BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

VIEWPOINT INVESTMENT PARTNERS CORP

· CIK 0001767457
13F Portfolio $290M AUM 127 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 37 Added 21 Reduced 8 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPI J P MORGAN EXCHANGE TRADED F 5,305.0 $300K 0.10% NEW $56.47 +1.4%
22 BBY BEST BUY INC Consumer Cyclical 3,800.0 $288K 0.10% NEW $75.88 +17.9%
23 ADBE ADOBE INC Technology 1,400.0 $287K 0.10% NEW $205.02 +29.6%
24 PSA PUBLIC STORAGE Real Estate 900.0 $286K 0.10% NEW $318.31 -3.9%
25 MAS MASCO CORP Industrials 3,500.0 $285K 0.10% NEW $81.37 -11.0%
26 IXN ISHARES TR 1,935.0 $279K 0.10% NEW $144.40 -1.3%
27 EXPD EXPEDITORS INTL WASH INC Industrials 1,700.0 $277K 0.10% NEW $162.98 +15.9%
28 CBRE CBRE GROUP INC Real Estate 2,000.0 $269K 0.09% NEW $134.69 +8.6%
29 CSL CARLISLE COS INC Industrials 700.0 $254K 0.09% NEW $362.75 -3.3%
30 SYF SYNCHRONY FINANCIAL Financial Services 3,300.0 $251K 0.09% NEW $76.05 +5.0%
31 SNA SNAP ON INC Industrials 600.0 $241K 0.08% NEW $402.40 -4.4%
32 CVE CENOVUS ENERGY INC Energy 9,700.0 $239K 0.08% NEW $24.67 +31.8%
33 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 9,400.0 $236K 0.08% NEW $25.06 +17.5%
34 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,000.0 $233K 0.08% NEW $233.10 -3.1%
35 DHI D R HORTON INC Consumer Cyclical 1,400.0 $228K 0.08% NEW $162.88 -12.0%
36 LEN LENNAR CORP Consumer Cyclical 2,500.0 $226K 0.08% NEW $90.49 -7.1%
37 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 100.0 $208K 0.07% NEW $2080.79 +6.2%
38 RL RALPH LAUREN CORP Consumer Cyclical 500.0 $201K 0.07% NEW $401.41 -12.4%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 27.4%
Financial Services 20.4%
Technology 13.2%
Basic Materials 10.3%
Communication Services 6.7%
Healthcare 5.1%
Consumer Defensive 5.1%
Utilities 4.3%
Industrials 3.3%
Consumer Cyclical 2.7%