Pointe Capital Management LLC

CIK: 0001640335Latest portfolio: $201.6M · Q4 2025

Holdings

154

Total Value

$201.6M

New Positions

8

Closed Positions

8

#StockSharesValue% PortfolioChangeType
1
IWFISHARES RUSSELL 1000 GROWTH SHS
38,644$18.3M9.07%+1K
2
VYMVANGUARD HIGH DIVIDEND YIELD INDEX SHS
98,378$14.1M7.00%-786
3
VCSHVANGUARD SHORT-TERM CORPORATE BOND SHS
138,970$11.1M5.50%+17K
4
SHYISHARES 1-3 YR TREASURY BOND SHS
109,248$9.0M4.49%+20K
5
IEMGISHARES CORE MSCI EMERGING MARKETS SHS
94,354$6.3M3.15%+2K
6
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
12,600$6.3M3.14%-1,173
7
IWDISHARES RUSSELL 1000 VALUE SHS
30,093$6.3M3.14%+2K
8
AAPLAPPLE INC
22,355$6.1M3.01%
9
GQ9SPDR GOLD SHS
14,924$5.9M2.93%-126
10
MSFTMICROSOFT
9,213$4.5M2.21%-96
11
GOOGALPHABET INC CAP STK CL C
10,154$3.2M1.58%-397
12
JPMJPMORGAN CHASE & CO. COM
9,875$3.2M1.58%-68
13
EFAISHARES MSCI EAFE SHS
31,415$3.0M1.50%+3K
14
RTXRTX CORPORATION COM
16,366$3.0M1.49%-572
15
COSTCOSTCO WHOLESALE CORP
3,285$2.8M1.40%
16
IWPISHARES RUSSELL MIDCAP GROWTH SHS
20,034$2.7M1.36%+1K
17
SCZISHARES MSCI EAFE SMALL CAP SHS
35,285$2.7M1.36%+2K
18
AMZNAMAZON.COM INC
10,572$2.4M1.21%-299
19
AGGISHARES AGGREGATE BOND SHS
23,244$2.3M1.15%+2K
20
CSQCALAMOS STRATEGIC TOTAL RETURN FD
112,843$2.2M1.07%-18,378
21
GOOGLGOOGLE INC
6,837$2.1M1.06%-31
22
IWMISHARES RUSSELL 2000 SHS
8,419$2.1M1.03%+1K
23
IWSISHARES RUSSELL MIDCAP VALUE INDEX
14,327$2.0M1.00%+1K
24
IWNISHARES RUSSELL 2000 VALUE
11,016$2.0M0.99%+580
25
NVDANVIDIA CORPORATION COM
9,672$1.8M0.89%-213

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
VCSH139K+17K
NFLX11K+10K
XEVVX26K+5K
IJH22K+3K
EFA31K+3K
AMLP27K+2K
SCZ35K+2K
AGG23K+2K
TOTL34K+2K
IWD30K+2K

Decreased Positions

NameSharesChange
CRGY13K-24540
XETYX115K-20860
CSQ113K-18378
NFJ43K-17612
XEXGX145K-14044
ETJ60K-8888
KMI10K-7947
WMB11K-6454
ET39K-5210
EPD29K-3976

Sector Breakdown

Financial Services0.0% ($1.8290141191108094e+203T)
Technology0.0% ($6.07744551803152e+33T)
Unknown0.0% ($6.333591417691386e+30T)
Industrials0.0% ($3.0019998257467066e+27T)
Healthcare0.0% ($1.3057006535374945e+24T)
Energy0.0% ($1.3029319186616547e+24T)
Consumer Cyclical0.0% ($2.4401302941313297e+22T)
Consumer Defensive0.0% ($2832666592486.4T)
Communication Services0.0% ($3186213916.4T)
Utilities0.0% ($565493429.4T)
Basic Materials0.0% ($1.0T)
Real Estate0.0% ($516.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$201.6M154
Q3 2025Nov 24, 2025$204.5B154
Q2 2025Aug 5, 2025$192.6B155
Q1 2025May 1, 2025$170.9B153
Q4 2024Feb 5, 2025$174.1B159

Fund Information

CIK0001640335
Most Recent FilingFeb 17, 2026
Number of Filings5

Pointe Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $201.6M across 154 holdings. The largest position is ISHARES RUSSELL 1000 GROWTH SHS (IWF), representing 9.1% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.