Viewpoint Capital Management LLC
CIK 1906223 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $196.3M
- Posisi
- 120
- Per tanggal
- 30 Juni 2026
#6.520 dari 9.443 berdasarkan nilai 13F · top 69.0%
Nilai portofolio QoQ: -8.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 46,41%
- Bobot 25 kepemilikan teratas
- 70,81%
- Posisi di atas 1%
- 31
- Jumlah posisi efektif
- 31,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,43% Perkiraan pembelian $2.935.091 · penjualan $50.259.631
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 70,2% masih dipegang
- Posisi baru
- 6
- Meningkat
- 9
- Menurun
- 74
- Tertutup
- 21
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Retail
11,7%
Industrials
10,2%
Technology
10,1%
Financials
8,2%
Communication Services
3,3%
Healthcare
3,3%
Consumer Staples
1,8%
Financial Services
1,8%
Consumer products
1,6%
Energy
0,5%
Telecommunication
0,5%
Real Estate
0,4%
Consumer Discretionary
0,2%
Materials
0,1%
Lainnya/Tidak terpetakan
46,4%
Portofolio lengkap 120 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $18.374.346 | 9,36% | 77.093 | $-7.664.748 | Turun ×1 | ||
| VOO | $13.451.174 | 6,85% | 19.585 | $1.748.157 | |||
| NVDA NVIDIA Corporation - Common Stock | $10.146.378 | 5,17% | 50.709 | $-265.139 | Turun ×6 | ||
| IWN | $9.553.743 | 4,87% | 43.186 | $406.278 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $9.211.385 | 4,69% | 8.650 | $142.389 | Turun ×2 | ||
| BAC Bank of America Corporation Common Stock | $7.207.628 | 3,67% | 126.494 | $-637.661 | Turun ×3 | ||
| C Citigroup, Inc. Common Stock | $6.309.086 | 3,21% | 45.081 | $-341.276 | Turun ×3 | ||
| XHB XHB | $6.106.999 | 3,11% | 52.847 | $-98.935 | Turun ×1 | ||
| VSS | $5.663.369 | 2,88% | 36.706 | $97.544 | Turun ×2 | ||
| GE GE Aerospace Common Stock | $5.075.627 | 2,59% | 13.581 | $600.227 | Turun ×1 | ||
| IWM | $4.117.968 | 2,10% | 13.706 | $837.176 | Naik ×6 | ||
| GEV GE Vernova Inc. Common Stock | $4.074.623 | 2,08% | 3.468 | $580.261 | Turun ×2 | ||
| EUFN iShares MSCI Europe Financials ETF | $4.040.612 | 2,06% | 103.632 | $11.807 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $3.580.150 | 1,82% | 9.598 | $-1.442.831 | Turun ×2 | ||
| IJR | $3.544.461 | 1,81% | 23.899 | $30.342 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.536.027 | 1,80% | 10.008 | $550.201 | Turun ×1 | ||
| VB | $3.168.513 | 1,61% | 10.453 | $430.663 | |||
| PRCH Porch Group, Inc. - Common Stock | $2.995.968 | 1,53% | 199.200 | $1.559.817 | Turun ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2.935.638 | 1,50% | 11.559 | $-423.817 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2.897.773 | 1,48% | 3.935 | $586.147 | Turun ×1 | ||
| ISCV | $2.721.150 | 1,39% | 34.744 | $-434.187 | Turun ×1 | ||
| EFA | $2.658.601 | 1,35% | 25.593 | $190.722 | Naik ×4 | ||
| EEM | $2.581.725 | 1,32% | 37.739 | $192.513 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.535.399 | 1,29% | 2.710 | $-164.926 | |||
| IBB IBB | $2.525.723 | 1,29% | 13.280 | $79.762 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.444.887 | 1,25% | 8.449 | $-628.587 | Turun ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $2.345.800 | 1,19% | 15.997 | $-384.534 | Turun ×2 | ||
