Portfolio (Quarterly)
Guide ↗
Sunpointe, LLC
· CIK 0002012181| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BMO | BANK MONTREAL QUE | Financial Services | 1,599 | $208K | 0.07% | SOLD |
| 22 | — | CANADIAN PACIFIC KANSAS CITY | — | 2,735 | $204K | 0.07% | SOLD |
| 23 | XERS | XERIS BIOPHARMA HOLDINGS INC | Healthcare | 21,000 | $171K | 0.06% | SOLD |
| 24 | PMO | PUTNAM MUN OPPORTUNITIES TR | Financial Services | 15,360 | $159K | 0.06% | SOLD |
| 25 | ITUB | ITAU UNIBANCO HLDG S A | Financial Services | 10,777 | $79K | 0.03% | SOLD |
| 26 | — | TELEFONICA S A | — | 12,708 | $65K | 0.02% | SOLD |
| 27 | WIT | WIPRO LTD | Technology | 11,248 | $30K | 0.01% | SOLD |
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%