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Portfolio (Quarterly) Guide ↗

Sunpointe, LLC

· CIK 0002012181
13F Portfolio $302M AUM 261 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New 122 Added 67 Reduced 27 Exited
Page 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ROP ROPER TECHNOLOGIES INC Industrials 467.0 $208K 0.07% +6.0 +1.3% $445.13 -26.6%
122 NOK NOKIA CORP Technology 21,664.0 $140K 0.05% +6K +34.9% $6.47 +139.1%
Page 7 of 7  ·  122 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
Technology 36.5%
Financial Services 14.7%
Consumer Cyclical 12.6%
Industrials 8.8%
Healthcare 7.6%
Communication Services 7.0%
Consumer Defensive 4.2%
Energy 3.9%
Utilities 2.5%
Basic Materials 1.9%