| KWEB | $2.277.545 | 1,16% | 93.075 | $-1.066.675 | Turun ×1 | ||
| TNA | $2.088.058 | 1,06% | 27.800 | $861.244 | |||
| HD Home Depot, Inc. (The) Common Stock | $2.069.173 | 1,05% | 5.867 | $-39.012 | Turun ×3 | ||
| FXI | $2.047.917 | 1,04% | 64.828 | $-570.019 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.806.095 | 0,92% | 5.054 | $360.864 | Naik ×4 | ||
| PEP PepsiCo, Inc. - Common Stock | $1.798.654 | 0,92% | 13.284 | $-586.330 | Turun ×2 | ||
| MS Morgan Stanley Common Stock | $1.691.970 | 0,86% | 8.094 | $-265.426 | Turun ×1 | ||
| VWO | $1.596.170 | 0,81% | 26.741 | $150.819 | |||
| DVY iShares Select Dividend ETF | $1.548.308 | 0,79% | 9.906 | $-63.646 | Turun ×1 | ||
| AIG American International Group, Inc. New Common Stock | $1.512.884 | 0,77% | 20.299 | $-1.304.777 | Turun ×2 | ||
| IEMG | $1.478.611 | 0,75% | 17.849 | $262.101 | Naik ×4 | ||
| EWG | $1.418.288 | 0,72% | 34.283 | $-329.612 | Turun ×1 | ||
| MO Altria Group, Inc. | $1.326.110 | 0,68% | 18.431 | $-305.278 | Turun ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1.321.054 | 0,67% | 22.927 | $-533.161 | Turun ×5 | ||
| XBI XBI | $1.266.000 | 0,64% | 8.000 | $244.160 | |||
| IEUR | $1.238.049 | 0,63% | 16.740 | $45.567 | Turun ×1 | ||
| TQQQ ProShares UltraPro QQQ | $1.109.700 | 0,57% | 13.700 | $538.684 | |||
| VEA | $1.093.830 | 0,56% | 15.352 | $110.074 | |||
| IWS | $1.073.521 | 0,55% | 6.522 | $9.765 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.040.029 | 0,53% | 7.607 | $-1.060.192 | Turun ×1 | ||
| EPI | $1.025.522 | 0,52% | 23.972 | $47.464 | |||
| SOFI SoFi Technologies, Inc. - Common Stock | $929.079 | 0,47% | 51.817 | $106.225 | |||
| T AT&T Inc. | $886.353 | 0,45% | 42.819 | $-588.760 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $882.487 | 0,45% | 1.567 | $-322.108 | Turun ×1 | ||
| GGLL Direxion Daily GOOGL Bull 2X Shares | $795.900 | 0,41% | 7.000 | $249.550 | |||
| JPM JP Morgan Chase & Co. Common Stock | $775.141 | 0,39% | 2.368 | $-719.248 | Turun ×6 | ||
| VUG | $726.160 | 0,37% | 8.430 | $112.470 | Naik ×1 | ||
| GLW Corning Incorporated Common Stock | $664.118 | 0,34% | 2.600 | $310.596 | |||
| BRKB | $591.461 | 0,30% | 1.182 | $42.298 | Naik ×1 | ||
| CLX Clorox Company (The) Common Stock | $557.847 | 0,28% | 5.845 | $-334.293 | Turun ×3 | ||
| ABBV AbbVie Inc. Common Stock | $541.529 | 0,28% | 2.152 | $-115.726 | Turun ×2 | ||
| JOE St. Joe Company (The) Common Stock | $512.313 | 0,26% | 8.180 | $-1.391 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $489.126 | 0,25% | 842 | Naik ×1 | |||
| KRE | $483.531 | 0,25% | 6.460 | $-38.321 | Turun ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $461.350 | 0,24% | 5.000 | $-8.550 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $450.060 | 0,23% | 445 | $-349.401 | Turun ×6 | ||
| DE Deere & Company Common Stock | $435.150 | 0,22% | 686 | $48.726 | |||
| XLF XLF | $415.049 | 0,21% | 7.742 | $-268.331 | Turun ×2 | ||
| EWN | $413.036 | 0,21% | 5.872 | $55.209 | Turun ×1 | ||
| DLS | $412.331 | 0,21% | 4.921 | $-94.681 | Turun ×1 | ||
