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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 MELI MERCADOLIBRE INC Consumer Cyclical 249 $582K 0.21% SOLD
2 PZZA PAPA JOHNS INTL INC Consumer Cyclical 11,057 $532K 0.19% SOLD
3 RBLX ROBLOX CORP Technology 3,408 $472K 0.17% SOLD
4 TTE TOTALENERGIES SE Energy 7,317 $444K 0.16% SOLD
5 QQQI NEOS ETF TRUST 7,928 $430K 0.15% SOLD
6 PM PHILIP MORRIS INTL INC Consumer Defensive 2,507 $407K 0.15% SOLD
7 FISV FISERV INC Technology 3,143 $405K 0.15% SOLD
8 EAT BRINKER INTL INC Consumer Cyclical 3,169 $401K 0.14% SOLD
9 VRT VERTIV HOLDINGS CO Industrials 2,505 $378K 0.14% SOLD
10 NEBIUS GROUP N.V. 2,901 $326K 0.12% SOLD
11 SYY SYSCO CORP Consumer Defensive 3,581 $295K 0.11% SOLD
12 WM WASTE MGMT INC DEL Industrials 1,227 $271K 0.10% SOLD
13 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,927 $242K 0.09% SOLD
14 WMB WILLIAMS COS INC Energy 3,810 $241K 0.09% SOLD
15 MSI MOTOROLA SOLUTIONS INC Technology 518 $237K 0.09% SOLD
16 LIN LINDE PLC Basic Materials 452 $215K 0.08% SOLD
17 CRCL CIRCLE INTERNET GROUP INC Financial Services 1,600 $212K 0.08% SOLD
18 AON AON PLC Financial Services 593 $212K 0.08% SOLD
19 TMUS T-MOBILE US INC Communication Services 878 $210K 0.08% SOLD
20 SO SOUTHERN CO Utilities 2,215 $210K 0.08% SOLD
Page 1 of 2  ·  27 positions
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%