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 5 of 7
025072349
Shares:
9951(+14.9%)
Value:
$648.9M(+12.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Home Depot, Inc.(HDcusip437076102) | 1.8K | QoQ -2.03% (-38) | All Managers (Combined) | $670.7K | |
(cusip025072349)✕ | 10.0K | All Managers (Combined) | $648.9K | ||
Broadcom Inc.(AVGOcusip11135F101) | 3.9K | All Managers (Combined) | $647.1K | ||
Exxon Mobil Corp(XOMcusip30231G102) | 5.4K | All Managers (Combined) | $642.8K | ||
6.1K | QoQ -0.16% (-10)YoY +0.81% (-49) | All Managers (Combined) | $635.3K | ||
1.4K | All Managers (Combined) | $634.2K | |||
11.7K | All Managers (Combined) | $633.1K | |||
Alphabet Inc.(GOOGcusip02079K107) | 4.0K | All Managers (Combined) | $630.9K | ||
3.8K | All Managers (Combined) | $629.4K | |||
2.5K | All Managers (Combined) | $606.6K | |||
4.1K | QoQ 0.00% (+0)YoY +1.86% (+75) | All Managers (Combined) | $604.0K | ||
4.4K | QoQ 0.00% (-0)YoY -9.65% (-473) | All Managers (Combined) | $512.2K | ||
4.6K | QoQ -8.87% (-449)YoY -8.87% (-449) | All Managers (Combined) | $507.8K | ||
2.7K | YoY +1.82% (+48) | All Managers (Combined) | $503.2K | ||
3.7K | QoQ 0.00% (+0)YoY -6.69% (-264) | All Managers (Combined) | $498.9K | ||
2.5K | All Managers (Combined) | $498.6K | |||
1.9K | All Managers (Combined) | $481.5K | |||
501 | QoQ 0.00% (+0)YoY NEW(+501) | All Managers (Combined) | $473.8K | YoY NEW(+$473.8K) | |
Intuit Inc.(INTUcusip461202103) | 732 | QoQ 0.00% (-0)YoY -11.48% (-95) | All Managers (Combined) | $449.4K | |
Novo Nordisk A S(NVOcusip670100205) | 6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $413.4K | QoQ NEW(+$413.4K) YoY NEW(+$413.4K) |