Viewpoint Capital Management LLC
CIK: 0001906223SEC EDGAR →
Portfolio Value
$230.9M
Holdings
134
As of
Q4 2025
New Positions
134
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 124,763 | $28.8M | 12.47% |
| 2 | VANGUARD INDEX FDS | 19,585 | $12.3M | 5.32% |
| 3 | NVIDIA CORPORATION | 60,009 | $11.2M | 4.85% |
| 4 | BANK AMERICA CORP | 165,284 | $9.1M | 3.94% |
| 5 | ISHARES TR | 47,566 | $8.6M | 3.73% |
| 6 | TESLA INC | 18,648 | $8.4M | 3.63% |
| 7 | CATERPILLAR INC | 12,806 | $7.3M | 3.18% |
| 8 | CITIGROUP INC | 60,890 | $7.1M | 3.08% |
| 9 | MICROSOFT CORP | 13,682 | $6.6M | 2.87% |
| 10 | SPDR SERIES TRUST | 59,209 | $6.1M | 2.64% |
Quarterly Changes
New Positions (134)
$28.8M · 125K shares
$12.3M · 20K shares
$11.2M · 60K shares
$9.1M · 165K shares
$8.6M · 48K shares
$8.4M · 19K shares
$7.3M · 13K shares
$7.1M · 61K shares
$6.6M · 14K shares
$6.1M · 59K shares
$5.6M · 39K shares
$4.9M · 16K shares
$4.7M · 127K shares
$3.8M · 113K shares
$3.6M · 13K shares
$3.5M · 41K shares
$3.4M · 28K shares
$3.3M · 17K shares
$3.1M · 45K shares
$3.0M · 14K shares
$2.9M · 9K shares
$2.9M · 12K shares
$2.9M · 75K shares
$2.8M · 20K shares
$2.7M · 10K shares
$2.6M · 4K shares
$2.3M · 14K shares
$2.3M · 3K shares
$2.3M · 4K shares
$2.3M · 24K shares
$2.3M · 16K shares
$2.3M · 7K shares
$2.2M · 40K shares
$2.1M · 12K shares
$2.1M · 6K shares
$1.9M · 209K shares
$1.8M · 43K shares
$1.7M · 32K shares
$1.6M · 61K shares
$1.6M · 5K shares
$1.5M · 2K shares
$1.5M · 12K shares
$1.5M · 10K shares
$1.4M · 27K shares
$1.4M · 24K shares
$1.3M · 2K shares
$1.2M · 10K shares
$1.2M · 48K shares
$1.2M · 17K shares
$1.2M · 26K shares
$1.1M · 24K shares
$1.1M · 16K shares
$1.0M · 7K shares
$977K · 10K shares
$958K · 15K shares
$940K · 1K shares
$821K · 6K shares
$780K · 14K shares
$748K · 14K shares
$701K · 10K shares
$698K · 3K shares
$685K · 1K shares
$678K · 7K shares
$669K · 8K shares
$663K · 4K shares
$576K · 1K shares
$519K · 8K shares
$503K · 6K shares
$499K · 5K shares
$497K · 8K shares
$494K · 4K shares
$462K · 4K shares
$450K · 14K shares
$435K · 9K shares
$419K · 2K shares
$402K · 2K shares
$402K · 7K shares
$392K · 6K shares
$382K · 675 shares
$380K · 5K shares
$372K · 4K shares
$356K · 900 shares
$355K · 4K shares
$354K · 6K shares
$319K · 686 shares
$309K · 815 shares
$304K · 4K shares
$295K · 6K shares
$284K · 377 shares
$283K · 3K shares
$281K · 4K shares
$280K · 5K shares
$279K · 6K shares
$261K · 6K shares
$242K · 3K shares
$239K · 810 shares
$229K · 5K shares
$227K · 3K shares
$222K · 8K shares
$221K · 206 shares
$208K · 1K shares
$205K · 521 shares
$203K · 2K shares
$179K · 600 shares
$171K · 362 shares
$162K · 1K shares
$153K · 30K shares
$133K · 2K shares
$132K · 6K shares
$131K · 3K shares
$95K · 3K shares
$95K · 24K shares
$95K · 30K shares
$71K · 213 shares
$70K · 30K shares
$52K · 1K shares
$40K · 16K shares
$37K · 540 shares
$34K · 235 shares
$27K · 580 shares
$19K · 100 shares
$18K · 180 shares
$17K · 160 shares
$16K · 275 shares
$10K · 100 shares
$7K · 142 shares
$5K · 120 shares
$5K · 50 shares
$4K · 50 shares
$2K · 9 shares
$1K · 20 shares
$0 · 1 shares
$0 · 2 shares
$0 · 2 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $103.2M | 44.7% |
| Consumer Cyclical | 6 | $40.2M | 17.4% |
| Technology | 9 | $27.7M | 12.0% |
| Unknown | 9 | $15.1M | 6.6% |
| Industrials | 5 | $13.7M | 5.9% |
| Consumer Defensive | 8 | $10.7M | 4.6% |
| Communication Services | 6 | $8.2M | 3.6% |
| Healthcare | 11 | $7.4M | 3.2% |
| Utilities | 1 | $2.6M | 1.1% |
| Energy | 1 | $1.5M | 0.6% |
| Real Estate | 1 | $497K | 0.2% |