| EWJ | $386.138 | 0,20% | 4.140 | $14.011 | Turun ×1 | ||
| VGT | $360.472 | 0,18% | 3.016 | $97.432 | Naik ×1 | ||
| WAT Waters Corporation Common Stock | $356.288 | 0,18% | 950 | $73.378 | |||
| YINN | $300.580 | 0,15% | 14.000 | ||||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $297.926 | 0,15% | 1.210 | $-120.335 | Turun ×1 | ||
| EWZ | $288.731 | 0,15% | 8.369 | $-252.914 | Turun ×2 | ||
| IAT | $285.544 | 0,15% | 4.590 | $-106.950 | Turun ×1 | ||
| EMR Emerson Electric Company Common Stock | $284.869 | 0,15% | 1.990 | $-203.181 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $282.147 | 0,14% | 2.761 | $-18.965 | Turun ×2 | ||
| GLD | $279.969 | 0,14% | 890 | $-118.049 | Turun ×1 | ||
| MMM 3M Company Common Stock | $263.913 | 0,13% | 1.630 | $-228.998 | Turun ×2 | ||
| INDY iShares India 50 ETF | $260.917 | 0,13% | 6.005 | $7.266 | |||
| DGX Quest Diagnostics Incorporated Common Stock | $254.340 | 0,13% | 1.200 | $19.164 | |||
| IAU | $253.638 | 0,13% | 3.359 | $-455.962 | Turun ×2 | ||
| NUE Nucor Corporation Common Stock | $248.366 | 0,13% | 1.115 | Naik ×1 | |||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $246.784 | 0,13% | 3.856 | $-73.597 | Turun ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $244.441 | 0,12% | 2.540 | $-82.191 | Turun ×2 | ||
| LLY Eli Lilly and Company Common Stock | $243.693 | 0,12% | 203 | ||||
| EWD | $218.862 | 0,11% | 4.379 | $-57.819 | Turun ×1 | ||
| VIS | $216.228 | 0,11% | 600 | $28.896 | |||
| KO Coca-Cola Company (The) Common Stock | $214.715 | 0,11% | 2.642 | $-135.774 | Turun ×2 | ||
| Z Zillow Group, Inc. - Class C Capital Stock | $211.940 | 0,11% | 6.724 | $-176.370 | Turun ×2 | ||
| ARKK | $208.677 | 0,11% | 2.582 | ||||
| VCR | $206.634 | 0,11% | 521 | $19.579 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $196.923 | 0,10% | 1.532 | $-229.372 | Turun ×1 | ||
| EWA | $182.195 | 0,09% | 6.470 | $-50.850 | Turun ×2 | ||
| IWF | $179.798 | 0,09% | 1.448 | $25.441 | Naik ×1 | ||
| VFH | $160.157 | 0,08% | 1.217 | $13.131 | |||
| TSLA Tesla, Inc. - Common Stock | $159.001 | 0,08% | 378 | $-753.366 | Turun ×2 | ||
| IYR | $158.181 | 0,08% | 1.547 | $-86.067 | Turun ×1 | ||
| CLOV Clover Health Investments, Corp. - Class A Common stock | $157.200 | 0,08% | 30.000 | $104.400 | |||
| DWM | $153.750 | 0,08% | 2.100 | $-132.801 | Turun ×1 | ||
| KBH KB Home Common Stock | $153.346 | 0,08% | 2.450 | $-103.852 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IWM | $4.117.968 | 2,10% | naik ×6 |
| EFA | $2.658.601 | 1,35% | naik ×4 |
| GOOGL | $1.806.095 | 0,92% | naik ×4 |
| IEMG | $1.478.611 | 0,75% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AMZN | Dipangkas | -48K | -$7.7M |
| VOO | Hanya pergerakan harga | +0 | +$1.7M |
| PRCH | Dipangkas | -1K | +$1.6M |
| MSFT | Dipangkas | -4K | -$1.4M |
| AIG | Dipangkas | -17K | -$1.3M |
| KWEB | Dipangkas | -25K | -$1.1M |
| XOM | Dipangkas | -5K | -$1.1M |
| TNA | Hanya pergerakan harga | +0 | +$861K |
| IWM | Beli lebih banyak | +477 | +$837K |
| JPM | Dipangkas | -3K | -$719K |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SPY | 30 Juni 2026 | 2.197 | $1.428.797 | Tidak lagi dilacak |
