Trust Point Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists the company’s address as 230 Front Street North La Crosse, WI 54601, and identifies N. Lisa Woycik as the Vice President of Operations responsible for the filing.
The filing details a portfolio of 845 individual securities. The largest holding in the portfolio is Aflac Inc., for which the filer reported owning 307,474 shares. Other significant positions include Abbott Laboratories (218,083 shares), AbbVie Inc. (10,257 shares), and Advanced Micro Devices (7,227 shares). The portfolio also includes substantial stakes in Alphabet Inc., Amazon.com Inc., and Apple Inc., with share counts ranging from 47,108 to over 106,000.
The report indicates that the filer holds the majority of these positions in its own name, with some shares held in a discretionary capacity. The filing does not include any short positions.
