Chemed Corp Common Stock (CHE)	0.1	$847k		2.2k	377.74	View chart
Caseys General Stores Common Stock (CASY)	0.1	$843k	-7%	1.2k	727.86	View chart
Cigna Group Common Stock (CI)	0.1	$838k	+41%	3.1k	266.76	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$832k	+37%	6.4k	130.94	View chart
Transdign Group Common Stock (TDG)	0.1	$828k	+40%	714.00	1158.96	View chart
Marathon Petroleum Corp Common Stock (MPC)	0.1	$824k	+4%	3.4k	244.18	View chart
Mitsubishi Ufj Financial Grp Common Stock (MUFG)	0.1	$821k	+12%	48k	16.97	View chart
BP Common Stock (BP)	0.1	$818k	+16%	17k	47.00	View chart
Enpro Inds Common Stock (NPO)	0.1	$814k	-2%	3.2k	250.65	View chart
Xcel Energy Common Stock (XEL)	0.1	$808k	-6%	10k	79.44	View chart
Analog Devices Common Stock (ADI)	0.1	$791k	+36%	2.5k	318.08	View chart
Inspire Common Stock (ISMD)	0.1	$791k	+35%	20k	39.97	View chart
Idacorp Common Stock (IDA)	0.1	$787k	-3%	5.5k	142.97	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$786k	+8%	1.7k	461.00	View chart
Marsh & Mc Lennan Common Stock (MRSH)	0.1	$766k	+88%	4.4k	173.45	View chart
Kla-tencor Corp Common Stock (KLAC)	0.1	$755k	+3%	513.00	1472.41	View chart
Entegris Common Stock (ENTG)	0.1	$754k	+13%	6.4k	117.24	View chart
Burlington Stores Common Stock (BURL)	0.1	$749k	-5%	2.3k	325.38	View chart
Unilever Common Stock (UL)	0.1	$738k	+123%	13k	56.97	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Mueller Industries Common Stock (MLI)	0.1	$717k	-2%	6.5k	110.80	View chart
Banco De Santander Central Common Stock (SAN)	0.1	$716k	+22%	63k	11.28	View chart
Markel Holding Common Stock (MKL)	0.1	$712k	+18%	372.00	1914.07	View chart
Exlservice Holdings Common Stock (EXLS)	0.1	$709k		23k	30.45	View chart
Schwab Common Stock (FNDX)	0.1	$706k		25k	27.85	View chart
Medtronic Common Stock (MDT)	0.1	$706k	-6%	8.1k	86.65	View chart
Associated Banc Corp Common Stock (ASB)	0.1	$697k	-12%	27k	25.86	View chart
Bio-techne Corp Common Stock (TECH)	0.1	$697k		13k	52.26	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.1	$685k	-2%	8.6k	80.08	View chart
Williams Companies Common Stock (WMB)	0.1	$679k	+67%	9.3k	72.78	View chart
T-mobile Us Common Stock (TMUS)	0.1	$679k	+23%	3.2k	210.03	View chart
National Grid Common Stock (NGG)	0.1	$678k	+3%	8.0k	84.60	View chart
Ishares Common Stock (IUSV)	0.1	$675k		6.6k	102.25	View chart
Comcast Corporation Common Stock (CMCSA)	0.1	$674k	+26%	24k	28.71	View chart
Curtiss-wright Corp Common Stock (CW)	0.1	$668k		980.00	681.11	View chart
State Street Spdr Common Stock (HYMB)	0.1	$665k	-15%	27k	24.80	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$664k	-9%	6.9k	96.47	View chart
Intel Corp Common Stock (INTC)	0.1	$663k	+21%	15k	44.13	View chart
Prologis Common Stock (PLD)	0.1	$663k	+53%	5.0k	132.18	View chart
Vanguard Common Stock (VEA)	0.1	$659k	NEW	10k	64.08	View chart
Intuit Common Stock (INTU)	0.1	$656k	-15%	1.5k	432.38	View chart
Cbre Group Common Stock (CBRE)	0.1	$650k	+63%	4.8k	135.46	View chart
Fabrinet Common Stock (FN)	0.1	$649k		1.2k	521.52	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$646k	+57%	7.0k	92.31	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$646k	-15%	2.4k	270.59	View chart
Sap Se Common Stock (SAP)	0.1	$642k	+35%	3.7k	171.21	View chart
Ishares Common Stock (EEM)	0.1	$638k	NEW	11k	56.79	View chart
Onto Innovation Common Stock (ONTO)	0.1	$636k	-9%	3.1k	205.07	View chart
Permian Resources Corporation Common Stock (PR)	0.1	$632k	-10%	30k	21.32	View chart
Lincoln Electric Holdings Common Stock (LECO)	0.1	$630k	-3%	2.5k	249.08	View chart
S&p Global Common Stock (SPGI)	0.1	$628k	-7%	1.5k	425.34	View chart
Ishares Common Stock (HDV)	0.1	$627k		4.6k	135.72	View chart
Atlantic Union Bankshares Common Stock (AUB)	0.1	$626k	+7%	18k	35.74	View chart
Dimensional Common Stock (DFAC)	0.1	$620k		16k	38.86	View chart
Power Integrations Common Stock (POWI)	0.1	$619k	+6%	12k	51.20	View chart
Heico Corp Common Stock (HEI)	0.1	$616k	-15%	2.2k	274.20	View chart
