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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 11 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPGI S&P GLOBAL INC Financial Services 514.0 $269K 0.09% +53.0 +11.5% $522.59 -20.1%
202 FLJP FRANKLIN TEMPLETON ETF TR 7,771.0 $268K 0.09% NEW $34.45 +13.9%
203 ISRG INTUITIVE SURGICAL INC Healthcare 471.0 $267K 0.09% NEW $566.36 -22.6%
204 CME CME GROUP INC Financial Services 973.0 $266K 0.09% NEW $273.08 +6.6%
205 CTAS CINTAS CORP Industrials 1,395.0 $262K 0.09% -68.0 -4.7% $188.07 -8.1%
206 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,783.0 $261K 0.09% NEW $146.58 -11.3%
207 BND VANGUARD BD INDEX FDS 3,516.0 $260K 0.09% NEW $74.06 -1.4%
208 TRP TC ENERGY CORP Energy 4,723.0 $260K 0.09% $55.11 +28.7%
209 SNY SANOFI SA Healthcare 5,346.0 $259K 0.09% $48.46 -8.6%
210 CSCO CISCO SYS INC Technology 3,311.0 $255K 0.09% NEW $77.03 +56.3%
211 BOTZ GLOBAL X FDS 7,000.0 $255K 0.08% NEW $36.39 +10.7%
212 RY ROYAL BK CDA Financial Services 1,494.0 $255K 0.08% -70.0 -4.5% $170.49 +11.3%
213 XEL XCEL ENERGY INC Utilities 3,422.0 $255K 0.08% -198.0 -5.5% $74.43 +8.9%
214 GSEW GOLDMAN SACHS ETF TR 2,933.0 $250K 0.08% $85.12 +8.1%
215 MAR MARRIOTT INTL INC NEW Consumer Cyclical 803.0 $249K 0.08% NEW $310.24 +19.0%
216 MET METLIFE INC Financial Services 3,155.0 $249K 0.08% -125.0 -3.8% $78.94 +6.5%
217 GSK GSK PLC Healthcare 5,021.0 $249K 0.08% -724.0 -12.6% $49.55 +3.7%
218 INTU INTUIT Technology 375.0 $248K 0.08% +50.0 +15.4% $662.42 -51.7%
219 SAN BANCO SANTANDER SA Financial Services 21,168.0 $248K 0.08% +2K +8.5% $11.73 +2.6%
220 SHY ISHARES TR 2,987.0 $247K 0.08% -420.0 -12.3% $82.82 -0.8%
Page 11 of 14  ·  261 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%