| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD | 3 | Q2 2024 | 18.5% |
| ISHARES | 3 | Q2 2024 | 12.3% |
| VANGUARD | 3 | Q2 2024 | 4.9% |
| INVESCO | 3 | Q2 2024 | 12.0% |
| QUANTA SERVICES INC | 3 | Q2 2024 | 3.4% |
| PRINCIPAL FINANCIAL GROUP INC | 3 | Q2 2024 | 2.6% |
| APPLE INC | 3 | Q2 2024 | 2.1% |
| MICROSOFT CORP | 3 | Q2 2024 | 1.6% |
| ISHARES | 3 | Q2 2024 | 1.4% |
| SCHWAB | 3 | Q2 2024 | 1.4% |
View Trust Point Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-17 |
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-23 |
View Trust Point Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.