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Portfolio (Quarterly) Guide ↗

Viewpoint Capital Management LLC

· CIK 0001906223
13F Portfolio $231M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTV VANGUARD INDEX FDS 100.0 $19K 0.01% NEW $190.99 +10.8%
122 IUSV ISHARES TR 180.0 $18K 0.01% NEW $102.54 +7.7%
123 EIS ISHARES INC 160.0 $18K 0.01% NEW $110.03 +24.9%
124 KBE SPDR SERIES TRUST 275.0 $17K 0.01% NEW $60.69 +4.6%
125 MUB ISHARES TR 100.0 $11K 0.01% NEW $107.11 -0.0%
126 IGIB ISHARES TR 142.0 $8K 0.00% NEW $53.88 -1.2%
127 XLB SELECT SECTOR SPDR TR 120.0 $5K 0.00% NEW $45.35 +13.1%
128 SUB ISHARES TR 50.0 $5K 0.00% NEW $106.70 -0.2%
129 VGK VANGUARD INTL EQUITY INDEX F 50.0 $4K 0.00% NEW $83.62 +6.4%
130 VO VANGUARD INDEX FDS 9.0 $3K 0.00% NEW $290.22 -72.9%
131 IYH ISHARES TR 20.0 $1K 0.00% NEW $65.10 -2.5%
132 IYW ISHARES TR 2.0 $399.0 NEW $199.50 +25.1%
133 EWY ISHARES INC 1.0 $97.0 NEW $97.00 +111.5%
134 ICLN ISHARES TR 2.0 $34.0 NEW $17.00 +38.3%
Page 7 of 7  ·  134 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
Consumer Cyclical 27.8%
Financial Services 22.2%
Technology 19.2%
Industrials 9.5%
Consumer Defensive 7.4%
Communication Services 5.7%
Healthcare 5.1%
Utilities 1.8%
Energy 1.0%
Real Estate 0.3%