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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVE CENOVUS ENERGY INC Energy 9,700.0 $239K 0.08% NEW $24.67 +33.1%
122 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 9,400.0 $236K 0.08% NEW $25.06 +15.8%
123 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,000.0 $233K 0.08% NEW $233.10 -4.4%
124 DHI D R HORTON INC Consumer Cyclical 1,400.0 $228K 0.08% NEW $162.88 -12.4%
125 LEN LENNAR CORP Consumer Cyclical 2,500.0 $226K 0.08% NEW $90.49 -7.4%
126 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 100.0 $208K 0.07% NEW $2080.79 +4.6%
127 RL RALPH LAUREN CORP Consumer Cyclical 500.0 $201K 0.07% NEW $401.41 -15.4%
Page 7 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%