Pointe Capital Management LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$201.6M

Holdings

154

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (154 positions)

#StockSharesValue% PortfolioType
1
IWFISHARES RUSSELL 1000 GROWTH SHS
38,644$18.3M9.07%
2
VYMVANGUARD HIGH DIVIDEND YIELD INDEX SHS
98,378$14.1M7.00%
3
VCSHVANGUARD SHORT-TERM CORPORATE BOND SHS
138,970$11.1M5.50%
4
SHYISHARES 1-3 YR TREASURY BOND SHS
109,248$9.0M4.49%
5
IEMGISHARES CORE MSCI EMERGING MARKETS SHS
94,354$6.3M3.15%
6
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
12,600$6.3M3.14%
7
IWDISHARES RUSSELL 1000 VALUE SHS
30,093$6.3M3.14%
8
AAPLAPPLE INC
22,355$6.1M3.01%
9
GQ9SPDR GOLD SHS
14,924$5.9M2.93%
10
MSFTMICROSOFT
9,213$4.5M2.21%
11
GOOGALPHABET INC CAP STK CL C
10,154$3.2M1.58%
12
JPMJPMORGAN CHASE & CO. COM
9,875$3.2M1.58%
13
EFAISHARES MSCI EAFE SHS
31,415$3.0M1.50%
14
RTXRTX CORPORATION COM
16,366$3.0M1.49%
15
COSTCOSTCO WHOLESALE CORP
3,285$2.8M1.40%
16
IWPISHARES RUSSELL MIDCAP GROWTH SHS
20,034$2.7M1.36%
17
SCZISHARES MSCI EAFE SMALL CAP SHS
35,285$2.7M1.36%
18
AMZNAMAZON.COM INC
10,572$2.4M1.21%
19
AGGISHARES AGGREGATE BOND SHS
23,244$2.3M1.15%
20
CSQCALAMOS STRATEGIC TOTAL RETURN FD
112,843$2.2M1.07%
21
GOOGLGOOGLE INC
6,837$2.1M1.06%
22
IWMISHARES RUSSELL 2000 SHS
8,419$2.1M1.03%
23
IWSISHARES RUSSELL MIDCAP VALUE INDEX
14,327$2.0M1.00%
24
IWNISHARES RUSSELL 2000 VALUE
11,016$2.0M0.99%
25
NVDANVIDIA CORPORATION COM
9,672$1.8M0.89%
26
XETYXEATON VANCE TAX MANAGED
115,322$1.8M0.88%
27
METAMETA PLATFORMS INC CL A
2,485$1.6M0.81%
28
IWOISHARES RUSSELL 2000 GROWTH INDEX
4,734$1.5M0.76%
29
ORCLORACLE CORPORATION
7,798$1.5M0.75%
30
MAMASTERCARD INC
2,605$1.5M0.74%
31
IJHISHARES CORE S&P MID CAP SHS
22,470$1.5M0.74%
32
XEXGXEATON VANCE TAX MANAGED GLOBAL EQUITY
145,488$1.4M0.69%
33
GSGOLDMAN SACHS GROUP INC
1,547$1.4M0.67%
34
TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL SHS
33,648$1.4M0.67%
35
LLYELI LILLY & CO COM
1,215$1.3M0.65%
36
BKRBAKER HUGHES INC
28,593$1.3M0.65%
37
TJXTJX COS INC NEW COM
8,478$1.3M0.65%
38
AMLPALPS TRUST SHS ALERIAN MLP
26,732$1.3M0.62%
39
VTIVANGUARD TOTAL COM MARKET SHS
3,455$1.2M0.57%
40
VVISA INC
3,055$1.1M0.53%
41
WFCWELLS FARGO & CO COM
11,432$1.1M0.53%
42
LINLINDE PLC SHS
2,439$1.0M0.52%
43
NFLXNSHSLIX COM INC
10,920$1.0M0.51%
44
GEGE AEROSPACE COM NEW
3,246$999K0.50%
45
CSCOCISCO SYS INC
12,723$980K0.49%
46
ORLYO REILLY AUTOMOTIVE INC
10,320$941K0.47%
47
JEPIJPMORGAN EQUITY PREMIUM INCOME SHS
16,290$932K0.46%
48
