Top 50 Trust Point Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QGRW | WISDOMTREE | 11.65% | 2.51M | $134.1M | -4.21%(-110.32K) | $38.91(+61.13%) | 2026-03-31 | |
| VIG | VANGUARD | 10.56% | 565.3K | $121.6M | -52.97%(-636.53K) | $165.19(+38.56%) | 2026-03-31 | |
| IVOV | VANGUARD | 5.68% | 641.6K | $65.4M | new | $101.48(+7.59%) | 2026-03-31 | |
| VV | VANGUARD | 5.01% | 193.1K | $57.7M | -6.57%(-13.59K) | $214.26(+55.34%) | 2026-03-31 | |
| ISTB | ISHARES | 4.6% | 1.09M | $53.0M | -38.92%(-696.35K) | $47.17(+2.30%) | 2026-03-31 | |
| PWR | QUANTA SERVICES INC | 3.36% | 70.5K | $38.7M | -4.43%(-3.27K) | $218.40(+253.31%) | 2026-03-31 | |
| KRE | STATE STREET SPDR | 3.04% | 536.9K | $35.0M | new | $64.39(+8.58%) | 2026-03-31 | |
| PFG | PRINCIPAL FINANCIAL GROUP INC | 2.89% | 369.1K | $33.3M | -0.10%(-367) | $75.94(+32.82%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.3% | 104.1K | $26.4M | -0.48%(-499) | $186.39(+52.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 1.76% | 116.3K | $20.3M | -0.49%(-567) | $58.98(+233.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.30% | +53.29% |
| Top 20 Holdings Unweighted | +17.56% | +62.49% |
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