Truepoint, Inc.
Top Portfolio Positions
54 positions ·
$68,553,275 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
129,847 | $18,755,100 | 27.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,774 | $7,657,103 | 11.17% | |
| AAPL |
Apple Inc.
Technology
|
21,999 | $5,583,126 | 8.14% | |
| EMR |
Emerson Electric Co
Industrials
|
20,963 | $2,746,572 | 4.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,720 | $2,741,023 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
7,278 | $2,694,097 | 3.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,461 | $2,433,045 | 3.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,617 | $2,211,202 | 3.23% | |
| NVDA |
Nvidia Corp
Technology
|
12,177 | $2,123,668 | 3.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,914 | $1,104,722 | 1.61% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PIPR
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,252 | 7,776 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $165,099 | 1,944 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $168,637 | 1,944 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $135,078 | 1,944 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $120,362 | 1,944 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $145,775 | 1,944 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $137,931 | 1,944 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $111,862 | 1,944 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $96,466 | 1,944 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $84,986 | 1,944 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $70,584 | 1,943 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $62,755 | 1,942 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $67,260 | 1,941 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $63,174 | 1,941 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $50,825 | 1,941 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,007 | 1,941 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $63,689 | 1,941 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $86,621 | 1,941 | Shares | Sole | 2022-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||