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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 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORP NEW Energy 11,698.0 $2.0M 0.68% $167.11 +27.0%
42 SU SUNCOR ENERGY INC NEW Energy 30,635.0 $1.6M 0.57% +250.0 +0.8% $53.57 +28.4%
43 VGK VANGUARD INTL EQUITY INDEX F 18,000.0 $1.6M 0.55% -4K -16.3% $88.35 +2.9%
44 BNS BANK NOVA SCOTIA B C Financial Services 17,381.0 $1.5M 0.52% -1K -5.4% $86.59 +6.9%
45 AEM AGNICO EAGLE MINES LTD Basic Materials 10,959.0 $1.5M 0.52% $136.41 +43.8%
46 LEMB ISHARES INC 27,600.0 $1.2M 0.40% -4K -12.9% $42.43 +1.5%
47 BMO BANK MONTREAL MEDIUM Financial Services 6,534.0 $1.1M 0.40% $175.86 -2.4%
48 VT VANGUARD INTL EQUITY INDEX F 7,300.0 $1.1M 0.40% -200.0 -2.7% $156.76 +2.0%
49 PAA PLAINS ALL AMERN PIPELINE L Energy 46,200.0 $1.0M 0.35% +32K +214.3% $22.26 +15.7%
50 VPL VANGUARD INTL EQUITY INDEX F 7,771.0 $897K 0.31% -3K -27.9% $115.41 -0.3%
51 TS TENARIS S A Energy 14,200.0 $788K 0.27% NEW $55.49 +0.2%
52 BND VANGUARD BD INDEX FDS 10,682.0 $784K 0.27% $73.41 -2.2%
53 SHEL SHELL PLC Energy 10,100.0 $783K 0.27% +7K +215.6% $77.54 +20.6%
54 CCJ CAMECO CORP Energy 7,127.0 $724K 0.25% +1K +24.4% $101.54 -5.5%
55 MA MASTERCARD INCORPORATED Financial Services 1,300.0 $689K 0.24% $530.07 +10.9%
56 EIX EDISON INTL Utilities 8,500.0 $633K 0.22% -4K -29.8% $74.45 -25.7%
57 MU MICRON TECHNOLOGY INC Technology 400.0 $618K 0.21% NEW $1544.39 -38.7%
58 GDX VANECK ETF TRUST 7,985.0 $602K 0.21% $75.39 +28.8%
59 E ENI SPA Energy 12,700.0 $595K 0.20% +7K +126.8% $46.86 +18.4%
60 FTS FORTIS INC Utilities 10,173.0 $581K 0.20% -74.0 -0.7% $57.14 -3.6%
Page 3 of 7  ·  127 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%