| YINN | 30 Juni 2025 | 20.780 | $861.747 | Tidak lagi dilacak |
| IWP | 30 Juni 2026 | 6.000 | $768.720 | Tidak lagi dilacak |
| CELH | 30 Juni 2025 | 15.002 | $534.371 | -29,6% |
| BABA | 30 Juni 2025 | 3.894 | $514.904 | 10,5% |
| FAS | 30 Juni 2025 | 3.200 | $506.016 | Tidak lagi dilacak |
| PLTR | 31 Maret 2026 | 2.264 | $402.426 | 19,4% |
| ISRG | 30 Juni 2026 | 675 | $311.168 | -0,7% |
| UBER | 30 Juni 2026 | 3.729 | $268.227 | 10,4% |
| IBM | 31 Maret 2026 | 810 | $239.930 | -2,6% |
| ETHE | 31 Des. 2025 | 7.000 | $239.890 | Tidak lagi dilacak |
| ESML | 31 Maret 2026 | 5.000 | $229.900 | Tidak lagi dilacak |
| BDX | 30 Juni 2025 | 1.000 | $229.060 | 38,4% |
| NFLX | 31 Des. 2025 | 191 | $228.994 | -13,9% |
| ARKK | 31 Des. 2025 | 2.582 | $222.827 | Tidak lagi dilacak |
| KMB | 31 Des. 2025 | 1.790 | $222.569 | 8,2% |
| LLY | 31 Maret 2026 | 206 | $221.384 | 37,9% |
| NFLX | 30 Juni 2026 | 2.282 | $219.414 | 13,0% |
| VZ | 30 Juni 2026 | 4.352 | $218.491 | 16,7% |
| VZ | 31 Des. 2025 | 4.840 | $212.698 | 21,3% |
| ESML | 31 Maret 2025 | 5.000 | $210.250 | Tidak lagi dilacak |
| GPC | 30 Juni 2025 | 1.740 | $207.304 | 8,7% |
| JD | 30 Juni 2025 | 5.000 | $205.600 | -10,7% |
| DPST | 30 Juni 2025 | 2.200 | $190.476 | Tidak lagi dilacak |
| TIP | 30 Juni 2026 | 1.550 | $171.058 | Tidak lagi dilacak |
| NIO | 31 Maret 2026 | 30.000 | $153.000 | -24,0% |
| BMNG | 30 Juni 2026 | 111.300 | $134.673 | |
| BHC | 31 Des. 2025 | 17.900 | $115.455 | -1,5% |
| BB | 30 Juni 2025 | 20.000 | $75.400 | 80,8% |
| EWW | 30 Sep. 2025 | 500 | $30.280 | Tidak lagi dilacak |
| DEM | 30 Juni 2026 | 580 | $28.820 | Tidak lagi dilacak |
| EWY | 30 Juni 2026 | 201 | $24.725 | Tidak lagi dilacak |
| IUSV | 30 Juni 2026 | 180 | $18.405 | |
| KBE | 30 Juni 2026 | 275 | $16.376 | Tidak lagi dilacak |
| IJS | 30 Sep. 2025 | 150 | $14.924 | Tidak lagi dilacak |
| IVV | 31 Des. 2025 | 18 | $12.047 | Tidak lagi dilacak |
| MUB | 30 Juni 2026 | 100 | $10.615 | Tidak lagi dilacak |
| MBB | 31 Des. 2025 | 107 | $10.181 | |
| IEF | 31 Des. 2025 | 104 | $10.032 | |
| EFV | 31 Des. 2025 | 136 | $9.225 | Tidak lagi dilacak |
| IVW | 31 Des. 2025 | 73 | $8.813 | Tidak lagi dilacak |
| IVE | 31 Des. 2025 | 37 | $7.641 | Tidak lagi dilacak |
| XLB | 30 Juni 2026 | 120 | $5.996 | Tidak lagi dilacak |
| IGSB | 31 Des. 2025 | 113 | $5.992 | |
| IUSB | 31 Des. 2025 | 117 | $5.465 | |
| SUB | 31 Maret 2026 | 50 | $5.335 | Tidak lagi dilacak |
| USIG | 31 Des. 2025 | 97 | $5.065 | |
| VGK | 30 Juni 2026 | 50 | $4.122 | Tidak lagi dilacak |
| OEF | 31 Des. 2025 | 11 | $3.661 | Tidak lagi dilacak |
| EFG | 31 Des. 2025 | 28 | $3.189 | Tidak lagi dilacak |
| VO | 30 Juni 2026 | 9 | $2.585 | Tidak lagi dilacak |
| TLH | 31 Des. 2025 | 21 | $2.163 | Tidak lagi dilacak |
| IYH | 30 Juni 2026 | 20 | $1.233 | Tidak lagi dilacak |
| EMB | 31 Des. 2025 | 4 | $381 | |
| IYW | 30 Juni 2026 | 2 | $363 | Tidak lagi dilacak |
| VNQ | 30 Juni 2026 | 3 | $266 | Tidak lagi dilacak |
| LQD | 30 Juni 2026 | 1 | $109 | Tidak lagi dilacak |
| ICLN | 30 Juni 2026 | 2 | $38 |