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Holdings (Monthly) Guide ↗

Timber Point Global Allocations Fund

· 360 Funds
Monthly Holdings $30M AUM 52 positions Period Mar 2026 Filed May 28, 2026 EDGAR ↗ ← All Funds
All 10 New 4 Added 12 Reduced 12 Exited · Mar 2026 vs Dec 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 State Street SPDR S&P 500 ETF Trust 78462F103 Dec 2025 5,000 $3.3M -4.6% 10.98% EC
2 Federated Hermes Government Obligations Fund 60934N104 Dec 2025 3,216,638 -693,666 $3.2M -17.7% 10.87% STIV
3 Invesco S&P 500 Equal Weight ETF 46137V357 Dec 2025 8,000 +2,000 $1.5M +33.6% 5.19% EC
4 iShares 7-10 Year Treasury Bond ETF 464287440 Dec 2025 15,000 $1.4M -0.7% 4.84% EC
5 Direxion Daily S&P 500 Bull 3X ETF 25459W862 Mar 2026 7,500 NEW $1.4M 4.68% EC
6 State Street SPDR S&P Biotech ETF 78464A870 Dec 2025 9,000 $1.1M +4.8% 3.88% EC
7 Microsoft Corp 594918104 Mar 2026 3,000 NEW $1.1M 3.75% EC
8 Immix Biopharma Inc 45258H106 Dec 2025 120,000 +60,000 $1.1M +248.4% 3.69% EC
9 NVIDIA Corp 67066G104 Dec 2025 6,000 +2,500 $1.0M +60.3% 3.53% EC
10 iShares Core S&P Mid-Cap ETF 464287507 Dec 2025 14,000 $945K +2.3% 3.19% EC
11 Netflix Inc 64110L106 Mar 2026 9,500 NEW $913K 3.09% EC
12 Blackstone Secured Lending Fund 09261X102 Dec 2025 37,500 +5,000 $888K +3.8% 3.00% EC
13 iShares Expanded Tech-Software Sector ETF 464287515 Mar 2026 10,500 NEW $841K 2.84% EC
14 Boeing Co/The 097023105 Dec 2025 4,000 -3,000 $796K -47.6% 2.69% EC
15 iShares MSCI Emerging Markets ex China ETF 46434G764 Mar 2026 10,000 NEW $787K 2.66% EC
16 Vanguard Small-Cap ETF 922908751 Dec 2025 3,000 $786K +1.5% 2.65% EC
17 International Business Machines Corp 459200101 Dec 2025 3,000 -2,000 $727K -50.9% 2.46% EC
18 State Street SPDR S&P 600 Small Cap Growth ETF 78464A201 Dec 2025 7,500 $725K +2.6% 2.45% EC
19 State Street SPDR S&P Regional Banking ETF 78464A698 Dec 2025 10,000 -10,000 $652K -49.7% 2.20% EC
20 LS Opportunity Fund 92046L601 Dec 2025 33,212 $595K -0.6% 2.01% EC
21 Freeport-McMoRan Inc 35671D857 Mar 2026 10,000 NEW $588K 1.99% EC
22 iShares Core S&P Small-Cap ETF 464287804 Dec 2025 4,300 -4,200 $535K -47.7% 1.81% EC
23 Gator Capital Long/Short Fund 128819307 Dec 2025 8,374 $467K -5.6% 1.58% EC
24 VanEck Bitcoin ETF/US 92189K105 Dec 2025 24,000 $460K -22.5% 1.55% EC
25 Archer-Daniels-Midland Co 039483102 Mar 2026 6,000 NEW $436K 1.47% EC
26 VanEck Uranium and Nuclear ETF 92189F601 Dec 2025 3,000 -4,500 $400K -57.1% 1.35% EC
27 DR Horton Inc 23331A109 Mar 2026 2,800 NEW $384K 1.30% EC
28 iShares China Large-Cap ETF 464287184 Dec 2025 10,000 -15,000 $359K -62.5% 1.21% EC
29 iShares Latin America 40 ETF 464287390 Mar 2026 10,000 NEW $355K 1.20% EC
30 iShares MSCI Hong Kong ETF 464286871 Dec 2025 15,000 $346K +8.7% 1.17% EC
31 Royce Small-Cap Trust Inc 780910105 Dec 2025 16,668 $277K +3.1% 0.93% EC
32 Core Scientific Inc 21874A106 Dec 2025 15,000 $224K +2.7% 0.76% EC
33 iShares MSCI Japan ETF 46434G822 Dec 2025 2,500 -2,500 $211K -47.7% 0.71% EC
34 VanEck BDC Income ETF 92189F411 Dec 2025 15,000 $192K -9.7% 0.65% EC
35 AeroVironment Inc 008073108 Mar 2026 1,000 NEW $183K 0.62% EC
36 iShares Ethereum Trust ETF 46438R105 Dec 2025 10,000 -2,000 $158K -41.2% 0.53% EC
37 Inhibikase Therapeutics Inc 45719W205 Dec 2025 40,000 $67K -18.0% 0.23% EC
38 Washington Mutual Mortgage Pass-Through Certificates WMALT Series 2006-7 Trust 93935HAA5 Dec 2025 6,054 -24 $2K -1.6% 0.01% ABS-MBS
39 Countrywide Asset-Backed Certificates 126671UD6 Dec 2025 1,071 -3 $953 -1.3% 0.00% ABS-MBS
40 Banc of America Funding 2006-2 Trust 05949QAZ8 Dec 2025 679 -8 $599 -1.6% 0.00% ABS-MBS
Eli Lilly & Co 532457108 1,500 SOLD $1.6M
Alibaba Group Holding Ltd 01609W102 9,000 SOLD $1.3M
Tesla Inc 88160R101 2,000 SOLD $0.9M
State Street Health Care Select Sector SPDR ETF 81369Y209 5,050 SOLD $0.8M
Meta Platforms Inc 30303M102 800 SOLD $0.5M
State Street SPDR S&P Pharmaceuticals ETF 78464A722 7,500 SOLD $0.4M
abrdn Physical Palladium Shares ETF 003262102 2,000 SOLD $0.3M
PureCycle Technologies Inc 74623V103 10,000 SOLD $0.1M
Harbor Custom Development Inc 41150T306 7,500 SOLD $0.0M
Harbor Custom Development Inc 41150T207 5,714 SOLD $0.0M
Harbor Custom Development Inc 41150T116 22,500 SOLD $0.0M
Harbor Custom Development Inc 41150T124 12,500 SOLD $0.0M