Institutional Fund
Trust Point Inc.
La Crosse, WICIK 16356335 filings on record
Portfolio Value
$1.15B
Q1 2026
Holdings
521
Reported positions
New Buys
59
Opened this quarter
QoQ Change
-9.1%
from $1.27B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr11.7%
- Vanguard Specialized Funds10.6%
- Vanguard Admiral Fds Inc5.7%
- Vanguard Index Fds5.0%
- Ishares Tr4.6%
- Quanta Svcs Inc3.4%
- Other59.1%
Portfolio Holdings
521 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 2.51M | $134.11M | 11.7% | −110.3K | Reduced |
| 2 | Vanguard Specialized Funds | 565.3K | $121.56M | 10.6% | −636.5K | Reduced |
| 3 | Vanguard Admiral Fds Inc | 641.6K | $65.41M | 5.7% | +641.6K | New |
| 4 | Vanguard Index Fds | 193.1K | $57.70M | 5.0% | −13.6K | Reduced |
| 5 | Ishares Tr | 1.09M | $52.96M | 4.6% | −696.4K | Reduced |
| 6 | Quanta Svcs Inc | 70.5K | $38.71M | 3.4% | −3.3K | Reduced |
| 7 | Spdr Series Trust | 536.9K | $34.98M | 3.0% | +536.9K | New |
| 8 | Principal Financial Group In | 369.1K | $33.26M | 2.9% | −367 | Reduced |
| 9 | Apple Inc | 104.1K | $26.41M | 2.3% | −499 | Reduced |
| 10 | Nvidia Corporation | 116.3K | $20.27M | 1.8% | −567 | Reduced |
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