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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HCA HCA HEALTHCARE INC Healthcare 1,000.0 $390K 0.14% +300.0 +42.9% $389.89 +3.9%
82 BN BROOKFIELD CORP Financial Services 9,143.0 $388K 0.13% $42.49 -5.1%
83 EQR EQUITY RESIDENTIAL Real Estate 5,700.0 $387K 0.13% NEW $67.93 -4.1%
84 EBAY EBAY INC. Consumer Cyclical 3,400.0 $380K 0.13% -900.0 -20.9% $111.75 -7.5%
85 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 33,400.0 $372K 0.13% +11K +51.1% $11.15 -9.4%
86 PG PROCTER AND GAMBLE CO Consumer Defensive 2,445.0 $371K 0.13% $151.57 -3.4%
87 MO ALTRIA GROUP INC Consumer Defensive 4,900.0 $362K 0.12% -2K -26.9% $73.80 -6.7%
88 ULTA ULTA BEAUTY INC Consumer Cyclical 800.0 $361K 0.12% NEW $450.98 +25.1%
89 BROOKFIELD ASSET MANAGMT LTD 7,848.0 $351K 0.12% -75.0 -0.9% $44.69
90 GDDY GODADDY INC Technology 4,100.0 $348K 0.12% NEW $84.88 +19.4%
91 SNX TD SYNNEX CORPORATION Technology 1,300.0 $348K 0.12% NEW $267.34 -1.8%
92 OMC OMNICOM GROUP INC Communication Services 4,700.0 $342K 0.12% -200.0 -4.1% $72.83 +13.4%
93 RS RELIANCE INC Basic Materials 900.0 $336K 0.12% $373.60 +7.2%
94 KR KROGER CO Consumer Defensive 6,000.0 $333K 0.12% +900.0 +17.6% $55.53 +5.5%
95 IEF ISHARES TR 3,522.0 $333K 0.12% NEW $94.57 -2.5%
96 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,300.0 $333K 0.12% NEW $255.89 +16.5%
97 BTI BRITISH AMER TOB PLC Consumer Defensive 5,300.0 $327K 0.11% -3K -36.9% $61.76 -10.4%
98 PRU PRUDENTIAL FINL INC Financial Services 3,000.0 $324K 0.11% NEW $107.93 +13.1%
99 GIS GENERAL MLS INC Consumer Defensive 9,300.0 $324K 0.11% -3K -26.2% $34.80 +10.0%
100 LEIDOS HOLDINGS INC 3,100.0 $319K 0.11% NEW $102.97
Page 5 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%