Advanced Energy Industries Common Stock (AEIS)	0.1	$615k	-3%	1.9k	322.71	View chart
Dover Corp Common Stock (DOV)	0.1	$612k	+60%	2.9k	208.45	View chart
Esco Technologies Common Stock (ESE)	0.1	$608k	+5%	2.2k	281.37	View chart
Vanguard Common Stock (VWOB)	0.1	$607k		9.2k	65.69	View chart
Disney Walt Common Stock (DIS)	0.1	$604k		6.3k	96.38	View chart
Vanguard Common Stock (VO)	0.1	$601k		2.1k	287.18	View chart
Vanguard Common Stock (VONG)	0.1	$601k	+12%	5.5k	109.69	View chart
Carlisle Cos Common Stock (CSL)	0.1	$600k	-3%	1.8k	333.62	View chart
Bank New York Mellon Corp Common Stock (BK)	0.1	$596k		5.0k	118.63	View chart
Csx Corp Sr Glbl Common Stock (CSX)	0.1	$595k	+44%	15k	41.05	View chart
Us Bancorp Common Stock (USB)	0.1	$594k	+8%	11k	52.01	View chart
Pnc Financial Services Grp Common Stock (PNC)	0.1	$591k	+13%	2.8k	208.09	View chart
Adobe Common Stock (ADBE)	0.1	$590k	-8%	2.4k	242.97	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$589k	+145%	864.00	682.21	View chart
State Street Common Stock (XLI)	0.1	$589k		3.6k	161.73	View chart
Qualcomm Common Stock (QCOM)	0.1	$578k	-12%	4.5k	128.78	View chart
Eog Resources Common Stock (EOG)	0.1	$576k	-3%	4.0k	144.57	View chart
Stryker Corp Common Stock (SYK)	0.0	$567k	+14%	1.7k	328.58	View chart
Tapestry Common Stock (TPR)	0.0	$564k		4.0k	141.11	View chart
Waste Management Common Stock (WM)	0.0	$563k	+26%	2.5k	229.79	View chart
Haleon Common Stock (HLN)	0.0	$561k	+41%	56k	10.01	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$556k	+14%	9.2k	60.65	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$552k	+12%	3.4k	160.32	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$550k		8.8k	62.75	View chart
Rio Tinto Common Stock (RIO)	0.0	$548k	+52%	5.9k	93.29	View chart
Salesforce.com Common Stock (CRM)	0.0	$540k	-18%	2.9k	186.67	View chart
Arch Capital Group Common Stock (ACGL)	0.0	$540k	+9%	5.6k	95.99	View chart
Diodes Common Stock (DIOD)	0.0	$538k	+5%	7.9k	68.26	View chart
Ollie S Bargain Outlet Holdings Common Stock (OLLI)	0.0	$535k	-5%	5.8k	92.04	View chart
Ubs Group Common Stock (UBS)	0.0	$533k	+19%	14k	39.07	View chart
Progressive Corp Sr Nt Common Stock (PGR)	0.0	$532k	+48%	2.7k	198.24	View chart
Zoetis Common Stock (ZTS)	0.0	$532k	+58%	4.5k	118.21	View chart
State Street Common Stock (XLV)	0.0	$531k		3.6k	146.61	View chart
West Pharmaceuticals Services Common Stock (WST)	0.0	$528k		2.1k	250.64	View chart
Trane Technologies Common Stock (TT)	0.0	$527k	+15%	1.3k	416.74	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$527k	-7%	5.9k	89.59	View chart
Rollins Common Stock (ROL)	0.0	$525k	-2%	9.8k	53.41	View chart
State Street Common Stock (XLP)	0.0	$522k	+14%	6.4k	81.98	View chart
Vanguard Common Stock (VMBS)	0.0	$520k	-6%	11k	46.95	View chart
Martin Marietta Materials Common Stock (MLM)	0.0	$516k	+102%	877.00	588.67	View chart
Enersys Common Stock (ENS)	0.0	$512k	-21%	2.9k	173.72	View chart
Banco Bilbao Vizcaya Argentaria Common Stock (BBVA)	0.0	$511k	+27%	24k	21.66	View chart
Phillips 66 Common Stock (PSX)	0.0	$511k	+20%	2.8k	182.18	View chart
Aaon Common Stock (AAON)	0.0	$508k	+7%	6.1k	82.75	View chart
Amgen Common Stock (AMGN)	0.0	$505k		1.4k	351.85	View chart
Chubb Common Stock (CB)	0.0	$504k		1.5k	325.93	View chart
State Street Common Stock (XLC)	0.0	$502k		4.5k	110.86	View chart
Selective Insurance Group Common Stock (SIGI)	0.0	$499k	-13%	6.6k	75.39	View chart

Past Filings by Trust Point

SEC 13F filings are viewable for Trust Point going back to 2023

Trust Point 2026 Q1 filed April 15, 2026
Trust Point 2025 Q4 filed Jan. 13, 2026
Trust Point 2025 Q3 filed Oct. 10, 2025
Trust Point 2025 Q2 filed July 10, 2025
Trust Point 2025 Q1 filed April 17, 2025
Trust Point 2024 Q4 filed Jan. 24, 2025
Trust Point 2024 Q3 filed Oct. 17, 2024
Trust Point 2024 Q2 filed July 24, 2024
Trust Point 2024 Q1 filed April 19, 2024
Trust Point 2023 Q4 filed Jan. 23, 2024

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