StockDriftsStockDriftsTop 50 Trust Point Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QGRW | WISDOMTREE | 13.89% | 2.48M | $163.6M | -1.28%(-32.03K) | $38.91(+75.26%) | 2026-06-30 | |
| VIG | VANGUARD | 11.18% | 556.6K | $131.7M | -1.54%(-8.70K) | $165.19(+49.29%) | 2026-06-30 | |
| VV | VANGUARD | 6.45% | 220.9K | $76.0M | +14.39%(+27.80K) | $227.20(+56.77%) | 2026-06-30 | |
| IVOV | VANGUARD | 6.43% | 664.5K | $75.8M | +3.57%(+22.91K) | $101.66(+13.87%) | 2026-06-30 | |
| ISTB | ISHARES | 4.49% | 1.10M | $52.9M | +0.30%(+3.33K) | $47.18(+1.71%) | 2026-06-30 | |
| KRE | STATE STREET SPDR | 3.55% | 558.1K | $41.8M | +3.95%(+21.20K) | $64.86(+17.76%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 2.27% | 133.6K | $26.7M | +14.96%(+17.39K) | $75.07(+193.68%) | 2026-06-30 | |
| PFG | PRINCIPAL FINANCIAL GROUP INC | 2.18% | 238.0K | $25.7M | -35.51%(-131.06K) | $75.94(+48.64%) | 2026-06-30 | |
| IVW | ISHARES | 1.65% | 141.1K | $19.4M | -7.00%(-10.62K) | $71.81(+97.40%) | 2026-06-30 | |
| IWB | ISHARES | 1.63% | 46.9K | $19.2M | -15.21%(-8.41K) | $248.59(+70.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +53.83% |
Trust Point Inc. reports $1.18B in US-listed equity holdings across 463 positions in its most recent 13F filing. Its largest disclosed positions are QGRW (13.9%), VIG (11.2%) and VV (6.5%). The top 20 holdings account for 64.25% of reported assets. Its disclosed equity book has returned +47.78% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trust Point Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1635633). View Trust Point Inc.’s 13F filings on SEC