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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VT VANGUARD INTL EQUITY INDEX F 1,716.0 $242K 0.08% NEW $141.09 +10.3%
22 EWS ISHARES INC 8,378.0 $230K 0.08% NEW $27.51 +7.1%
23 WEC WEC ENERGY GROUP INC Utilities 2,175.0 $229K 0.08% NEW $105.46 +7.5%
24 TXN TEXAS INSTRS INC Technology 1,293.0 $224K 0.07% NEW $173.49 +78.2%
25 GREK GLOBAL X FDS 3,219.0 $217K 0.07% NEW $67.31 +4.8%
26 TM TOYOTA MOTOR CORP Consumer Cyclical 999.0 $214K 0.07% NEW $214.06 -11.7%
27 XSOE WISDOMTREE TR 5,462.0 $213K 0.07% NEW $39.02 +20.3%
28 FCX FREEPORT-MCMORAN INC Basic Materials 4,179.0 $212K 0.07% NEW $50.79 +22.1%
29 ENZL ISHARES TR 4,677.0 $212K 0.07% NEW $45.27 -1.7%
30 EXC EXELON CORP Utilities 4,695.0 $205K 0.07% NEW $43.59 +6.1%
31 UGI UGI CORP NEW Utilities 5,409.0 $204K 0.07% NEW $37.80 -5.7%
32 FLBR FRANKLIN TEMPLETON ETF TR 10,382.0 $203K 0.07% NEW $19.51 +17.1%
Page 2 of 2  ·  32 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%