Trust Point Inc.
•CIK: 1635633•Filing: Q4 2025
**Trust Point Inc.** manages $1.3B across a diversified portfolio of 479 positions. The fund exhibits significant concentration in defensive and quality sectors, notably anchoring its holdings with VIG at $264.1M and QGRW at $153.7M. Further allocations include substantial positions in ISTB ($87.2M) and VV ($65.1M), suggesting a focus on stable, income-generating, or defensive equity strategies. This structure indicates a commitment to risk-mitigated growth through established market leaders.
Total AUM
$1.3B
QoQ Performance
+2.2%
Positions
401
Top 10 Concentration
61.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
QGRW
ISTB
VV
VIG20.9%
QGRW12.1%
ISTB6.9%
VV5.1%
PG42.6%
PWR2.5%
AAPL2.2%
NVDA1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.3%
Technology10.1%
Financial3.2%
Consumer2.6%
ETF2.5%
Healthcare1.5%
Industrial1.0%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
+274 more exited positions
Changes from Q3 2025
↑67 increased
↓111 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023