BEARING POINT CAPITAL, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$581.0B

Holdings

164

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
101
OPPJWISDOMTREE JAPAN OPPORTUNITIES FUND
18,215$758.7M0.13%
102
DUKDUKE ENERGY CORP NEW COM NEW
6,076$751.9M0.13%
103
IWMISHARES RUSSELL 2000 ETF
3,082$745.7M0.13%
104
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
7,351$710.7M0.12%
105
IVWISHARES S&P 500 GROWTH ETF
5,692$687.1M0.12%
106
CGCARLYLE GROUP INC COM
10,775$675.6M0.12%
107
VOOVANGUARD S&P 500 ETF
1,100$673.6M0.12%
108
SPGSIMON PPTY GROUP INC NEW COM
3,572$670.4M0.12%
109
RFREGIONS FINANCIAL CORP NEW COM
25,255$666.0M0.11%
110
ARANTERO RESOURCES CORP COM
19,360$649.7M0.11%
111
FEFIRSTENERGY CORP COM
14,095$645.8M0.11%
112
TXTERNIUM SA SPONSORED ADS
18,000$625.1M0.11%
113
DHID R HORTON INC COM
3,680$623.6M0.11%
114
DCIDONALDSON INC COM
7,603$622.3M0.11%
115
EIXEDISON INTL COM
11,069$611.9M0.11%
116
JNJJOHNSON & JOHNSON COM
3,232$599.3M0.10%
117
DYHTARGET CORP COM
6,547$587.3M0.10%
118
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
465$573.9M0.10%
119
IWRISHARES RUSSELL MIDCAP ETF
5,916$571.2M0.10%
120
TRVTRAVELERS COMPANIES INC COM
2,019$563.7M0.10%
121
PGPROCTER AND GAMBLE CO COM
3,556$546.4M0.09%
122
IWOISHARES RUSSELL 2000 GROWTH ETF
1,701$544.4M0.09%
123
SWKSTANLEY BLACK & DECKER INC COM
7,292$542.0M0.09%
124
ABTABBOTT LABS COM
3,965$531.1M0.09%
125
TDIVTDIV - FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
5,295$522.0M0.09%
126
NSCNORFOLK SOUTHN CORP COM
1,723$517.6M0.09%
127
EQIXEQUINIX INC COM
628$491.9M0.08%
128
NDQINVESCO QQQ TRUST SERIES I
799$479.7M0.08%
129
EFXEFX - EQUIFAX INC COM
1,802$462.3M0.08%
130
CRCCANADIAN NAT RES LTD COM
14,422$460.9M0.08%
131
VBRVANGUARD SMALL CAP VALUE ETF
2,200$459.2M0.08%
132
ZSZSCALER INC COM
1,528$457.9M0.08%
133
METAMETA PLATFORMS INC CL A
622$456.8M0.08%
134
TAT&T INC COM
15,314$432.5M0.07%
135
RTXRTX CORPORATION COM
2,505$419.2M0.07%
136
WMTWALMART INC COM
3,982$410.4M0.07%
137
AVRANTERIS TECHNOLOGIES GLOBAL COM
91,000$409.5M0.07%
138
SHVISHARES SHORT TREASURY BOND ETF
3,700$408.8M0.07%
139
PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
13,000$385.1M0.07%
140
PLTRPALANTIR TECHNOLOGIES INC CL A
2,102$383.4M0.07%
141
HRLHORMEL FOODS CORP COM
14,690$363.4M0.06%
142
IWSISHARES RUSSELL MID-CAP VALUE ETF
2,500$349.2M0.06%
143
MPCMARATHON PETE CORP COM
1,795$346.0M0.06%
144
EFAISHARES MSCI EAFE ETF
3,470$324.0M0.06%
145
NOWSERVICENOW INC COM
345$317.5M0.05%
146
VTIVANGUARD TOTAL STOCK MARKET ETF
941$308.8M0.05%
147
ORCLORACLE CORP COM
1,074$302.1M0.05%
148
PEOEXELON CORP COM
6,287$283.0M0.05%
149
NFLXNETFLIX INC COM
233$279.3M0.05%
150
IWNISHARES RUSSELL 2000 VALUE ETF
1,578$279.0M0.05%
151
IWBISHARES RUSSELL 1000 ETF
730$266.8M0.05%
152
DGIIDIGI INTL INC COM
7,000$255.2M0.04%
153
WMBWILLIAMS COS INC COM
3,986$252.5M0.04%
154
RIORIO TINTO PLC SPONSORED ADR
3,800$250.8M0.04%
155
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
1,050$246.7M0.04%
156
TRUTRANSUNION COM
2,925$245.1M0.04%
157
TSCOTRACTOR SUPPLY CO COM
4,060$230.9M0.04%
158
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
5,800$227.9M0.04%
159
XLFFINANCIAL SELECT SECTOR SPDR FUND
4,213$227.0M0.04%
160
WCNWASTE CONNECTIONS INC COM
1,275$224.1M0.04%
161
KGCKINROSS GOLD CORP COM
8,500$211.2M0.04%
162
SILGLOBAL X SILVER MINERS ETF
2,915$208.8M0.04%
163
BKRBAKER HUGHES COMPANY CL A
4,268$207.9M0.04%
164
KMIKINDER MORGAN INC DEL COM
7,149$202.4M0.03%
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