Truepoint, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 136
- Total Value
- 3685148236
- Accession Number
- 0001765380-25-000212
- Form Type
- 13F-HR
- CIK
- 0001427748
- Manager Name
- Truepoint, Inc.
Data Enrichment
78% identified106 identified30 unidentified
Holdings
136 positions
Manager:
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Page 2 of 7
25434V815
Shares:
988399(+55.9%)
Value:
$27.8B(+42.6%)
025072802
Shares:
83796(-2.6%)
Value:
$5.8B(+4.3%)
25434V625
Shares:
51638(+20.9%)
Value:
$3.2B(+15.5%)
25434V716
Shares:
80417(+15.1%)
Value:
$2.9B(+8.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V815)✕ | 988.4K | All Managers (Combined) | $27.8M | ||
1.2M | All Managers (Combined) | $25.0M | |||
400.4K | All Managers (Combined) | $24.1M | |||
115.3K | All Managers (Combined) | $19.6M | |||
59.9K | QoQ -0.02% (-15) | All Managers (Combined) | $19.0M | ||
386.6K | All Managers (Combined) | $10.1M | |||
24.5K | All Managers (Combined) | $8.8M | |||
11.6K | All Managers (Combined) | $6.5M | |||
(cusip025072802)✕ | 83.8K | All Managers (Combined) | $5.8M | ||
257.9K | All Managers (Combined) | $5.7M | |||
Apple Inc.(AAPLcusip037833100) | 24.7K | All Managers (Combined) | $5.5M | ||
24.5K | All Managers (Combined) | $4.6M | |||
7.3K | All Managers (Combined) | $3.9M | |||
7.0K | All Managers (Combined) | $3.6M | |||
60.0K | All Managers (Combined) | $3.5M | |||
70.6K | All Managers (Combined) | $3.2M | |||
(cusip25434V625)✕ | 51.6K | All Managers (Combined) | $3.2M | ||
34.0K | All Managers (Combined) | $3.2M | |||
28.4K | All Managers (Combined) | $3.1M | |||
(cusip25434V716)✕ | 80.4K | All Managers (Combined) | $2.9M |