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Portfolio (Quarterly) Guide ↗

VIEWPOINT INVESTMENT PARTNERS CORP

· CIK 0001767457
13F Portfolio $216M AUM 97 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 29 Added 20 Reduced 10 Exited
Page 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HCA HCA Healthcare Inc Healthcare 700.0 $242K 0.11% +200.0 +40.0% $346.41 +13.2%
82 PAA Plains All Amern Pipeline L Energy 14,700.0 $240K 0.11% +2K +18.6% $16.35 +40.5%
83 CF CF Inds Hldgs Inc Basic Materials 2,500.0 $238K 0.11% -400.0 -13.8% $95.05 +22.4%
84 IXJ iShares Tr 2,500.0 $236K 0.11% NEW $94.30 -0.2%
85 E Eni SPA Energy 5,600.0 $232K 0.11% -2K -28.2% $41.44 +26.6%
86 FOXA Fox Corp Communication Services 5,300.0 $227K 0.10% +2K +82.8% $42.75 +53.2%
87 CHTR Charter Communications Inc N Communication Services 1,400.0 $221K 0.10% +200.0 +16.7% $158.02 -6.9%
88 ITA iShares Tr 775.0 $219K 0.10% NEW $282.43 -18.4%
89 SHEL Shell PLC Energy 3,200.0 $218K 0.10% -500.0 -13.5% $68.08 +23.1%
90 YUMC Yum China Hldgs Inc Consumer Cyclical 6,000.0 $214K 0.10% NEW $35.71 +23.9%
91 RIO Rio Tinto PLC Basic Materials 3,100.0 $212K 0.10% -900.0 -22.5% $68.29 +56.1%
92 COP Conocophillips Energy 1,593.0 $210K 0.10% NEW $131.96 -12.8%
93 RS Reliance Inc Basic Materials 900.0 $200K 0.09% +200.0 +28.6% $222.54 +70.0%
94 ERIC Telefonaktiebolaget LM Erics Technology 22,100.0 $182K 0.09% -700.0 -3.1% $8.26 +57.9%
95 WY Weyerhaeuser Co Real Estate 10,100.0 $181K 0.08% NEW $17.88 +33.2%
96 Aegon Ltd 30,100.0 $160K 0.07% +10K +53.6% $5.31
97 IHI iShares Tr 61,974.0 $151K 0.07% -12K -16.6% $2.43 +1923.0%
Page 5 of 5  ·  97 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 30.1%
Financial Services 20.5%
Technology 12.0%
Basic Materials 11.0%
Communication Services 8.1%
Consumer Defensive 6.6%
Healthcare 4.7%
Utilities 3.5%
Industrials 2.4%
Consumer Cyclical 1.0%