StockDriftsStockDriftsTop 50 Trust Point INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QGRW | WISDOMTREE | 19.73% | 3.83M | $263.3M | +54.74%(+1.36M) | $48.97(+37.04%) | 2026-09-30 | |
| VIG | VANGUARD | 9.74% | 557.1K | $130.0M | +0.10%(+556) | $165.26(+48.16%) | 2026-09-30 | |
| VV | VANGUARD | 6.48% | 245.8K | $86.5M | +11.26%(+24.88K) | $239.42(+46.44%) | 2026-09-30 | |
| PWR | QUANTA SERVICES INC | 3.18% | 66.2K | $42.5M | new | $218.40(+165.04%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.74% | 109.9K | $36.6M | new | $192.54(+80.28%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 2.63% | 154.0K | $35.2M | +15.23%(+20.35K) | $93.46(+133.19%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.84% | 47.9K | $24.6M | +28.38%(+10.59K) | $382.63(+38.86%) | 2026-09-30 | |
| PFG | PRINCIPAL FINANCIAL GROUP INC | 1.69% | 201.0K | $22.5M | -15.55%(-37.01K) | $75.94(+47.45%) | 2026-09-30 | |
| HYMB | STATE STREET SPDR | 1.65% | 936.9K | $22.0M | +1319.67%(+870.91K) | $24.75(-3.17%) | 2026-09-30 | |
| IVW | ISHARES | 1.5% | 141.1K | $20.1M | +0.00%(+0) | $71.81(+93.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +58.76% |
Trust Point INC reports $1.33B in US-listed equity holdings across 513 positions in its most recent 13F filing. Its largest disclosed positions are QGRW (19.7%), VIG (9.7%) and VV (6.5%). The top 20 holdings account for 62.04% of reported assets. Its disclosed equity book has returned +49.66% cumulatively over 11 quarters. Figures reflect the Q3 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