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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DVA DAVITA INC Healthcare 1,400.0 $311K 0.11% NEW $222.49 -17.3%
102 WY WEYERHAEUSER CO Real Estate 12,900.0 $309K 0.11% +3K +27.7% $23.94 -3.8%
103 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 5,000.0 $303K 0.10% +400.0 +8.7% $60.67 +20.0%
104 EQT EQT CORP Energy 5,355.0 $301K 0.10% NEW $56.29 -2.0%
105 JEPI J P MORGAN EXCHANGE TRADED F 5,305.0 $300K 0.10% NEW $56.47 +1.3%
106 BBY BEST BUY INC Consumer Cyclical 3,800.0 $288K 0.10% NEW $75.88 +19.0%
107 ADBE ADOBE INC Technology 1,400.0 $287K 0.10% NEW $205.02 +30.0%
108 PSA PUBLIC STORAGE Real Estate 900.0 $286K 0.10% NEW $318.31 -5.1%
109 MAS MASCO CORP Industrials 3,500.0 $285K 0.10% NEW $81.37 -10.7%
110 MCD MCDONALDS CORP Consumer Cyclical 1,026.0 $280K 0.10% +26.0 +2.6% $273.08 -6.4%
111 IXN ISHARES TR 1,935.0 $279K 0.10% NEW $144.40 -1.0%
112 EXPD EXPEDITORS INTL WASH INC Industrials 1,700.0 $277K 0.10% NEW $162.98 +15.8%
113 IEI ISHARES TR 2,300.0 $270K 0.09% $117.44 -1.5%
114 CBRE CBRE GROUP INC Real Estate 2,000.0 $269K 0.09% NEW $134.69 +9.8%
115 TPL TEXAS PACIFIC LAND CORPORATI Energy 600.0 $262K 0.09% $437.49 -17.2%
116 CSL CARLISLE COS INC Industrials 700.0 $254K 0.09% NEW $362.75 -2.9%
117 SYF SYNCHRONY FINANCIAL Financial Services 3,300.0 $251K 0.09% NEW $76.05 +5.1%
118 IXJ ISHARES TR 2,500.0 $247K 0.09% $98.97 +6.0%
119 ITA ISHARES TR 775.0 $246K 0.09% $317.97 -29.0%
120 SNA SNAP ON INC Industrials 600.0 $241K 0.08% NEW $402.40 -4.8%
Page 6 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%