EPDENTERPRISE PRODS PARTNERS L P
29,061$931K0.46%
49
XOMEXXON MOBIL CORP COM
7,636$918K0.46%
50
CRMSALESFORCE COM
3,341$885K0.44%
51
BACBANK AMERICA CORP COM
15,852$871K0.43%
52
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL SHS
9,408$859K0.43%
53
FLTRVANECK IG FLOATING RATE SHS
33,074$842K0.42%
54
BABOEING CO COM
3,803$825K0.41%
55
ADIANALOG DEVICES INC COM
2,852$773K0.38%
56
SPYSPDR S&P 500 SHS
1,104$752K0.37%
57
UNPUNION PAC CORP COM
3,228$746K0.37%
58
JCIJOHNSON CTLS INC
5,899$706K0.35%
59
SYKSTRYKER CORP
1,994$700K0.35%
60
EFVISHARES MSCI EAFE VALUE INDEX SHS
9,564$682K0.34%
61
A4SAMERIPRISE FINANCIAL INC.
1,372$672K0.33%
62
MDLZMONDELEZ INTL INC CL A
12,387$666K0.33%
63
COPCONOCOPHILLIPS COM
7,062$661K0.33%
64
WMBWILLIAMS COS INC COM
10,887$654K0.32%
65
REGNREGENERON PHARMACEUTICALS COM
846$653K0.32%
66
VBRVANGUARD SMALL CAP VALUE SHS
3,074$651K0.32%
67
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
39,008$643K0.32%
68
ICEINTERCONTINENTALEXCHINTL
3,909$633K0.31%
69
VUGVANGUARD GROWTH SHS
1,295$631K0.31%
70
SCHWCHARLES SCHWAB CORP
6,168$616K0.31%
71
ODFLOLD DOMINION FREIGHT LINE INC COM
3,834$601K0.30%
72
EFGISHARES MSCI EAFE GROWTH INDEX SHS
5,269$600K0.30%
73
PEPPEPSICO INC COM
4,129$592K0.29%
74
VIGVANGUARD DIVIDEND APPRECIATION SHS
2,690$591K0.29%
75
COFCAPITAL ONE FINANCIAL CORP
2,412$584K0.29%
76
GEVGE VERNOVA INC COM
865$565K0.28%
77
ETNEATON CORP PLC SHS
1,766$562K0.28%
78
TXNTEXAS INSTRS INC COM
3,232$560K0.28%
79
LNGCHENIERE ENERGY INC COM NEW
2,872$558K0.28%
80
IVVISHARES S&P 500 INDEX
802$549K0.27%
81
NFJVIRTUS DIVIDEND INTEREST & PR COM
42,556$548K0.27%
82
CVXCHEVRON CORP NEW COM
3,530$538K0.27%
83
AZNASTRAZENECA PLC- SPONS ADR
5,842$537K0.27%
84
ETJEATON VANCE RISK MANAGED DIVERSIFIED EQUITY
60,155$530K0.26%
85
TRVCCITIGROUP INC
4,503$525K0.26%
86
IRTINDEPENDENCE RLTY TR INC COM
29,565$516K0.26%
87
IWBISHARES RUSSELL 1000 SHS
1,329$496K0.25%
88
DHRDANAHER CORP
2,158$494K0.25%
89
SRESEMPRA ENERGY
5,593$493K0.24%
90
ABTABBOTT LABS COM
3,942$493K0.24%
91
PGPROCTER & GAMBLE CO COM
3,394$486K0.24%
92
SOFISOFI TECHNOLOGIES INC COM
18,490$484K0.24%
93
FDXFEDEX CORP
1,664$480K0.24%
94
UNHUNITEDHEALTH GROUP
1,416$467K0.23%
95
DISDISNEY WALT CO COM
4,090$465K0.23%
96
BSVVANGUARD SHORT TERM BOND
5,860$461K0.23%
97
OKEONEOK INC NEW COM
6,217$456K0.23%
98
HACKAMPLIFY CYBERSECURITY SHS
5,611$450K0.22%
99
CBCHUBB LIMITED COM
1,439$449K0.22%
100
CARRCARRIER GLOBAL CORPORATION COM
8,223$434K0.22%
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