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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHY ISHARES TR 2,987.0 $247K 0.08% -420.0 -12.3% $82.82 -0.8%
62 AEP AMERICAN ELEC PWR CO INC Utilities 2,127.0 $245K 0.08% -370.0 -14.8% $115.31 +14.1%
63 LH LABCORP HOLDINGS INC Healthcare 962.0 $241K 0.08% -38.0 -3.8% $251.00 +3.6%
64 EWC ISHARES INC 4,399.0 $237K 0.08% -390.0 -8.1% $53.93 +8.5%
65 MPC MARATHON PETE CORP Energy 1,425.0 $232K 0.08% -8.0 -0.6% $162.63 +56.6%
66 KBWY INVESCO EXCH TRADED FD TR II 14,442.0 $223K 0.07% -5K -24.6% $15.43 +12.6%
67 SOFI SOFI TECHNOLOGIES INC Financial Services 8,370.0 $219K 0.07% -25K -74.8% $26.18 -40.3%
Page 4 of 4  ·  67 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%