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Portfolio (Quarterly) Guide ↗

Sunpointe, LLC

· CIK 0002012181
13F Portfolio $352M AUM 281 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 70 New 75 Added 95 Reduced 50 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SHOP SHOPIFY INC Technology 1,856 $299K 0.10% SOLD
22 CMCSA COMCAST CORP NEW Communication Services 9,957 $298K 0.10% SOLD
23 JAAA JANUS DETROIT STR TR 5,420 $274K 0.09% SOLD
24 SPGI S&P GLOBAL INC Financial Services 514 $269K 0.09% SOLD
25 FLJP FRANKLIN TEMPLETON ETF TR 7,771 $268K 0.09% SOLD
26 ISRG INTUITIVE SURGICAL INC Healthcare 471 $267K 0.09% SOLD
27 CTAS CINTAS CORP Industrials 1,395 $262K 0.09% SOLD
28 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,783 $261K 0.09% SOLD
29 XEL XCEL ENERGY INC Utilities 3,422 $255K 0.08% SOLD
30 GSK GSK PLC Healthcare 5,021 $249K 0.08% SOLD
31 INTU INTUIT Technology 375 $248K 0.08% SOLD
32 SHY ISHARES TR 2,987 $247K 0.08% SOLD
33 NOW SERVICENOW INC Technology 1,605 $246K 0.08% SOLD
34 AEP AMERICAN ELEC PWR CO INC Utilities 2,127 $245K 0.08% SOLD
35 APH AMPHENOL CORP NEW Technology 1,795 $243K 0.08% SOLD
36 SONY SONY GROUP CORP Technology 9,454 $242K 0.08% SOLD
37 EWS ISHARES INC 8,378 $230K 0.08% SOLD
38 APP APPLOVIN CORP Technology 326 $220K 0.07% SOLD
39 SOFI SOFI TECHNOLOGIES INC Financial Services 8,370 $219K 0.07% SOLD
40 TM TOYOTA MOTOR CORP Consumer Cyclical 999 $214K 0.07% SOLD
Page 2 of 3  ·  50 positions
Sector Allocation
Technology 41.0%
Financial Services 13.0%
Industrials 11.7%
Healthcare 7.2%
Consumer Cyclical 6.8%
Energy 5.3%
Communication Services 4.6%
Basic Materials 3.9%
Consumer Defensive 3.6%
Utilities 2.5%