Home › Sunpointe, LLC

Sunpointe, LLC 13F holdings

Filed 2026-07-24 · Sunpointe, LLC · 281 positions · $352.0M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION106.2K$21.2M6.0%
VTIVANGUARD INDEX FDS39.1K$14.5M4.1%
AAPLAPPLE INC40.7K$11.8M3.3%
ACIOETF SER SOLUTIONS173.7K$8.0M2.3%
AVGOBROADCOM INC20.5K$7.7M2.2%
FDGAMERICAN CENTY ETF TR49.3K$6.6M1.9%
MUMICRON TECHNOLOGY INC5.3K$6.1M1.7%
MSFTMICROSOFT CORP15.6K$5.8M1.6%
CGCBCAPITAL GRP FIXED INCM ETF T220.8K$5.8M1.6%
—AMERICAN CENTY ETF TR68.3K$5.7M1.6%
VIGVANGUARD SPECIALIZED FUNDS23.8K$5.6M1.6%
GOOGLALPHABET INC15.4K$5.5M1.6%
IVVISHARES TR7.3K$5.5M1.6%
AMZNAMAZON COM INC22.9K$5.5M1.6%
MOATVANECK ETF TRUST51.8K$5.4M1.5%
—AMERICAN CENTY ETF TR71.5K$4.9M1.4%
SPYMSPDR SERIES TRUST55.9K$4.9M1.4%
RSPINVESCO EXCHANGE TRADED FD T22.7K$4.8M1.4%
JEPQJ P MORGAN EXCHANGE TRADED F75.8K$4.7M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL6$4.5M1.3%
AVEMAMERICAN CENTY ETF TR44.3K$4.3M1.2%
VOOVANGUARD INDEX FDS6.2K$4.3M1.2%
GOOGALPHABET INC11.5K$4.1M1.2%
JNJJOHNSON & JOHNSON16.0K$4.1M1.2%
—AMERICAN CENTY ETF TR49.2K$4.0M1.1%
QINTAMERICAN CENTY ETF TR56.7K$3.9M1.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC7.9K$3.8M1.1%
VXUSVANGUARD STAR FDS42.3K$3.6M1.0%
LRCXLAM RESEARCH CORP8.3K$3.6M1.0%
VONGVANGUARD SCOTTSDALE FDS25.6K$3.3M0.9%
JEPIJ P MORGAN EXCHANGE TRADED F57.4K$3.2M0.9%
JPMJPMORGAN CHASE & CO9.1K$3.0M0.8%
AVDEAMERICAN CENTY ETF TR30.3K$2.7M0.8%
AVUSAMERICAN CENTY ETF TR20.4K$2.6M0.7%
NEMNEWMONT CORP27.9K$2.6M0.7%
MPWRMONOLITHIC PWR SYS INC1.9K$2.6M0.7%
AMATAPPLIED MATLS INC3.6K$2.6M0.7%
VCRMVANGUARD MUN BD FDS31.0K$2.4M0.7%
AMDADVANCED MICRO DEVICES INC3.7K$2.1M0.6%
PYLDPIMCO ETF TR79.2K$2.1M0.6%
SPYSTATE STR SPDR S&P 500 ETF T2.8K$2.1M0.6%
SCHBSCHWAB STRATEGIC TR67.7K$2.0M0.6%
CATCATERPILLAR INC1.7K$1.8M0.5%
VBILVANGUARD INSTL INDEX FD22.9K$1.7M0.5%
BACBANK OF AMER CORP30.3K$1.7M0.5%
VEAVANGUARD TAX-MANAGED FDS24.0K$1.7M0.5%
TSLATESLA INC4.1K$1.7M0.5%
METAMETA PLATFORMS INC3.0K$1.7M0.5%
PWRQUANTA SVCS INC2.3K$1.7M0.5%
WMTWALMART INC14.3K$1.6M0.5%
ORCLORACLE CORP11.0K$1.6M0.5%
ODFLOLD DOMINION FREIGHT LINE IN7.2K$1.6M0.4%
LLYELI LILLY & CO1.3K$1.5M0.4%
EXMOCEXXON MOBIL CORP10.9K$1.5M0.4%
FANGDIAMONDBACK ENERGY INC8.4K$1.5M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL2.8K$1.4M0.4%
IJHISHARES TR17.9K$1.4M0.4%
AVDVAMERICAN CENTY ETF TR13.2K$1.4M0.4%
PGPROCTER & GAMBLE CO9.2K$1.4M0.4%
UNPUNION PAC CORP4.8K$1.3M0.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}