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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ENZL ISHARES TR 4,677 $212K 0.07% SOLD
42 O REALTY INCOME CORP Real Estate 3,708 $210K 0.07% SOLD
43 ROP ROPER TECHNOLOGIES INC Industrials 467 $208K 0.07% SOLD
44 EXC EXELON CORP Utilities 4,695 $205K 0.07% SOLD
45 UGI UGI CORP NEW Utilities 5,409 $204K 0.07% SOLD
46 FLBR FRANKLIN TEMPLETON ETF TR 10,382 $203K 0.07% SOLD
47 AMCOR PLC 23,055 $192K 0.06% SOLD
48 TRIN TRINITY CAP INC Financial Services 12,000 $182K 0.06% SOLD
49 QYLD GLOBAL X FDS 10,123 $179K 0.06% SOLD
50 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 11,200 $91K 0.03% SOLD
Page 3 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%