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Home > Institutional Investor > Trust Point Inc. > Profile

Instuitional Investor - Trust Point Inc.

Fund Profile
Filing Period:
Fund Name: Trust Point Inc.
Portfolio Value $1,441,941,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard
 1,318,508 $258,203,419 17.9%
2.
Ishares
 3,402,553 $162,539,962 11.27%
3.
Wisdomtree
 3,017,086 $148,621,725 10.3%
4.
Vanguard
 262,019 $70,666,528 4.9%
5.
Quanta Services Inc.
 PWR 164,684 $52,048,376 3.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)