BEARING POINT CAPITAL, LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$470.1B

Holdings

160

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
101
DYHTARGET CORP COM
6,775$707.0M0.15%
102
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM
86,000$700.0M0.15%
103
ARANTERO RESOURCES CORP COM
16,735$676.8M0.14%
104
TRUTRANSUNION COM
8,041$667.3M0.14%
105
SWKSTANLEY BLACK & DECKER INC COM
8,615$662.3M0.14%
106
FCXFREEPORT-MCMORAN INC CL B
17,322$655.8M0.14%
107
DWDMORGAN STANLEY COM NEW
5,603$653.7M0.14%
108
TAT&T INC COM
22,396$633.4M0.13%
109
GQ9SPDR GOLD SHARES
2,155$620.9M0.13%
110
OPPJWISDOMTREE JAPAN HEDGED SMALLCAP EQUITY FUND
17,735$620.7M0.13%
111
TSLATESLA INC COM
2,385$618.1M0.13%
112
IWMISHARES RUSSELL 2000 ETF
3,082$614.8M0.13%
113
EQIXEQUINIX INC COM
744$606.6M0.13%
114
SPGSIMON PPTY GROUP INC NEW COM
3,532$586.6M0.12%
115
PGPROCTER AND GAMBLE CO COM
3,324$566.5M0.12%
116
FEFIRSTENERGY CORP COM
14,000$565.9M0.12%
117
VOOVANGUARD S&P 500 ETF
1,100$565.3M0.12%
118
IWRISHARES RUSSELL MIDCAP ETF
6,635$564.4M0.12%
119
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
465$558.4M0.12%
120
RFREGIONS FINANCIAL CORP NEW COM
25,000$543.3M0.12%
121
8CWCROWN CASTLE INC COM
5,200$542.0M0.12%
122
EIXEDISON INTL COM
8,900$524.4M0.11%
123
TRVTRAVELERS COMPANIES INC COM
1,973$521.8M0.11%
124
ABTABBOTT LABS COM
3,869$513.2M0.11%
125
DCIDONALDSON INC COM
7,603$509.9M0.11%
126
TXTERNIUM SA SPONSORED ADS
15,800$492.3M0.10%
127
GILDGILEAD SCIENCES INC COM
4,300$481.8M0.10%
128
IWOISHARES RUSSELL 2000 GROWTH ETF
1,876$479.4M0.10%
129
HRLHORMEL FOODS CORP COM
14,690$454.5M0.10%
130
DEODIAGEO PLC SPON ADR NEW
4,290$449.5M0.10%
131
CRCCANADIAN NAT RES LTD COM
14,422$444.2M0.09%
132
CGCARLYLE GROUP INC COM
9,785$426.5M0.09%
133
NSCNORFOLK SOUTHN CORP COM
1,775$420.4M0.09%
134
TEAMTEAM - ATLASSIAN CORP.
1,600$339.5M0.07%
135
U6ZURANIUM ENERGY CORP COM
70,175$335.4M0.07%
136
IBBISHARES BIOTECHNOLOGY ETF
2,500$319.8M0.07%
137
IWSISHARES RUSSELL MID-CAP VALUE ETF
2,500$314.9M0.07%
138
PHYS/USPROTT PHYSICAL GOLD TR UNIT
13,000$312.8M0.07%
139
NDQINVESCO QQQ TRUST SERIES I
655$307.1M0.07%
140
RTXRTX CORPORATION COM
2,290$303.3M0.06%
141
EFAISHARES MSCI EAFE ETF
3,602$294.4M0.06%
142
PEOEXELON CORP COM
6,350$292.6M0.06%
143
IWNISHARES RUSSELL 2000 VALUE ETF
1,878$283.5M0.06%
144
WMTWALMART INC COM
2,917$256.1M0.05%
145
MPCMARATHON PETE CORP COM
1,720$250.6M0.05%
146
WCNWASTE CONNECTIONS INC COM
1,275$248.9M0.05%
147
NOWSERVICENOW INC COM
310$246.8M0.05%
148
BPBP PLC SPONSORED ADR
7,200$243.3M0.05%
149
XLFFINANCIAL SELECT SECTOR SPDR FUND
4,868$242.5M0.05%
150
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
5,800$237.6M0.05%
151
USFRWISDOMTREE FLOATING RATE TREASURY FUND
4,684$235.7M0.05%
152
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
1,750$229.4M0.05%
153
RIORIO TINTO PLC SPONSORED ADR
3,800$228.3M0.05%
154
WMBWILLIAMS COS INC COM
3,800$227.1M0.05%
155
IWBISHARES RUSSELL 1000 ETF
730$223.9M0.05%
156
TSCOTRACTOR SUPPLY CO COM
4,000$220.4M0.05%
157
VTIVANGUARD TOTAL STOCK MARKET ETF
785$215.7M0.05%
158
PEPPEPSICO INC COM
1,400$209.9M0.04%
159
ETHAISHARES ETHEREUM TRUST ETF
10,525$145.5M0.03%
160
PLUNPLUG POWER INC COM NEW
40,450$54.6M0.01%
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