BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 10 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VTV VANGUARD INDEX FDS 1,541.0 $336K 0.10% $217.92 +3.4%
182 IWO ISHARES TR 850.0 $335K 0.10% $393.96 -3.8%
183 OKE ONEOK INC NEW Energy 3,830.0 $333K 0.10% +51.0 +1.4% $86.94 +9.0%
184 ABT ABBOTT LABORATORIES Healthcare 3,658.0 $332K 0.09% -231.0 -5.9% $90.74 +23.9%
185 SNY SANOFI SA Healthcare 7,549.0 $322K 0.09% +2K +41.2% $42.66 +5.1%
186 EFA ISHARES TR 3,079.0 $320K 0.09% -6K -66.2% $103.81 +3.8%
187 AXP AMERICAN EXPRESS CO Financial Services 943.0 $319K 0.09% -888.0 -48.5% $338.30 -1.5%
188 IBM INTERNATIONAL BUSINESS MACHS Technology 1,134.0 $319K 0.09% -159.0 -12.3% $281.32 -16.3%
189 BITB BITWISE BITCOIN ETF TR Financial Services 9,935.0 $317K 0.09% +2K +18.9% $31.86 +32.1%
190 TBIL RBB FD INC 6,339.0 $316K 0.09% NEW $49.86 +0.0%
191 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,401.0 $316K 0.09% NEW $131.58 +5.1%
192 FE FIRSTENERGY CORP Utilities 6,628.0 $315K 0.09% +2K +41.4% $47.54 -3.5%
193 TRP TC ENERGY CORP Energy 4,740.0 $314K 0.09% $66.22 -6.6%
194 DUK DUKE ENERGY CORP NEW Utilities 2,463.0 $312K 0.09% -50.0 -2.0% $126.58 -5.0%
195 TXN TEXAS INSTRS INC Technology 1,039.0 $310K 0.09% -254.0 -19.6% $298.07 -13.2%
196 MLPI NEOS ETF TRUST 5,625.0 $309K 0.09% NEW $55.02 -1.3%
197 RY ROYAL BK CDA Financial Services 1,494.0 $309K 0.09% $206.97 -1.3%
198 LMT LOCKHEED MARTIN CORP Industrials 602.0 $307K 0.09% +11.0 +1.9% $509.46 +10.7%
199 CHAT TIDAL TRUST II 3,096.0 $306K 0.09% NEW $98.69 -11.8%
200 UBS UBS GROUP AG Financial Services 6,144.0 $304K 0.09% $49.56 +10.8%
Page 10 of 15  ·  281 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 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%