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 12 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XSOE WISDOMTREE TR 5,462.0 $269K 0.08% $49.18 -3.1%
222 MET METLIFE INC Financial Services 3,145.0 $266K 0.08% $84.61 +13.1%
223 SNDK SANDISK CORP Technology 117.0 $266K 0.08% NEW $2273.73 -33.0%
224 GM GENERAL MTRS CO Consumer Cyclical 3,447.0 $266K 0.07% -75.0 -2.1% $77.09 +12.4%
225 BOTZ GLOBAL X FDS 7,000.0 $266K 0.07% $37.94 -5.4%
226 EWN ISHARES INC 3,761.0 $265K 0.07% NEW $70.34 -2.9%
227 AMCOR PLC 6,082.0 $264K 0.07% NEW $43.35
228 EWO ISHARES INC 6,202.0 $262K 0.07% NEW $42.33 +4.3%
229 GSEW GOLDMAN SACHS ETF TR 2,750.0 $260K 0.07% -183.0 -6.2% $94.42 +2.9%
230 CME CME GROUP INC Financial Services 1,171.0 $259K 0.07% +198.0 +20.4% $220.83 +30.0%
231 VT VANGUARD INTL EQUITY INDEX F 1,646.0 $258K 0.07% -70.0 -4.1% $156.93 +2.3%
232 NEBIUS GROUP N.V. 932.0 $257K 0.07% NEW $276.17
233 DFEM DIMENSIONAL ETF TRUST 6,325.0 $257K 0.07% -294.0 -4.4% $40.64 -1.0%
234 GREK GLOBAL X FDS 3,392.0 $256K 0.07% +173.0 +5.4% $75.50 +12.9%
235 EWC ISHARES INC 4,399.0 $254K 0.07% $57.64 +6.5%
236 DHR DANAHER CORP DEL Healthcare 1,330.0 $253K 0.07% -240.0 -15.3% $190.48 +12.4%
237 EOG EOG RES INC Energy 1,946.0 $252K 0.07% NEW $129.73 +11.7%
238 XLF SELECT SECTOR SPDR TR 4,650.0 $249K 0.07% NEW $53.61 +7.9%
239 OKLO OKLO INC Utilities 4,701.0 $246K 0.07% $52.33 -22.5%
240 EWP ISHARES INC 4,127.0 $245K 0.07% NEW $59.39 +5.4%
Page 12 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%